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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: Considering the cyclicality and unpredictability of oil prices, government intervention, etc., what % if any of a portfolio would you suggest exposure to this sector? While I’ve been able to make $ here it’s always been a struggle to trade more than invest (other than pipelines) this siren which calls me to the rocks. Thanks.
Read Answer Asked by Michael on August 08, 2023
Q: I just read an article on Uranium Royalty Corp it said….

Despite having "royalty" in its name, only one of Uranium Royalty's assets generates royalty revenue.
The main sources of income for the company are the sale of assets and the sale of its own shares, which leads to constant dilution of shareholders.
In our opinion, the value of the company's assets is 30% lower than the current market capitalization. The value of many royalties may be close to zero.

I own shares and I am waiting the next 10 years for peak uranium prices. please comment on my statement, the article and if is there a silver lining in this company such as the management team.

Thank you
Read Answer Asked by James on August 08, 2023
Q: This seems like an ideal entry point for these stocks.!
On May 4/23 you were asked to rank the above by expected Total Return and Dividend Safety.

1. How would you rank them today?
2. Looking forward what are the key points that would support your rankings for total return?
3.What are their projections for dividend increases and which if any seem to be over-reaches?
4.What are their projected Debt vs Cash Flow metrics?

Thank you, Hugh
Read Answer Asked by Hugh on August 05, 2023
Q: Arc has been rising steadily for some months now, and has been outperforming many of its peers. It has now grown to my largest holding at over 7% of the portfolio. I would appreciate your view of the reasons for its seeming outperformance. It is in an unregistered portfolio so cutting back would generate substantial capital gains.
Read Answer Asked by Peter on August 04, 2023
Q: I can't fully understand the current sell-off and downgrades of TRP. I understand the selling of assets as a bit of a disappointment, and perhaps the split creates a bit of uncertainty (?) For a long term dividend investor though, is a near-8% dividend not a great opportunity? It appears that there is a lot of insider selling, is that correct?
Read Answer Asked by James on August 02, 2023