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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: The listed oil and gas companies comprise a 4% weight in my portfolios. I have been dying in oil and gas for about a decade. However, not counting the capital losses I have taken over the years, the current portfolio of legacy and new acquistions is miraculously above water. I have promised myself to never again be so exposed to the world's most manipulated commodity. If I'm going to folow though on this self-promise I need to think about liquidating some of these positions. Question: in what order would you take down these positions?
Best wishes for 2022. David
Read Answer Asked by David on January 03, 2022
Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold
Read Answer Asked by Harold on October 14, 2021
Q: Hello Peter & Team,

Read your Aug 4 BTE answer. Everything sounded fairly positive - reasonable cash flow generated with good expectations moving forward, debt was reduced, and you had a generally positive outlook although you did comment "we would prefer it (debt) lower."

Being just ahead of 3rd quarter reporting along with general sentiment oil could once again reach upwards to $100, I was thinking now would be a good time to add a position. I have 2010 - 2013 in mind when I did extremely well last time oil was $100+.

Do you think this is a good idea or a bad idea and why? And do you think we will see $100?

Thanks for all you do

gm
Read Answer Asked by Gord on October 01, 2021
Q: I own GXE, ATH, BTE and SGY. . With outlook for Oil going higher $ 80.00 plus which is the best play of the four. Please rank. Should I buy more of your number one pick. I watch Erik Nutall on BNN . He is very optimistic on Oil Price going higher RAK
Read Answer Asked by bob on July 02, 2021
Q: What are your thoughts on BAYTEX ENERGY (BTE) at current prices and going forward? Year end results were released Feb 24, 2021, and it appears as though there were no production surprises, and they have partially hedged their 2021 production with price protection at $45 with upside to 52/bbl. Do you have a price target at current prices? What if we see sustained oil prices at $60-65 or even further bullish (some calling for $80+). Are their names 5i prefers in its place, or are you satisfied with a HOLD on this going forward?
Read Answer Asked by Stefano on February 25, 2021
Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.
Read Answer Asked by Roy on December 03, 2020
Q: I am looking to potentially harvest some tax loss for future use and have the following questions:
BTE - if I sold BTE, what is a good proxy to park the money in with similar torque to improving sector fundamentals?
PTE - is there any hope for this or is it finally time for me to accept that it was a bad investment
Nobilis - I noticed it reappeared on the OTC as NRTSF but looks like the price and volumes are close to zero (or am I missing something?)....time to donate to my broker in exchange for a capital loss?

Thanks as always!!!

Scott
Read Answer Asked by Scott on September 02, 2020
Q: Hi, I did a screener (Region: Canada, Volume (End of Day):greater than 1500000, % Shares from Institutions: 50% to 100%), and these energy companies came up.
1,Do you agree to invest in these?
2,which order (if any)?
3,would you modify my screener search or keep it same?
Read Answer Asked by Ziaad on June 10, 2020
Q: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.
Read Answer Asked by Joyce on May 13, 2020
Q: Good morning,

Looking to clean up my oil and gas names but don't mind keeping some or adding others to maintain some exposure.

How would you rank TOG/TOU/BTE/WCP in terms of bounce back potential/likelihood of survival/balance sheet strength? What is you top two?

Do you much prefer SU, PXT, FRU, BIR vs the above names? What are your favourite oil/gas names at this time?

Thanks
Read Answer Asked by Angus on March 30, 2020
Q: Hi, I am down $18,433 on Baytex energy on 1000 sh bought over 16 years ago. (yeah I know stop loss) Yes, there is no need to sell it but I would appreciate A professional opinion on this sector.
Canada is in a very difficult place and we are being squeezed from many sides and in many ways. In this sector what do you recommend, to actually make money in the next 1- year. Thanks James PS I have been patient long enough.
Read Answer Asked by JAMES on March 11, 2020
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