Q: Despite a significant recent increase in the price of natural gas, Birchcliff's stock price has not substantially rebounded from its recent low value. Any explanation? Thanks!
Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.
Q: I currently hold significant positions and capital losses on both SGY and WCP. I would like to trigger a cap loss while maintaining sector exposure by selling one and buying the other, and then 'reversing' the trade in 30+ days. Which one you recommend selling at this stage?
Q: This morning I noticed that US nat gas is trading up 13% at $4.60 usd. Does the increase in US Nat Gas help our Canadian nat gas produces? (Ex Tou)
What is the price of Aeco this morning?
Q: Comments please on QST's earnings. They seem ok with a reasonable future outlook for growth. Did they meet general expectations? How do things look for future?
Q: Could you please identify which companies would benefit most from a rising natural gas price? Also address the overall financial strength, dividend sustainability ( if applicable ) and general robustness of your picks. Thank you.
Q: Meg is now trading at a 16% discount to Husky’s $11/ share offer. Is this not a no brainer to buy meg here for at least a 16% gain, if not more if a bidding war arises ? Am I missing something here ?
Q: Vermilion Energy keeps on sinking. Today, what is it Free Cash Flow? In other words, is it positive and does it cover the dividends or is it enough to pay the dividends going forward? What about positives back and forward coming from Vermilion now?
Q: Crude is approximately double the price it was in late 2015 - early 2016 and the shares of VET.to are where they were when oil was trading at 30 per barrel. 35% of Vermillion's holdings are Brent-priced light oil production and European natural gas prices that are 2-2.5x greater than North American gas prices. Compared to a typical Western Canadian oil and gas producer it would seem that Vermilion is a bit of a value play here. The fact they did not cut their dividend through the last downturn and have paid an increasing dividend since 2010 is also notable. So what am I missing? Thanks! Randy D.
Q: High Artic beat all estimates but the stock has not responded positively.
Should I assume its just an "irrational market" or is there some other explanation.
Thanks
John
Q: Do you think the down turn in Vet is warranted and can they mantain the current
Dividend. Is there light in the future, or should I bail. I am looking 3 to 5 year time fram.