Investment Q&A

Q: Hi

Is cardinal energy LTD a safe buy at it's present price and is it's dividend safe and do they raise their divends?

Thank you

John

Q: Where would be the best place to go to find what the percent gas or oil comanies have in canada. I just assume oiler companies right would be better than gas.

Q: What do you make of the price action of tve over the last couple of days?

Q: For a new position, which of these 2 would you choose and why? The P/E for ENB appears to be very high; is this an issue? Many thanks.

Q: Southern Energy seems to be surging lately, is this warranted? Does it look good for a long term hold?

Q: In light of the recent acquisition from Spartan Delta how would you now rate CPG. Is it a buy at these levels?

Q: I have done very well with this Company and continue to hold their shares. Following your guidance of letting your winners run!
A recent announcement is that "Shawcor sells its Shaw Pipeline Services Business to a material services company". Is there anything that is concerning about this transaction? Is this a Company you would continue to hold?
Thank you Gordo.

Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You

Q: With what 'appears' to be a bottoming of European and North American gas prices and the 'Saudi Put' on oil can we buy VET at these levels?

Q: With nat gas creeping up, would BIR and ARX be timely?
Futures prices are also up as far as December

Q: I'm thinking of entering into a position in Whitecap Resources. Thoughts on this as an entry point and how does it compare with the prospects of the industry as a whole?

Q: Would you hold off on adding to Atco do the the high debt levels. I don't want another Algonquin.
Thanks Gord

Q: Can you confirm for me if the price of Enbridge (ENB:CA) was above $60 in April 2015 please?

The 10 year ENB:CA chart I see on the 5i website (and on the Stockcharts website) appears to be quite different than the price chart I see in my BMO Investorline (/ Koyfin, the barcharts website, and a quick google search).

First time I’ve ever noticed something like this, so I’m just confused and wondering which chart is the correct chart to follow? Thanks for your help.

Q: Can i please have your opinion on Riley Exploration Permian, formerly listed under the name Tengasco.

Q: From a high on Jan 2021 of $62.40 to a low on March 6, 2023 of $28.63 BEPC:CA has been constantly dropping. It just now has started to recover to $35.26. Do the fundamentals of BEPC:CA enable its position now to continue grow as such, the downtrend having been due to market flux and circumstance, or just chuck it and go for more BIP. I hold BEP, BEPC, BIP and BIPC.
Thank you for your terrific insight as always

Q: Is there any reason to be more optimistic about PetroTal's prospects now that it has instituted dividend and share buyback programs?

Q: Thoughts on NAT over the next 2-3 years?

Q: Retired dividend-income investor. We hold AQN in my wife's RRSP...held it since 2011...bought it at $5.60 and trimmed it several times over the years.

I am debating whether to flush it and take the proceeds and buy ZUT. I also own FTS, TRP and other utility-energy equities contained within ZLB and CDZ.

For the "keep AQN" argument = a) good momentum YTD = +27%, b) great chart, especially with the 50 mda overlay, c) if there is a take-over of AQN, there is a probable premium of "who knows "% (30%?).

For the "flush AQN" argument = a) with other planned cash injections throughout 2023, this would improve my overall sector allocations, b) minor point, but it would simplify my portfolio, by the elimination of a holding (I hold a reasonably concentrated portfolio of 12 blue chip stocks and 10 ETF's, plus fixed income), c) I thought I read that AQN is not expected to have a high rate of growth this year, d) the holdings inside ZUT look appealing, containing both renewable and non-renewable.

I am ok letting it ride for a while longer, but also ok flushing it. Your thoughts? Am I missing anything? I know you can't compare a single stock to a diversified ETF.

Thanks for your help...much appreciated...Steve

Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Q: Thanks for your response to my question regarding what companies SU might consider for future acquisitions given they will have a need to replace production going forward. Would you please provide explanations for both MEG and BTE as to why they would be the potential targets by SU.
Thank you!