Q: Assuming oil prices remain range bound for the next 12 months at today's level, can you suggest some decent energy companies to buy for (up to a )1 year hold? Thank you.
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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.
- Enerplus Corporation (ERF)
- Surge Energy Inc. (SGY)
- Tamarack Valley Energy Ltd. (TVE)
- Gear Energy Ltd. (GXE)
- Crescent Point Energy Corporation (Canada) (CPG)
- Saturn Oil & Gas Inc. (SOIL)
Q: Hi Peter/Ryan, PetroGirl and Eric Nuttlall are always arguing as to who was right and wrong about theses stocks and targets for them and the price of oil. Can you give us your unbiased opinion on these and if you wouldn't mind rating them from best to worst and which you might buy if you were interested in an oil stock. Thanks for your much valued view. Nick
Q: Reviewing your " New Reports, Market and Portfolio Updates!". You added to tve, and kel. When were these added to the growth portfolio or are they new positions at this time.
Thanks
Thanks
- Alphabet Inc. (GOOG)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- The Energy Select Sector SPDR Fund (XLE)
Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.
My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?
Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?
Thank you and please deduct credits as you see fit.
My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?
Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?
Thank you and please deduct credits as you see fit.
Q: Good morning. I’m wanting to get into the oil n gas energy sector. Do you suggest waiting for a pull back and can you offer a few stocks
Appreciate all your time, knowledge and investigation Thank you
Appreciate all your time, knowledge and investigation Thank you
- 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
- Suncor Energy Inc. (SU)
- ARC Resources Ltd. (ARX)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Tamarack Valley Energy Ltd. (TVE)
Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Tamarack Valley Energy Ltd. (TVE)
- Wesdome Gold Mines Ltd. (WDO)
- Karora Resources Inc. (KRR)
Q: Hello Peter, Can I have your opinion please?
I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.
My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
I am wondering if it might be a good idea to reduce my holdings in gold and silver stocks (maybe exit all my positions?), at least until May and buy some in the energy sector from the proceeds.
The reason behind this stems from yields going up- maybe the 10 yr goes to 2%. How likely is that? Apparently, the seasonal period of gold starts in summer.
My stocks in gold are at both ends of the large/small caps such as AEM/KL,FNV, KRR,MMX,WDO and PAAS.
I am under represented in energy with ENB,PPL and ALA.
What would be your suggestion? And if you agree, could you give me 1or 2 names to let go and 1 or 2 names to add.
Always appreciative of your thoughts.
Regards
Rajiv
- Kelt Exploration Ltd. (KEL)
- NuVista Energy Ltd. (NVA)
- Tamarack Valley Energy Ltd. (TVE)
- C&J Energy Services Inc. (CJ)
- Headwater Exploration Inc. (HWX)
Q: Interested to purchase mid-cap oil companies. I have narrowed down to the following: NVA, HWX, CJ, KEL and TVE. Please provide opinions and/or rankings for the five oil stocks.
Q: What are your top 3 favorite small cap energy stocks, in order of preference?
Q: Not including ARX or TOU …..what are your top three Canadian energy ideas currently?
Q: Can you give us your thoughts on their acquisition announced today, and your thoughts on the company in general.
Thanks
Thanks
- 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
Q: Would like to know your thoughts on Yangara's most recent quarter. Is there another company in the same sector you would prefer?
thanks
Don
thanks
Don
Q: For energy exposure for the next 2 yrs or so which would you choose? Or, would you buy both? The other “conventional” energy names held are SU (recent) and VET (long time sufferer).
Thank you.
Thank you.
Q: I’m thinking of expanding my energy holdings. I bought Whitecap a few months ago and have enjoyed a nice bump in value along with a solid dividend. I’m considering TVE, SU and/or ENB for a combo of dividend and SP appreciation. Could you please discuss the relative merits of each in a 1-2 year timeline. I’d definitely hold longer if the case can be made that green energy investment and ESG movements don’t derail fossil fuel companies from meeting existing market demand.
Q: tamaracks results , start of a divvy, share buyback seem very very positive to me and augurs well for all the other oil companies.
your opinion.
dave
your opinion.
dave
Q: I team, want to have your comments on the earnings of tamarack valley released today, thx
Q: Good Day Thinking of going back into the energy sector. These are my favourite small caps.. May I please have your thoughts or your picks .Thanks
Q: please update your assessment of this company with oil now and up at $85.
thanks Yossi
thanks Yossi