Q: I was thinking about selling Tourmaline to buy Torq to trigger a capital loss while maintaining sector exposure. What do you think? Would you have any alternative suggestions for TOG (other than VET, which I already hold)? Thanks so much.
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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: Larry Berman likes this pick for the 8% yield and the “explosion” of pipelines in the US. Do you have an opinion and would it be appropriate for an RRSP?
Q: Can you comment on effect of the Alberta cut and surplus of oil on the pipelines ie IPL
Q: Well, pardon the pun, is it time to exit a gas play? Both my PEY, especially, and TOU are down big.
Or should I roll them into something else in the same space?
Long term investor.
Thanks for the wonderful service.
Or should I roll them into something else in the same space?
Long term investor.
Thanks for the wonderful service.
Q: I have high crush partners and am down 50%. My undestanding is that it is converting from a mlp to a corporation. Do you think it’s worth hanging on.
Q: Big drop today with GEI and I'm now down 12%. With the production cutbacks in Alberta has business changed for GEI? Is it a hold or a sell? Thanks!
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Husky Energy Inc. (HSE)
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Cenovus Energy Inc. (CVE)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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Pengrowth Energy Corporation (PGF)
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Surge Energy Inc. (SGY)
Q: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?
As always, thanks for the excellent service.
As always, thanks for the excellent service.
Q: What happens to the warrants of BBI in this merger if it goes through?
Q: Can you tell me what prices (Cdn$/mcf) Bellatrix received for their natural gas in the previous 4 quarters? Can you also tell me what their avarage production cost was (Cdn$/mcf) as well?
The reason I ask this is because as of November 26, 2018 Bellatrix has locked in fixed prices in December 2018 (approximately 30% of natural gas volumes based on current annual 2018 production guidance at a Canadian equivalent price of approximately $4.33/Mcf) and the first quarter of 2019 (approximately 20% of natural gas volumes at a Canadian equivalent price of approximately $4.20/Mcf). Unless I'm missing something these prices seem to me like they are substantial higher than the norm of the past few years?
Thank you, Shane
The reason I ask this is because as of November 26, 2018 Bellatrix has locked in fixed prices in December 2018 (approximately 30% of natural gas volumes based on current annual 2018 production guidance at a Canadian equivalent price of approximately $4.33/Mcf) and the first quarter of 2019 (approximately 20% of natural gas volumes at a Canadian equivalent price of approximately $4.20/Mcf). Unless I'm missing something these prices seem to me like they are substantial higher than the norm of the past few years?
Thank you, Shane
Q: Provided we don't have a recession for awhile, plus the likes of BNN guests such as Eric Nutall & Josef Schachter think we are in the beginnings of a new Bull Market for oil & gas, Trican Well Services at a $1.20+/- per share seems rediculously cheap. Along with a few other stocks I think it could be a multi-bagger in the next 2-3 year time frame.
Or do you think I'm wrong and TCW is a value trap?
Thanks, Shane
Or do you think I'm wrong and TCW is a value trap?
Thanks, Shane
Q: Gentlemen, could you provide me with an evaluation of recent VET transactions. Thank you. Gaston
Q: Hello 5i,
I am thinking of starting a long term position in oil that is not small or mid cap. I was looking at Suncor since they seem to have a closed system in place from oil in the ground to the gas station (Petro-Canada). What is their payout ratio?
Are there other canadian oil majors that are comparable to suncor that are as stable?
Andrew
I am thinking of starting a long term position in oil that is not small or mid cap. I was looking at Suncor since they seem to have a closed system in place from oil in the ground to the gas station (Petro-Canada). What is their payout ratio?
Are there other canadian oil majors that are comparable to suncor that are as stable?
Andrew
Q: Getting away from Canadian O&G I was looking south of the border for a small cap and I come with CHK it's at 52 week low could I have your thoughts on the company in regards to management,assets etc ...thanks
Q: Time to move on and take a loss or is the recent quarter another indication that I picked a good company in a terrible sector and should hang on?
Q: I own some APU shares in a RIF and although it's probably not the best type of investment (Limited Partnership) for a RIF because of the witholding tax in the US, I always thought that the higher dividend compensated for that.
The shares bounced around my purchase price for a long time, showing small gains or losses, but it's now down 21% and I'm not sure whether it's worth keeping.
Would you recommend holding or selling and if you recommend selling, would you give me a few recommendations in the US that pay a dividend that look more promising. I have ENB in the US and plenty of REITS.
The shares bounced around my purchase price for a long time, showing small gains or losses, but it's now down 21% and I'm not sure whether it's worth keeping.
Would you recommend holding or selling and if you recommend selling, would you give me a few recommendations in the US that pay a dividend that look more promising. I have ENB in the US and plenty of REITS.
Q: I have owned VII just long enough to catch the slide. Looking at your July answer on this stock, would you recommend jumping ship or buy in. This is a small holding.
Q: WR Jacques Q. Andrew McCreath today on BNN had what I assume to be credible reason for WCP budget delay. If you inputted what WCS oil is selling for presently ($15) no business plan in the Alberta field would look reasonable.
Q: Why would Whitecap delay there guidance for 2019? Is there a possibility that they are planning to cut the dividend? If so, what would that do to the stock price?
Q: cardinal is dropping a lot . Do you think the company will survive Canadas current energy environment? And if not what would be a better company to go too? thanks
Q: Pinnacle Renewable has dropped quite a bit recently. Is it just related to the overall market, or is something going on with the company that I should be concerned with? Thanks!