Q: HSE, PXX and CNQ together make up a small percentage of my portfolio. I will hold CNQ but wonder whether you would consider it worthwhile to move from HSE and/or PXX to other energy Co's (TOU?) with better potential? Thanks Jim
Q: Love the new format ... can you tell me if you think the negative news on Fracking (waste water) will have a positive effect on the price of oil and will these oil companies stock prices just hover with the price of oil? Thanks for all you do and especially AEM.
Q: I know you have been quite positive on Raging River, I just wondering about your take on the insider selling of shares over the past year. Thanks Keith
Q: I realize that NBZ Q1 reporting will be out on 5/11 followed by a conf call and I'm not expecting great results but why is the stock performing so poorly with no news and when oil closed at 45.33 today?
Q: Good afternoon,
What would you think of a small and speculative purchase of Penn West? The amount involved would be insignificant to the total portfolio but I would not proceed if you view the chance of success as minimal. Thank you.
Q: i originally bought CVE and CPG for dividends and they represent 2% of my portfolio (1% each). I have a few SU shares as part of the COS deal. Now that CVE and CPG have substantially reduced or eliminated their dividends I was considering selling CVE and CPG and buying more SU. My intention is to streamline (reduce) my number of holdings, upgrade the overall quality while keeping my overall energy exposure whole. I also own CVX and CNQ.
Q: Hello Peter,
Any idea why Tourmaline oil's stock price hardly moves or moves lower whereas Birchcliff Energy and Paramount resources continues to climb higher given that paramounts' balance sheet is not as good as Tourmaline's. Thanks
Q: Can you give me an idea which one of these 3 stocks you would prefer for an entry in the renewable energy area. RNW has a higher dividend but BLX seems to have a more consistent return. Your view would be appreciated. Tnx
Q: Husky announced after the close today and I found it odd that 1\2 million shares trading the last 8 minutes of trading. IS this normal tradeing practice? Thanks Cliff
Q: Could you please give your take on GXO. Their balance sheet appears to be very solid. They show strong earnings, little debt, a good yield and a growing dividend which is most unusual for an oil company in these trying times. Am I missing something?
Q: I would appreciate your thoughts on Mullen Group. I am not sure i fully understand their Q1-2016 comments about strength of trucking business. Yes, OIBDA for trucking is better year over year, but their revenue actually declined for this segment as well. would like to know your thoughts on company's debt, current share price, their survival chances if oil remains at or below current price for next year or so.
At what price would you recommend buying the stock?
Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?
Q: Today there is high volume on Athabasca oil. Any news? Can you give an update on the company and joint venture with Murphy Oil? Would you average down?
Thank you.
Q: How do you feel about buying this stock at today's price seeing that the new company is offering $2.20 at the closing of the deal. Is there still money to be made here if the deal goes through.