Q: Thought on recent results? Looking to add to my position.
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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: Hello,
Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.
Thanks.
Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.
Thanks.
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Veren Inc. (VRN)
- Tourmaline Oil Corp. (TOU)
- Athabasca Oil Corporation (ATH)
- Cenovus Energy Inc (CVE)
Q: Hi,
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
- Canadian Natural Resources Limited (CNQ)
- Crescent Point Energy Corporation (Canada) (CPG)
- Cenovus Energy Inc (CVE)
Q: Dear Peter and team,
Thank you for answering my earlier question on heavy oil and suggesting your picks. Doing my "homework", I see that these three are cross listed in the US and Canada. NYSE/TSX.
As I plan to hold them for a sometime I plan to write covered calls to augment the dividends. (One of your favourite strategies if I recall.)
With this in mind, may I ask you if it is more prudent buy these in NYSE as the options market is more vibrant on NYSE? Or stick to TSX? I understand that there is a currency risk if I buy them in USD. As the will be in our Regd accounts not too worried about tax consequences.
Many thanks in advance.
Mano
Thank you for answering my earlier question on heavy oil and suggesting your picks. Doing my "homework", I see that these three are cross listed in the US and Canada. NYSE/TSX.
As I plan to hold them for a sometime I plan to write covered calls to augment the dividends. (One of your favourite strategies if I recall.)
With this in mind, may I ask you if it is more prudent buy these in NYSE as the options market is more vibrant on NYSE? Or stick to TSX? I understand that there is a currency risk if I buy them in USD. As the will be in our Regd accounts not too worried about tax consequences.
Many thanks in advance.
Mano
- Revvity Inc Com (PKI)
- ARC Resources Ltd. (ARX)
- Crescent Point Energy Corporation (Canada) (CPG)
- Cenovus Energy Inc (CVE)
- Vermilion Energy Inc. Common (Canada) (VET)
- Kiwetinohk Energy Corp. (KEC)
Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc (CVE)
Q: Hi the great team, how do you rank these oil and gas companies in terms of value and growth potential .
- Imperial Oil Limited (IMO)
- Vermilion Energy Inc. (VET)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc (CVE)
- Suncor Energy Inc. (SU)
Q: I intend crystallizing a loss on CNQ and was trying to decide on buying a company in roughly the same business so that I stay in the market segment. SU might be the obvious choice but have some already. Can you suggest some alternatives from the those noted or others, preferably with a divided.
Btw I find the dividend updates very useful.
Thanks
Btw I find the dividend updates very useful.
Thanks