skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have virtually no exposure to oil in my current portfolio and I'm thinking that CNQ, trading at the sub $30 mark offers an attractive entry point. I like CNQ because of it's size, dominance over the land base and operational efficiencies.
If oil continues its slide, do you believe CNQ will continue to go lower as well? How safe is the dividend at this point and / or if oil continues it's decline?
Thanks!
Read Answer Asked by Chad on January 08, 2015
Q: Hi Peter, team,

Could you give me your opinion and ranking on these two.I hold both and wondering if I should reduce, add or just hold. Do you see any upside catalysts this year? I suppose the biggest one for PPY is Petronas affirming its LNG plans. Do you think they will?

Thank you!
Read Answer Asked by Douglas on January 08, 2015
Q: Is trilogy a buy at $7, I can't see how it could go much lower.
Do they have financial issues, also your opinion on management

Thanks
Read Answer Asked by Doug on January 07, 2015
Q: My New Years resolution is to concentrate my portfolio. I am considering selling CVE and buying more WCP.
Would this be a wise trade?
David.
Read Answer Asked by David on January 07, 2015
Q: With the recent moves in the price of oil and nat gas what is your perception on the survivability of Kelt in this environment. Also what percent of production is oil and gas.
Read Answer Asked by William on January 07, 2015
Q: I am very curious about exactly how oil/natural gas price hedging works. Who takes the hedge bets and are they sufficiently funded to meet their obligations now that most, if not all, hedges have to be paid due to low commodity prices? In addition, typically, how much would a company pay to hedge the price they wish to guarantee and has anyone ever defaulted on a hedge?
Thank you.
Steven
Read Answer Asked by Steven on January 07, 2015
Q: What is the best method for an average investor to hedge these low energy prices for our benefit at the pump long term
Read Answer Asked by Eric on January 07, 2015
Q: I realize that forecasting the bottom of oil prices is not possible, but just for fun, if you think oil will see $40 and possibly less, would you sell your various oil holdings now - bte, cpg, sgy etc, even if you have a 50%+ loss??
Read Answer Asked by Mark on January 07, 2015
Q: In your opinion, what five Canadian oil companies will survive the downturn in oil prices. Thanks
Read Answer Asked by Michel on January 07, 2015
Q: How can I find out how long are those accormodation contracts? Can customers terminate the contracts in 2015? Thx
Read Answer Asked by Shawn on January 07, 2015
Q: Happy new year! I was hopping to get your opinion on BXE as oil prices continue to be going lower. Whether it would be a buy, sell or hold? If the sector recovers, will this name be possibly still around? Thanks.Lin
Read Answer Asked by Lin on January 06, 2015
Q: The market has now pushed SGY to a 20% dividend yield. Have any of the compnay fundamentals changed or is this just the ongoing energy sector crash? Do you have any guesstimate as to how much a dividend cut might be and do you think the stock will rebound a bit after the cut, independent of the status of oil price?
Thanks again! John
Read Answer Asked by john on January 06, 2015
Q: BDI seems to be settling down somewhat after recent severe weakness. Do you think it is advisable to dip a toe in the water on this name in a TFSA? Realizing that patience will be required and more volatility may follow of course.
Read Answer Asked by Greg on January 06, 2015
Q: Should I add to existing long term positions in essential energy services and/or total energy services at this time. I am a long term investor and not disturbed by short term volatility. Thanks!
Read Answer Asked by Ross on January 06, 2015
Q: Happy new year!
I am thinking about adding RE and SGY....
Could I have your opinion please.
Thank you!
Read Answer Asked by Issaku on January 06, 2015
Q: hello, i was hoping to get your latest opinion on crescent point as oil prices continue to look to be going lower. wether it would be a buy, sell or hold. or any expert opinion you have. also i would like to ask the same of Raging River TSE.RRX . thank you. also with oil prices lower, are there any buys in this sector that look attractive ? thanks for your time. - Brian.
Read Answer Asked by Brian on January 06, 2015