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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: Compelling argument in the financial post recently on oils rebound - ‘how the corona virus is setting the stage for the next oil boom’. Do you buy into this thesis? If so what companies would you look at with most upside and safety (Eg will be around to see it through)

Read Answer Asked by Gregory on April 15, 2020
Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?
Read Answer Asked by James on April 09, 2020
Q: Like everyone else I have been hammered in the oil sector.
Would it be prudent to sell off GEI, IPL, and KEY, take the capital loss and funnel all the remaining funds into a company like SU, which do doubt will survive this crisis and now with a nice dividend yield?
Has SU ever cut their dividend and how safe do you think it is even in this environment?

Is their another company you might prefer over SU, (other then ENB, RNW & BEP.UN) which I have as well?
Would you sell all of the three above or hold on to one of them maybe?
Deduct points as you deem appropriate.
Thanks
Jeff
Read Answer Asked by JEFF on April 07, 2020
Q: Hi team,

Are energy shares a good long-term investment any more or should they simply be looked at as a trade? Given the lack of pipelines in Canada and the fact that the World is shifting away from oil and gas at higher prices, do energy stocks really have a long term potential? Or should we buy them on weakness and sell them into strength. Hard to grow the business and revenues, apart from acquisitions, when revenues are dependent on a commodity that is at the whim of certain government action or inaction.

Thanks,
Jason
Read Answer Asked by Jason on April 03, 2020
Q: Oil...with Trumps announcement 15 minutes ago (today.. april 2) Do you see any 1)trades or 2)longer term buys?
Thank you to you all. Your balanced answers help me tremendously during this turbulent time.
Read Answer Asked by El-ann on April 02, 2020
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
Read Answer Asked by Edgar on April 01, 2020
Q: These 4 have been beaten badly , way more than the TSX drop. What do you think about their prospects to go bankrupt ? Can you rank them from the lowest to highest risk ?
which ones will have their cash affected more ?
Thanks
Read Answer Asked by Alejandro (Alex) on March 26, 2020
Q: With respect to energy producers, would it be fair to say that producers such as Suncor, who also have refining assets, are better shielded against the current downturn in the energy sector, given that the cost of the input (crude oil) allows for a (theoretically) larger crack spread ? Unrelated to energy, do you believe that a company such as 3M, which manufactures various items used in the medical field, will weather the current corovirus downturn a bit better ?
Read Answer Asked by Mike on March 23, 2020
Q: I bought half positions in CNQ and SU and I have buy orders in at lower prices which I never thought I would see ($8 for CNQ). At current prices, CNQ is yielding over 15%. Even though their dividend was well covered, does it matter how low their share price goes or is it more a function of how long the coronavirus and price war going on for that you force them to cut their dividend? Would they cancel share buybacks before cutting their dividend even though share prices are so low?

Thanks,
Jason
Read Answer Asked by Jason on March 20, 2020
Q: What is the outlook for above noted companies in terms of :
1. Balance sheet. Which companies can survive this down turn in the oil patch? ie not go bankrupt. Please add comments and list companies in order.
2. Which companies are hedged and how long do their hedges go and at what prices are they hedged at?
3. Would you currently take a position on any of these companies?
4. Any other helpful comments are appreciated.
Read Answer Asked by Frank on March 19, 2020
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