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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: Which PIPELINES and Midstream energy cos would fare better or worse (and to what extent) from the recent Cdn pipeline announcements, among ENB, TRP, IPL, PPL, ALA! KEY. Thanks?..
Read Answer Asked by Gary on December 02, 2016
Q: Energy
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.

With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.

Comments?
Read Answer Asked by Carl on December 02, 2016
Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 01, 2016
Q: In light of the big pipeline announcements today by the liberals could you please group the above stocks as to the winners and losers. e.g Big winner, Winner, No Effect, Loser and Big Loser. This is very topical and stave of some questions and be worthy of an article. I look for to your answers and advise as always.
mike
Read Answer Asked by Mike on November 30, 2016
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
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