Investment Q&A

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: So, really beaten down on CPG at this point. I guess the lesson is to pick a sell point perhaps. My view is long term (ie. hold for 15+ years). I bought at an average cost of around $15. In your view should I ditch this, continue to hold, or double down at what seems like basement prices? Even 2 years ago when oil was trading for less CPG was triple where it is now. What gives?

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Read Answer Asked by Logan on November 19, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Cardinal Energy Ltd. (CJ $7.86)
  • $7.86 P/E (TTM): 14.51X Cap: $1.29B
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Q: Given the current turmoil in the oil market are you confident that the above 2 noted companies will survive and eventually bounce back to their former price levels. Thanks fro your advice. I am fairly heavily invested in both of them

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Read Answer Asked by Bob on November 19, 2018

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 8.92X Cap: $12.72B
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Q: At the risk of sounding foolish, the last sentence in your response to Tim re WCP started wit "But", suggesting you would not expect a cut in dividend. Could you verify your answer.
Thanks

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Read Answer Asked by Gary on November 16, 2018

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 8.92X Cap: $12.72B
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Q: Is the dividend safe?

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Read Answer Asked by Tim on November 16, 2018

Q: Oil/Gas companies should be near their bottom [!?]. I am considering a bundle consisting of CJ, KEL, TVE, ARX, TOG, WCP, TOU as a group for the best bounce if conditions improve. Please, delete/add if you have other ideas.

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Read Answer Asked by Emery on November 16, 2018

• Canadian Natural Resources Limited (CNQ $44.18)
  • $44.18 P/E (TTM): 11.39X Cap: $93.78B
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Q: Most analysts are bullish on this one,,, but still the share price is dropping

any idea if it is a good entry point

thanks

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Read Answer Asked by sylvain on November 16, 2018

• Valeura Energy Inc. (VLE $6.37)
  • $6.37 P/E (TTM): 2.32X Cap: $690M
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Q: In your view is there a valid reason for the 40% (approx) drop in price of VLE - apparently it had something to do with " water " in the drilling sites?

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Read Answer Asked by Reg on November 16, 2018

• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: An analyst on BNN Bloomberg recommended this stock yesterday. Do you concur?

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Read Answer Asked by Vern on November 16, 2018

Q: Where can I get AECO gas prices pls. Tx

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Read Answer Asked by John on November 16, 2018

• Vermilion Energy Inc. (VET $10.37)
  • $10.37 Cap: $1.62B
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Q: Is there a particular reason for VET's jump today in the light of record low oils prices?
Thanks

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Read Answer Asked by David on November 16, 2018

• Birchcliff Energy Ltd. (BIR $6.69)
  • $6.69 P/E (TTM): 23.36X Cap: $1.82B
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Q: Despite a significant recent increase in the price of natural gas, Birchcliff's stock price has not substantially rebounded from its recent low value. Any explanation? Thanks!

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Read Answer Asked by Gregory on November 15, 2018

• Cematrix Corporation (CVX $0.51)
  • $0.51 P/E (TTM): 37.5X Cap: $76M
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Q: What is your take on CVX?
I kind of like the recent acquisition and last quarter.

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Read Answer Asked by Leo on November 15, 2018

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 8.92X Cap: $12.72B
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Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.

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Read Answer Asked on November 15, 2018

• STEP Energy Services Ltd. (STEP $5.48)
  • $5.48 Cap: $397M
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Q: STEP has had a substantial drop after having a very substantial drop. Is there a price at which risk/reward turns in the buyer's favour?

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Read Answer Asked by Peter on November 14, 2018

• Parex Resources Inc. (PXT $18.39)
  • $18.39 P/E (TTM): 10.08X Cap: $1.81B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Gran Tierra Energy Inc. (GTE $5.41)
  • $5.41 Cap: $174M
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• Yangarra Resources Ltd. (YGR $1.02)
  • $1.02 P/E (TTM): 5.1X Cap: $102M
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Q: looking at moving from tog to one of the above, who get brent pricing.
good move? and which would be your preferred replacement?

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Read Answer Asked by Bob on November 14, 2018

• Whitecap Resources Inc. (WCP $10.27)
  • $10.27 P/E (TTM): 8.92X Cap: $12.72B
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• Surge Energy Inc. (SGY $6.48)
  • $6.48 P/E (TTM): 14.41X Cap: $658M
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Q: I currently hold significant positions and capital losses on both SGY and WCP. I would like to trigger a cap loss while maintaining sector exposure by selling one and buying the other, and then 'reversing' the trade in 30+ days. Which one you recommend selling at this stage?

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Read Answer Asked by Glenn on November 14, 2018

• Tourmaline Oil Corp. (TOU $60.66)
  • $60.66 P/E (TTM): 15.42X Cap: $23.02B
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Q: This morning I noticed that US nat gas is trading up 13% at $4.60 usd. Does the increase in US Nat Gas help our Canadian nat gas produces? (Ex Tou)
What is the price of Aeco this morning?

Thank you David

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Read Answer Asked by lori on November 14, 2018

• Questor Technology Inc. (QST $0.45)
  • $0.45 Cap: $12M
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Q: Comments please on QST's earnings. They seem ok with a reasonable future outlook for growth. Did they meet general expectations? How do things look for future?

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Read Answer Asked on November 14, 2018

• Peyto Exploration & Development Corp. (PEY $20.45)
  • $20.45 P/E (TTM): 12.38X Cap: $4.14B
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• Tourmaline Oil Corp. (TOU $60.66)
  • $60.66 P/E (TTM): 15.42X Cap: $23.02B
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• Birchcliff Energy Ltd. (BIR $6.69)
  • $6.69 P/E (TTM): 23.36X Cap: $1.82B
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Q: Which companies would you recommend in Gas sector ?

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Read Answer Asked by terrance on November 14, 2018

• ARC Resources Ltd. (ARX $25.47)
  • $25.47 P/E (TTM): 6.13X Cap: $15.12B
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Q: Hi there,
Is it time to sell of ARX? I bought it at $20 appx in early 2018 and its now at $10.xx?

It has a 13% weighting in my portfolio right now and it's just been a laggard.

Thanks!

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Read Answer Asked by Alexei on November 13, 2018