Investment Q&A

Q: What do you make of the price action of tve over the last couple of days?

Q: Please compare P/E’s, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Q: Do you know the date that SDE will pay out the cash dividend? Please rank the new SDE, HWX and TVE as companies to reinvest the dividend?

Q: Hi,

Is this a good time to add to TVE and do you see them increasing their dividend this year?

Thanks,

John

Q: How would you rank these companies in terms of overall growth going forward in the energy sector. I'm currently holding TOU, WCP, TVE and KEL.

Largest position is in TOU at around 3% (+44%) and smaller positions in WCP (+69%), TVE (-9%) and KEL (-14%) . I could add to any of these names. How does TOU compare vs AR in terms of natural gas companies? AR has pulled back in the last year and today it was up close to 9% which I couldn't find any news. I'm thinking of selling some TOU or just starting a new position in AR. I also like that AR is buying back shares, have strong insider ownership, founder operated, strong margins and balance sheet. All metrics seem pretty strong with AR, any red flags that you see? Thoughts?

Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

Q: hi folks...opinion on Q results for Tamarek tve/t...good & bad...stock hit new 52 wk low on results....Buy/hold/sell...thanks, jb

Q: would appreciate your short term outlook for these two companies!
Ed in Montreal

Q: When do they report? What do you anticipate the results to be? They claim very low break even costs that would support working capital and dividend. As well as growth. Are you able to validate their p/e? the company looks attractive based on potential and monthly div yield.

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

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: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: How do you think SU will do in the next couple years and what would be your top 5 favorite energy plays in the Canadian Market? Also, with China reopening, US dollar on a downtrend and noticing several major Metal/Copper stocks gapping up like FCX and VALE, SCCO, how would you rank these and what are your top 5 companies domestic or international to take adv of rising commoditiy/metal prices

Q: hi guys i hold all 3 of these stocks , which one has the best up side and would you keep all 3 thanks

Q: What makes Tamarack Valley so unique amongst the small-mid cap oil/gas producers in Canada? Just curious to know if there are others you also recommend or is this one at the top of the list?

Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.

Q: would appreciate your current thoughts on YGR. is there a name you would prefer rather than YGR?

thanks
Don