Q: hi folks, opinion on Q3 results for Tamarack...and Q4 guidance of big production increase from DeltaStream acquisition...things you liked/ didn't like in results??....Buy/Hold/Sell....merci beaucoup, jb Piedmont QC
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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.
- Tourmaline Oil Corp. (TOU)
- MEG Energy Corp. (MEG)
- Baytex Energy Corp. (BTE)
- 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: Peter; Can the escrowed shareholders go short against their positions 6,12 months out ? And if so do they have to report it? Thanks. Rod
Q: Peter; Who would be the likely buyers of TVE that currently hold acreage in the Clearwater area? Thanks. Rod
Q: Peter; In their recent purchase were the shares used for it tied up for a certain period of time - and if so how long? . Rod
Q: Peter; As a veteran market watcher what do you make of the large TVE volumes daily? Generalists or the
underwriters getting off stock? Thanks. Rod
underwriters getting off stock? Thanks. Rod
Q: Falling knife? I'm guessing sometime in the next quarter, oil prices will rebound.
Is it worthwhile to begin accumulating at these levels and lower ? Thanks!
Is it worthwhile to begin accumulating at these levels and lower ? Thanks!
- Parkland Corporation (PKI)
- Magna International Inc. (MG)
- Tamarack Valley Energy Ltd. (TVE)
- Maverix Metals Inc. (MMX)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Having sufficient cash flow and/or ready liquid cash on hand plus sufficient prospective new business in the hopper to get to the other side of this nasty market being the criteria, in which order would you liquidate?
Carl
Carl
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: Hi Peter,
Could you please rank your favourite few Cdn listed oil equities as of today?
If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?
Charge questions as required. Many thanks!
Could you please rank your favourite few Cdn listed oil equities as of today?
If you were to hold two names, would you go with the top two or would you do something else (eg one blue chip and one smaller growth player)?
Charge questions as required. Many thanks!
Q: IS TVE-TA A BUY AND WILL THEY BE ISSUING NEW SHARES FOR THEIR NEW PURCHASE , AND IS WEP-TA A BUY?
Q: Good morning,
Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?
Q2. Do you expect this purchase to be accretive in the medium term?
Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.
Thank you for the sage advice.
Francesco
Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?
Q2. Do you expect this purchase to be accretive in the medium term?
Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.
Thank you for the sage advice.
Francesco
Q: Many experts, including yourselves, have picked TVE in the mid cap space. I have owned it for about 8 months and it has not been keeping pace with other midcap energy stocks.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Veren Inc. (VRN)
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Ovintiv Inc. (OVV)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
- Journey Energy Inc. (JOY)
- Gear Energy Ltd. (GXE)
- Diamondback Energy Inc. (FANG)
- Headwater Exploration Inc. (HWX)
- 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
Q: Considering switching from TVE to CCO for more growth over the next two years. What do you think? Thank you
- Tourmaline Oil Corp. (TOU)
- MEG Energy Corp. (MEG)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
Q: Hi 5i,
Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).
My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?
Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).
My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?
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
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
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: What are your top 3-5 of picks in small/mid cap Canadian O&G stocks? I'd also appreciate your thoughts on holding periods.
(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)
- Baytex Energy Corp. (BTE)
- NuVista Energy Ltd. (NVA)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
- Headwater Exploration Inc. (HWX)
Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?
- ConocoPhillips (COP)
- Imperial Oil Limited (IMO)
- Tamarack Valley Energy Ltd. (TVE)
- Cameco Corporation (CCJ)
Q: Which oil and gas companies have no debt? Which would you recommend?
Q: Do you like Surge and Tamarack and why? Which one would you choose, and why again.
Thank you.
Thank you.