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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: Hello,

I am looking at purchasing a large cap oil company. I would like your opinion on cnq vs suncor? Suncor seems to have rocketed up and cnq is still in the low 30s. What would be a better hold? Also, in general what would you consider a good percentage for a portfolio return, per year, 5%, 7%? What did you aim for when you were a portfolio manager?

Thank you again for a great service!
Read Answer Asked by Greg on November 05, 2013
Q: New member here and very much enjoying reading all the information. Encana ECA came out with a report today and indicated they would be cutting dividends and the shares have risen. If the yield falls below 4%, I might consider selling. Is it a buy, hold or sell at the moment?
Read Answer Asked by John on November 05, 2013
Q: Hi Team,
With global growth slowing, what is your outlook for the price of OIL going into 2014 and are you still liking Ithaca ( IAE ) energy for growth and production outlook? Could it also be a possible takeover candidate?
Thanks and have a great day,
Jean C.
Read Answer Asked by Jean on November 05, 2013
Q: Could you please provide some insight into the steep decline in Natural Gas prices over the past couple of weeks. Last week's inventories were down from the previous week, which would suggest a rise in price, not further declines. I realize that future's contracts also play a role in price determination, but we are going into a period of seasonal strength for Natural Gas which would support rising futures. Your comments? Many thanks!
Read Answer Asked by Paul W on November 05, 2013
Q: Hi guys;
The New Zealand shale O&G in East Island is making the news recently and I would like your comments on the companies involved; Tag Oil, East West and New Zealand.
Are you in favor of investing in them?
Thank you.
Nick
Read Answer Asked by Nick on November 04, 2013
Q: PPY Painted Pony I've been watching with interest the crescendo of selling on this name. Earnings came out today. What is your opinion at this point?

Thanks very much
Read Answer Asked by Gerald on November 04, 2013
Q: Hi Peter. What is your opinion on DTX long and short term
Read Answer Asked by Peter on November 04, 2013
Q: I like the look of PRE(Pacific Rubiales)for a gain.Any updates since your last posts in June.Thanks Don
Read Answer Asked by Don on November 03, 2013
Q: I was reading an article where the authors states with the fort hills project start up tck.b won't have free cash flow till 2017and that is reason not to buy it. I look at it that if your cash flow is going into a project that increase future cash flow and will have a good ROC and growth that is money well spent . What your thoughts?
Read Answer Asked by Rob on November 03, 2013
Q: I`d appreciate your opinion on Talisman (TLM)
Carl Ichan has become a large shareholder. Would that influence your opinion?
Read Answer Asked by Hersh on November 03, 2013
Q: Hi,

I see you like IEP from previous questions. One of Carl's investments is CVI (CVR Energy). It owns portions in refining and fertilizer business. Historically it has paid big dividends. They just reported bad Q3 earnings due to 53 days of unexpected downtime causing high margins and less revenue. This was exasperated by the tightened spreads in August on inputs which seem to be widening again. The stock is down on these recent developments. Carl likes this company and may have plans for the future - company has cash on hand. Is this a good value opportunity given these one time events or do you still see too much risk in the refining space? Appreciate your comments.
Read Answer Asked by Dathan on November 01, 2013