Q: Just wondering what your thoughts are on SFD. Much appreciated.
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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: Hi,
I would like your opinion on Canadian Oilsands. It has an attractive yield, but will it be able to keep dividends should lower oil prices ($75-$85) persist?
Thank you.
I would like your opinion on Canadian Oilsands. It has an attractive yield, but will it be able to keep dividends should lower oil prices ($75-$85) persist?
Thank you.
Q: I'm looking at taking a position in a gas producer, can you comment on the relative valuations between Bellatrix and Peyto. How much more is Bellatrix on a BOE/day basis, how much am I paying for future growth? Which do you think is a better investment?
Q: Do you have an opinion on RIG, its price has fallen quite a bit, the yd is quite high. Would you consider buying it here. Thanks very much.
Q: Is CWC a solid company? Is the dividend safe? Thank you!
Q: Do you have any advice about a convertible debenture from Ivanhoe Energy which matures in June 30, 2016? I was advised to buy it as a new issue in June 2011 at $100. The current price in my listing is $23. My online trading system does not recognise the symbol to sell it. What is best to do?
Q: Hi Peter
Thanks agian for such a wonderful service. My question relates to the potential downside, from here, on BXE. With a reported PE of 7 and Orange capital owning over 10% and Fiera with over 5% and Orange agitating for changes, what do you see as the downside risk from here?
Thanks agian for such a wonderful service. My question relates to the potential downside, from here, on BXE. With a reported PE of 7 and Orange capital owning over 10% and Fiera with over 5% and Orange agitating for changes, what do you see as the downside risk from here?
Q: Eric Nuttal, on Friday's Market Call, stated that the management of Legacy gave themselves great increase in compensation. If so, would that change your opinion on this Company. In my experience I have seen this so often as the stock declines. Most of the time the stock does not recover.Thanks
Q: Hi team
When you say you would be comfortable with a 15 to 20 percent weighing in energy in a portfolio is that a percentage of total portfolio? For example with $700,000 portfolio $100,000 allocated to oil and gas stocks is adequately diversifying the portfolio with the rest in all different sectors. Thanks.
When you say you would be comfortable with a 15 to 20 percent weighing in energy in a portfolio is that a percentage of total portfolio? For example with $700,000 portfolio $100,000 allocated to oil and gas stocks is adequately diversifying the portfolio with the rest in all different sectors. Thanks.
Q: Coukd you please give yor cureent assessment of PRE: safety, dividend safety, prospects for growth and comparison to your current favorite in energy,
Q: why such a drop in share price lately; is it time to buy in
Q: What do you think of the acquisition today of an oilfield rental company based in Fort St. John by Enterprise group? This would seem to be a direct attempt to strengthen their exposure to upcoming LNG development. Thanks.
Q: 5i,
With PNE and its dry gas vs liquids rich gas, is there an advantage.
Does dry gas simply have less by products to sell?
Are its gas properties well positioned for LNG?
With PNE and its dry gas vs liquids rich gas, is there an advantage.
Does dry gas simply have less by products to sell?
Are its gas properties well positioned for LNG?
Q: Hi,
Would you step into any of these today or is this just an uptick in an energy down cycle?
Would you step into any of these today or is this just an uptick in an energy down cycle?
Q: I currently hold WCP, CPG, and VET in my portfolio. To what level would the price of oil per barrel have to drop to affect the dividend payout on any of these stocks? Thanks, Joe
Q: Delphi has been reduced almost 50% from its peak in August despite having what appears to be a pretty good track record. Would you consider this a tremendous buying opportunity or with the recent fall in oil & gas prices perhaps its cost of production exceeds the value of what it produces and the company is more likely to fall further particularly if these prices persist for say a year or more?
Q: I noticed Statoil is still declining while other oil majors are flat or bouncing today. What is your opinion on this company? I have a small position less than 1% of my portfolio. Should I hang on or cut losses? Is the dividend safe? It seems like its not afforded out of free cash flow.
Q: Peter et al,
The market is looking a little better today. Energy(CPG, BTE & SGY) constitute 20% of my portfolio. With some bargains out there, I am considering adding White Cap. I thought of adding more BTE but decided to diversify a little bit. Your comment on that, pls.
Also my wife has almost nothing but cash in her portfolio so I am trying to persuade to consider BTE. Could you recommend that to her (who is extremely conservative)?
The market is looking a little better today. Energy(CPG, BTE & SGY) constitute 20% of my portfolio. With some bargains out there, I am considering adding White Cap. I thought of adding more BTE but decided to diversify a little bit. Your comment on that, pls.
Also my wife has almost nothing but cash in her portfolio so I am trying to persuade to consider BTE. Could you recommend that to her (who is extremely conservative)?
Q: Hello Team,
Can we please get your outlook on the tanker/shipping industry, specifically DHT Holdings and Tsakos Energy (recommended at Canaccord). Frontline (FRO) had a good bounce from the March 2009 lows and I am wondering if that kind of reaction can be expected from these two names. What do you think of their debt levels and prospects. Finally, from a sector weighting point of view, would they be associated to the energy sector.
Thanks,
BK
Can we please get your outlook on the tanker/shipping industry, specifically DHT Holdings and Tsakos Energy (recommended at Canaccord). Frontline (FRO) had a good bounce from the March 2009 lows and I am wondering if that kind of reaction can be expected from these two names. What do you think of their debt levels and prospects. Finally, from a sector weighting point of view, would they be associated to the energy sector.
Thanks,
BK
Q: Hello,
Leg is below $5.00 now and I got into it a few days ago. I wanted to take advantage of these low prices. I was told leg hedged a lot of their oil, is this true? Is leg a good entry point at these levels. This is my only energy position. When will all this oil volatility madness end?
Greg
Leg is below $5.00 now and I got into it a few days ago. I wanted to take advantage of these low prices. I was told leg hedged a lot of their oil, is this true? Is leg a good entry point at these levels. This is my only energy position. When will all this oil volatility madness end?
Greg