Q: Hello 5i,
In light of current status with oil and gas markets and what now most likely will be prolonged high prices, could you suggest two or three junior or mid cap O&G producers that might currently have greater upside opportunity than the larger producers.
Thank you so much for so many years of very sage advise.
Ralph
In light of current status with oil and gas markets and what now most likely will be prolonged high prices, could you suggest two or three junior or mid cap O&G producers that might currently have greater upside opportunity than the larger producers.
Thank you so much for so many years of very sage advise.
Ralph
Q: Your analysis on the latest quarter, balance sheet strength and whether stock is a buy. Thank you!
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Athabasca Oil Corporation (ATH $10.69)
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Baytex Energy Corp. (BTE $6.00)
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Tamarack Valley Energy Ltd. (TVE $11.67)
Q: I own these Mid Cap oils that have generally defied the downward oil pressures in 2025 and performed well. All with the exception of Baytex are in a significant gain position.
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?
For the past few months i continue to hear of Oil surpluses, and prices in the 50s or even hi 40s in 2026 before outgrowing the oil surplus in 2027.
Do you think it advisable to sell some of this position and look at re-entry in mid to later 2026 to crystallize some of 2025's returns on these mid caps?