This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.
In any event, is there anyone who, in the short term, will benefit from this uncertainty?
Q: Back in the spring I bought into WCP at about a 1% position, which worked out well (so far). I am considering bumping this up to about a 2% position. Do you have any information about their payout percentage and how low oil could go before the dividend is at risk? I would appreciate any other general comments about WCP, and in particular, would you buy today.
Thank-you
Q: This is a one on one interview with Grant Fagerheim CEO of WhiteCap Resources. Very informative. An insight into the mind of a CEO in the Canadian Oil Patch. Definitely worth the watch.
Q: Looking for a long term hold with some growth, some dividend and no gut wrenching volatility. What do you think of my choices? Do you have a better choice?
Q: May I please have your opinion on Frontline as a profitable oil shipping company? Does the low PE ratio indicate potential problems?
With appreciation,
Ed
Q: 80 year young value investor. I held EMA for many yers until it started going downin 2022. Now it seems to be back to where it was before it dropped. Time to get into it now for the dividend?
Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?
With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?
Do you see the current dividend level as being safe for both companies going forward?
And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?
Q: Why the drop today in HME? When a stock that has been on our radar drops could you just put out a quick note in the questions section explaining it? Might stop 5 similar questions. Thanks.
Q: There appears to be something wrong with the Market Cap amount on your report. TMX is saying there are 50M Total shares(All Classes) and 493M (Issued and outstanding shares). Quote Media is saying the are 493M shares. The 50M number multiplied by the Latest price gets the market cap on 5i and Quote Media of 383M. The 493M number multiplied by the latest price gets about $3.8B market cap which is shown on TD Cowen and Yahoo. Both numbers are shown on TMX. It would seem there is an error in the Total Shares at one of the data sources? I just noticed by chance as I use MC as a screening criteria and the 383M number didn't feel correct.
Q: Hi
Just trying to clear up some confusion on the rating of TOI. In your flash report you say you are maintaining your rating at A-, but in the reports you say you are upgrading to an A. So not really sure if its an upgrade or a maintaining and is it an A or an A-.
Could you clarify please?
Thanks
Jeff
Q: Hypothetically speaking if Russia and Ukraine came to a peace agreement would the price of oil take a drop and Canadian oil and gas companies take the same drop.
I've noticed a massive divergence in the price of oil and oil companies. Can I please have your analysis of this, and what are your favorite stocks in this sector for a long term position. I'm also looking for shareholder friendly, low debt play.