Investment Q&A

Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Q: Hello Peter,
For the oil and gas sector, what do you think of Arc Resources and Tamarack Valley? Do you think they are too high or considering the oil price and if it continues to tick higher, the stocks will do well. Much appreciated.

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: I own small percentages of each of these in an unregistered account, I have $23,000. and I would like to add to some of them, which one would you suggest. Thanks for your help over the years, I read the questions so rarely ask one myself. Thanks Dorothy

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: hi guys I hold shares in arx and tou and do you think they have any more up side or would you move on? also what is your feelings on nxh thanks abunch larry

Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken

Q: When do these companies report their next quarter. Thanks

Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

Q: A question on OCT 21 concerning ARX and when hedges would no longer affect income : no answer shows when hitting Response? Thanks.

Q: I am up 200% on TOU. With the potential of The liberal Gov’t changing the rules on capital gains, would I be wise to swap TOU for ARX for 30 days to trigger the capital gain and protect my win? I will switch back in December.

Q: 1. When will current hedges be reconsidered ?
2. Assuming that their hedges come off what is the likelihood that the sentiment will help stock price appreciation, as they increase revenue ???
thanks
Yossi

Q: Hello Folks:
Currently we hold energy sector stocks:
PXT, WCP, ARX, SES, CVX.
All these are having a good run except ARX.
Would you advise trading ARX for another energy stock such as TOU etc. Do you think I should hang on to ARX or make a trade for something else?
Thanks again for everything
brian

Q: Using ARX as an example of a company with a 10% share buyback approval, through to Sept 2022.
As an owner, I would rather see them leverage and do it sooner, while the stock is still cheap.
Does this ever happen, or it considered as bad form by the TSX ?

Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price

Q: this stock is on the move. Ihave held it for a long time. What is the future for this one?