Q: I only have two stocks in energy WCP & MCB. I am considering selling MCB and replacing with RRX. Your thoughts.
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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: Do you think that Strad can maintain their current dividend for the upcoming 12 months?
Q: Today, Barbara asked you for the name of five companies you would consider a buy in the oil sector. I noticed that you didn't include WCP. Does this mean you don't think it is a buy at this time? I currently have no oil exposure and was thinking of starting with WCP.
Q: Please give me your opinion on the above co. Thanks
Q: is gxe worth holding, i'm buried on this one. looks like their debt is high with no money. i need a black or white answer.sell or hold. i paid 5.50 for this one. tkx pat
Q: I would appreciate your comments on the following analysis that may explain recent weakness in the price of it shares.
The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?
Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.
Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.
One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.
Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.
The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?
Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.
Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.
One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.
Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.
Q: Can you give us your take on CJ's acquisition and financing announced today?
Like all oil stocks, this one has been beaten down so much I've not pay much attention to it for quite awhile but it's still part of my key holding in the oil & gas stocks of my portfolio. Any news that can inject some life into these stocks are always welcomed.
Thanks.
Like all oil stocks, this one has been beaten down so much I've not pay much attention to it for quite awhile but it's still part of my key holding in the oil & gas stocks of my portfolio. Any news that can inject some life into these stocks are always welcomed.
Thanks.
Q: Please give opinion on kWh thank you
Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom
Q: Hi Peter,
Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!
Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!
Q: I have hung on to VET because I didn't want to get out of energy completely. I understand that they have a significant share in a new natural gas supply for Ireland which was due to come on stream this Summer.
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?
Q: can you give me your comment on NBZ is the divident save
Q: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?
Thanks for your help.
Thanks for your help.
Q: Hello Peter, I hold EnCana, Cenovus, Canadian Natural, Baytex, Surge and Tourmaline. As I'm resigning myself to low oil prices continuing for at least a few years, I'd like to eliminate two or three of my positions.
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James
Some of these stocks have obviously done much worse than the others. But on a 'looking forward' basis only, can you please list the stocks that you'd suggest I eliminate, in order?
Thanks, James
Q: I own some Suncor (about 1% of my total investment portfolio). I also have ENB, TRP, and WCP in the sector at about the same level. After reading the SU CEO's comments of yesterday about putting some of the company's pile of cash into play, either by giving some back to the shareholders, or making acquisitions, I am thinking that now might be a good time to double my holding in SU. What do you think?
Thanks.
Thanks.
Q: Can you please take a close look at this company and provide your thoughts on the Balance sheet, recent outside stake taken and management overall. I have followed this company for a while and watched it ink nice deals in the N.Gas space. The data from the newer wells also looks good. To me it looks like it is changing into a utility going forward with locked in N.Gas prices and contracts being extended in duration. One side note: I heard a analyst comment on the credibility of management and companies promoting it. Your thoughts and analysis would be greatly appreciated.
Thanks Jason N
Thanks Jason N
Q: Could you please comment on cardinal energy.
Q: can you give me your opinion on this company please?
I am holding this stock that has dropped a lot. Should I continue to hold or take the loss?
I am holding this stock that has dropped a lot. Should I continue to hold or take the loss?
Q: Thinking about buying this stock for turn a round in the price of oil, looks to me like a lot of upside. Would you recommend buying this stock or would you recommend another similar stock.
Q: 5I Team,
I'd be very interested in your thoughts on Willbros Group Inc. and what you foresee for the company going forward.
Thanks,
Scott
I'd be very interested in your thoughts on Willbros Group Inc. and what you foresee for the company going forward.
Thanks,
Scott