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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 am looking to increase my energy exposure, and I am debating between a more senior producer, such as Suncor, or looking for greater torque to oil prices, such as Tamarack or Athabasca. I was wondering about your thoughts on the matter, including whether you feel that energy producers have more runway, or if the energy sector has reached something closer to full value. This would be a smaller position, no more than 2% of portfolio, so I can afford to take on some risk for the opportunity for growth. Thanks again, and I look forward to reading your thoughts.
Read Answer Asked by Domenic on July 06, 2021
Q: I own GXE, ATH, BTE and SGY. . With outlook for Oil going higher $ 80.00 plus which is the best play of the four. Please rank. Should I buy more of your number one pick. I watch Erik Nutall on BNN . He is very optimistic on Oil Price going higher RAK
Read Answer Asked by bob on July 02, 2021
Q: Could I have your comments on Athabasca Oil's press release late yesterday with their Operational Update and 2020 budget. What is the life of their reserves? I am correct in interpreting from the release that for every US$5 increase in WTI above US$45 WTI (considering a $17.50 WCS differential) the company stands to benefit CDN$70 million? At $0.53 this morning is this company worth taking a risk. Thanks
Read Answer Asked by Gordon on January 12, 2020
Q: I am considering adding a few long-term positions to my registered accounts and looking for ideas in oil & gas - income and growth. A few names are noted above, however, looking for your top 5 recommendations.
Read Answer Asked by Shyam on July 11, 2019
Q: Can you comment on the earnings of Athabasca Oil? Also, I understand its balance sheet has improved since it's recent asset sale. Can you tell me the debt burden it currently has. I am thinking of buying it for a several year hold, awaiting a return of better oil prices. Can this company, with its current balance sheet, survive several years if oil prices stayed down? Thanks for your help.
Read Answer Asked by Donald on March 11, 2019
Q: ..with Husky pulling the plug on MEG how would you rank these companies as possible targets, or are there any others you think are attractive. thanks.
Read Answer Asked by Curtis on January 18, 2019
Q: Good morning,

Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!

Thanks,
Sean.
Read Answer Asked by Sean on September 27, 2018
Q: Assuming oil prices stay between 70 to 75, which of the following would you recommend first, please arrange in the order of preference for the following criteria :

good management
leverage to the higher sustainable oil price
great assets and net backs
reasonable balance sheet
good Western Canadian price for their oil.

the list which you can add to.

sgy,vet,wcp,cpg,ath,tog,bte,cj,rrx,

thanks
yossi
Read Answer Asked by JOSEPH on May 21, 2018
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