Investment Q&A

Q: Please provide your thoughts on how you would rank POU against ENB, SU, TRP, TOU, GXE and PXT for growth, holding for more than 5 years?
Thank you,
Roger

Q: Recent views please.
Thx

Q: Which is a better buy today? Thanks!

Q: Please explain to me what My Wife will receive for 300 shares of the above company which are in her Spousal RRSP. Does She have to summit Registered Eligibility Form or is that done by iTrade Will she actually get $9.50 cash /share?

Q: Hi Team,
I own some Cenovus stock. Today's quarterly results were not great, and oil price is sliding along with the share price. I am debating whether I should keep holding this name. I don't really care if I have oil exposure on not, I am ultimately seeking the best long term growth I can achieve regardless of sector. This being said is there any stand out buy's that you would rather own today compared with continuing to hold CVE? I am looking mostly at Canadian names, or US names that CIBC has traded on the neo (Canadian hedged). Or...is this a bad time to sell oil names with the recent weakness in oil price ( if you believe oil price will stage a recovery here shortly). Your suggestions are appreciated. Thanks

Shane.

Q: Any thought on Tamarack Valley. Oil is hanging around $75-$80 yet its price keeps falling. My understanding is they have low cost and good producing properties.

Q: Inevitably, when someone asks about the best NG companies in Canada, TOU and ARX are normally in the mix. So setting those two aside, I would appreciate your opinion on three other stocks in that sector that don't receive nearly as much attention. The stocks in question are Headwater Exploration, Spartan Delta and Pine Cliff Energy.

Thanks as always

Q: what is your opinion of this small cap energy co ?

Q: For a medium to long term hold do you have a preference between CNQ and SU? Are both reasonably valued at this point?

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: I see Parkland's share price since 2003 was rising steadily and quite well until February 2020 when Covid hit but after the initial Covid crash and rebound has been slowly drifting lower, now down about 35% from it's $48 high to the present $31 range and will have to rise over 50% to regain it's all time high. Why is is drifting lower now...what happened?.

It will take 12 years' worth of dividends to get back to the previous high unless the company can grow and prosper and profits rise considerably. I have studied your recent report [thank you] on the company and it looks good and the B+ rating in encouraging but you don't really identify much strong growth as such. Selling the refinery could be a negative as it seems to be steadily profitable.

Comparing the 20 year price and dividend growth histories of companies like FTS, EMA, RY, and T for example it is hard to see PKI as being a superior investment.

So does the current price and anticipated growth merit investing in PKI at this time for a 10 year hold? Do you have that much confidence in management?

Thank you......... Paul W. K.

Q: Can you verify the return of capital for HDIF.Not sure how I found a chart on it but if I am right it showed 87% ROC for 2022.Surely I am wrong . Also A new issue Is HRIF without leverage. Can you explain this? And also I currently hold some CIG686 for monthly income . Would you comment on a switch to either or or suggest something with less ROC .Please and thanks and use all questions to cover.Larry

Q: I purchased Tamarak(TVE) based on many recommendations, as well as yours
- Many people and firms continue to like and recommend this name...

- CFRA has a Hold, with a Negative Growth Rating...

- Price , Chart/Trend have Not been doing well...

- There is a nibble of insider buying

Questions:
1. Would you suggest Hold, Buy more or Sell for another...

2. Why does it seem like negative trading sentiment these days and poor current stock performance, when overall the stock is liked and recommended by many...?

3. Paramount Resources(POU) - I have heard a few Positive recommendations on this company... I think Leon Cooperman had good things to say as well...
- CFRA has a Hold, but gives a Positive Growth Rating

4. Would you recommend staying with TVE or consider POU...? Or Others..?

Thanks

Q: Energy is a small portion of my overall portfolio. TVE is one of my larger holdings but it has lagged other energy names in the past few months. Do you still like TVE and should I be adding to bring my average cost down.

What are your three favourite Canadian Energy Names in current market?

Thanks
Tim

Q: I own a basket of energy stocks but among them TVE is the worst performer. Yet it is frequently recommended. Would you give me the rationale for the positive views on this company. Thank you.

Q: Despite the drop in oil price, VLE is down over 25 per cent in a week which is excessive. Any specific reason for the drop. Would you buy, sell or hold. Thanks.

Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.

Q: I am currently thinking about adding to my energy holdings and have room for either arx or su. I currently hold tou, Cnq, wcp, Enb, trp and ppl

Thanks

Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)

Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?