Q: The recent Shell contract, and the potential for a LNG go-ahead have me wondering about the potential for some gains here. They seem to be building a significant business and drilling should be stable/growing if LNG is a go. Your thoughts would be appreciated....
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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: 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.
Q: I just recently made aware of this stock, has 5i been following this stock, and what do you think of STEP if you follow it?
Thanks Barry
Thanks Barry
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.
Q: Petrotal is listed on the venture exchange. I understand it is applying to be listed in London. Do you have any further information. How does it look as an investment.
Thank you. PB
Thank you. PB
Q: Could you please comment on ALA.s press release of Sep 26 on their proposed purchase of 50 % of Black swan for $230 million. I was under the impression that ALA was looking to sell non core assets in an effort to reduce dept.
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Pipestone Energy Corp. (BBI)
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AltaGas Ltd. (ALA $41.86)
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Athabasca Oil Corporation (ATH $7.95)
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Bonavista Energy Corporation (BNP $0.05)
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.
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.
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Peyto Exploration & Development Corp. (PEY $24.52)
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Black Diamond Group Limited (BDI $16.56)
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Horizon North Logistics Inc. (HNL)
Q: If LNG in BC is approved do you have any stocks that you would feel would benefit from this approval
Q: We are down 50% on SLCA and are considering buying Square (SQ), do you see any potential upside coming with SLCA to make it too soon to sell at a loss?....thank you ...Vic
Q: What would your firm suggest as good US oil and gas stock?
Q: Regarding my earlier q on NRGY you mentioned that it was trading at a discount of around 3.5% and explained that there were some good reasons not to like the mutual fund that it would roll into.
But given that closed it closed at 5.52 and Ninepoint shows NAV as 6.03 it could - at that price - be purchased at a discount of about 8%, no? If that were the case, would it not have made sense - apart from the commodity risk - for a fund which will close in about 4 weeks and for which an investor would receive its NAV?
(I was really asking whether I was missing something in the conversion process from NRGY to NPP008)
But given that closed it closed at 5.52 and Ninepoint shows NAV as 6.03 it could - at that price - be purchased at a discount of about 8%, no? If that were the case, would it not have made sense - apart from the commodity risk - for a fund which will close in about 4 weeks and for which an investor would receive its NAV?
(I was really asking whether I was missing something in the conversion process from NRGY to NPP008)
Q: Hi Team: The price collapse in TCW seems overdone considering the overall financial improvement in this company.What would be the book value of TCW and could it buy back more aggressively it's stock considering the compeling valuation? I am considering averaging down late into tax selling season and thinking two to three years hold.
Many thanks,
Jean
Many thanks,
Jean
Q: NRGY is trading about 9% below NAV this morning (Based on Friday's closing NAV and this morning's moves in oil equities). Given that the fund is being closed and rolled into Ninepoint's energy mutual fund, does is it make sense to buy if you are okay with owning the mutual fund?
Also, do you have to accept the mutual fund or can you request cash when a fund is closed like this?
Also, do you have to accept the mutual fund or can you request cash when a fund is closed like this?
Q: I am a senior and hold TOG, WCP, and SGY. I am down about 75%. Should I continue to hold, buy more or switch to another growth stock? Thank you!
Q: Hi Ryan As a long term holder of VET the stock has a hard time generating a growth return.
I understand the huge discount on Can oil as part of the reason ,what I cant understand why the market gives no credit for VET,s foreign holdings not subject to the WCS discount.
My thinking is to exit and sit on cash till this political crap settles out.
Kind Regards
Stan
I understand the huge discount on Can oil as part of the reason ,what I cant understand why the market gives no credit for VET,s foreign holdings not subject to the WCS discount.
My thinking is to exit and sit on cash till this political crap settles out.
Kind Regards
Stan
Q: Any idea why the volatility on tcw? The price is getting more compelling. Thanks
Scott
Scott
Q: Hi Peter and Staff
I have had several energy “related “ stocks over the years , most have left a sour taste - In my “basket “ representing a small % of my portfolio I still have HWO, SES, CEU and TDW . If I add PSI I will drop one of the above . Please deduct credits as you see for but with some detail tell me which one versus the others
Thanks for all you do
Dennis
I have had several energy “related “ stocks over the years , most have left a sour taste - In my “basket “ representing a small % of my portfolio I still have HWO, SES, CEU and TDW . If I add PSI I will drop one of the above . Please deduct credits as you see for but with some detail tell me which one versus the others
Thanks for all you do
Dennis
Q: Can you give me any insight into the recent news from the company regarding acquisition talks.
Should it be viewed as positive or a risky and potentially dilutive proposal.
Thank you
Should it be viewed as positive or a risky and potentially dilutive proposal.
Thank you
Q: Your updated opinion on lxe.Thanks
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Peyto Exploration & Development Corp. (PEY $24.52)
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Tourmaline Oil Corp. (TOU $62.92)
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Birchcliff Energy Ltd. (BIR $7.32)
Q: Hello, great site.
Which companies will benefit the most from an approval of the BC LNG project? How likely it will proceed?
Thanks.
Which companies will benefit the most from an approval of the BC LNG project? How likely it will proceed?
Thanks.