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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: Why has Yangarra become so cheap? I was considering taking a position since it was a very strong performer over the last 2 years (maybe even the best performer next to PXT), up until November. I'm pretty sure its due to the price of NatGas falling from November on to new lows and YGR is like 50% gas. Do you see a lot of potential in getting such a strong performer when the share price is so beaten down or is it best to avoid NatGas stocks since there is no way of knowing how long it stays down with so much supply?
Read Answer Asked by Adam on May 14, 2019
Q: Hi there,

I currently own PXT and was looking at YGR. It looks like it has sold off over the last year and may be coming back. Would you endorse a half/full position in this name today? If one owned a full position in PXT already, how would you play YGR (assuming you'd be okay endorsing it as a buy today).

Thanks!
Read Answer Asked by Michael on April 11, 2019
Q: I have recently added to VET and YGR to a reasonable weighting in my portfolio.
The gloom and doom news today of the Norway Sovereign wealth fund selling off oil and gas stocks across the board is causing quite a panic. Is there cause to be worried or is this a tempest in a teacup.

Peter
Read Answer Asked by Peter on March 11, 2019
Q: Your thoughts on investing in these stocks at this time. Meg seems cheap at this price as was to be sold at $11.00 per share. Take as many points as deemed necessary.
Read Answer Asked by kenneth on March 04, 2019
Q: If oil sector re-bounce,which stocks have more upside.What is your outlook for crude oil in 2019? thank you.
Read Answer Asked by Sunny on January 03, 2019
Q: Sold Cliq and Ygr today at a loss. Bought MAXR at $ 15.60. Yield of 9% ???. Would it be a good idea or sell into the strength.? In spite of their problems in the past current fundamentals don’t look all that bad. How big a problem is their debt. New arrangements with their bankers. I’m mainly a dividend / growth investor. This is my only tech stock. 3% of portfolio.
Read Answer Asked by Roy on January 02, 2019
Q: Hello Peter,
What are your thoughts on GMP Capital? I have lost more than 50% on the stock since I bought it. The company does seem to be doing fine as it gives out special dividends and with recent takeovers of other related companies, I thought GMP would gain traction but it has not moved up much. Yangarra resources has lost lots of its value but mostly due to the sector issues. A few questions please:
i. Understanding that both companies are in different sectors, do you think Yangarra has higher chance of increasing in stock price then GMP
ii. Given our current policies on energy and pipelines, do you see the oil sector recovering anytime soon as i was thinking of putting monies in other companies like Tourmanline etc
thanks very much
Read Answer Asked by umedali on November 27, 2018
Q: Hi Guys,
I submitted this question last week so not sure if it didn't go through or just got lost in the shuffle. The question is as follows: I am concerned about the oil and gas industry going into a prolonged down pricing environment. Can you rank these companies in terms of balance sheet strength and their ability to withstand a prolonged downturn? Can you also speak on if any of these would be in significant financial trouble (e.g. - bankruptcy) over a prolonged downturn?
Thanks,
Dean
Read Answer Asked by dean on November 26, 2018
Q: 2 questions
west fraser and norbord, do not own, totally beaten down, would you take a position and is this beat down justified.
yangarra and tamarack, have small position in both, my main oil holding being parex as you suggest.with tax loss selling should i let tamarack and yangarra go,, and revisit in january, i know i am giving them away,but these 2 could go a lot lower. dave
Read Answer Asked by david on October 25, 2018
Q: I have a 3.77 % position in YGR. Thinking of adding a further 2% in the sector. I’m mainly a dividend investor with some growth. I’ve been looking at VET because of its dividend and exposure outside Canada. Con looks a bit expensive. Canadian oil trades at a large discount so Canadian oil stocks do not benefit as much from rising oil prices.What do you think. Maybe there are better opportunities that you can offer. Your best suggestion would be greatly appreciated. This would be in a cash account.
Read Answer Asked by Roy on August 27, 2018
Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks
Read Answer Asked by rajeev on July 18, 2018
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