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.
Q: How you rank BIR, GXE and POU for income and some growth and ability to handle a recession? Where would you rank these vs other energy names that you mention often (such as ARX, CNQ, CVE, FRU, SU, TOU, TVE, WCP)?
Q: i do not own birchcliff preferring other names but i am curious after announcing a special divvy of 20 cents per share, increasing their cap ex and confirming the 60 cents annual divvy starting in january the stock is getting hammered-is this because the markets prefer stock buybacks over
divvys paying down debt especially in relation to oil and gas names. dave
Q: The 80 cent special dividend in the question on Sept 7 was covered by Jeff Tonken in the May 11 report - it will be quarterly and "at least 80 cents".
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
Q: A .80cents special dividend has been mentioned as forthcoming. Your thoughts of when this may happen and would you buy more of this stock at this level? Rumors of a possible takeover. Your comment please. Thanks
Q: Hi 5i
I own both TVE and WCP and have done OK with each. However, except from what might be available from those two holdings I don't have any exposure to natural gas, a commodity that is getting lots of attention these days. To remedy that, I'm considering parting ways with TVE and hooking up with BIR.
In your opinion, is natural gas production worthy of pursuit at present and, if so:
(1) is BIR a good vehicle for that pursuit and
(2) on strictly a growth basis would you expect BIR to outperform TVE over the next year or so, and why or why not?
Thanks and I look forward to your response.
Peter
Q: Would you endorse a switch from PEY to BIR at this time? Which has greater share price appreciation potential assuming gas prices remain stable to increasing? Would it be worth foregoing PEY's dividend for better outlook with BIR. Thx
Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.
Q: Can you give your opinion regarding natural gas in terms of price appreciation and can you recommend two US and two Canadian natural gas companies with good upside
Thanks
Q: hi guys just wanted to know which one of these stocks would you suggest to hold for the next few months I have been holding on to tve and it doesnt seem to move much , thanks a bunch
Q: Hi,
Do you agree that matural gas is a good place to be these days and if so, what CDN and US stocks/etfs would you suggest? I'm also interested in UNG - a US natural gas etf?