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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: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?

Thanks!
Read Answer Asked by Darcy on November 28, 2016
Q: I have never understood the mathematics of OPEC'S potential production cuts. If they cut between 1.1 and 1.7M barrels daily - including NON-OPECers such as Russia, that would be a 4-5% reduction. With that cut, oil will most likely rally at least 10%. So, it would seem apparent that producers could produce less of their reserves and generate more revenue/profit every day. If oil rallies to $55-60, the case is even stronger. I suppose the only hitch is the rest of the world pumping more but that can be mitigated somewhat by what world demand could handle as going overboard puts the situation back where it is now.
Sounds good to me. What do you think?
Read Answer Asked by Steven on November 27, 2016
Q: I have a negative view of the future for oil and gas stocks. The world seems awash in oil, OPEC is a dead pigeon and demand is weakening and will continue downhill rapidly as electric cars become the fashion. CNQ and many of the oil majors seem to me to be over-priced and shorting them would be a good trade. Is this a crazy idea?
Thanks, Peter
Read Answer Asked by Peter on November 25, 2016
Q: I read that Badger Daylighting was upgraded lately by BMO, with a new target at 33. But I cannot find that report. Can you confirm? Also, if you can find it, can you tell me why they like it again? Anything specific about their business is expected to do better? I assume the increase in U.S infrastructure spending is likely to get them more contracts, since they do have trucks in the U.S? I own 1/2 a position. Thank you.
Read Answer Asked by Matt on November 25, 2016
Q: Hi Peter and Team,
What is your view on Baytex Energy buying production assists in the Peace River Region of N. Alberta in a deal worth 65 m?
Is it positive or negative in terms of their operations and financial status. To my understanding their debt level is high.
Your comments appreciated.
Read Answer Asked by Pui on November 24, 2016
Q: What is your call on this stock generally and how does the recent share issue affect your view ?

Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.

Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".

Any wisdom to add ?
Read Answer Asked by Don on November 23, 2016
Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???
Read Answer Asked by Ian on November 23, 2016
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