Q: Hi folks, please get your opinion on Q1/18 results for Source Energy. Posted a profit and Scotia very bullish on stock going forward, but only trust the judgement of 5I research haha. Would you rate a buy, hold or sell. thanks PS: Peter Hodson is best guest on marektcall, they should expand show to two hours when he is on, jb
Q: Can you give me your thoughts on Whitecaps earnings? Seems like another not great quarter aside from decent revenue and production growth. Share price is down a couple percent more than its peers today. But I'm more concerned with the long term trend, it has been weak to say the least. At one point I was up about 25% on WCP when oil prices were much lower than they are now. WCP doesn't seem to be participating in the oil price recovery like many of its peers, possibly due to its acquisitions. I understand its a quality company with an okay div that was just increased. But if one wants to play the oil price recovery which is a little risky, don't you want to invest in a company with some torque that will actually benefit rather than take the risk for little reward. CVE for example has done great and also has a div (little smaller). Should I sit tight and wait for better results or lessen my position and add a company that has shown results the last few quarters?
Q: Can I get your thoughts on these two looking forward without regard for weighting. Either short or long term. Please give thoughts on overall quality, management, risk level, buy or ignore?
Q: Can you please suggest a US$ stock that would be leveraged to an increase in the oil price? I am looking for a good, 5i-style company, but if possible, not necessarily a giant that doesn't have a lot of room to run. I appreciate you don't follow the US market but do let me know if there is something that you might be able to recommend.
Q: Maybe - we're really going to see a sustained positive - ongoing movement in the Cdn. oil patch. That said, I'm looking short term (1 yr) for a bite into several undervalued stocks, particularly where leverage is large. Would appreciate your comments on these in order of preference as well as any others. Thank you.
Q: I am a shareholder in Andeavor which announced this morning that it was being acquired in a friendly deal by Marathon Petroleum Corporation. I previously held shares in Western Refining that was in turn acquired by Tesoro, Andeavor's prior name, in a share deal. Marathon is offering $152 a share, payable in cash or shares. I am inclined to take the cash and run (assuming the deal clears antitrust review - note there is a large deal completion discount with Andeavor shares closing at $138 today). Do you have any thoughts on what a prudent course of action would be/would you be more inclined to take the shares or cash? (I hold the shares in a TFSA so no tax payable)
Q: Could you please provide name of five companies in each OIL, Gas and Mines sectors (globally including Canada and the USA) which have:
a) High Torque and
b) Medium Safety.
Should I buy them now or after the June 2018 earnings reports?
Thank you,
Kam
Q: I own this oil company for exposure outside canada with the weaker european outlook compared to north america do you think it makes sense to move or leave as is, your thoughts on the growth,safety and any recommended action would be appreciated.
Q: Could you please provide your favorite stocks for oil, natural gas and oilfield services exposure? Canada is fine but please provide some ideas US$ ideas too. Charge additional questions as needed. Thanks!
Q: I recently sold my Spartan shares for $6.77 - as of yesterday the price was down to $6.51 and I am looking at repurchasing.
in your opinion, should I purchase Vermilion or stay with Spartan (is there an advantage to be found here)?
It is my understanding that owners of Spartan receive .15 of a Vermilion share if the deal goes through!
Q: PLease your views on the Q results of VET which was released today after market close,Its ex-div date is Apr 27,so does that mean if I sell on Apr 27,I am entitled to the div?Thanks for u usual great advices & services
What is your viewpoint on SDX Energy at the moment? I have noticed that Josef Schachter has been on BNN lots of times promoting this stock. I see the benefit of it as well but I don’t agree with his prognosis of gas stocks in Canada being way undervalued and a good investment opportunity. His past picking history does not bode well in my opinion and because he likes SDX so much it concerns me. The company has no debt, lots of cash. Every well is a discovery in the last 6 morning months to a year. They are getting great prices for their gas in Morocco and Egypt. What is not to like!!! Am I missing something here?