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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: CJ announced Q2 Financial & Operating results. I am confused that Prod Vol only dropped 700 boe of about 22000 boe. But the Revenue dropped 40% compared to 2022 Q2 along with other financial components. I am surprised with such mismatch but market seems to ignore it. Please review and advise what am I missing here.
Read Answer Asked by Ritwik on August 01, 2023
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read Answer Asked by Dan on April 24, 2023
Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.
Read Answer Asked by Victor on April 20, 2023
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 Answer Asked by Victor on March 09, 2023
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
Read Answer Asked by Robert on January 24, 2023
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 Answer Asked by Robert on January 20, 2023
Q: 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 Answer Asked by Tony on January 17, 2023
Q: 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?
Read Answer Asked by Paul on November 10, 2022
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
Read Answer Asked by hal on September 06, 2022
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?
Read Answer Asked by William on August 31, 2022
Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?
Read Answer Asked by Robert on August 15, 2022
Q: What would be your order of preference between the above noted oil and gas companies and why?
Read Answer Asked by Robert on August 10, 2022
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?
Read Answer Asked by Victor on July 20, 2022
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 ?
Read Answer Asked by Neil on May 31, 2022
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
Read Answer Asked by Derek on March 25, 2022
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