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Whitecap Resources Inc. (WCP)
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Enerplus Corporation (ERF)
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Tamarack Valley Energy Ltd. (TVE)
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Headwater Exploration Inc. (HWX)
Q: Good morning 5i team!
May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?
Thanks
Dave
Q: Stock is down 4% today, much worse than its peers. Are you of any company specific news?
Jerry
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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Freehold Royalties Ltd. (FRU)
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Tamarack Valley Energy Ltd. (TVE)
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Trican Well Service Ltd. (TCW)
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Journey Energy Inc. (JOY)
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.