Investment Q&A

Q: Is 5I as bullish on Whitecap Resources as Eric Nutall is?
He was highly recommending it on BNN Market call today.
Is it a buy?

Q: Peter; What do you make of the 10million shares traded Friday? Thanks.
Rod

Q: Hello
the energy sector is performing well
I have Suncor, Tou, cnq and small holdings of wcp which has reached a new high
should I add on more to wcp ? or take some profits
it pays a nice dividend
thanks
Michael

Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?

Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!

Q: Thoughts on their latest quarter.

Q: Hello Peter & Team,

Can you please provide an update moving forward for WCP considering the recent declines in Oil. Sell/Hold/Buy

Thanks for all you do

gm

Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.

Q: I am considering a purchase for 10 yr hold in my registered acct. Thoughts? and is Dividend safe? I have low exposure to oil & gas sector. Is there a better choice?

Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks

Q: Your thoughts on 2nd quarter earnings for Whitecap Resources? Thanks

Q: Whitecap has crept up to 5.5% position in my portfolio and is now my 3rd biggest position. This is in part due to the combing with Veren.

I believe they have a good management team and balance sheet is fairly decent.

The dividend is quite nice as well.

If I think there is room to move is it too risky letting this run to 7% or is it time to rebalance and take a bit off the table.

If you can't give personal advice;)

Hypothetically if you had a 5.5% position in WCP would you let it run and monitor or trim it up a bit;)

Thanks, Colin.

Q: Good morning,

I am thinking of taking a capital loss on TOU, and with the proceeds buy WCP for 30+days. Plan is to take 2 months of the monthly dividend of WCP, and then buy TOU back in early September ahead of the $0.50 ex-dividend date. I know I will miss the TOU $0.35 dividend next month with this strategy, but from purely a dividend payout strategy, it is accretive.

Anything I am missing with this strategy?

Thx as always.

Q: I'm looking into the future of a Carney Government that might enable the CO2 -EOR(Enhanced Oil Recovery) and how that might help Whitecap(WCP) and Pembina (PPL).

I know in order for it to happen he has to lift the exclusion of EOR from (Bill-59) and streamline it for specific projects via national interest projects, amend assessment and emission laws to reduce regulatory friction(a key request from oil companies) and revise carbon pricing by incentivizing EOR as a CO2 storage pathway possibly with credit stacking.

If the government is able to do this, how lucrative will this be for stocks especially Whitecap (WCP) which operates the Weyburn-Midale CO2 EOR project, the world's largest and longest running CO2 flood in Saskatchewan and Pembina(PPL) who is collaborating to build the Alberta Carbon Grid to transport captured CO2 to oilfields for EOR and sequestration.

Based on this would they be a long term buy today because Carney is now PM?

Thanks

Q: Which company has the most upside.

Q: I was alerted that Whitecap is terminating it's U.S. reporting obligations what is the reason?

Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?

My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?

Q: Hello Team,
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry

Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?

Q: What are your thoughts about Whitecap’s earnings?

Dividend fully funded at $50 WTI?

Q: Where would you direct some RIF investment between these two WCP or GEI. Which is safest?, which has the best upside? or hold the worst downside?
Thank you.