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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 am considering to re-enter the energy market. Of the four stocks here, CJ, WCP, VET and TOG, how would you rank them in terms of their potential combined returns (growth + dividends, and dividend sustainability). Thanks.
Read Answer Asked by Victor on November 01, 2017
Q: I used to own CJ and with the downturn in the energy market I sold all my O&G holdings along with CJ. I just noticed in the last week or so that insiders who already own substantial shares in CJ have been adding more company's stocks to their portfolio.

Can I used a horse betting analogy of "following the trainer to the betting window" here? I notice the company has already cut its monthly payout by half earlier this year (since 2/2017). Is this payout at a rather enticing level (still about 8%+) sustainable based on its current production level? Do you foresee further dividend cuts?

Thanks for your insight.
Read Answer Asked by Victor on November 01, 2017
Q: Hi there,

I am in a losing position with Cardinal on what is a small level of energy exposure in my portfolio. Do you think the dividend is safe or ripe for a cut? Also, the name has fallen considerably more than RRX, WCP etc. I understand that they have more heavy oil production which may weigh on the stock. If I wished to maintain energy exposure would you suggest switching to a different producer? If so, who? I also own Spartan.
Read Answer Asked by Tim on July 21, 2017
Q: With oil down, what would be your top picks for a rebound when oil picks up, without being too leveraged? I was thinking of Cardinal, with its nice yield (do you think it will need to be cut?) I already have some Spartan, but it seems to be a well run company. Other choices that are on sale? Thanks.
Read Answer Asked by Donald on June 08, 2017
Q: The above companies are on my watch list. Valuations have come off a lot this year and I think there is an opportunity. Which of these do you see the most potential in?

Thanks

Chris
Read Answer Asked by Chris on March 24, 2017
Q: Hi Peter, I do not have any energy in my portfolio of a 1mill portfolio, like divs, practically all my stocks, Reits, etfs pay divs. Have been looking at the above ones and would like ask you to rank them by safety of div and growth. Will appreciate your advise, as to oil prices(??),perhaps a better choice. Many thanks. J.A. P. Burlington
Read Answer Asked by Joseph on March 22, 2017
Q: The only energy producer I currently hold is SU. I'm thinking of adding one more (non-oil sands) company and am considering WCP and CJ. I like CJ because of the larger dividend and the lower Debt/Book. I like WCP because it is a much larger company. I prefer companies with decent dividends and the ability to trade options. Which would you suggest or would you recommend a different company?

Thanks
Read Answer Asked by Peter on January 20, 2017
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