Q: Good morning
I am confused...I understand the risk of inflation, war, Covid etc...The demand may be restricted for oil (short-term) but it does not seem to makes sense the volatility in energy when many will be making tremendous cash when oils above $80...TVE, Arc, Whitecap stocks were higher when oil was rising in the $80 range...is this just speculators jumping in and out...would it not be a good time in buy these stocks today as it seems to be quite emotional right now with the rest of the market...any other that you would recommend are being sold without thought of fundamentals?
Thanks
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter and team,
Your comments on whitecaps results please.. Cenovus moved sharply yet Whitecap hardly moved a needle after the results.. What is your view on Enerplus please? Thanks very much
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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BMO Equal Weight Oil & Gas Index ETF (ZEO)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Can you suggest some good options in this sector. Thanks
Read AnswerQ: Im wondering why WCP stock is down today with earnings coming out. How would you proceed with the stock? Is there a more lucrative alternative stock for the next 12 months in this sector? Thanks.
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc (CVE)
Q: Hi the great team, how do you rank these oil and gas companies in terms of value and growth potential .
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Birchcliff Energy Ltd. (BIR)
Q: Can I get your top picks for Small and Mid sized Canadian Growth Oil stocks for the next 12 months?
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Cenovus Energy Inc. (CVE)
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Peyto Exploration & Development Corp. (PEY)
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Whitecap Resources Inc. (WCP)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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Surge Energy Inc. (SGY)
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High Arctic Energy Services Inc. (HWO)
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Gear Energy Ltd. (GXE)
Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?
Q: GSY seems to run out of steam in the last year, while WCP seems to have revived in the same period. Do you recommend a switch of GSY to WCP? Thanks.
Read AnswerQ: If I can only own one of those three for 1 to 3 years, which one would give me the best combined return (yield + growth)? Thanks.
Read AnswerQ: Peter; Carbon capture news is all over the news- I know WCP has a large project in Saskatchewan. Do these projects make money and if so is it enough to move the bottom line? Thanks. Rod
Read Answer
Q: Years ago I bought CJ at $4.20 and recently sold it when it reached that price again. Obviously, a mistake as it is now $7.72. I own WCP and VET which are now back to my original purchase price.
What do I do ? The oil and gas sector is cyclical and I wish to exit this sector as am retired and rely on a safer higher dividend portfolio but do not want to repeat selling these too early. Do I follow analysis target price and /or other metrics, or do I just bail out , happy to get my money back? Thanks .
Derek
Q: Hi Team: I currently have 21% of my portfolio in Canadian oil stocks (Cenovus 10%, Suncor 8% and Westcap Res. 1%). I’m concerned that this may be too overweighted in oils for current market and economic conditions. If it is in your opinion, what would you trim and by how much? If it matters in your consideration, 24% is in fixed income.
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ARC Resources Ltd. (ARX)
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Whitecap Resources Inc. (WCP)
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ATS Automation Tooling Systems Inc. (ATA)
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TECSYS Inc. (TCS)
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
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PRO Real Estate Investment Trust (PRV.UN)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Oracle Corporation (ORCL)
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CI Financial Corp. (CIX)
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Dream Office Real Estate Investment Trust (D.UN)
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Whitecap Resources Inc. (WCP)
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goeasy Ltd. (GSY)
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Harvest Healthcare Leaders Income ETF (HHL)
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MCAN Mortgage Corporation (MKP)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
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
Q: What are your thoughts on WEF? I'm thinking to move on as I'm up in my TFSA and it makes up less than 1% of my portfolio and add to WCP
Do you think current war environment is bullish for lumber ? WEF is my only exposure.
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.
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Cenovus Energy Inc. (CVE)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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PHX Energy Services Corp. (PHX)
Q: I'm looking to review and possibly consolidate my oil exposure.
Currently I've got WCP, CVE, FRU, and PHX.
How would you rate these for a long term hold for income and growth? Are there any others that would be better?
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Suncor Energy Inc. (SU)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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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.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Pembina Pipeline Corporation (PPL)
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Crescent Point Energy Corp. (CPG)
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Algonquin Power & Utilities Corp. (AQN)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Enerplus Corporation (ERF)
Q: I have around 15% of my total portfolio value in energy and utilities, spread across the following stocks. I have held most of these positions for quite some time.
Given the considerable rise in the past year (but still quite far off from ATH for some), would you suggest any consolidations or removal of any of these positions?
ENB: 17.72% of total, 44.35% gain
SU: 14.35% of total, 73.34% gain
MEG: 14% of total, 309.59% gain
WCP: 11.55% of total, 249.88% gain
ERF: 8.82% of total, 421.21% gain
CNQ: 8.67% of total, 248.39% gain
CPG: 7.33% of total, 346.70% gain
POW: 6.72% of total, 67.89% gain
PPL: 6.38% of total, 53.52% gain
AQN: 4.47% of total, 4.83% gain
Thanks in advance for the insight and advice!
David