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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: 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

Q: Good morning,

I currently own all four companies in the energy portion of my family portfolio.
That being said, I'm in the red and very disappointed with FRU.CA's performance of late and looking at selling FRU.CA and with the proceeds, adding to my existing positions of MEG.CA, CVE.CA or TVE.CA.

Q1. What are your thoughts on FRU.CA

Q2. Which of these three stocks (MEG.CA, CVE.CA or TVE.CA offers the best risk/reward at this particular time,

Q3. Is there another energy stock that you prefer and would wholeheartedly recommend.

Thank you and I'll await your response.

Read Answer Asked by Francesco on August 24, 2023

Q: My only energy holding is ENB, and I'm thinking of replacing it with something with greater growth prospects. Dividends are not too important. Are there any of the stocks listed you would suggest at this time? (Or any others??)

Read Answer Asked by Jim on August 09, 2023

Q: Amerigo, MEG Energy, Minera Alamos, and Interfor are, with others, some of the, to me (i.e. except for Interfor) obscure company holdings of the very successful AEGIS Value fund in the U.S. Are you aware of any other commonalities among these holdings that might make them interesting?

Read Answer Asked by David on June 26, 2023

Q: Please compare P/Es, cash flow yield , balance sheet leverage and future growth. How would you rank in order of most preferred to not interested. Ty.

Read Answer Asked by Christopher on June 01, 2023

Q: The chart for the above is interesting. Basically there has been a 10X return since the covid low several years ago. The oil price hit $115 in May 2022, but the share price for MEG was only 20% higher than it is today, with the oil price at a little over half of what it was in May 2022, at about $68.
Many expect oil to regain some footing here and rise, maybe to $100 or more over the next few years.
But from this price history, we should really only get about 20% higher on MEG shares even if the oil price climbs back to $115 right? Why would shareholders want to pay so much more for MEG shares with oil at $115 in the future than at a previous date where oil was at $115? It would seem that at the future date of $115 oil, we would be even closer to a renewable economy than we were in 2022 and therefore be even closer to the decline of an oil based economy, making the MEG shares less valuable? Thanks.

Read Answer Asked by Michael on March 28, 2023

Q: Peter, it is my understanding that all three of these companies now have very low debt. They also have a very low p.e. They also have a very long reserve life. Is it true that renewable energy is many years away from being a viable solution for energy for the world? The share price for renewables has certainly shown that. ie. RNW Algonquin.
Is this huge drop in these energy companies due to the no more piplelines and no case for LGN, the Trudeau effect. Are these three companies still overpriced?? What would be a good entry point?? Is not a 9.5% div on Peyto the same as a 12% GIC after tax is calculated?? I would like your opinion on these questions Thanks Ken

Read Answer Asked by Ken on December 19, 2022

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.

Read Answer Asked by Steven on November 04, 2022

Q: I have no strictly energy companies and I am thinking of starting positions is TVE, MEG, and BTE. I would appreciate your comments on these as a good place to start building an energy position.

Read Answer Asked by Dennis on November 01, 2022