Q: Want your opinion on the last earnings report, i was in the stock since the bottom of the pandemic.Want to know if you see more upside from here.
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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.
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Tamarack Valley Energy Ltd. (TVE)
- High Arctic Energy Services Inc. (HWO)
- Trican Well Service Ltd. (TCW)
- Pipestone Energy Corp. (PIPE)
- Ninepoint Energy Fund (NNRG)
Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.
Thanks
Thanks
Q: What are your top 3 favorite small cap energy stocks, in order of preference?
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Parex Resources Inc. (PXT)
- Birchcliff Energy Ltd. (BIR)
Q: Thank you for your prompt and your customary excellent answer to my earlier question!
Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?
Q 2: Big and mid to big caps that are comparable to XEG?
I will leave the number of stock selection to your discretion.
Many thanks.
Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?
Q 2: Big and mid to big caps that are comparable to XEG?
I will leave the number of stock selection to your discretion.
Many thanks.
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
- Antero Resources Corporation (AR)
Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.
Many thanks,
Paula
Would you please provide your top 3 choices for an investment in natural gas.
Many thanks,
Paula
Q: who would be your favorite small and mid cap oil and gas plays at this time?
Thanks
Dick
Thanks
Dick
Q: Peter; BIR seems out of step with the oil/gas sector this am- any news or developments you see? Thanks.Rod
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
- Antero Resources Corporation (AR)
Q: what are your best your best stock ideas in the natural gas sector
Q: would selling shares of AQN , and investing in BIR be a good move ,i know they are two different sectors,your thoughts.
Q: Do u believe Nat gas continues to go higher going into the winter season? If so …what are your top 5 stocks in this sector to look at
Thanks
Thanks
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
- Tenet Fintech Group Inc. (PKK)
- Upstart Holdings Inc. (UPST)
Q: pkk has moved up in the last few weeks. Your thoughts on the future when it gets on the nas. Bir had a good quarter. Are both bir and aav a buy ? cheers
Q: Will you please recommend some natural gas producers, preferably with strong and growing dividends.
Q: bir and tou have had a big run. Is it too late to add or do you think there is more upside to natural gas stoccks? If more upside which stock or stocks would be your preferred play?
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
Q: Canadian Natural Gas producers seem wildly undervalued (to me anyway...) Checking my thesis here: Natural Gas netbacks are showing 40% increases over last year, and 2020 was almost 80% higher than 2019. Carbon sequestration makes maximum sense as an alternative revenue stream, and it appears at least one company (AAV) is doing just that. Valuation multiples remain very low (which is fine if one is going to invest) but it remains puzzling to me. Am I missing something? Or are all hydrocarbon stocks being re-rated (lower) due to ESG concerns? Are O&G stocks the new "Tobacco" stocks (this reference may dates me somewhat...) Any high level thoughts here to help me in decision making?
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Advantage Energy Ltd. (AAV)
- Birchcliff Energy Ltd. (BIR)
Q: The above stocks had good upward movement on Friday and wondering if was in response to aav report on carbon neutral technology ? Your thoughts for the future of this for aav and the natural gas industry? aav a buy?
Q: The only energy stock I have is ENB. Looking to add BIR around the current $2.70 ish price. Your comments would be appreciated, including preferred alternatives I should consider. Dividend not necessary.
Thank you.
Thank you.
Q: Hi 5i
The FCF that Birchcliff is projecting is really great. In the past it was considered a potential takevover candidate. Is that still the case and who operates in the same area that might be interested?
Thanks
The FCF that Birchcliff is projecting is really great. In the past it was considered a potential takevover candidate. Is that still the case and who operates in the same area that might be interested?
Thanks
Q: Please comment on Birchcliff Resources earnings.
thank you.
thank you.