Q: I am interested in acquiring a natural gas co. What would you recommend? Thanks Clare
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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: Peter, what Cdn listed companies have the most short term positive outlook if natural gas has hit bottom and is heading up for the medium term ? Thanks, Paul
Q: You mentioned that these are among your choices if an investor added some Kitimat LNG exposure. I have a couple questions.
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?
Thanks
1) With the “Green Light” given, how long do you think it will take to have these stocks trade at or above Price/Book. Is this an important factor for you?
2) If not now, what would your signal to buy shares be given production in 2025?
3) do you have concerns that this project could still be stymied and not proceed?
Thanks
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
- Crew Energy Inc. (CR)
Q: I want to buy some natural gas companies that will benefit from the construction of the Kitimat NGL plant, do you have any suggestions?
Q: Hello, great site.
Which companies will benefit the most from an approval of the BC LNG project? How likely it will proceed?
Thanks.
Which companies will benefit the most from an approval of the BC LNG project? How likely it will proceed?
Thanks.
Q: Been listening to the talk of Shell building a Liquid Natural Gas plant on the west coast. What is your take on the possibility of this happening? What impact could this have on the companies Ive listed? Which company do you prefer? Are there other investments we as 5i members should be considering based on this possibility? Any other ways this possibility could impact Canadians?
Thanks as always for your opinion.
Thanks as always for your opinion.
Q: Please comment on the recent results for Birchcliff. Also, are you still relatively positive on this company going forward given that their Q2 report did not meet analyst expectations. Where would you rank it among other mid-size gas weighted names on the TSX?
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
- Crew Energy Inc. (CR)
- Kelt Exploration Ltd. (KEL)
Q: As all eyes and ears are patiently waiting for the Canadian LNG FID announcement, how would you rate for a 3-5 years investment the following O&G and Infrastructure players in this strategic LNG play;
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest
B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest
Jean Yves
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest
B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest
Jean Yves
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Aecon Group Inc. (ARE)
- Birchcliff Energy Ltd. (BIR)
- Black Diamond Group Limited (BDI)
- Horizon North Logistics Inc. (HNL)
Q: Greetings 5i
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis
If the Kitimat LNG project gets the green light. Can you give a breakdown of the companies that stand to gain from this enormous endeavour?
Thanks
Denis
- Cenovus Energy Inc. (CVE)
- Vermilion Energy Inc. (VET)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Surge Energy Inc. (SGY)
Q: Can you give me a couple of ideas for oil E&P exposure
Q: NatPo had a mouthwateringly positive piece on Shell moving forward on its LNG project based in Prince Rupert. If one were inclined towards value Canadian gas Cos. would seem ripe for consideration. Knowing the long term play that LNG would have to be which gas plays would you view as opportune?
Q: Peter and Team:
If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?
I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.
Thank you as alway
Phil
If Royal Dutch Shell decides to go ahead with its LNG Export terminal in Kitimat, which NG Companies have the most potential upside?
I am woefully down on PEY, and am wondering if I should continue to hold in hope of recovery, or take a 50% plus hit and move on.
Thank you as alway
Phil
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
- Crew Energy Inc. (CR)
Q: If you were to make an investment in the natural gas production sector,which 4 companies would you consider?
Q: Good Morning Peter, Ryan, and Team,
I am looking to add one oil producer and one natural gas producer
to a conservative, income producing portfolio. I am looking for sustainable dividend growth over time. Which names would fit this criteria ??? Thank you. DL
I am looking to add one oil producer and one natural gas producer
to a conservative, income producing portfolio. I am looking for sustainable dividend growth over time. Which names would fit this criteria ??? Thank you. DL
Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Bonavista Energy Corporation (BNP)
- SDX Energy Plc - Ordinary Shares (SDX)
Q: Maybe - we're really going to see a sustained positive - ongoing movement in the Cdn. oil patch. That said, I'm looking short term (1 yr) for a bite into several undervalued stocks, particularly where leverage is large. Would appreciate your comments on these in order of preference as well as any others. Thank you.
- Pipestone Energy Corp. (BBI)
- Birchcliff Energy Ltd. (BIR)
- Bonavista Energy Corporation (BNP)
- Bellatrix Exploration Ltd. (BXE)
Q: I am holding these 4 B’s...some up, some down...seems like a good time to hold energy stocks. What is your take on these companies?
Q: I have a question about which two of these 3 companies(ENB,PEY,BIR) which you buy at this time and why?
Thanks
Thanks
Q: I recently made a switch out of HWO into BIR, as I am of the mindset that BIR should do well (better than HWO) in the upcoming months because of potential bottle-necking of supply of oil in the upcoming months (this theory was mentioned by Josef Schachter on a recent BNN appearance), as well as BIR's current price being discounted significantly from book value. My question is if I should consider starting a new position in HWO at some point in the future, because if the theory about bottle-necking of supply proves to be accurate, then a company such as HWO would benefit as demand for drilling new wells would increase in response. Thanks so much, and I look forward to your response.
Q: BIR has rallied in the last few weeks, any particular reason other than me selling it?
Leo
Leo