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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: I have held TOU for some time and am disappointed in the performance to date (and of late) and am in a tax loss position. Do you think it's time to sell and look for better opportunities? Do you think it's "necessary" to hold any energy stocks at all in an otherwise diversified portfolio?

Thank you,

Doug
Read Answer Asked by Doug on February 12, 2019
Q: Thinking to sell Encana.Want to stay in the sector and looking for companies with a stronger growth profile.Already own Vermilion.Do you have some recommendations?
Read Answer Asked by Maurice on January 15, 2019
Q: I'm looking to reduce exposure to the energy sector and harvest some tax losses. My holdings cover a range of energy companies with different strengths and weaknesses (gassy, oily, big cap, small cap) so equivalence is difficult to calculate. From the list of CVE, HSE, PGF, SGY, TOU and WCP in what order would you reduce these holdings?

As always, thanks for the excellent service.
Read Answer Asked by Stefan on December 03, 2018
Q: Could you please identify which companies would benefit most from a rising natural gas price? Also address the overall financial strength, dividend sustainability ( if applicable ) and general robustness of your picks. Thank you.
Read Answer Asked by John on November 13, 2018
Q: I hold both TOU and VET in a taxable account. I would like to sell both to harvest the tax loss and rebuy after 30 days. I would prefer to keep the investment in the sector until repurchase. Can you suggest an appropriate alternative holding.
Thank you
Read Answer Asked by Les on October 25, 2018
Q: Peter, what Cdn listed companies have the most short term positive outlook if natural gas has hit bottom and is heading up for the medium term ? Thanks, Paul
Read Answer Asked by Paul on October 09, 2018
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?

Thanks
Read Answer Asked by Geoff on October 03, 2018
Q: I want to buy some natural gas companies that will benefit from the construction of the Kitimat NGL plant, do you have any suggestions?
Read Answer Asked by Pat on October 01, 2018
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