Q: How would you view this company with their recent listing on NYSE and then buying Ranger? Will this be another WCP like scene...initial skepticism and then increased performance?
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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: How would you rank these at todays price and future potential over the next 2-3years?
Q: 10 years ago versus today. How would the market cap and key financial metrics sum up comparatively? From your perspective is the company in better shape today with stronger growth and potential versus then? Anything structural different in the business today? (understanding the cyclical nature of Oil pricing)
Q: Hello Peter & Team,
With global liquid fuels production expected to increase by over a million barrels per day in both 2023 & 24, would you be bullish on new positions in the O&G sector. And if so, which would be your recommended name(s) based on growth with some dividend?
I am considering BTE & CNQ.
Thanks for all you do?
Gord
With global liquid fuels production expected to increase by over a million barrels per day in both 2023 & 24, would you be bullish on new positions in the O&G sector. And if so, which would be your recommended name(s) based on growth with some dividend?
I am considering BTE & CNQ.
Thanks for all you do?
Gord
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APA Corporation (APA)
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ConocoPhillips (COP)
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Devon Energy Corporation (DVN)
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Vermilion Energy Inc. (VET)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: Looking for what top 3 oil & gas recommendations you would have. Growth and appreciation over the next 2-3 years.
Q: Hi Could you please give me your thoughts on BAYTEX ENERGY CORP AND ARX-T I hold them both, should I sell BTE and buy GXE
Thanks
Thanks
Q: Please provide your comments of the quarterly report, and the outlook for BTE.
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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Freehold Royalties Ltd. (FRU)
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Tamarack Valley Energy Ltd. (TVE)
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Trican Well Service Ltd. (TCW)
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Journey Energy Inc. (JOY)
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: I have no strictly energy companies and I am thinking of starting positions is TVE, MEG, and BTE. I would appreciate your comments on these as a good place to start building an energy position.
Q: Of the above three energy companies, please rank for growth prospects over the next three years, assuming oil prices stay around the same as they are now.
Thanks
Thanks
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Ovintiv Inc. (OVV)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Journey Energy Inc. (JOY)
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Gear Energy Ltd. (GXE)
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Diamondback Energy Inc. (FANG)
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Headwater Exploration Inc. (HWX)
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Lucero Energy Corp. (LOU)
Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed
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Baytex Energy Corp. (BTE)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Headwater Exploration Inc. (HWX)
Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?
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Cenovus Energy Inc. (CVE)
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ARC Resources Ltd. (ARX)
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Baytex Energy Corp. (BTE)
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Enerplus Corporation (ERF)
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Ovintiv Inc. (OVV)
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Gear Energy Ltd. (GXE)
Q: How would you classify the above stocks as to gas or oil. Thanks
Mike
Mike
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?
I am primarily looking for growth.
Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus
I am primarily looking for growth.
Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus
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Veren Inc. (VRN)
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MEG Energy Corp. (MEG)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
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Headwater Exploration Inc. (HWX)
Q: Please rate these energy companies in order of your best choice for growth in the next 2 years.
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
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Topicus.com Inc. (TOI)
Q: Hi Team,
TOI has had a rough couple days. Today as of writing down another 5%. At $62 a share today would you consider this a great buy? Is there any news that is making the stock drop extra bad today compared to some other tech stocks that are rallying some today? Also...even though oil is more in favour in todays market, would you consider selling some of either WCP, BTE, or TVE to buy into TOI weakness? And would you consider TOI a better long term hold than an oil stock?Thanks
Shane.
TOI has had a rough couple days. Today as of writing down another 5%. At $62 a share today would you consider this a great buy? Is there any news that is making the stock drop extra bad today compared to some other tech stocks that are rallying some today? Also...even though oil is more in favour in todays market, would you consider selling some of either WCP, BTE, or TVE to buy into TOI weakness? And would you consider TOI a better long term hold than an oil stock?Thanks
Shane.
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Cenovus Energy Inc. (CVE)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Baytex Energy Corp. (BTE)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.
There is the view that energy will come back to represent a larger % of the index again.
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Veren Inc. (VRN)
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Parex Resources Inc. (PXT)
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Baytex Energy Corp. (BTE)
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Crew Energy Inc. (CR)
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Surge Energy Inc. (SGY)
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Cardinal Energy Ltd. (CJ)
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Gear Energy Ltd. (GXE)
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Spartan Delta Corp. (SDE)
Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?
Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed
With appreciation,
Ed