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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: We are holding a large number of oil & gas companies and are underwater on virtually all of them. What is my next move?
Read Answer Asked by Hanna on August 17, 2015
Q: What is your opinion of latest QR? Is the stock expensive? What do you think of the movement on the stock and their outlook?
Read Answer Asked by Louis on August 17, 2015
Q: Just released Q2 results. Increased dividend (while most are cutting!), good debt to cash flow, what is not to like - your thoughts?
Read Answer Asked by Colin on August 17, 2015
Q: Hi, recently read the Moody article on oil prices. Wondering if you know of any web link or a future article you can write about the break-even oil cost for our canadian energy companies in order to survive? (i.e. Lightstream Resources Ltd. and Northern Blizzard Resources Inc. have among the highest costs at $102.52 and 130.88 a barrel)?
Read Answer Asked by Michael on August 17, 2015
Q: Good afternoon. Could I please have your thoughts on Twin Butte as a potential value/income play following Q2 results earlier this week, Among other 'highlights', the company indicates that debt has been reduced to 1.3 times cash flow, with YOY operating costs reduced by 19%. The dividend has been cut by 70% and the payout ratio reduced to 48%. Realize there are risks, as with most oil & gas companies these days.

Thanks as always.
Read Answer Asked by Thomas on August 17, 2015
Q: Q2 results out - could you provide your updated assessment? seems solid, but oil down, etc.
Read Answer Asked by Colin on August 17, 2015
Q: Hello Peter,
I am unable to decide if I should sell all my positions in the energy sector and perhaps revisit 9-12 months from now. And the reason I hesitate is because there could be a (greater than 70%?) probability that from this level, the returns could be better than the market. I think that given the risk of the sector a 70% threshold makes sense?
If you think I should have sector exposure, would you be kind enough to suggest 6 stocks that I should hold/switch into. I am looking at a 12 month investment period when I may revisit stocks/sector allocations.
Thanks in advance for your help in navigating through this muddle.
Regards.Rajiv
Read Answer Asked by Rajiv on August 17, 2015
Q: What do you think of HWO's earnings? They appear to be somewhat insulated from the oil price decline through their Papua New Guinea operations.
Read Answer Asked by Ken on August 14, 2015
Q: Could you please comment on MMT latest Q. Is there any hope of their deal going through? I hold this in a registered account, should I move on or just continue to grind it out?

Thank you
Read Answer Asked by Marty on August 14, 2015
Q: With today's dividend reduction and the stock price almost at the 52 week low, would you be comfortable recommending a "buy" at this point. Or would you have a better suggestion.
FYI: Portfolio is balanced. Looking for higher but reliable dividend income. Sector not a key consideration. Moderate risk taker.

Thanks for your help with this decision.
Read Answer Asked by Donald on August 14, 2015
Q: Have you had time to assess the recent developments? They have reduced the monthly dividend from 23 cents to 10 cents and suspended the DRIP programs which have been the source of a lot of dilution over the years.

From what was said on the conference call it appears that they have abandoned the High Yield, High POR Income Trust Model. Going forward they intend to fund their Growth with internally generated funds and focus on creating shareholder value.

The Oil market will be whatever it is but should improve at some point.

I would be interested in your thoughts on what is actually a dramatic change in Crescent Points financial and growth strategy.
Read Answer Asked by Richard on August 14, 2015
Q: down a lot today. any reasons.( besides a bad quarter).
Any value here?

Thx
Read Answer Asked by blake on August 13, 2015
Q: Hi folks,can please ask about Q results for nbz,dividend was cut in 1/2 from .08 to .04 but cash flow 2015 still expected $1.93/share. Hedges in place for 79% production 2015 & 68% 2016 much higher prices so there is hope.I hold 1/2 position at $8.92,was hoping to double down $4sh level, your thought on Q & company,thanks as always,jb
Read Answer Asked by John on August 13, 2015
Q: your comments please on LRE after the proposed new financing. Will they survive and how bad is their debt load? Thanks
Read Answer Asked by george on August 12, 2015
Q: Looking way ahead - would you agree with the view that it would be very unlikely to see significantly higher interest rates in Canada in a world of low oil and gas prices. If this view is correct - would it be fair to look at O&G equities (and to a lesser extent - energy infrastructure equities) as a "hedge" against higher interest rates. Thanks
Read Answer Asked by Gary on August 12, 2015
Q: Hi,
I note that there have been few questions or comments on this company. What are your thoughts?
Bryn
Read Answer Asked by david on August 12, 2015
Q: Hi Pete,

Watching Freehold go into a free fall over the past couple of weeks. Would you say it is compelling value at $11 given that it has gone from p/b of 4 + down to about a P/b of 2? Or is this a value trap given that oil could go lower from here? I appreciate your thoughts.

Thanks,

Aaron
Read Answer Asked by Aaron on August 11, 2015
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