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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: Disappointed with the last results and what seems to be the need to be willing to accept lower growth going forward. I had hoped that the company would break out this year.
Wondering what your opinion is moving forward and especially your thoughts on the stability of the dividend. At what oil price would negative issues start to arise here?

Many thanks.
Read Answer Asked by Robert on December 04, 2024
Q: I understand that TUK is a smaller company, but I’m curious about its growth potential over the next 3-5 years. I’ve noticed that they recently raised capital and reported positive drilling results. Could you share any insights on the company’s inside ownership? Specifically, is the ownership level balanced?

I’m considering taking a small position in my TFSA and would appreciate your thoughts.
Read Answer Asked by Robert on December 03, 2024
Q: These are a list of oil stock I have, and I've heard on BNN, That the oil stocks could go to $40.00 - $60.00. I would appreciate what your thought are on oil in general.

Thank You
Earl
Read Answer Asked by Earl on December 03, 2024
Q: DEAR 5-I:
Thanks for the information on Parex, however, there was a second part to the question. If I dispose of Parex because it is doubtful if the political situation will improve in the near term- what could you suggest for a replacement, CNQ-? already own a full position in Suncor, ARC, Baytex, Tourmaline, and TVE. How about Peyto?

Thanks, Ben
Read Answer Asked by BEN on December 03, 2024
Q: I think you are going to get a few questions about the offer to buy out Gear Energy (GXE) for the heavy oil assets and leave the remaining assets in the new company called Newco (stupid name IMO). Does the deal seem fair to you? I realize you are not oil experts (since you can't be experts on everything) but I can't figure out if the assets in the Newco are any good. If the Newco assets and good and there will be a $110 million to work with maybe the deal is not that bad. Also, my understanding is the GXE has a lot of accrued losses so who would get the use of those losses? I assume the purchasing company who is getting the gear name would get those losses? If that company is paying taxes then those losses could be very valuable. So valuable that the the purchase price of $110 million is larger paid for from saving on income taxes, right? On the other side I understand that GXE has a lot of asset retirement obligations. Who will be liable for those obligations, Newco or the purchaser? I think these are valid questions that us light share holders should be asking!
Read Answer Asked by Paul on December 03, 2024
Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David
Read Answer Asked by David on November 29, 2024
Q: Hello Peter et al:
I have owned Total for several years and it hasn't done much. It is involved in a lot of green initiatives, and more recently has been mentioned in the Adani scandal. Please offer all you can about Total.
I am thinking of selling Total and buying Chord Energy. Please provide as much information as you can about Chord. Holds mostly Enerplus Bakken assets-- Good dividend and maybe a takeover candidate. Would you recommend such a switch? Any other or better USA oil companies you would suggest?

Thanks, Ben.
Read Answer Asked by BEN on November 29, 2024