Q: I guess you spoke too soon yesterday as Birchcliff upped their dividend to $.20/quarter from $.02/quarter. Any thoughts on their press release yesterday announcing the new dividend rate plus 2023 and 5 year plans?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: HI there
Wondering what your thoughts are on the announced .80 Dividend. Do you believe this is sustainable/ And what about cutting the Cap program, if needed, to continue the dividend. Too good to be true?
Thanks
Stuart
Wondering what your thoughts are on the announced .80 Dividend. Do you believe this is sustainable/ And what about cutting the Cap program, if needed, to continue the dividend. Too good to be true?
Thanks
Stuart
Q: Peter; BIR can’t seem to get any traction vs other NG companies. The dividend is minuscule - should one assume it won’t be upped anytime soon- seems like dead money . Is there a reason to sell it and look elsewhere- TOU or ? Your thoughts please. Thanks
Rod
Rod
- Canadian Natural Resources Limited (CNQ)
- ARC Resources Ltd. (ARX)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Birchcliff Energy Ltd. (BIR)
- North West Company Inc. (The) (NWC)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- CI Tech Giants Covered Call ETF (TXF)
Q: Hi 5i,
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter
Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?
Q: What would be your top 3 mid-cap energy choices currently?
Q: Please provide your two or three natural gas stocks - or stocks which hold mainly natural gas assets, Is there an ETF that you like?
Thanks
Thanks
Q: Please offer your thoughts of recent Birchcliff earnings.
Thanks
Thanks
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Freehold Royalties Ltd. (FRU)
- Tamarack Valley Energy Ltd. (TVE)
- Trican Well Service Ltd. (TCW)
- Journey Energy Inc. (JOY)
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
- Birchcliff Energy Ltd. (BIR)
- Paramount Resources Ltd. Class A Common Shares (POU)
- Gear Energy Ltd. (GXE)
Q: How you rank BIR, GXE and POU for income and some growth and ability to handle a recession? Where would you rank these vs other energy names that you mention often (such as ARX, CNQ, CVE, FRU, SU, TOU, TVE, WCP)?
Q: i do not own birchcliff preferring other names but i am curious after announcing a special divvy of 20 cents per share, increasing their cap ex and confirming the 60 cents annual divvy starting in january the stock is getting hammered-is this because the markets prefer stock buybacks over
divvys paying down debt especially in relation to oil and gas names. dave
divvys paying down debt especially in relation to oil and gas names. dave
Q: The 80 cent special dividend in the question on Sept 7 was covered by Jeff Tonken in the May 11 report - it will be quarterly and "at least 80 cents".
https://www.birchcliffenergy.com/sites/default/files/docs/News%20Releases/2022/Q1%202022%20Report%20FINAL.pdf
https://www.birchcliffenergy.com/sites/default/files/docs/News%20Releases/2022/Q1%202022%20Report%20FINAL.pdf
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Ovintiv Inc. (OVV)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
- Journey Energy Inc. (JOY)
- Gear Energy Ltd. (GXE)
- Diamondback Energy Inc. (FANG)
- Headwater Exploration Inc. (HWX)
- Lucero Energy Corp. (LOU)
Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed
Q: A .80cents special dividend has been mentioned as forthcoming. Your thoughts of when this may happen and would you buy more of this stock at this level? Rumors of a possible takeover. Your comment please. Thanks
Q: Hi 5i
I own both TVE and WCP and have done OK with each. However, except from what might be available from those two holdings I don't have any exposure to natural gas, a commodity that is getting lots of attention these days. To remedy that, I'm considering parting ways with TVE and hooking up with BIR.
In your opinion, is natural gas production worthy of pursuit at present and, if so:
(1) is BIR a good vehicle for that pursuit and
(2) on strictly a growth basis would you expect BIR to outperform TVE over the next year or so, and why or why not?
Thanks and I look forward to your response.
Peter
I own both TVE and WCP and have done OK with each. However, except from what might be available from those two holdings I don't have any exposure to natural gas, a commodity that is getting lots of attention these days. To remedy that, I'm considering parting ways with TVE and hooking up with BIR.
In your opinion, is natural gas production worthy of pursuit at present and, if so:
(1) is BIR a good vehicle for that pursuit and
(2) on strictly a growth basis would you expect BIR to outperform TVE over the next year or so, and why or why not?
Thanks and I look forward to your response.
Peter
- EQT Corporation (EQT)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
- Antero Resources Corporation (AR)
- Cheniere Energy Inc. (LNG)
Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Surge Energy Inc. (SGY)
- Cardinal Energy Ltd. (CJ)
Q: What would be your order of preference between the above noted oil and gas companies and why?
Q: Would you endorse a switch from PEY to BIR at this time? Which has greater share price appreciation potential assuming gas prices remain stable to increasing? Would it be worth foregoing PEY's dividend for better outlook with BIR. Thx
Q: If you had the option to invest in just one of these energy stocks at this time (Teck.Ca or Bir) which would it be?
Q: Hello!
Birchcliff has appreciated well over the past few years. I'd love to hear your perspective on its current prospects.
Also, what effect, if any, will the LNG terminal in BC have, and natural gas prices generally given the situation in Europe?
Thanks as always,
Marc.
Birchcliff has appreciated well over the past few years. I'd love to hear your perspective on its current prospects.
Also, what effect, if any, will the LNG terminal in BC have, and natural gas prices generally given the situation in Europe?
Thanks as always,
Marc.