Q: Thinking on selling some (not all) of my Tourmaline and picking up a bit more Vermillion (likely top up VET so it and TOU are both about 10K each of my portfolio). Would you agree with this move and should I see more upside in VET over the next 36 months ?
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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: Transglobe Energy announced today that its common shares have been admitted to the AIM market of the London Stock Exchange and the shares gained ~14%. It has exploration and production operations in Egypt and Canada Can you provide your thoughts on its sustainability and its potential? Thank you
Q: Could you please give me your opinion of ARX? Couple of recommends on Bnn. Could dividend.
Q: Hi Peter and Ryan,
What is your thought on Valeura Energy at this level? Any growth potential?
Is it a risky stock?
Thank you for your great service.
What is your thought on Valeura Energy at this level? Any growth potential?
Is it a risky stock?
Thank you for your great service.
Q: Raging River has recovered somewhat from its low caused by the announcement of the merger with Baytex. Is this perhaps a good time to sell, considering questionable management, and if so could you name three or four similar names in the sector that might have better potential. Thank you.
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Bonterra Energy Corp. (BNE $3.69)
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Surge Energy Inc. (SGY $7.26)
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TORC Oil & Gas Ltd. (TOG $3.21)
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Cardinal Energy Ltd. (CJ $8.94)
Q: your opinion please on these stocks as potential buys at this time.
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Vermilion Energy Inc. (VET $12.15)
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Parex Resources Inc. (PXT $18.29)
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Whitecap Resources Inc. (WCP $11.58)
Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?
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Cenovus Energy Inc. (CVE $24.67)
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Vermilion Energy Inc. (VET $12.15)
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Parex Resources Inc. (PXT $18.29)
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Whitecap Resources Inc. (WCP $11.58)
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Birchcliff Energy Ltd. (BIR $7.55)
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Surge Energy Inc. (SGY $7.26)
Q: Can you give me a couple of ideas for oil E&P exposure
Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?
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Peyto Exploration & Development Corp. (PEY $21.97)
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Tourmaline Oil Corp. (TOU $62.30)
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Birchcliff Energy Ltd. (BIR $7.55)
Q: Peter and Team:
If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?
I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.
Thank you as alway
Phil
If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?
I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.
Thank you as alway
Phil
Q: What do you think of this company for income and growth.
Q: I have owned this in the good times and bad ( have held it for years). What is your outlook for this stock for the next year?
Q: ..with improved assets, greater cash flow and increased flexibility to pay down debt all resulting from the RRX deal, is your negative view of Baytex based on past performance of mgmt or poor future prospects? thanks.
Q: Could i have your thoughts on cardinal and bonterra energy. Do you think this oil bull is for real.
Q: What do you think of bonterra for income and growth.
Q: Where do you see oil going. Is this oil bull real.
Q: Is this a good choice for the Energy sector. Or would you recommend another
Q: About a month ago I purchased vxus & already it is down 7%. I believe I'm caught in a perfect storm of a rising US dollar & trade war rumblings of Donald Trump. EM countries often owe debt in US dollars which hurts them & causes further drops in stock prices.Your comments on this thesis & suggestions would be appreciated.On the positive side Bloomberg News feels China has hit a bottom.
Q: I like the concept of this company going forward but am somewhat concerned about the lack of proven technology. Does 5i have a view on this company?
Q: Am just wondering, if the deal with Baytex did not go through do you think there is enough value in Raging River alone to justify it returning to its price before the announcement of the deal. Also, again on its own, does Raging River have decent fundamentals: P/E, cash flow, debt level, growth potential, etc.
Further to this, could you explain how the deal with Baytex, assuming it goes through, would subtract from those fundamentals. Thanks.
Further to this, could you explain how the deal with Baytex, assuming it goes through, would subtract from those fundamentals. Thanks.