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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: I have mostly sold all my energy holdings and am considering selling my midstream holdings by mid-2017. Why? Ford Canada CEO states that the auto industry lost 50,000 jobs over the last 15 years and she feels all levels of government should help out to ensure more jobs are not lost. The oil industry lost 100,000 jobs in ONE year and no one flinches. Canadian natural gas is being replaced by Eastern US natural gas. The east imports their crude oil from Saudi Arabia and Venezuela and will not allow a pipeline to transport Canadian crude from the west.

So what investment thesis is left to hold any energy stocks or any stocks reliant on the energy industry?
Read Answer Asked by Greg on March 28, 2016
Q: Hello Peter et al.

What do you make of the earning release today? No movement in the stock price today after the release. Everything is stated to be on track still for Stella's sailaway in May/June with 1st oil prior to 30-Sep. The hedging program they have had has saved them and they still have it for 10K BOED out to Jul 2017. They still have their RBL redetermination slated for April 30 so that is the next catalyst for the stock up or down. They have reduced their debt from 800M to 665M as of Dec 31st, 2015. I guess it is still a show me stock but hopefully will have a jump by year end. Is there anything else that I am missing or should be aware of for this stock in 2016?

Thanks,

Brendan
Read Answer Asked by Brendan on March 24, 2016
Q: For a long term hold in a rrsp what would ur preference be. Thks and keep up the good work
Read Answer Asked by Marcel on March 24, 2016
Q: I am confused so please explain.This morning Kel announced a $22.1m(47m shares @ $4.70)CDE flow through equity financing,& price dropped 9.8%(.43)to $3.96.As always appreciate your usual great advices & services.
Read Answer Asked by Peter on March 24, 2016
Q: Help! I'm not an analyst or an accountant and I'm trying to do the calculations for EV/DACF on my oil stocks. I have added preferred shares to my EV less working capital(just added this recently). DACF= CFO+financing costs + exploration expences. Income tax and interest expences are already included in CFO so I'm not sure if I should be adding them in again? Would it work just to add financing activities and investing activities to CFO to get DACF. My head is swirling but i am determined to get it right. Need your help badly. Thank you for your service.
Read Answer Asked by Cheryl on March 22, 2016
Q: hi experts; what are the chances of getting paid out when it comes due next year?thanks brian
Read Answer Asked by brian on March 22, 2016
Q: So, following up on David's question, any idea why current price is so much less than the offer price ?
Read Answer Asked by Don on March 22, 2016
Q: Hi Peter and Ryan,

There is quite a difference between BNK's current price ($1.85) and the offer price ($2.20) (19% differential). Is the market signalling that this deal may not happen...ala Mart Resources (MMT)? Am I missing something ?

Thanks

Dave
Read Answer Asked by David on March 21, 2016
Q: What's your outlook for this company going forward?, how's there balance sheet? And is it a positive or negative that Gazprom is involved?
Thanks for the great work.
Read Answer Asked by Alberto on March 21, 2016
Q: Good morning,

Would you suggest selling bnk with this recent offer or is there any sense to hanging on for some upside with the new company if that is even an option?

Thanks,
Charlie
Read Answer Asked by Charlie on March 21, 2016
Q: There is an offer announcement today to buy out Bankers with a substantial premium. Do you think another offer may surface?

thank you
Read Answer Asked on March 21, 2016
Q: I would like to venture back into O&G again - touch wood (banking on the oil price recovery will continue during 2016). On that premise which one do you prefer between WCP and VET in terms of income and growth, and the safety of the dividends? Thanks.
Read Answer Asked by Victor on March 21, 2016
Q: Would you offer an opinion on RMP's 4th quarter and full year results released on March 16th?
Thanks.
Read Answer Asked by Steven on March 21, 2016
Q: The market seems to really love the 2015 YE, Q4 results and latest reserve information as evidenced by the over 10% jump in SP today. What is your expert opinion on the CJ results. More importantly is that optimism sustainable in the long haul. Thanks.
Read Answer Asked by Victor on March 18, 2016
Q: Hello Peter,
Do you still like alimentation couche-tard and auto canada after their earnings announcement and would you consider paramount resources as a risky play compared to tourmaline or birch energy? thanks very much
Read Answer Asked by umedali on March 18, 2016
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