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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: At around $7 it looks as tho FRU is heading for its IPO price almost 20 years ago, and PSK is not much better. the question seems to be - is this an indicator of future oil price and its value to the economy? Both these equities used to be considered relatively stable and possessing underlying value, current and future. Is this no longer true?
Read Answer Asked by Mike on October 25, 2019
Q: An article in In today's Wall Street Journal suggested that if Elizabeth Warren is elected president and bans fracking on Federal lands ( she actually wants to ban it totally, but I don't think she has jurisdiction to do that ) then Canadian shale drillers would be the big winners. Which ones might that be: Encana, Seven Generations? others?
Read Answer Asked by Murray on October 25, 2019
Q: With a minority government likely to paralyse the political agenda, American investors are unlikely to return to the oil patch any time soon. Do you agree ? And which energy companies do you see as most likely to suffer from this?
Jacques, Montréal
Read Answer Asked by Jacques on October 25, 2019
Q: What are your favourite energy names that have decent/reasonably safe dividend yields, strong balance sheets and are cash flow positive at current market prices? Not looking for the names most levered to oil/gas price rebound.....I don't mind being patient on long-term holds that are very cheap today and will be around in 5-10 years.

Cheers
Read Answer Asked by Angus on October 25, 2019
Q: I have been watching KML. My portfolio is a bit mixed up these days, and could probably use a little more diversification within my dividend plays (weighted heavily in Banks at the moment). At 4.5% yield, this looks like a decent play, and it feels like there is upside potential with the share price, with limited downside (assuming the Pembina deal stays on track, as the company has said). I like the stability of their income, and it looks as though they have "taken their lumps". How do you guys feel about KML these days?

Thank you in advance

Don
Read Answer Asked by Don on October 25, 2019
Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !
Read Answer Asked by Christian on October 23, 2019
Q: Was listening to bnn today and the analyst made me relook at my dividend paying oil and gas stocks. How would you rank the four of them? And if you think there is a better choice, which one? Not including the majors though.
Read Answer Asked by Todd on October 22, 2019
Q: I have a question about 3092.

Hey Peter:
What is your viewpoint on VLE action in the last month. It was as high as 3.50 and is now below a $1. Is it worth buying more to lower the cost as they have no debt and some say $60M in cash. I saw it dropping due to the political issue with Turkey but they said that has no impact where they are located. Appreciate your viewpoint?
Read Answer Asked by Brendan on October 22, 2019
Q: I've been sitting on Pan Orient for a few years now. I've suffered the oil blues during the sector meltdown but this one has done well this year at least. They've had a couple of recent oil discoveries on their Thailand concessions and are starting a new drilling effort for gas in Indonesia. I'm thinking they will soon be increasing their profit notably. Would you hold out for higher gains or dump and move on?
Read Answer Asked by DAVE on October 21, 2019
Q: I'm in the process of putting together a list of mid range oil and gas producers that might benefit from a change in government policy following the upcoming election. Any thoughts on my thesis, and what mid range producers might you recommend?
Read Answer Asked by John on October 21, 2019