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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: Good Morning;

What do you feel is the best company for natural gas? Specifically, I am looking for a company with low debt, a dividend and a strong track history (good management).

I currently own a very small natural gas play (CQE) that is down 66%. I am seeking to move my remaining money into a company that will pay me to wait and provide an opportunity down the road to recoup my loss.

DON
Read Answer Asked by Donald on January 24, 2018
Q: In their Second Quarter Report 2017 at page 9 and Note 3 CQE took a $96,200,000 "Impairment Loss". Presumably no company wants to conduct impairment tests and publish the results, so I assume IFRS or TSE or CPPIB (lender) is the driver. The future price deck shown in Note 3 seems to me to be quite optimistic and minimize the amount of impairment, and they do state that a 10% decrease across the deck would produce further impairment of $107,000,000! A partial reversal therefor seems unlikely. So the questions - 1) Is CQE really the only O&G so challenged that it has to do impairment tests - I haven't seen any others? 2) in your view is bankruptcy more likely than a takeout?
Read Answer Asked by Fraser on December 11, 2017
Q: Hi;

CQE continues to lanquish. It has an FFO of $0.03 per share and production is up 8%. My understanding is that it is performing well and has a high level of inside ownership. Who are the "insiders" on this and what is your opinion of them? I am down almost 70% and I am looking to either triple down with another $4,000 investment or take my loss. What is your opinion?

DON
Read Answer Asked by Donald on September 07, 2017
Q: Can you please update this company. Are insiders still buying? Despite being unexciting in the current market, is this a good candidate for a high risk high reward play on natural gas? I am down greater than 50% since my initial purchase a couple years ago. It is a small piece po my portfolio (less than 2%). Do I double down and play my belief that the world is using natural gas as if there is no tomorrow and eventually supply will become more in line with demand?

Thanks.
Read Answer Asked by Donald on August 08, 2017
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