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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: Hi folks, Tamarak Valley tve/t released their 2024 Capital Budget....looks like 2 tiered & lowered guidance....stock taking a 5+% hit and nearing 52 week lows....I know liked by 5i, Nuttal, Martin Pelltier & many analysts....BUT...is this a case of TVE mgmt "over promising & under delivering", hold a fair size position.....thanks for your views/opinions....& would U rate Buy/Hold/Sell....thanks, jb
Read Answer Asked by John on December 08, 2023
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?

Thanks
Carlo
Read Answer Asked by Carlo on November 07, 2023
Q: Hello, Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference and rank them accordingly for a 3 year hold. What are your thoughts on Enbridge within this group?
Thank you.
Read Answer Asked by Lorraine on October 31, 2023
Q: hi folks, thoughts on Tamarak sale of non-core assets for $123M, and update on record Sept production 70,000 boed, etc....I know a fav of 5i (thanks, full position)...while another analyst said Sell at $3.50 (said paid to much for Delta??)....anyway, that is why I am a long time, happy customer of 5i...not every pick/suggestion can be a winner...but portfolio has never been better since became a 5i customer...merci beaucoup, jb Piedmont QC
Read Answer Asked by John on October 22, 2023
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?

The other news I see is a new CEO coming in Jan, any thoughts on this?

Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Read Answer Asked by Robert on October 11, 2023
Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
Read Answer Asked by Alvin on October 03, 2023
Q: i own the above stocks.i want to add one more, your favourite mid to small cap oil company for growth. dave
Read Answer Asked by david on September 27, 2023
Q: hi, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )
Read Answer Asked by chris on September 18, 2023
Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.
Read Answer Asked by Kim on September 18, 2023
Q: I have shares is a few energy companies. TVE is my largest holding and is the poorest performing. I am thinking of selling TVE and buying MEG in place. What difference do you see in the 2? Is there more risk with one or the other? And of course what is of interest, is there more upside with one or the other?

Another option would be to add to some existing holdings: CVE; ATH; AOI.

What would you see as the best course... continue to hold TVE, switch to MEG, or add to the others?

Thanks for your excellent service.
Read Answer Asked by Leonard on September 08, 2023
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