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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: Questor recently posted on their website a presentation to Altacorp in April. In the presentation they state that in the first quarter (Jan 1, 2019 -March 31. 2019) they shipped 39% of their rental fleet to a new customer in the Bakken. This would seem to be significant news yet no press release was issued. Are companies obliged to disclose material contracts or is that at their discretion?
Read Answer Asked by Murray on May 03, 2019
Q: Hello 5i,

I only have enough cash for one position. Which of SU or GIL would you pick up first?

Or would you wait for the dust to settle. I will be purchasing both eventually once I dispose of other holdings.

In order of preference please.

Thanks,

KC
Read Answer Asked by Kelly on May 03, 2019
Q: Hi group appreciate your comments on energy I recently bought Kelt + Meg (ahead of earnings) both stocks almost instantly dropped 10% +> what's you thoughts on these two buy sell or hold (earnings just starting on energy companies and they are expected to be positive for most part. Also comment on on Cigi the quarterly results were not well received and the stock has been hit accordingly- sell or continue to hold - deduct credits accordingly and thanks for your help
Read Answer Asked by Terence on May 03, 2019
Q: North American Construction Group (NOA.TO) advised that its Q1 profit fell by 35% on higher expenses and depreciation while revenue rose 63% to $186.4 million Net income fell to $7.18 million, or $0.25 per share, compared to a profit of $11.13 million, or $0.36, in the first quarter of 2018. Adjusted earnings per share dropped to $0.52 from $0.55.

How would you rate the results as the oil sands are a key component of its success?

Thank you for your insight.
Read Answer Asked by Martin on May 03, 2019
Q: From the Globe and Mail: "Trident Exploration Corp. said it ceased operations effective April 30, leaving behind a $329-million bill to clean up 4,700 wells it says are being transferred to the Alberta Energy Regulator (AER)."

There is a problem in Canada with abandoned oil and gas wells and unfunded clean up costs from defunct oil and gas producers. From the press this seems to be a big future liability to the Province and existing companies as well. This would create a massive source of revenue for companies tasked with the clean up job I imagine. Is there an investment thesis here?
Read Answer Asked by Joel on May 02, 2019
Q: I was stopped out on ENB a while ago but now would like to reenter the sector. Which pipeline company would you buy today for some growth as well as the steady dividend ?
Thanks
Sharon
Read Answer Asked by Sharon on May 01, 2019
Q: After the announcement of Alberta production curbs I increased my holdings from 2.5% to 4,5% and because of its outperformance I am now over 5% and am going to reduce my holdings. I am thinking of going down to 4% as I see improving metrics with the company. It is my only oil and gas producer in a balanced portfolio which is less than 20% of total holdings but managed on a standalone basis. What are your thoughts on a 4% holding. Thanks
Read Answer Asked by Jerome on April 30, 2019
Q: I have not ventured back in to the gas/oil sector yet but thinking of doing so. Do you prefer services or producers at this point? For producers, do you prefer gas or oil or a mix? Could you give me a couple of your favourite names that you suggest I consider for getting back into the sector? I have a long time frame, medium tolerance for risk and like growth. Thank you for all your help.
Read Answer Asked by Donna on April 29, 2019
Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary

Read Answer Asked by Gary on April 26, 2019
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