Q: Would you initiate an investment of BIR at the current share price? Is its dividend safe? How would you rank BIR against two other small high yield O&G companies - PHX and CJ in terms of likely combined return over the next two years? Thanks.
Read AnswerInvestment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Pine Cliff Energy Ltd. (PNE)
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Peyto Exploration & Development Corp. (PEY)
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Whitecap Resources Inc. (WCP)
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Birchcliff Energy Ltd. (BIR)
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Freehold Royalties Ltd. (FRU)
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Cardinal Energy Ltd. (CJ)
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Gear Energy Ltd. (GXE)
Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.
Thanks
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Pine Cliff Energy Ltd. (PNE)
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Peyto Exploration & Development Corp. (PEY)
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Birchcliff Energy Ltd. (BIR)
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Cardinal Energy Ltd. (CJ)
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Gear Energy Ltd. (GXE)
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!
Read AnswerQ: looking to generate a little more income in my RIF with these three CDN O&G names. In your opinion, would a mix of all three achieve some benefit of diversification or does one of these stand out as a clear favourite to own for either safer income, growth or bothÉ
Read AnswerQ: The Q3 results seemed fine, and guidance is positive so why did CJ get hit so hard today (down 12 per cent). Other oil names were down as well but nothing was down as sharply as CJ. Is there something that I missed? I like the 6 cent per month divvy and now that the debt has been dramatically reduced I feel CJ can continue to pay the divvy even if WTI drops down to the $70 ish range. Is there something here not to like than a recession pulling down demand for oil and subsequently price per barrel?
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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Whitecap Resources Inc. (WCP)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Ovintiv Inc. (OVV)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Journey Energy Inc. (JOY)
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Gear Energy Ltd. (GXE)
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Diamondback Energy Inc. (FANG)
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Headwater Exploration Inc. (HWX)
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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
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
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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?
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Baytex Energy Corp. (BTE)
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NuVista Energy Ltd. (NVA)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Headwater Exploration Inc. (HWX)
Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?
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Whitecap Resources Inc. (WCP)
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Birchcliff Energy Ltd. (BIR)
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Surge Energy Inc. (SGY)
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Cardinal Energy Ltd. (CJ)
Q: What would be your order of preference between the above noted oil and gas companies and why?
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Q: Between CJ and WCP which one is more likely to attain a higher combined return for a three year hold?
At the moment CJ (7.7%) has a much higher yield than WCP (5.00%). Are these rather high yields sustainable over a three year run?
Q: As Cardinal has pulled back recently, would you recommend the stock or are there similar-sized producers you’d prefer? Thanks!
Read AnswerQ: Could I have some clarification on the dividend for this stock. Your database shows a dividend of 1.94, but morningstar and globe and mail both report a dividend of 6.47. Just wondering on the big difference. Tnx
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Crescent Point Energy Corp. (CPG)
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Parex Resources Inc. (PXT)
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Baytex Energy Corp. (BTE)
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Crew Energy Inc. (CR)
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Surge Energy Inc. (SGY)
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Cardinal Energy Ltd. (CJ)
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Gear Energy Ltd. (GXE)
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Spartan Delta Corp. (SDE)
Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?
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Q: Years ago I bought CJ at $4.20 and recently sold it when it reached that price again. Obviously, a mistake as it is now $7.72. I own WCP and VET which are now back to my original purchase price.
What do I do ? The oil and gas sector is cyclical and I wish to exit this sector as am retired and rely on a safer higher dividend portfolio but do not want to repeat selling these too early. Do I follow analysis target price and /or other metrics, or do I just bail out , happy to get my money back? Thanks .
Derek
Q: Hi, i want your opinion on the last earnings. BMO upgrade the stock to 11$ target, do you see this possible for this year with oil above 90$ thx
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MEG Energy Corp. (MEG)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Cardinal Energy Ltd. (CJ)
Q: I'm looking for some Canadian companies that can benefit from the current oil shortage in the world. My research has turned up CJ, ERF, MEG, and NVA. Would you please rank them best to worst in terms of potental upside. As you can see, I'm looking for good growth going forward. If you can think of other possiblilties I would appreciate your choices. Also, do you see any major flaws with the companies I've indicated I would appreciate your opinions.
Read AnswerQ: When does cardinal report? What are the chances of getting our dividend back? How high could it be ?
Read AnswerQ: Whant to have your opinion on Cardinal energy; With oil trading above 85$ where do you see the stock if oil stay at this price this year? Stock was trading around 7.50$ when oil was much lower, thank you
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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Whitecap Resources Inc. (WCP)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
Q: I own the above cdn. energy names and would like to add to one or two of them. Would you please rate them from best to worst in your opinion, and which one, based on current valuation and other metrics, you would add to at this time. Many thanks, Don
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Baytex Energy Corp. (BTE)
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Enerplus Corporation (ERF)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Headwater Exploration Inc. (HWX)
Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken