Q: Hello 5i, Could you comment on the deal between Chord and Enerplus also if there is any chance that Devon could come in with a better offer. I own Enerplus and would like to know if to sell into the current market or hold for a better offer?
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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: Please update the current situation of Chord's take over of Erf. When is the expected closing date? What is the take over value for Erf.Please show u calculation. Are there others interested eg Devon?Your last advice was to hod,what is u advice now?Note that price of Erf and Chord have risen since announcement around Feb 22.Of course Wti price have risen quite nicely since then. Txs for u usual great advices & services
Q: In one of your answers yesterday, you intimated that the sale of Enerplus might not be a done deal. "Devon is a much larger company than CHRD and if it wants ERF it likely could top this bid. .... This one may not be over." The press release announced that both boards unanimously approved the deal. Are you aware of the size of the breakup fee ? Do you know who the largest shareholders of ERF are ? As an ERF shareholder, I agree with your assessment that this is not a great deal.
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Kelt Exploration Ltd. (KEL)
- Surge Energy Inc. (SGY)
- Tamarack Valley Energy Ltd. (TVE)
Q: following chord buyout enerplus and several 2023 deals can you suggest/speculate
possible future targets , i am thinking wcp, tve, bte.
thank you
possible future targets , i am thinking wcp, tve, bte.
thank you
Q: Txsfor u great view to my Q on ERF on Feb 5.After market close today announcement that Chord is acquring ERF and it rose close to 10% on its US listed shares in after hours. Devon was the rumored suitor in early Feb.Please comment and advise me what to do,Reports Q on Feb 22 after close.Txs for u usual great services & views
Q: Hello 5i could you comment as to if Devon is looking at a offer for Enerplus what would be a fair offer price?
- Chesapeake Energy Corporation (CHK)
- Devon Energy Corporation (DVN)
- EOG Resources Inc. (EOG)
- Enerplus Corporation (ERF)
Q: It appears that Devon Energy has expressed an interest in purchasing ERF. Could you look at potential synergies for this deal and provide any additional views (eg. any other potential suitors?).
Many thanks.
Many thanks.
Q: Do you know what has caused the price spike and high volume on Enerplus this morning ?
Q: Ever since it announced on Jan 30(after markets close) that Q4 production exceeds guidance and that it may drop in Q1 due to poor weather,Erf had dropped some 5.81%.Reports on Feb 22. Please comment & U opinion on the co. Buy-Add/Hold/or Sell. Txs for u usual great services & opinions
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Keyera Corp. (KEY)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Gibson Energy Inc. (GEI)
- Parex Resources Inc. (PXT)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Surge Energy Inc. (SGY)
- Ovintiv Inc. (OVV)
- Tamarack Valley Energy Ltd. (TVE)
- Topaz Energy Corp. (TPZ)
Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.
Q: Stock seems particularly weak compared to other Cdn. midcap oils. Any comments. Thanks.
- Cenovus Energy Inc. (CVE)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?
Thanks
Carlo
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?
Thanks
Carlo
Q: Thoughts on the earnings and guidance ? Thank you.
- Whitecap Resources Inc. (WCP)
- Enerplus Corporation (ERF)
- Tamarack Valley Energy Ltd. (TVE)
- Headwater Exploration Inc. (HWX)
Q: Good morning 5i team!
May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?
Thanks
Dave
May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?
Thanks
Dave
Q: Stock is down 4% today, much worse than its peers. Are you of any company specific news?
Jerry
Jerry
- 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.
- 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
- Tourmaline Oil Corp. (TOU)
- MEG Energy Corp. (MEG)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
Q: Hi 5i,
Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).
My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?
Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).
My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?
Q: what percentage of enerplus is nat gas and what percentage is oil. do you like the stock.
dave
dave
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Baytex Energy Corp. (BTE)
- Enerplus Corporation (ERF)
- Ovintiv Inc. (OVV)
- Gear Energy Ltd. (GXE)
Q: How would you classify the above stocks as to gas or oil. Thanks
Mike
Mike