Q: tamarack and crew had significant announcements today.your thoughts dave
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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 team,
How do you interpret the short and long term effect of the Rolling Hills acquisition on the value of Tamarack Valley in the market and what do you think to the issuance of stock.
Andrew
How do you interpret the short and long term effect of the Rolling Hills acquisition on the value of Tamarack Valley in the market and what do you think to the issuance of stock.
Andrew
Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian
Many thanks for your advice.
Ian
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Tamarack Valley Energy Ltd. (TVE)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Q: i was told tve is going to be in a taxable position end of year and that will mean they will have to pay taxes and as such cash flow will be reduced by approx 15% or what ever the tax rate will be. can you confirm this?
- Suncor Energy Inc. (SU)
- Tamarack Valley Energy Ltd. (TVE)
- Okta Inc. (OKTA)
- CrowdStrike Holdings Inc. (CRWD)
Q: What would be your Top 2 names in the Internet Security and Energy sectors?
Thanks Valter
Thanks Valter
- Suncor Energy Inc. (SU)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Q: Hi team. If one would want to diversify more into the energy and materials sector what would you suggest would be your top 3 choices for each for a longer term hold (10+yrs). Thanks
Q: Hi 5i
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
Three questions if that's OK, points to be deducted accordingly:
1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?
2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?
3. What are your thoughts about FRU for income and cap gain over the 12 months or so?
Thanks!
Peter
- Suncor Energy Inc. (SU)
- Cameco Corporation (CCO)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tamarack Valley Energy Ltd. (TVE)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Teck Resources Ltd (TECK)
Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff
Q: Hello Peter and team,
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Any idea why Arc Resources and Whitecap are not participating to the same degree as other oil stocks like Tamarack Valley? On BNN, it was mentioned that if Arc is not re-rated, it could be a take out candidate. If so, what price would you think makes sense as takeover candidate? Much appreciated.
Q: Hello 5i,
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
Is it too late to buy Tamarack? It’s had a nice run.
Thanks for the advice.
Marc
- Enbridge Inc. (ENB)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Tourmaline Oil Corp. (TOU)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Tamarack Valley Energy Ltd. (TVE)
- Boyd Group Services Inc. (BYD)
Q: Good morning Peter, Ryan, and Team,
In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.
In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.
Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.
Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.
In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.
Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.
Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Q: Hello Team,
What do you make of TVE's year end financials?Would you advise adding to my present small position at the present price?
What do you make of TVE's year end financials?Would you advise adding to my present small position at the present price?
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Tamarack Valley Energy Ltd. (TVE)
- Gear Energy Ltd. (GXE)
Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.
Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?
Thank you,
John
Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?
Thank you,
John
- Suncor Energy Inc. (SU)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Tamarack Valley Energy Ltd. (TVE)
Q: I have very little energy exposure in my registered account.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.
Is now a good time to add a long-term dividend payer and if so, please suggest 2 for me to consider.
Preferably one that isn't already over-valued and therefore may drop in price should oil return to $50 or $60/ barrel.
Thanks.
- Suncor Energy Inc. (SU)
- Tourmaline Oil Corp. (TOU)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: Can you suggest three or four oil stocks at this stage of the rally or is it better to stay off the rocketing?
Thanks.
Thanks.
- Athabasca Oil Corporation (ATH)
- Enerplus Corporation (ERF)
- Tamarack Valley Energy Ltd. (TVE)
- Baytex Energy Corp (BTE)
Q: my question is on oil.
i tend to follow eric nuttall who has been 100% on the money with oil and oil stocks.
however a lot of analysts feel with the coming of iranian oil, the increase in rig counts etc oil might drop back to 70. the 2nd half of the year.
what is your opinion and is nuttall right that these high oil prices can continue for 2 to 3 more years.
dave
i tend to follow eric nuttall who has been 100% on the money with oil and oil stocks.
however a lot of analysts feel with the coming of iranian oil, the increase in rig counts etc oil might drop back to 70. the 2nd half of the year.
what is your opinion and is nuttall right that these high oil prices can continue for 2 to 3 more years.
dave
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Tamarack Valley Energy Ltd. (TVE)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Karora Resources Inc. (KRR)
- CloudMD Software & Services Inc. (DOC)
- Docebo Inc. (DCBO)
- VersaBank (VBNK)
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.
Regards
Anthony
Regards
Anthony
Q: my question is on the oil stocks in general. with the market selling off, oil at 95.00 what is holding the oil stocks back. yes they are up but they are selling like oil is at 60. not 95. and will iranian oil really make a difference.dave