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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: Disappointed with the last results and what seems to be the need to be willing to accept lower growth going forward. I had hoped that the company would break out this year.
Wondering what your opinion is moving forward and especially your thoughts on the stability of the dividend. At what oil price would negative issues start to arise here?

Many thanks.
Read Answer Asked by Robert on December 04, 2024
Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.
Read Answer Asked by Francesco on October 15, 2024
Q: The performance of these two Oil & Gas stocks have been a disappointment of late and thus far this year...
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.
Read Answer Asked by Francesco on September 18, 2024
Q: Hello,

Thanks for all that you do.

CAP REIT has had a good run and is near my price target of $56. Do you think it still has room to run? If not, would you advise selling and picking up some VRN, or are any other beat up companies looking more attractive (I'm indifferent to the sector, but would prefer to stay away from consumer discretionary).

Thanks!
Read Answer Asked by Satish on September 17, 2024
Q: Hi,

If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.

Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?

Lastly, your top picks in O&G today?
Read Answer Asked by Savalai on September 16, 2024
Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.
Read Answer Asked by Francesco on June 13, 2024
Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.
Read Answer Asked by David on May 01, 2024
Q: Hi Guy,

Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.

He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.

I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.
Read Answer Asked by Kevin on April 05, 2024
Q: I have the above stocks in my TSFA account. All about equal weighted. Which stock would you add the $7000 2024 contribution to?

Or do you not favour any of the above and have another suggestion?

Thanks for everything and happy Holidays to everyone.

Dave.
Read Answer Asked by David on December 18, 2023
Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?
Read Answer Asked by Denis on November 08, 2023
Q: I have been a long time holder of CPG and own many other Cdn. Oil Companies. Made a lot of money buying/selling calls on CPG through the years. I now have only a stock position in CPG and was expecting this Company to continue paying down debt and buying back shares. They have reverted back to their acquisition days buying Hammerhead. What do you think about this new expansion. Thank you!
Gordo
Read Answer Asked by gord on November 07, 2023
Q: Since early 2023, I de-risked my general asset allocation to 30% equity. 30% ultra-short-term corp bonds, 30% MMF. The rest is mostly physical gold (PHYS), with a tiny bit of silver exposure. I am wondering about starting a small position in oil such as CPG or WCP. My other interest is also Sprott Physical Uranium as I have a tiny position in CCO which also did well. Any thoughts on which one is a better story, Uranium or oil?
Read Answer Asked by Ford on November 02, 2023
Q: i have listed some cdn oil companies, i own ath and cpg. my question is with oil at 91. none of the above companies or all cdn or u.s oil companies stock price even comes close to an oil price of 91., most are 25-30% below where they should be. they are coining so much cash it defies description.
why is this and will it ever change or is this the environment re oil and gas-dirty fuel etc we just have to live with. dave
Read Answer Asked by david on September 18, 2023
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