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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: Hello Peter, a 'Market Call' guest whom I've learned to listen to closely over many years (you are the other; hence my 5i membership) recommended Imperial Oil in that sector, largely because he perceived its downside risk to be minimal due to its current price relative to book value. I have a large position in CNQ and a smaller one in Tourmaline. But I'd like to add to my O&G holdings with a stock with a 'lowish' downside. Would you concur with the IMO recommendation for this purpose, or would you suggest I just add to the CNQ and/or Tourmaline. Thank you!
Read Answer Asked by James on January 12, 2020
Q: I am trying to clean up my Energy sector. I have the following: CPG, CVE, ERF, HSE, IMO, SU, TRP, VET, MX Could you please place them in order, starting with first to sell.

Also, could you please let me know which companies I should buy with the proceeds. I have a very long timeline, and I feel that companies that are rather low right now may jump a fair bit when the price of oil rebounds.

If there are any other companies that you would suggest to buy, please include them as well.


Thank you once again,

Fed
Read Answer Asked by Federico on July 10, 2019
Q: Imperial oil has posted this on June 21st:
Imperial Oil Limited today announced it has received final acceptance from the Toronto Stock Exchange (TSX) for a normal course issuer bid (NCIB) to repurchase up to five percent of its 764,221,735 outstanding common shares as of June 13, 2019,....
The value of their has not moved much for the last few years. I would like your thoughts about this company.
Read Answer Asked by Serge on June 24, 2019
Q: Hi Peter,
How much exposure do each of these have to the lack of Alberta Pipelines issue ? What order would you initiate new postions in these ?
Thank you.
Read Answer Asked by Paul on January 07, 2019
Q: Hi Peter: How would u rank these oil companies in terms of its future growth. RDS seems to have a high dividend yield and IMO is at its 52 wks. low and a low dividend yield , and XOM is somewhere in the middle. I'm approaching retirement in a couple of years, trying to build a portfolio of dividend and growth. Any other suggestion not in the list above? Thanks.
Read Answer Asked by DAVID on March 09, 2018
Q: I have been following Imperial Oil for quite some time, looking for some momentum that might indicate it is time to take a position. They seem to have had some operational concerns at their new Kearl facility, but management appears to be taking steps to address those weaknesses.

Dividend has never been high, but appears to be stronger than traditionally the case.

With crude continuing to strengthen, what do you think might finally be the catalyst that would help their stock price? Also, what do you feel outlook is for 2018 for IMO?
Read Answer Asked by Brad on January 29, 2018
Q: Hi, I just read an article,that said the high price at the pumps were do to the refineries getting higher margins. If that is the case,and it is not the first time I heard this, then there must be some companies in Canada that are doing really good? The oil and gas sector has been down for years, getting impatient I guess.
I was thinking of selling my energy companies WCP,PEY&TOG and replacing them with refinery or related companies for more growth.
Do you agree with this switch, and could you name two or three stock that you could recommend.
Thanks,
Read Answer Asked by Brad on November 20, 2017
Q: I hold approx 5% of my portfolio in O&G, and this is split 60/40 between Imperial Oil/Whitecap. Historically, I have found IMO relatively safe. However, with IMO now at a disappointing 5 year low, would you recommend selling it and replacing it with either more WCP or with another O&G such as SU or CNQ? Thank-you.
Read Answer Asked by Gordon on July 28, 2017
Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.
Read Answer Asked by Tim on July 25, 2017
Q: Hi,

In the energy realm I own full positions in ALA,TRP and PEY and would like to add an oil producer to compliment PEY. My ideal stock would be a long term hold with a decent sustainable dividend. I have looked at VET, SU, IMO and CNQ. SU and CNQ seem to be close to 2 yr highs while IMO is close to 2 yr lows and VET somewhere in the middle. Which of the group do you see as the best value for me. Feel free to suggest a company I haven't looked at.
Read Answer Asked by Morgan on April 10, 2017
Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn
Read Answer Asked by Glenn on January 26, 2017
Q: Which PIPELINES and Midstream energy cos would fare better or worse (and to what extent) from the recent Cdn pipeline announcements, among ENB, TRP, IPL, PPL, ALA! KEY. Thanks?..
Read Answer Asked by Gary on December 02, 2016
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