Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.
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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.
- Ensign Energy Services Inc. (ESI)
- Obsidian Energy Ltd. (OBE)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Black Diamond Group Limited (BDI)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I'm down 50%+ in these positions in a registered account with a 5-7 year time horizon. Which of these would you suggest I sell and which would you consider holds? Please offer better alternatives in the same sectors for the sells. thanks!
Q: What are your updated thoughts on OBE? I have a partial position and planned to increase to a full position until their news release today. In such a strong oil and gas environment, why does a company need to commit to an 11.95% interest rate on 5 year notes. Am I missing something, OBE scores well on a number of metrics that I monitor so I thought they would be able to negotiate a better interest rate.
Q: Hi guys, are you able to give your assessment of this company. How do you like its future prospects and valuation? (assuming Oil stays @ $100) thx
Q: Peter and His Wonder Team
We all lost our shirt on PennWest...However OBE has done well lately. Please give your opinion on this company. Would you rate it a hold because it has a runway or better to just take your money and run? Thanks as usual...
We all lost our shirt on PennWest...However OBE has done well lately. Please give your opinion on this company. Would you rate it a hold because it has a runway or better to just take your money and run? Thanks as usual...
- Algonquin Power & Utilities Corp. (AQN)
- Obsidian Energy Ltd. (OBE)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Your investment guidance on buying these 3 stocks at this time for growth in 2021. thanks
Q: Given the recent activity in the oil & gas sector what, to your mind, is the probability of an overlooked, oversold, unloved company like Obsidian recovering to even $2.00 within the next 6 months?
Q: With the recent news on Obsidian energy seeking $100 million of unsecured fixed income, How does one find out what OBE's bond rating is? B plus or higher or lower?
Not an investor of this company, I just find this strange in the present environment, but understand why they would pursue this avenue.
Thanks, Barry
Not an investor of this company, I just find this strange in the present environment, but understand why they would pursue this avenue.
Thanks, Barry
Q: what is the danger that this company could go bankrupt
Q: Is Obsidian a take over prospect or is it heading to bankruptcy or?
Thanks Wayne
Thanks Wayne
- Veren Inc. (VRN)
- iA Financial Corporation Inc. (IAG)
- Obsidian Energy Ltd. (OBE)
- Trican Well Service Ltd. (TCW)
Q: Your view on continuing to hold these stocks?
Q: Can I get your thoughts on these two looking forward without regard for weighting. Either short or long term. Please give thoughts on overall quality, management, risk level, buy or ignore?
Thanks
Thanks
Q: I see that point view wants to put 4 directors on the board and are agitating for change obviously they see value here, do you agree. Dave
Q: Given the fight going on between the board of directors and the front four group, what is your suggestion for investors such as myself ?
Q: Could you please comment on Obsidian Energy, formally PennWest?
Q: Peter and His Wonder Team
David Lorber says the company is undervalued and has a 5.6% stake...meanwhile Frontfour Capital, an activist investor...I think he is associated with them... is targeting OBE. What do you make of this...what do you think is possible? Thanks!
Dr.Ernest Rivait
David Lorber says the company is undervalued and has a 5.6% stake...meanwhile Frontfour Capital, an activist investor...I think he is associated with them... is targeting OBE. What do you make of this...what do you think is possible? Thanks!
Dr.Ernest Rivait
Q: Peter and His Wonder Team
I am down a ton on bother of these. I do not need to liquidate but not sure what to do...hold or sell. Since they have both been hammered lately would it be better to wait for a rebound before selling? On the other hand do they have any longer term potential? Your thoughts please!
Thanks...your insights are always valuable as we retail investors navigate through tricky waters!
Dr.Ernest Rivait
I am down a ton on bother of these. I do not need to liquidate but not sure what to do...hold or sell. Since they have both been hammered lately would it be better to wait for a rebound before selling? On the other hand do they have any longer term potential? Your thoughts please!
Thanks...your insights are always valuable as we retail investors navigate through tricky waters!
Dr.Ernest Rivait
Q: What are your thoughts on PWT as a possible turnaround? It was on the edge for a while but it appears as though it has successfully found some solid ground. Is it worth jumping in? Have debt levels been resolved?
- Husky Energy Inc. (HSE)
- Veren Inc. (VRN)
- ARC Resources Ltd. (ARX)
- PrairieSky Royalty Ltd. (PSK)
- Bonavista Energy Corporation (BNP)
- Obsidian Energy Ltd. (OBE)
- BP p.l.c. (BP)
Q: Hi Peter, the above energy companies are held for a 20% weighting overall in an rrsp. Which ones would you keep and which ones would you cash in ? Whats a reasonable energy company weighting at this time ? Thank you.
Q: Peter and His Wonder Team
Here is an impossible question for you because I know your opinion on these individual stocks is negative at best. If you had your feet to the fire and had to chose one for the long term...what would it be and why?
Thanks for your excellent insights and attentive service...
Dr.Ernest Rivait
Here is an impossible question for you because I know your opinion on these individual stocks is negative at best. If you had your feet to the fire and had to chose one for the long term...what would it be and why?
Thanks for your excellent insights and attentive service...
Dr.Ernest Rivait