Q: What makes Tamarack Valley so unique amongst the small-mid cap oil/gas producers in Canada? Just curious to know if there are others you also recommend or is this one at the top of the list?
Q: Pretty ugly day, particularly for oil. Is this just more negative market sentiment re banking fallout? Does your opinion still stand to pick away on the buy side?
Q: what forward price assumptions for natural gas and oil has BIR used in order to maintain the .80 cent annual dividend? what is the current price for oil and natural gas? what is the 12 month high and low for oil and natural gas? what is the payout ratio? thanks Richard
Q: Green Impact Partners has recently been granted approvals for a new Renewable Natural Gas (RNG) complex in Calgary and appears to have secured project funding. Is this company something you have looked at?
Q: Westbridge Renewable Energy Corp. (WEB:CA), makes a bit of money, has a low market cap and seems to have some upside with lower risk in their model. Thoughts?
Q: STEP has dropped farther than I expected after the fourth quarter and year-end report. What do you think was the main cause, and do you think the pendulum is swinging a bit too far?
Q: Oil stocks as varied as SU,PXT, and ARX are all getting pummelled in the early trading today. Is this a buying opportunity or an early sign of disenchantment with oil. Is this just a side effect of the SVB failure?
Q: Hi folks..thoughts/opinion of Q & FY22 results for Surge sgy/t...seem to have beat estimates across the board..also..I read that recently, Eric Nutall's fund bought 10% stake in Surge..is this correct??....thoughts going forward...thanks as always, jb Piedmont QC
Q: Hi 5i, can you please give me details on these preferred as I have looked and cant find much at all. Were they issued at $50 and is there a perpetual preferred here as I'm currently looking for those not the resets. I'm assuming these are preferred shares and not debentures.
Q: I have been letting my shares in Shawcor "run" up. Today there is quite a drastic drop in the shares. What are your thoughts on the recent results. Hold or sell.
Thank you Gordo
Q: I currently hold BTE at 1% weighting and thinking to switch to ENCC and add for up to 2% weighting for yield and diversity in energy sector. In your opinion, is this the better move, or would holding both at 1% weighting be the preferred option? In an RSP seeking yield with some growth.
Q: Despite warm winter and shutdown for 8 months of Freeport lng terminal ppl when announcing their year end results did not cut their 10% dividend or production.
Do they hedge any of their production?
Buy,sell or hold?