Q: On MarketCall, regarding oil sands companies, Eric Nuttall top picked MEG and Athabasca, while having some negative comments about Cenovus, particularly the negative EBITDA they are generating from their refining business. Would you sell a position in CVE and buy ATH or MEG instead?
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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've held positions in ATH, WCP and TVE for a few years. I'm thinking of selling one to finance other opportunities. With capital appreciation the only requirement, which 2 would you keep and what one would you let go?
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Suncor Energy Inc. (SU)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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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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Tamarack Valley Energy Ltd. (TVE)
Q: What CAD oil companies produce mostly light vs heavy oil.
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Sylogist Ltd. (SYZ)
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Athabasca Oil Corporation (ATH)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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A & W Food Services of Canada Inc. (AW)
Q: Good morning. I will need to raise some cash soon. I have picked AW, ATH, CPD and SYZ to head to the chopping block. In what order would you sell? Thanks for everything you do for us.
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Secure Waste Infrastructure Corp. (SES)
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Trican Well Service Ltd. (TCW)
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MGM Resorts International (MGM)
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Spectrum Brands Holdings Inc. (SPB)
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ZoomInfo Technologies Inc. (ZI)
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Seaboard Corporation (SEB)
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Stagwell Inc. (STGW)
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Coveo Solutions Inc. Subordinate voting shares (CVO)
Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.
Thanks for your valuable service.
Cal
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
Q: With the uncertainty of Trump how do you feel about the oil/gas companies. Specifically CVE, ATH, MEG, BTE. Is it time to buy sell or hold.
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Athabasca Oil Corporation (ATH)
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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IES Holdings Inc. (IESC)
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Parsons Corporation (PSN)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Westgold Resources Limited Ordinary shares (WGX)
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Nebius Group N.V. (NBIS)
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
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Canadian Natural Resources Limited (CNQ)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Tamarack Valley Energy Ltd. (TVE)
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Tourmaline Oil Corp Subscription Rcpt (TOUR)
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Headwater Exploration Inc. (HWX)
Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
Q: I own these oil/gas companies. With everything that is going on in the world is it time to take profits and buy again later? Please rank for future profits best first. Buy, Hold, Sell
Thank you
Thank you
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Element Fleet Management Corp. (EFN)
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TFI International Inc. (TFII)
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Athabasca Oil Corporation (ATH)
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CES Energy Solutions Corp. (CEU)
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North West Company Inc. (The) (NWC)
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EQB Inc. (EQB)
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Veren Inc. (VRN)
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Tourmaline Oil Corp. (TOU)
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Athabasca Oil Corporation (ATH)
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Cenovus Energy Inc (CVE)
Q: Hi,
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.
Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?
Lastly, your top picks in O&G today?
Q: I have held WCP for several years, but it seems to do little but move horizontally. I'm thinking I should sell and buy ATH instead. If you think this idea has merit, is this a good entry level?
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
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Athabasca Oil Corporation (ATH)
Q: I am overweight in oil and I am looking to trim. What is your assessment of the companies above? Which of the companies would you least favor for long term potential and therefore trim from the most? As always, thank you for your excellent service.
Q: Thoughts on recent quarter?
Q: I own both of these stocks and have to sell some. Could you please advise which has more upside in the next six months. Cheers
Q: ATH:CA - Bu, sell or hold and why. Thanks.
Q: Is ATH a buy or sell? Thank You
Q: your favorite small cap heavy oil producers in canada.
thank you
thank you
Q: Hi Team
I own ath bte tve, I bought them during the dark days of the oil patch, my big purchase was ath, I averaged down from
$ .60 to $.12, at the bottom I thought it was over, anyways as the price moved up I starting selling, just happy to escape with my life. I have a little left, but as it has gone up so much I don't think there is more upside left in another stock, thinking about buying more tve or bte, what do you think, or do you have other oil's that have decent upside?
thanks
I own ath bte tve, I bought them during the dark days of the oil patch, my big purchase was ath, I averaged down from
$ .60 to $.12, at the bottom I thought it was over, anyways as the price moved up I starting selling, just happy to escape with my life. I have a little left, but as it has gone up so much I don't think there is more upside left in another stock, thinking about buying more tve or bte, what do you think, or do you have other oil's that have decent upside?
thanks
Q: I would appreciate your assessment of Athabasca's recent quarter. The 8 year tax exemption and approximately 100 year oil reserve life reported must be unusual when compared to other oil companies. Thanks 5i