Q: I feel both Oil & Gas are going to make a modest comeback over the next 6 months and would like to increase my exposure. I currently hold full positions in VET, PEY and ENB and collectively they represent about 10% of my equity holdings and equities represent about 60% of my total portfolio. Do you think it is OK to add to this space and if so What would you suggest I add to diversify this group?
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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: My question is on bonterra energy .I'm under water with this stock by 12% should I hold my position or do you see no future with this stock. I Can wait as the investment is inside my tfsa and do not need the money at this time for 5 plus years.
Q: VET has been on a bit of a downward trend over the last two weeks - seems to be dropping faster than the O&G sector - Any reason for this? Any concerns here?
Q: Did you ever have to finally decide? Go with the one and let the other one ride. Who do you recommend I drop as part of my portfolio cleanup?
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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Vermilion Energy Inc. (VET)
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Parex Resources Inc. (PXT)
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Raging River Exploration Inc. (RRX)
Q: Oil. Is it making a rebound?
If so where to invest. Companies that specialize in drilling , distribution or refineries??
Thanks. Barry
If so where to invest. Companies that specialize in drilling , distribution or refineries??
Thanks. Barry
Q: What would be your opinion of selling the above for tax writ off and when should I do this ie what is the latest date
Thank you
Pat
Thank you
Pat
Q: Do you foresee any improvement in HWO's SP before the end of 2017? I'm currently down about 15% on this stock and it's a prime candidate for YE tax loss selling in my portfolio. Also, is there any concern that the dividend will be cut? Thanks for your insight.
Q: BIR has collapsed since Seymore Sulich was identified as a very large seller of the stock recently. Are things that dire??
Q: Tourmaline has been in a bit of a freefall lately. Should i consider tax loss selling the stock? What companies should i consider in the switch? I have a very low % of oil and gas stocks in my portfolio no counting enbridge and transcanada.
Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Q: Good Afternoon,
Peyto is looking pretty good today for income with a yield of 7% and only a 41% payout ratio. However, its my understanding that many of their hedges which are protecting this dividend will roll off over the next two years so it will be difficult to hedge going forward in this low gas environment. Have they ever cut their dividend before? What are your thoughts about the sustainability of their dividend going forward with hedges rolling off? Obviously they can still hedge but at much lower prices which may not protect their cash flow sufficient enough to cover the dividend?
Thank-you
Peyto is looking pretty good today for income with a yield of 7% and only a 41% payout ratio. However, its my understanding that many of their hedges which are protecting this dividend will roll off over the next two years so it will be difficult to hedge going forward in this low gas environment. Have they ever cut their dividend before? What are your thoughts about the sustainability of their dividend going forward with hedges rolling off? Obviously they can still hedge but at much lower prices which may not protect their cash flow sufficient enough to cover the dividend?
Thank-you
Q: Will you be making any recommendations on probable 'tax loss selling' opportunities?
Using an example of a recent member question about Peyto Exploration. (I don't own it). The price keeps drifting lower yet it appears to be good value at today's price. is it likely to go lower still due to tax loss selling making it a better opportunity in the coming weeks? Are there a number of other stocks acting this way today that you might 'predict' being a better opportunity soon?
Thanks!
Using an example of a recent member question about Peyto Exploration. (I don't own it). The price keeps drifting lower yet it appears to be good value at today's price. is it likely to go lower still due to tax loss selling making it a better opportunity in the coming weeks? Are there a number of other stocks acting this way today that you might 'predict' being a better opportunity soon?
Thanks!
Q: Hi 5i,
Question on bonds. Through my broker I can buy Enbridge Inc. rated BBBh or Enbridge Gas Distribution rated Am. For the same time period there is a big percent deference in distribution because of the rating. Doesn't Enbridge own Enbridge gas distribution therefore just as secure? Can the parent company fail while the subsidiary goes on.
Regards,
Question on bonds. Through my broker I can buy Enbridge Inc. rated BBBh or Enbridge Gas Distribution rated Am. For the same time period there is a big percent deference in distribution because of the rating. Doesn't Enbridge own Enbridge gas distribution therefore just as secure? Can the parent company fail while the subsidiary goes on.
Regards,
Q: Any idea why Tourmaline took a bit of a dive today
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ARC Resources Ltd. (ARX)
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Peyto Exploration & Development Corp. (PEY)
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Seven Generations Energy Ltd. class A common shares (VII)
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Vermilion Energy Inc. (VET)
Q: Gentlemen
If commodity prices continue at current levels for the foreseeable future, what would be your current ranking, please, of these energy names.... in order of best to worst, to hold for future growth?
I hold for both income and growth.
If commodity prices continue at current levels for the foreseeable future, what would be your current ranking, please, of these energy names.... in order of best to worst, to hold for future growth?
I hold for both income and growth.
Q: In your view which company, with a solid balance sheet, has the best upside with an increase in oil prices?
Q: I cannot find anything on this company. Do you know it ?
Thanks Team
Thanks Team
Q: Hi there
Really appreciate what you guys do! I am a bit overweight to oil infrastructure and maybe Alberta centred companies. Do you think that given the oil majors seem to be selling their oil sand assets that is a sign that the future does not look too rosy in regard o more projects and more oil output in the oil sands going forward? A 2nd question: I hold equal weights of Inter Pipeline and Gibson energy and was going to sell one of these to reduce my oily assets. Looking at a 2 year time frame which stock would you keep?
Thanks
Stuart
Really appreciate what you guys do! I am a bit overweight to oil infrastructure and maybe Alberta centred companies. Do you think that given the oil majors seem to be selling their oil sand assets that is a sign that the future does not look too rosy in regard o more projects and more oil output in the oil sands going forward? A 2nd question: I hold equal weights of Inter Pipeline and Gibson energy and was going to sell one of these to reduce my oily assets. Looking at a 2 year time frame which stock would you keep?
Thanks
Stuart
Q: Peyto has been in a relentless downtrend for at least the last year and yet it is supposedly one of the lowest cost producers. Is it time to bail on this stock as the natural gas price continues to languish with no relief in sight and oil price not much better? Thank you.
Q: Hi team, Cameco is in a space of its own I guess. What would it take for this stock to move up again. I have a 1% position in it with a 50% loss in it but in no rush to sell it. I don't mind holding it, would it be worth adding to it for a long term, very long term position. Thanks, Nick
Q: I understand that HCLP is a US stock,but I was hoping you could shed some light on future growth for this company .I have heard nothing but good things on outlook going forward.