Q: Update please
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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: Hi team
Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks
Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks
Q: An interesting observation and query. In response to an earlier question you said that you preferred VET to WCP. And now you have said that you would prefer an investment in RRX over WCP. It begs the question why WCP is in your portfolio and not one of the other energy companies?
Q: Crescent Point has bounced nicely from its lows, far more than other cdn oil names, any thoughts about reviewing your negative disposition toward the company?
Q: I'm looking for a breakdown of Enbridge's revenue/operations. Oil transportation and midstream services vs natural gas distribution (utility), vs renewable (wind/solar etc.). Could you give me an idea of the breakdown or point me in the right direction?
Thanks
Thanks
Q: I currently bought Enbridge and would like to buy either WCP or RRX ,should I buy both or just one? My Enbridge is 4% weight in my account so if I buy both at a 2.5 % weight then I will be up to 9% and would this be too much for this sector?
Thanks
Thanks
Q: QST has been very strong, particularly today. I see no news. Any ideas why?
Q: I own a little SGY and am thinking of buying a little bit more for the dividend. Is it sustainable long term?
Thanks
Thanks
Q: Hi guys,
Can you comment on Peyto's dividend cut and reduced capex? How does Peyto's cashflow look this year and next in light of these cuts? Will production be hindered?
Thanks.
Can you comment on Peyto's dividend cut and reduced capex? How does Peyto's cashflow look this year and next in light of these cuts? Will production be hindered?
Thanks.
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Chevron Corporation (CVX $157.62)
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Hess Corporation (HES)
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Exxon Mobil Corporation (XOM $119.29)
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Raging River Exploration Inc. (RRX $5.99)
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Whitecap Resources Inc. (WCP $11.01)
Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?
Q: Just reading about possible takeover of Enbridge while reading (Seeking Alfia) by the Oracle of Omaha, is there any truth in this or just another U.S. rumour? Would this be a bad oman for Canadian investors? Thank You Herbert
Q: Could I have your comments on Peyto's press release that they're cutting the dividend, issuing share buy backs and decreasing Capex? How do you think that the stock will respond? Is this a signal that gas producers in Alberta are in for a tough run with storage and distribution issues?
Q: I notice sometimes that when you are analyzing a stock that you will warn the person asking a question to note it has missed 7 of the last 8 quarters, or that the company has missed X % in the past 2 years. On this note, how has PEY performed in the last 2 years? Would this not be a strong indication PEY will cut its dividend? Thanks....lionel
Q: Hi 5i:
Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?
Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?
Q: Brent Crude is approaching $70. Where do you think it goes from here? I work in the oil industry and get to purchase my companies shares at a discount. I am tempted to unload them now while the price is high.
Q: nobody follows this stock on paper looks good to me whats your opinion
Q: Further to the question on GXO: the expenses saved by the recent (Dec 18) dividend cut amount to roughly one-third of dividend costs; I would have thought that this would relieve investor anxiety around dividend sustainability. So I'm wondering if the problem is more likely elsewhere - for example, the WCS/WTI differential, whereby Alberta producers don't get the full benefit of the WTI price recovery. Put another way: are all Canadian pipeline-dependent producers cursed to continue to lose compettitive advantage over time? Such that, regardless of PP ratios or management quality or attractive well decline rates, they will go down while non-dependent producers (VET, PXT, others) go up?
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Veren Inc. (VRN $9.14)
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Vermilion Energy Inc. (VET $12.55)
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Whitecap Resources Inc. (WCP $11.01)
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TORC Oil & Gas Ltd. (TOG $3.21)
Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.
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Transocean Ltd (Switzerland) (RIG $4.01)
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SLB Limited (SLB $36.94)
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Trican Well Service Ltd. (TCW $5.54)
Q: Some analysts appear to prefer the 'drillers' instead of oil companies.
Would there be any upside left in the above-mentioned names?
Which rating would you give these three?
Thanks, as always!
Would there be any upside left in the above-mentioned names?
Which rating would you give these three?
Thanks, as always!
Q: Hi,
Is there a reason why ZWU is down so much last few weeks
My utilities weighting is 20% with ENB at 8%
And vnr,aqn and kWh other 8% and ZWU at 4%
Please can you let me know if I should reduce and if so which one need to go
They are my long term holds and growing though drips
Is there a reason why ZWU is down so much last few weeks
My utilities weighting is 20% with ENB at 8%
And vnr,aqn and kWh other 8% and ZWU at 4%
Please can you let me know if I should reduce and if so which one need to go
They are my long term holds and growing though drips