Q: Hi, can you please provide some oil and gas names with significant upside potential if prices improve.
it would be better if company is Cash flow positive, pays dividend, and have a good balance sheet.
Thanks,
Q: Natural gas has declined over the past 5 years or so and I am considering taking a position. I believe that LNG has a longer term very bright future especially exports.
Can you comment on AR:US, DVN:US ( producers) and UNG:US (natural gas pricing etf) or any other natural gas security.
Thank you
Q: Hi, could you please comment on Storm Resources earnings release? Is it a strong stock in its field and would you recommend holding, I am down significantly on it and deciding whether to take a loss? Thank-you.
Would you please provide your insight into the 4th quarter results from Boralex today. Is it just the overall market sentiment that is driving the stock down by +/- 7% today? Is Boralex still good for a long term hold or would you prefer others in the renewable utility space?
Thanks!
Q: In light of the likely prospect that the economic effects of the corona virus will get worse, I am looking to reduce my over-weight position in the energy sector... please rank the four companies in terms of financial resilience to a significant drop in the price of oil. I know BIR is mostly natural gas and not sure how it would be affected. Thanks.
Q: Trying to choose energy company for growth, income and safety
im considering RDS.A and TOT.A. or maybe something else you might
prefer. Thank you.
JJ
Q: I currently hold SU as my energy allocation and looking to add a non-integrated energy holding. My biggest concern in the current environment is balance sheet quality. Can you suggest 2 or 3 names in the sector with the strongest financial position. Thank you.
Q: Vermillion (VET) is getting hammered this week and again today after an analyst said they will have to cut their dividend by 50%. The company says no way. I am wondering if this is so terrible for the company. They would still be paying over 8% and have more money to repay debt. The price seems too low and I think it will rebound strongly when the panic passes. What do you think?
Thanks.
Q: I am thinking to take a position in natural gas producers. The past 5 years have been poor and this may be a good entry point. I feel that a long term hold may be worthwhile especially because of the future potential of LNG.
What do you think of the sector and do you have any recommendations.
What do you think of AR and UNG. Thank you
Q: I am continuing to hold VET in my long-term portfolio. I bought it originally at 18.27 and am enjoying a 13% yield. I am not overweight in energy. With the recent declines, it is tempting to buy more. What are your thoughts on VET these days? Do you feel confident in their ongoing ability to pay (and potentially grow) the dividend? Thanks in advance.
Q: Is Superior Plus a value trap here? Market appears to have overreacted to earnings. Or is debt an issue and thus the concerns on the company are valid?
Seems to me certain people can't do without propane. What is their competition in Canada?
Q: Late last year TOU formed a new company (TOPAZ), is this a private or public company, I don't seem to find a listing for it. With a dividend of .80/share if it is a publicly listed company, do yo think it is a better buy than TOU,
Q: The valuations on companies with a favourable ESG component are lofty at best. Do you see any in this sector that are still reasonably priced? A dividend would be preferable.
Thanks for your consideration.