I am thinking of swapping my VET position for a position in WCP, mainly from a dividend sustainability perspective and also a future growth potential perspective.
Does this sound like a constructive move or am I misguided or missing something? Are there any other energy opportunities that you would point out instead of WCP for income and growth potential?
Q: Eric Nutall at Ninepoint keeps on saying he is buying heavy into energy space companies that are trading around 2.5 EV to Cashflow. Just wondering what some of the better names he’d be buying into may be. Any idea or suggestions?
Q: I heard gas prices were incredibly cheap in 2010, when ARC resources was worth $20 a share. I think the Balance Sheet still looks okay with a 10% dividend. What are reasons not to buy this? I own shares at a cost of $25 - If I was willing to buy it before what has changed? Thank you.
Q: Wondering if you could comment on the results out today; you seemed positive on the firm in your response to an earlier question, and I am wondering if these results reinforce your position.
Q: everyone seems to agree that the energy stocks have never been so cheap, ignored by investors etc.
can you see a way for those stocks to start getting recognized, should i start picking away.
i do not own any energy, but these is getting ridiculous.
i think jim cramer or one of those pundits said its because of millenials who hate oil, they are into electric. dave
Q: Looking to add TRP ( already have ENB ) to my RRSP for some income but am somewhat concerned if there were to be a recession - would this be considered a "Utility " thus less likely to take a hard hit or would I be better looking at BEP.UN, FTS, AQN or EMA and if so, which would you recommend at this time ? Your opinion is greatly appreciated.
thanks
Q: With respect to the above companies, I would like to have your opinion on their potential, and whether you see any imminent issues with respect to debt levels. Please deduct credits as necessary.
Q: CIBC is referring to an 82% payout ratio for WCP in 2019, which is different from the 35% payout ratio you referred to below....which is the correct number and do you view their dividend as sustainable?
Q: On BNN last week one of the guests stated that insider trading in large oil companies has been rising. Would this fit in with your assessment of the sector and in your opinion does this indicate that it might be time to start taking a position in the oil and gas sector. If so then would you have a few stocks to recommend, perhaps three small to mid cap and a couple of larger ones. Thanks.
Q: One of these days the sentiment on Canadian gas and oil companies is going to change.( I hope!!).
If that day was tomorrow which small cap Canadian oil and gas company would you buy?
Q: Which would you choose to add a conservative nature to a senior's portfolio, AQN or AW.UN.ca and why? I note AQN is not in any model portfolio and yet its performance seems better than that of AW.UN and with less volatility.
Q: Hello guys, after PPL's takeover of KML, do you guys think the Transmountain Expansion could be a naturally and strategically fit for PPL? Not sure if PPL ever think about such a possibility considering the huge political headwind TMX is currently facing.
Q: How do the Pembinia Pipeline bid factor into the IPL valuation metrics and could you speculate if you think PPL was on a list of unnamed possible bidders?