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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: Hi,

I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings. Thank you, Michael
Read Answer Asked by Michael on February 19, 2024
Q: Dear Peter et al:

Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.

Question # 1.

Mid cap oils (not gas)

Good to great free cash flow

FCF well directed to share buy backs, debt reduction and dividend enhancement.

Solid management
(I know this is subjective but I know that you know the players well!)

Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.

Question # 2.

Same criteria but in Large cap oils.

Many thanks.

Read Answer Asked by Savalai on February 16, 2024
Q: On Jan. 22 you wrote, "The 12-month payout ratio is 28%, and PEY is in good financial shape." On Feb. 14 you wrote, "BUT...its nine-month 2023 payout ratio was 101%. Its balance sheet is OK."

I am confused by these seemingly contradictory statements. Can you please clarify regarding the payout ratio and the health of the balance sheet?

It seems as if I am a bit of a sucker for high yields and have been burned by Birchcliff in 2023 (though still a holder), and do not want to suffer the same fate with my recent purchase of Peyto.

Thank you as always for your expertise.
Read Answer Asked by Richard on February 15, 2024
Q: Hi group what do you think about loading up on Natural gas producers (assuming the changes in being able to export LNG to Europe will drive much higher top line growth? I like and own... ARX + TOU what do you think? please list in order of preference ... 6 stocks that will or should benefit from the changes in LNG/ when would you expect the change to occur is it late this year or? Thanks
Read Answer Asked by Terence on February 14, 2024
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?

Thanks, Mark
Read Answer Asked by Mark on February 13, 2024
Q: Hello, I have a small position in MEG and would like to add on the possibility of the company being taken over. As I understand it , they have a large Net Operating Loss (NOL) that a major could use to offset their tax. ..
What is your assessment of their financials? From what I see their EPS growth has been -ve for years. Then the question is why would someone buy this company? is it mis-managed?
Thanks
Carlo
Read Answer Asked by Carlo on February 13, 2024
Q: Considering taking a position (up to 2%) in a dividend paying oil/gas company, and looking at FRU or WCP. Could I get your comments on the royalty structure vs a producer, as well as a comparison of the metrics such as payout percentage, debt, guidance, etc. Do you have a preference, and would you even consider adding an oil producer at this time. I have some ETFs with small positions in some oil companies, but no direct holdings of my own.
Thank-you
Read Answer Asked by grant on February 12, 2024
Q: I just bought BEP.UN in a non-registered account,shall the dividends be " fully taxed" ( equivalent to interest), if not how precisely will they be taxed ? Should I then switch for BEPC ? Thanks..
Read Answer Asked by Jean-Yves on February 12, 2024
Q: With the prices of some oil stocks down significantly in the past 6 months, do you think that some of the larger companies (SU, CNQ, etc) would want to take over some of the smaller players at a nice discount? A bit speculative, but can you identify some of the smaller takeover candidates?
Read Answer Asked by Mike on February 12, 2024
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