Q: Do you think any other suitors will come? If not, should you sell at offer price?
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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.
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Trican Well Service Ltd. (TCW)
- Headwater Exploration Inc. (HWX)
Q: I currently own each of these oil & gas industry stocks. Are they well positioned for any potential consolidation/takeover activity that is rumored to occur as a followup from the XOM Pioneer story? Which firms are best positioned for takeover/merger/consolidation?
Q: What are your 3 top TSX natural gas picks?
Jerry
Jerry
Q: I have been holding ENB and PPL for over 5 yrs. The dividends are great but the stocks are not going anywhere. Down 15%. Would like to sell one of them and buy IMO. Have full position on both of them. Which one should I sell?
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: How would you rank these companies in terms of growth and evaluation in the energy sector in the next 3 years. Thank you.
Q: How material is today's Suncor news? : "Suncor Energy (TSX: SU) (NYSE: SU) announced today that it has agreed to purchase TotalEnergies EP Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project (Fort Hills) for $1.468 billion". Will it have a positive effect on the stock? Thank you
Q: I haven't been following the market too much for several months and was shocked to see that AQN has fallen dramatically (from about $10 to $8 in one month). I don't see much news or questions on AQN. Any insight into why there has been such a dramatic drop?
Q: Hi Peter
I added to wcp with the pull back (pays a dividend)
I am thinking of putting in a 1/2 position for BTE
what do you think of the company
and a good entry price? thanks
Michael
I added to wcp with the pull back (pays a dividend)
I am thinking of putting in a 1/2 position for BTE
what do you think of the company
and a good entry price? thanks
Michael
Q: As a follow up to my question on natural gas suppliers please provide what the information is that you find interesting about Peyto.
Also would you be able to direct me to a site that I might find 5 yr. history of a companies ROE, ROA and ROC.
Thanks again
Les
Also would you be able to direct me to a site that I might find 5 yr. history of a companies ROE, ROA and ROC.
Thanks again
Les
Q: Can you share your thoughts about OII? It seems that they are a lot more than a supplier to the oil and gas industry.
Q: Good morning
I’m interested in taking a position natural gas suppliers. What companies beside Birchcliff would you suggest looking into?
Thankyou Les
I’m interested in taking a position natural gas suppliers. What companies beside Birchcliff would you suggest looking into?
Thankyou Les
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
Q: Hi Peter,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Q: In a year BEP.UN down 32.22 % , FTS down
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek
3 .65 %. Why the difference; BEP.UN initially overpriced FTS “ underpriced “, green stocks way out of favour, etc? I own a fair amount of BEP.UN and do want to sell but if there is something fundamentally wrong with this company I don’t want to hold on until it’s a penny stock or something like AQN happens. I imagine Flatt and others are wringing their hands and hope they do something to improve the share price.
Thanks. Derek
Q: Noticed the question on WDS today and wondering if you think the high dividend is safe.
Q: Can you please provide thoughts on ATH Athabasca oil? I purchased the stock earlier this year taking advantage of the dips in prices of oil stocks that seemed unjustified at the time.
I initiated this particlar name at 0.6% of the portfolio and it's now grown to be 1.2% of the portfolio. I have other oil and gas stocks TOU, ARX, CGE, and TVE. I'm not in a rush to sell ATH and the chart looks like it pretty much has free-air above it to go a lot higher... very little by way of chart resistance.
How do you look at the company given current circumstances? Add to it? Hold it? Trim it to not give away winnings?
Thanks!
I initiated this particlar name at 0.6% of the portfolio and it's now grown to be 1.2% of the portfolio. I have other oil and gas stocks TOU, ARX, CGE, and TVE. I'm not in a rush to sell ATH and the chart looks like it pretty much has free-air above it to go a lot higher... very little by way of chart resistance.
How do you look at the company given current circumstances? Add to it? Hold it? Trim it to not give away winnings?
Thanks!
Q: With a 5 year time horizon, would you recommend initiating a position in BEP.un? Any concerns about the dividend?
Q: Peter; With the big deal announced will NPI have to raise equity? Thanks.
Rod
Rod
Q: Could you please give me an update on Innergex? I notice that a lot of the renewable energy companies have performed poorly this year. I'm wondering if there is anything company-specific to be concerned about, with Innergex. Thanks.
- Brookfield Renewable Partners L.P. (BEP.UN)
- NextEra Energy Partners LP representing limited partner interests (NEP)
Q: Don’t you think that NPI, AQN, BEP, BLX downtrend in the last few days is related to the new NEP/NEE very bad outlook in the renewable sector?