Q: Despite TCW (Trican) having tripled in the past year, it is still far below my purchase price of $18.73 thus I am not too enthusiastic about the company especially considering your responses to others' questions. I also hold some shares in TDG (Trinidad) which I have suffered about a 15% loss. First, I question whether the drilling and oil services area is an area where one should invest as to me it just seems like a hole to throw money at. If I should continue to invest in the area should I perhaps sell one or both of Trican and Trinidad and then buy HWO (High Arctic Energy Services)? I do not need money immediately and have at least a five year investment horizon. As always, I appreciate very much your advice.
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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.
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Birchcliff Energy Ltd. (BIR)
Q: I am thinking of buying these two companies. What do you think?
Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.
Thanks.
Q: Would you please recommend an ETF containing the small cap oil companies
Q: I want to round off my energy positions. I have oil stocks but am looking to add a gas or services stock. I am trying to decide between Birchcliff and High Arctic. Which is the better value at this time?
Q: Maybe I'm too late to the party but can you provide a list of companies in the frack sand business? Which has the best fundamentals?
Q: There has been consistent and significant insider buying in this stock throughout the stock's rise and fall. It is about 10% below its high. Any thoughts on what will drive the future of this company? Will it benefit from the Kinder Morgan expansion?
Q: I bought this stock as a contrarian play. Badger was heavily shorted. I am now up 40%. Stock is not cheap now. Should I keep holding or move on to something else.
Q: I would appreciate your updated opinion of the company please. I have a small holding and would be okay with a loss if there is no point in keeping it.
Thank you as always.
Thank you as always.
Q: Peyto and Alta gas have fallen lately for different reasons. How secure is their dividend, and their price ? Which one would you rate better for a 5 -10 year hold ?
Q: I need to increase my energy holdings and my fixed income. I consider preferrds for fixed income as long as the company is stable. You said you like Birchcliff but what do you think of the preferreds? Seems like a good deal at almost 8% dividend.
Thanks
Thanks
Q: I am underweight energy and presently have CNQ, SU, and Total energy services. Would you add to energy at this time and if so what companies. Thanks
Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks
Q: earlier today you said that while Arx is a "decent company and management but not your favorite" what would your Cdn. O/G favorites be?
Q: I would appreciate if you can provide pros and cons of ARC resources.
Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!
Thanks!
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Vermilion Energy Inc. (VET)
- Whitecap Resources Inc. (WCP)
Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn
Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks
Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)
Thanks!
Thanks!
Q: I've recently sold my shares @ $3.58) and have watched it sink pretty much every day since. It continues to struggle to generate any earnings but does have valuable assets. Can you give any insight as to the value of the assets and at what price you might be tempted? What do you think the odds are of ATP being bought?
Thanks
Peter
Thanks
Peter