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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: I understand that Parex is in the middle of a strategic review, I just don't understand (a) why a sale of the company makes sense, and (b) why the stock price continues to fade. Doesn't Parex have one of the better business cases out there? Cash, Brent pricing, new wells - what's not to like?

Some months ago, on BNN, Dennis de Silva suggested that their assets are entering a declining phase - which would certainly make a prospective buyer think twice. But aren't most (all?) O&G companies constrained by the wasting-assets problem? Yet we continue to invest in them.
Read Answer Asked by John on November 27, 2018
Q: Hi,

In energy and power utility sector which companies do you recommend at current valuation. Is XOM a good buy or it is better to invest in ENB or PXT in current market and future growth perspective.

Appreciate the great service

Thanks
Ninad
Read Answer Asked by Ninad on November 02, 2018
Q: just wondering where the best place would be to put student loans with no interest owing for at least 4 years would be, out of the companies above? any other suggestions would be appreciated as well
Read Answer Asked by matthew on October 02, 2018
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?
Read Answer Asked by Paul on September 17, 2018
Q: With the problems in Canada getting our oil to markets and large producers selling off assets do you think that an investor would be okay in holding companies like Parex and Vermilion where for the most part they are able to get product to world markets? I currently only hold these 2 companies (along with ENB and IPL) for energy exposure. Would you consider this appropriate or would you add 1 other company to this mix? Your advice would be greatly appreciated.
Read Answer Asked by Rudy on September 04, 2018
Q: I have held Cardinal Energy for some time and with the dividend, have been about break even with the investment. I like dividends, but I value overall return more than I do yield alone and am wondering if I would be better served by selling CJ and purchasing Parex? In addition to CJ, I also own ENB, PKI, BTE, VET and TOG in this space. If not Parex, is there another energy play you would prefer in this scenerio? Your comments and rationale are most welcome. Thanks for the great service.
Scott
Read Answer Asked by Scott on September 04, 2018
Q: I have a 3.77 % position in YGR. Thinking of adding a further 2% in the sector. I’m mainly a dividend investor with some growth. I’ve been looking at VET because of its dividend and exposure outside Canada. Con looks a bit expensive. Canadian oil trades at a large discount so Canadian oil stocks do not benefit as much from rising oil prices.What do you think. Maybe there are better opportunities that you can offer. Your best suggestion would be greatly appreciated. This would be in a cash account.
Read Answer Asked by Roy on August 27, 2018
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