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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: your thoughts on Dundee as a value pick on the discount to BV
Read Answer Asked by edward on January 04, 2016
Q: I spoke to the head of IR at this company based in Calgary a few weeks ago because I am a long-time SH and was concerned about the dividend being cut going fwd. He was quite sure it would not be cut even though, as I pointed out, they carried a fair bit of debt. - build out Corrib in IRE - on stream soon - Dec. 30th started pumping - 30% increase in cash flow: pay down debt. As well reduced capital budget for 2016 which would support the dividend which he deemed quite sacred. Comments please?
Read Answer Asked by James on January 04, 2016
Q: Hello,

Any idea what is happening with PIF, i cannot found any informations explaining the sudden drop.

Thank you
Read Answer Asked by Olivier on December 31, 2015
Q: please address balance sheet,mgt issues.are they in a position to buy troubled companys should/when the price of oil continues to decline? tkx pat
Read Answer Asked by patrick on December 30, 2015
Q: Hello, I have mailings regarding tendering my shares of COS. I don't understand the risks or even how to tender. If its tendered do I get the approx $8.00 the stocks at now or the $10.approx that was offered? How do I tender? Do you have any thoughts on the right course of action?

Thank you, Dave
Read Answer Asked by David on December 30, 2015
Q: Hello 5i!
Down 37% on PEY, and have a small position on this one, do you still consider Peyto one of the better companies within the oil and gas? Would you recommend to add some at the current level not considering asset allocation? I am a long term investor, well diversified portfolio (have quite a few of 5i suggested small cap O&G) and can handle risk.
Thanks!
Read Answer Asked by Etienne on December 30, 2015
Q: Seems to be a lot of activity lately regarding this company eg,
The Corporation has also been informed by Promigas S.A. E.S.P. that due to operational delays in the expansion of the transportation capacity of the gas pipeline between Jobo and Cartagena, the new pipeline will begin operations with an additional capacity of 19 MMscfpd by December 30, 2015, total additional capacity of 50 MMscfpd by January 30, 2016, and total additional capacity of 65 MMscfpd by mid-February 2016. The Corporation’s current and continuing production of approximately 25 MMscfpd will not be affected by the delays related to the pipeline expansion, as this gas is sold via a separate pipeline. The Jobo gas processing plant expansion and Clarinete field tie-in remain on schedule to be completed prior to the end of November, and the Oboe-1 well is currently scheduled to spud mid-November following the completion of rig maintenance.
Could this be a good time to take a position
Read Answer Asked by Dave on December 30, 2015
Q: Hello,
What is your idea about the Middlefields Funds generaly and AEU.UN more specificaly for an entry point now at the bottom (or near)of the oil price ? Is the distribution OK ?
Thanks
Francois
Read Answer Asked by FRANCOIS on December 29, 2015
Q: Hello,

Would you endorse a switch from Tou to Wcp for energy exposer so that at least we get a dividend while waiting for a sector recovery?
Do you think that in a recovery both stocks would act similarly or one would significantly outperform the other?
Thank you
Read Answer Asked by Josette on December 29, 2015
Q: We would like to start dipping into energies and are considering WCP,NBZ and TOG.Could you comment please ?
Read Answer Asked by terrance on December 29, 2015
Q: goodmorning, Anything new about this company? its been awhile since we had a update. Thanks, CR
Read Answer Asked by cliff on December 29, 2015
Q: Could you please provide your comments on this company. Is it good time to buy?
Thanks
Read Answer Asked by satish on December 29, 2015
Q: I am trying to understand dividend payouts and their implications.
A fund manager on BNN who is shorting Enbridge claims that they don't cover their dividend adequately using profit parameters. He also assumes that they will need to raise cash to cover the capex needs that might prove difficult to raise from the market.
In an article by Tim Mc Aleenan ( http://seekingalpha.com/analysis/investing-income/all) he talks about BP having enough PROFIT to cover the divide: " unlike many peers BP still has enough Profit to cover the dividend"

Questions :

1.Please explain payout ratio's as to different parameters and how they can be evaluated.
2.BP: is it a wise investment if you feel oil will recover reasonably in a year or two ?
3.comments on Enbridge, its div., balance sheet and Capex.?
4. ( BNN person claims that cash flow can be interpreted in many ways while Enbridge claims their payout ratio is 50% of cash flow ??? ) what say you ????

I understand that it is a long question and may be answered briefly here. You may use it as a subject for a wider presentation (webcast ?) as many seniors like me seeking income, depend on Dividends and may have been burned ( like me) running after yield without knowing the dangers.
thanks
Yossi
Read Answer Asked by JOSEPH on December 29, 2015
Q: Merry Christmas and happy new years.Thanks for sharing your knowledge with all of us. I just read a book by Marin Katusa titled The Colder War about world oil market. What is your view on the future of petrodollar ?
Read Answer Asked by victor on December 28, 2015
Q: In 2015 All of these companies have been punished a lot, deeper loses came with tax-loss selling.[unfortunately I was one of the losers]. Technically the charts, in my analysis, show modest recovery. I would appreciate your opinion and ranking. Is it time to start nibbling at them? Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on December 28, 2015