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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: Good Morning,which companies would be best for the new LNG project-any others than these? Thank you .Anne. enerflex,horizons north,mullen group
Read Answer Asked by M Anne on October 03, 2018
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?

Thanks
Read Answer Asked by Geoff on October 03, 2018
Q: I'm in the process of trimming my portfolio of over 40 companies and building cash. Both Major Drilling Grp and Cathedral Energy Services are candidates for removal. How do you feel about these companies, should they be sold? Would you put the money in cash or what would you buy in their place, in the same sectors?

Many Thanks
Read Answer Asked by Frank on October 01, 2018
Q: Please rank four of your favourite stocks in the oil industry in order of fundamental stability and potential for growth as well as risk. Would you be entering this sector at this time? What industry risks do you foresee? I have never invested in this area so basically, I am looking for your guidance.
Read Answer Asked by Stella on September 28, 2018
Q: I sold BDI at a sizable loss years ago and fully appreciate how extremely cyclical this companies earnings are, for good or bad. Waiting patiently for an opportunity to catch a high beta cyclical upswing in the companies earnings. Can you advice as to how to approach this investment thesis? Start building a position now even thought its early or wait till there is clearly an upswing in earnings while trying to avoid false starts? I cant help but think that after years of terrible government policy there is blood in the streets now.
Read Answer Asked by Joel on September 28, 2018
Q: Good morning,

Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!

Thanks,
Sean.
Read Answer Asked by Sean on September 27, 2018