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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 there,

I currently own Freehold Royalties and was thinking to sell and switch to either WCP or RRX. I follow your BE portfolio and noticed that WCP is owned in it but not RRX - but RRX has been spoken of with quite high positivity. Which of the two would you own at this current time and do you think switching FRU into WCP or RRX would be a better way to play energy?

Thanks!
Read Answer Asked by Michael on April 18, 2016
Q: As a follow-up to the earlier Whitecap comment, it's only fair to point out that the proceeds from the financing are being used for an acquisition. Whitecap had a Working Interest in the assets being acquired from Husky so it made very good business sense to opportunistically consolidate control of the property which will now be 90%. Also, a number of insiders also bought stock this month.
Read Answer Asked by Zach on February 26, 2016
Q: I have almost no direct energy exposure except for 2% in a services firm with high recurring revenue. Of course, there is lots of indirect exposure through banks, industrials, etc. I am interested in wading in, mostly for a yield play with some growth, not looking for a ton of torque. I understand that no dividends are entirely safe in this environment. I was wondering if it is better to go for a mid-size E&P such as Whitecap or Cabot, a pipeline such as Interpipe, a services firm such as Gibson Energy, or a global giant such as Chevron? Generally my portfolio is diversified across geography, industry sector, and market cap. I would look for an initial half-position and prefer a yield above 4%. Which names would you recommend? Thanks as always!
Read Answer Asked by Derek on February 11, 2016