Q: Peter, I have virtually no investment in oil and gas. But what goes down, must go up. (I think...maybe) If I was to start a minor position now in an energy company and add to it over time on the dips, which name would you recommend?
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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: could you please explain the sudden drop of over 15% since last Friday?
Q: Could I have your take on Birchcliff. Is it profitable in this environment, and would you think it will survive this low gas price if there is no LNG connection in the future?
As always, thanks
As always, thanks
Q: DTV has merged with AT&T this year. How was the deal structured? There were shares and cash given. What happens at tax time with the cash distribution and with the old/new shares?
Q: Please comment on their results.
Q: I was thinking about buying some Ceiba Energy as I do not have any Energy exposure. Can you tell me what the debt situation is, and is this in line with this size of company in the energy sector. A guest on BNN said that the EBITDA is increasing every quarter and this was a screaming buy. Is the EBITDA increasing and do you think it is a good buy candidate? I am ok with the small market cap of this company. In your opinion is this a company that can survive another 15% drop in energy that may last 12 months? Once tax loss selling is over, is this a stock that should outperform the broader energy sector on an energy bounce?
Thanks as always and Happy Holidays
Darcy
Thanks as always and Happy Holidays
Darcy
Q: Today, Acasti (APO) announced positive feedback from the US FDA and, as a result, its shares jumped about 50%. However, the share price of NTP, which owns almost 50% of APO, rose less than 10%. I would have expected an approx. 25% increase for NTP. Is this a good arbitrage opportunity?
Q: A lot of insider buying lately and stock options being issued @16 cents Sunvalley and Kinross have accumulated about 30 % of the shares..I get the feeling something is going on or maybe about to happen.
Thanks--Have a great Xmas
Thanks--Have a great Xmas
Q: Hi, "Reuters - December 16, 2015 - Canadian cable-TV operator Shaw Communications Inc said it has agreed to buy Mid-Bowline Group Corp and its subsidiary Wind Mobile Corp for about C$1.6 billion ($1.2 billion).
Wind is Canada's largest non-incumbent wireless services provider with about 940,000 subscribers across Ontario, British Columbia and Alberta, Shaw Communications said. "
So Shaw will become the 4th major Wireless Services provider in Canada, if the deal is approved by regulators. How would it impact the business of BCE, Telus and Rogers in terms of possible competition? Which one of the three is expected to be affected most, based on Wireless Revenue/Profits as % of their total business and the geographical base of Wind Mobile ? Do you see this development causing a reaction to share prices of these companies? Thanks for your insight.
Wind is Canada's largest non-incumbent wireless services provider with about 940,000 subscribers across Ontario, British Columbia and Alberta, Shaw Communications said. "
So Shaw will become the 4th major Wireless Services provider in Canada, if the deal is approved by regulators. How would it impact the business of BCE, Telus and Rogers in terms of possible competition? Which one of the three is expected to be affected most, based on Wireless Revenue/Profits as % of their total business and the geographical base of Wind Mobile ? Do you see this development causing a reaction to share prices of these companies? Thanks for your insight.
Q: What do you think about Foot Locker (FL.US)? Buying opportunity or value trap?
Q: Western Canada Properties - almost as unloved as oil and gas. PE is 4.4 trailing, 7.7 forward. 4.71% yield with 27% payout ratio and yet stock has fallen from $19.90 in March to $12.74 today. Seems like a great buy, get paid to wait until the the oil pendulum starts swinging the other way. Whats you're thoughts
Q: Hi Peter and team,
I'm looking to add a balanced core of ETF's in my portfolio for everything outside of Canada, what ETF's would you suggest? Some income would be preferable.
I'm looking to add a balanced core of ETF's in my portfolio for everything outside of Canada, what ETF's would you suggest? Some income would be preferable.
Q: What Canadian Companies have a great deal of their sales in USA and will benefit from low Canadian Dollar. I can think od atd.b, mal, lnr, mg, . Which ones would you recommend.
Q: I am baffled at the discrepency between forecast and actual numbers of the US weekly oil inventories. This week a plus of 4.5MM vs a forecasted reduction of 1.8MM. Can you shed some light on what could create that much variance on a weekly reported number?
Carl
Carl
Q: With the US going to allow oil exports for the 1st time in 40 years what will the effect be on oil prices ?
Q: I am looking for solid Canadian dividend payers with a large proportion of their income/cashflow (40%+) from US and International operations.I already own BNS,PWF,SLF,GWO,TRP,EB,ENF,VET
BIP.UN,BEP.UN,BPY.UN and DH. I believe all of these fit the bill - do you agree and can you suggest some others. Many thanks
BIP.UN,BEP.UN,BPY.UN and DH. I believe all of these fit the bill - do you agree and can you suggest some others. Many thanks
Q: Higher rates are finally here. Since the guessing is over, time to invest in companies with insurance revenue. Could you rank these stocks from "profits the most from the rate hike plan" to "profits the least": PWF, POW, SLF, MFC? If there is too little difference for your taste, could you use the valuations and dividends to help the ranking. Thank you.
Q: What would your top three Precious metal miner picks be?
Q: Hi Team,
I was surprised today that Goldcorp and other precious metals miners jumped up. G was up over 7%, presumably on news about the rate hike in the US. Klondex, Mandalay, Agnico Eagle and others were also up quite a bit (so it's not company specific). Can you please comment on the correlation between US rates, US dollar and gold miner prices. Seems like gold itself was down slightly. I would have expected gold miner shares to fall.
Thank you for your insights.
Michael
I was surprised today that Goldcorp and other precious metals miners jumped up. G was up over 7%, presumably on news about the rate hike in the US. Klondex, Mandalay, Agnico Eagle and others were also up quite a bit (so it's not company specific). Can you please comment on the correlation between US rates, US dollar and gold miner prices. Seems like gold itself was down slightly. I would have expected gold miner shares to fall.
Thank you for your insights.
Michael
Q: Could you please comment on ESL's fourth quarter and year-end earnings release? It looks very good to me.
Thank you, Peter
Thank you, Peter