Q: Hi 5i Team. Can o get your general thoughts on these companies and, specifically, the sustainability of their dividends? At what commodity price points do their respective dividends get dicey? Thank you!
Q: Did you see Jeff Tonkin's interview with Amber on BNN today? I love the straight shooting, no nonsense way that Jeff Tonkin does interviews. Unfortunately I don't hold any Birchcliff because I have a lot of TOU and ARX. Looks like TOU is going to continue with special Divies but ARX dividend isn't as juicy. If nat gas prices stay in the $3 to $4 range I don't think that nat gas shares prices are going to move substantially so should I concentrate on dividends instead? If so would you recommend swapping out ARX for BIR? Tonkin sounds very committed to the new dividend and their debt free status gives Tonkin the backing to commit to a juicy dividend.
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?
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?
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
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
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.
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
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".
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