Q: I am a 30yr old with a bias towards growth and trying to up my energy exposure. For a long term hold which name would you suggest to compliment my current holdings of WCP and BIR?
I have been following BDI for a while. I know that they have raised money for a price higher than the current stock price. Also, they have serious debt to take care off and have cut their dividend twice already. Last Monday, they introduced a Drip program for dividend payout. Is this good news or bad news? Explain to me what the drip program will do the share price and how it will affect the current shareholders?
Q: I hold some shares of PGF from before oil tanked and am down 25% now after its been recovering a little in the last few months. They have a ton of debt and I have only continued to hold the stock because it has been recovering with the price of oil. I don't plan to hold this stock for the long term but I felt I could make some of my money back, which has worked so far.But Seeking Alpha released a negative report today stating it will likely not meet all its debt obligations and suggesting maybe a reverse stock split could have to happen. Do you think I should get out of PGF now?
Q: I would like to increase my exposure to the energy sector. Which one or two above mentioned energy companies do you recommend. Can you please rank them. If you have any other recommendations please mention.
Thanks.
Q: Merry Christmas folks. Cheers to a great year with a lot of help from the excellent work done by yourselves.
I have over the past two years divested myself of all oil and gas save a small piece of RDS.A
While I don't see a large recovery for at least another, and then a slow climb at best, for oil, I am thinking maybe it is time to start thinking about a piece of a dividend paying, probably service company sometime.
Thoughts?
Cheers, safe travels and lots of smiles this holiday season
Mike C
Q: Referencing Greg's question about oil services stocks, you recommended HWO. Is a report forthcoming, and if so, approximately when?
Thanks, and Merry Christmas!
Paul King
My wife is finally getting around to diversifying her portfolio and still has to high a weighting at 18.9% in Energy. Her holdings are CPG 4.89%, SPE 3.89%, TOU 2.78%, and WCP 7.34%. She also has 11.01% of her portfolio in PPL.
What do you think she should hold, trim or modify?
Q: Would you please give your thoughts on these two. PHX has new technology which seems to have received orders and SDY supplies a variety of goods and services. Your comments will be valued. Happy holidays
Q: I've held SGY for a number of years and, as is the case for a lot of oil producers, it was a decent stock until the 2014 collapse in oil prices. It has come back a bit recently but I have a cost base of $6.31. Should I continue to wait patiently for a further recovery in oil prices (perhaps years away) or take the loss and put the proceeds into something else (what?)?
Q: If you could buy just one oil services company for a 1-2 year hold for a 5% weighting who would it be and for a mixture of growth and value thanks a lot
Q: what percentage would you be comfortable today investing in the energy sector? If I own SU, RRX AND PKI and it is about 13% of total portfolio is this too much?
Thanks
D
Q: Please explain why ENB uses the "drop down" of assets to ENF? As a heavily indebted company (ENB), does this tactic make it easier to access capital in the future by selling a portion of the shares it owns in ENF than issue more debt?
Q: I am selling my Conoco Phillips for tax loss reasons and looking at what to replace it with. What are your favourite big oil stocks? All the fundamentals look pretty bad to me but comparing charts over the last decade I find Chevron and CNRL seem to be stand out performers. I would prefer to have a good dividend which is fairly safe since I am semi retired.
Q: I have owned this fund SPR006 for 10 years of ups and downs. Is currently just above water and would like your opinion in the current environment, Hold ? Sell ? replace with what ? possibly at lower carrying costs. Appreciate your advice.
John
Q: Good Morning, I am thinking about these two companies for a trade. What are the analyst targets for them and what are your thoughts on both companies for 2017.
Thanks Steve
Q: Hi 5I, I would appreciate your opinion of eit.un and rbn.un, is the div safe, would you recommend buying. Also, which of the oil stocks above would you recommend buying, perhaps you can suggest a better one with paying dividend. Many thanks, J.A.P. Burlington