Q: Hi team,
I hold these 4 stocks in my portfolio for my energy sector. Is this too much and if so, which one should I dump? All 4 total about 8% of my portfolio.
Thanks
Q: I own both of the above and have done well over the 5 month holding period. Both stocks have slipped recently and I am wondering if you would consider keeping both or move on other pastures. Thank you.
Q: Could you please provide more information with regards to the company announcement yesterday, “Potential Strategic Repositioning”. Is this a positive for shareholders? The market seemed to like it as the stock was up 2.57% on above average volume.
Q: I had hopes that oil would claw its way back up with the sentiment turning positive over the last few weeks but it seems like this latest push higher has reversed. I'm down big on RRX and PEY - should I hold them until after earnings or get out now before they get dragged lower? What is your opinion on oil over the next year? Thanks!
Q: Hi team, I don't have much energy exposure and am looking to add this to the portfolio. I am looking for something that has some growth potential as well as income. I was thinking about VET or WCP, which of these 2 do you prefer right now, or are there others that you would recommend.
Thanks
Q: Could you please give me an update on Surge Energy, in particular: insider trading over the past few months, overall insider ownership, level of debt - is it reasonable, sustainability of dividend, cash flow, expected revenue and earnings growth, P/E, ability to weather a downturn in oil prices. Thank you.
Q: Thinking on selling some (not all) of my Tourmaline and picking up a bit more Vermillion (likely top up VET so it and TOU are both about 10K each of my portfolio). Would you agree with this move and should I see more upside in VET over the next 36 months ?
Q: Transglobe Energy announced today that its common shares have been admitted to the AIM market of the London Stock Exchange and the shares gained ~14%. It has exploration and production operations in Egypt and Canada Can you provide your thoughts on its sustainability and its potential? Thank you
Q: Raging River has recovered somewhat from its low caused by the announcement of the merger with Baytex. Is this perhaps a good time to sell, considering questionable management, and if so could you name three or four similar names in the sector that might have better potential. Thank you.
Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?