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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: Which energy company do you prefer and why or would you put them in the same boat?

Thanks
Read Answer Asked by Ozzie on July 20, 2015
Q: Please deduct one more question credit as I should have included this in my last question on Tourmaline but would it be wise to move my assets out and into a dividend payer like Whitecap. I imagine both stock would behave similar in a further down or possible up oil market. At least I would have a dividend.
Thank you
Jeremy
Read Answer Asked by Jeremy on July 20, 2015
Q: Good Morning!

Both ECA and CQE are trading at ultra low multiples. Realizing the challenges ahead facing the oil and gas industry, which company would you consider to be the best speculative value investment for midterm/long term growth? Or, is there a better choice that I have not identified?
Read Answer Asked by Donald on July 20, 2015
Q: Hi team:
as a Canadain investor I have held the above for a few years, on BNN
market call late last week, the speaker was answering about a question re: pipeline and energy stocks in general, the caller was implying that the US does NOT want us to sell our oil and gas to Asia and the 3rd world at the Market price, but want to buy our oil cheap, I understand that as a Canadian, it would make sense to ship our oil to the East where the refineries are (we are importing oil from other countries); the BNN speaker also mentioned that all the provinces due to political reasons refused to co-operate to have a pipeline built to ship the oil and gas from Alberta to the East coast (The Federal govt does NOT want to see that either)
What is the real future for CNQ; SU, CVE and the big name oil companies ? I do think that unless one trades them as short term trade, the outlook for the long term is bleak for the investors due the the negative political situation. Many thanks for your comments and insights
Michael
Read Answer Asked by Michael on July 20, 2015
Q: What is your out look for black pearl. Shares are down 50% yet it seems cheap on a price to cash flow basis. The net debt is only 20% of its market value. What is up with this stock.
Read Answer Asked by Marc on July 17, 2015
Q: What is your take on the announcement from BDI and what is your outlook
Read Answer Asked by Peter on July 16, 2015
Q: How do you see this company performing ovrr the next yr and would you be comfortable to continue to hold. I purchased approx $38 in an attempt to diversify and be active with the potential pipeline builds in North America.
Read Answer Asked by Frank J on July 16, 2015
Q: I hold CNQ, have lost 24%and want to replace it with a faster recovering energy stock. Is Tourmaline a better choice or do you have any other suggestion?
I have also lost on PHM and it does not seem to recover. I also understand it is over valued. What is your suggestion, should I buy one of your newly valued health/ medical equipment stocks?
Read Answer Asked by Margita Elisabet on July 16, 2015
Q: Your thoughts re: ARC. Its trading near the 52 week low. Dividend safe? I also own ERF and BNP. Which of these 3 do you like best if I were to consolidate into one name. Thanks
Read Answer Asked by Gary on July 15, 2015
Q: With an apparent agreement with Iran in place on nuclear weapons and the lifting of trade sanctions, it would seem that Iranian oil will soon be finding its way onto world markets. With a glut of oil already and the world economy seemingly stalling, why is this news being met with an increase in the value of oil stocks on the TSX? Isn't this bad news for oil producers?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 15, 2015
Q: I own and am down about 30% on Cenovus. The yield is creeping up, leading me to believe that the market is pricing in an eventual cut. Am I better off trading out of this name into another oil and gas play? Which would you reccommend? This is a long term investment and about 3% of total portfolio. It is owned in a registered account, so there would be not tax consequences or advantages. Thanks.
Read Answer Asked by Brian on July 15, 2015
Q: With the Iran agreement going ahead and more oil coming into the market and with the seemingly endless supply of new oil available how would you look at the oil producers future prospects this year
Read Answer Asked by dennis on July 15, 2015
Q: Would you kindly up date you thoughts on Valeura Energy Inc

Thanks.
Read Answer Asked by Henry on July 14, 2015
Q: I am setting up a new portfolio for a friend and am thinking of suggesting WCP. I know you like the company but I was wondering about hedging and how it works in the oil industry. When oil first dropped, concerns of certain companies (I forget which ones in particular were noted) were alleviated because hedges were in place. As time moves on and these hedges expire, do the same companies have new hedges in place, and if so, at what price? Are companies, WCP included, in danger of lowering there dividends as time goes on because these hedges are expiring?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 14, 2015
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