Investment Q&A

Q: Their recent quarterly results on Nov 9 was as expected, the sale of their Pipestone and Dimsdale projects seem to be proceeding on target (which should substantially reduce their debt?). At 0.95 per share, do you think you'll upgrade the stock ?

Q: I've owned AltaGas for several yeras and it's finally coming back up to my ACB. I'm thinking of selling when it hits the even point and moving onto something with more growth.
Do you have any love for ALA? Or would you agree there are more enticing companies in the sector with better growth and income?

Thanks,
Robert

Q: What are your thoughts on the SDE share price? Despite the fundamentals it continues lower.

Thanks!

Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Q: Hello Peter
In terms of preference, can you please rank in terms of 1st, 2nd and 3rd? Appreciate it.

Q: Would you recommend adding to my CJ position at this price level? I'm down about 10% at this juncture. If there is no danger of a dividend cut, and if CJ rebounds in 2024 would it be a worthy risk bet? Please advise.

Q: Currently down 36% with northland and 23% with superior .In Tfsa.Any thoughts on recovery . Hold or sell? Thanks Larry

Q: This holding has been a disappointment for me. I bought it when oil prices (west texas) were in the seventy dollar range and it dropped even as oil prices spiked into the eighties. Would you dump and move on? It's in a TFSA account.

Q: What are your thoughts long term on oil. The bulls have recently been taking it on the chin. Will they eventually be right? A lot of money will be made if they are. Other than utilities like Enbridge and TC I have no direct exposure.
Thx

Q: Hi Team,

Can I get your current thoughts on FCEL?

Thanks

Q: Could I have your updated view on this company especially with regards to the new quarterly report issued yesterday. Many tnx.

Q: Good morning - I'm thinking about taking some gains in SU and adding CNQ. I've read recently that CNQ has reduced debt big time and may be jumping dividends. Which company holds the better prospects for both dividends ( and possible gains) over the medium term. Thanks

Q: Your opinion on headwater?? I also own Supremex that I am up nicely and could move that or move on from AQN.
Thx

Q: What probability would you put on another dividend cut for AQN?
Thanks as always.

Q: I'm thinking of buying BIPC or BEP. in my US account. Do you have preference between the two and if so why. Also could you provide me with their current and forward PE's. Thanks for your help.

Q: Down 12% .is it time to panic or worth keeping for a comeback with a decent dividend? Your view on oil now? Thanks Larry

Q: I am thinking of selling my Vermilion shares VET and using the funds to buy shares of MEG since I want to keep my oil and gas exposure at the same weight (about 15 per cent of the portfolio.) This swap of oil producers is predicated on that MEG is already returning 50 per cent of FCF to shareholders while VET is only returning 30 per cent. According to both compannies corporate presentations both companies play to allocate more FCF to shareholders when lower debit levels are achieved in 2024. I liked VET from its exposure to high gas prices in Europe but when Ireland introduced a windfall tax on VET it definitely took a shine off of Vet's future. What do you think of changing VET for MEG. I also have some CPG, CJ, TOU, WCP, and BTE so I don't want to add to them.