Investment Q&A

Q: With the current oil situation what is the future of these stocks and which ones would you sell now

Q: Hello,
Will ARX become another VET ?
Dividend now at 16.5 %.
Thank you

Q: Do theses companies like ARX and Sgy have hedges in place ?

Q: Now that Vermillion has cut it's dividend does it fit that other high dividend energy stocks like ARX and Sgy may follow suit or are they sustainable.?

Q: What do you think of the long term prospects of ARX and is now a good entry point?

Q: Hi Peter and Staff
Please deduct as many questions as you see fit. I have a basket of oil stocks which of course I have wished I did not own for quite a while. Monday will be brutal. My question is surrounding the fact that some of our companies have significant hedges in place at higher $ per barrel while others will not have any or many. In the event that the market torches them all on Monday equally would you please research and provide details on hedging % , period and $ for a large list below
ARX,CPG,ERF,GTE,KEL,PXT,SGY,TOG,VET,WCP,YGR

Secondly could you advise of the debt to cash flow of the worst 4 of the above and the best 4 of the above.

Please provide detailed response with as many questions deducted as you see fit.

Thanks for all you do

Dennis

Q: Trading activity in Arc quite high. It would appear that management is quit keen of the potential of the Attachie play in Alta for future upside. Can you explain the details of this play and possible upside for the stock. Thank you.

Q: Could you comment on the earnings? And would you be comfortable buying this here?

Thank you!

Q: Hello, I bought arx at 8.96 some time ago and now wondering if adding to the position would be advisable? It is below my cost and has positive analyst recommendations. Thank you.

Q: How do you view the above companies to boost yield, energy weighting and opportunity for capital gain. My objective is to minimize total equity exposure while achieving a targeted yield by seeking out more potent dividend names with good upside potential. Thanks.

Q: Hi team,
I have purchased ARX five weeks ago and am up 23%.Comments from fund managers have been very positive ,with the dividend safe and the debt load not overly large.I am looking for a small cap oil company that also pays a dividend in the 4to5% range, and has solid growth prospects.Could you recommend two or three names and should I sell half my position on ARX?
Thanks,and all the best in 2020.
Jean

Q: Your thoughts for long term hold, 5 years

Q: Do you consider any of these dividends to be unsustainable? Any other comments on these companies?

Q: Your thoughts on ARX. I have had it a while as it dropped and am now looking at an exit point. It is up recently, but I would have thought there was a lot of tax loss selling pressure.

Q: I have followed ARX all the way down and have been looking for a spot to sell it. What is causing this latest rally and will it have further strength.
Thanks

Q: I have decided to throw in the towel on NFI. Would you wait for tax loss selling to end to see if it gets a bounce in the new year?
I am also thinking of buying ARX for a seasonal trade. Your thoughts, please.
Carl

Q: In a recent answer to a question on an oil company, you mentioned that it is hard to be optimistic on a company if you don't like the management team. So my question is, which of the management teams in the oil sector would you want to align yourself with, and why? Alternatively, which of the management teams would you not align yourself with? Please deduct as many credits as necessary to fully answer my question. Thank You.

Q: Do you have anything to add to your notes of Oct 11 on the Topaz - TOU arrangement and your preference for ARX? Thanks

Q: Your thoughts on qtly results?

Q: I have positions in these companies way way under my cost. Looking for a strategy to capture some tax loss without giving up completely in allocation in case of oil turnaround. Consolidation in less number of stocks that represents the best potencial is an option or selling all of them and buying two or three different companies is another option. Appreciate any suggestion. Thanks for your help.