Q: Can you provide your assessment of Trican’s quarterly earnings report. It is nice to see debt reduced. Will that be enough to bring back some confidence in the Company and it’s stock?
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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.
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Cenovus Energy Inc. (CVE $27.13)
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Peyto Exploration & Development Corp. (PEY $24.55)
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Trican Well Service Ltd. (TCW $7.18)
Q: Hello 5i Team,
little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.
Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.
little bit of a two for one here though all three of these companies in my portfolio are in the same battered sector. Obviously the Canadian natural gas producers are hurting right now due to weak prices, an oversupply, and a lack of pipeline to deliver especially in Alberta but Peyto itself has really bled out over the last 6 months. The dividend is nice but of course was cut and I'm feeling uncertain as to whether it will continue to be sustainable and even if the loss in stock value is very much offsetting it. Do you see any upside here? The strong downward trend momentum is rather discouraging.
Cenovus and Trican are two others that I recently acquired at the higher end of the scale relative to the last month. Since then they've been steadily sliding especially Cenovus and I presume this is due to rising bond yields, higher interest rates, and a lack of sentiment towards the energy sector. Could you please give me your thoughts on them over the short and long term please? Thanks a bunch! Your guidance is very much appreciated.
Q: Hi team,
Would it be considered to risky to dollar cost this stock or is the stock oversold and can be considered a value play looking about two years ahead?
Many thanks,
Jean
Would it be considered to risky to dollar cost this stock or is the stock oversold and can be considered a value play looking about two years ahead?
Many thanks,
Jean
Q: appreciate your outlook for Trican...
substantial drop this morning without any news...
ed in Montreal
substantial drop this morning without any news...
ed in Montreal
Q: Hello 5i team !
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?
Energy service company's might be ready for a rebound soon ? Is there any reason to choose between the 3 ideas (SCL, EFX, or TCW) to play this segment, ie. balance sheet, PE, growth, etc. ? Any significant U.S shift to their operations possibly ?
Q: Hello,
Please give me your thoughts why when oil goes down even a little these two go down disproportionately and when it goes up they barely budge?Also can you give me your thoughts on the fundamentals of them as well. I understand I have asked 2 questions here. Thanks
Please give me your thoughts why when oil goes down even a little these two go down disproportionately and when it goes up they barely budge?Also can you give me your thoughts on the fundamentals of them as well. I understand I have asked 2 questions here. Thanks
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Transocean Ltd (Switzerland) (RIG $4.93)
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SLB Limited (SLB $49.30)
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Trican Well Service Ltd. (TCW $7.18)
Q: Some analysts appear to prefer the 'drillers' instead of oil companies.
Would there be any upside left in the above-mentioned names?
Which rating would you give these three?
Thanks, as always!
Would there be any upside left in the above-mentioned names?
Which rating would you give these three?
Thanks, as always!
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Birchcliff Energy Ltd. (BIR $7.05)
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Spartan Energy Corp. (SPE $6.68)
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Trican Well Service Ltd. (TCW $7.18)
Q: Happy new years to you guys at 5iresearch!!! I hold positions in all of these and they have been dogs for about a year now. I am a fairly long term investor and I am wondering when I am going to see some up side to these as the oil sector seems to be recovering. Or would you suggest to let them go? Thanks for your time
Q: JOSEF SCHACHTER has just recently pointed out that TCW has no net long term debt since its KEINE shares value matches its long term debt.
With this news what do you think about taking a full position in TCW now?
With this news what do you think about taking a full position in TCW now?
Q: Hi Peter and Staff
Currently in my oil services basket, I have a small weighting split between HWO, SES and CEU. Would you toss any of them in favour of TCW and if so which one and why.
Thanks for all you and your staff do, Happy Holidays
Dennis
Currently in my oil services basket, I have a small weighting split between HWO, SES and CEU. Would you toss any of them in favour of TCW and if so which one and why.
Thanks for all you and your staff do, Happy Holidays
Dennis
Q: Why is the stock dropping so much, and is this an entry point or wait until the new year
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Birchcliff Energy Ltd. (BIR $7.05)
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Pengrowth Energy Corporation (PGF $0.06)
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TDG Gold Corp. (TDG $0.71)
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Spartan Energy Corp. (SPE $6.68)
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Trican Well Service Ltd. (TCW $7.18)
Q: Hi Five Eye (financial) intelligence service
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord
Q: Hi,
Can I get your thoughts on TCW.TO please in terms of potential upside, especially if WTIC by some miracle can make it to $60.
Thank you.
Can I get your thoughts on TCW.TO please in terms of potential upside, especially if WTIC by some miracle can make it to $60.
Thank you.
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Photon Control Inc. (PHO $3.60)
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Home Capital Group Inc. (HCG $44.26)
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Swiss Water Decaffeinated Coffee Inc. (SWP $4.41)
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Franklin Core ETF Portfolio (CBL $23.70)
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Crius Energy Trust (KWH.UN $8.80)
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Trican Well Service Ltd. (TCW $7.18)
Q: Hello,
I have some cash in my TFSA. My return in this account has not been good.
I am looking to invest in a growth stock. Of all of these stocks I listed, which one would you recommend for me to invest in?
And if there is a better stock, which would you recommend?
Thank you.
I have some cash in my TFSA. My return in this account has not been good.
I am looking to invest in a growth stock. Of all of these stocks I listed, which one would you recommend for me to invest in?
And if there is a better stock, which would you recommend?
Thank you.
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Calfrac Well Services Ltd. (CFW $5.22)
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Trican Well Service Ltd. (TCW $7.18)
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U.S. Silica Holdings Inc. (SLCA)
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Covia Holdings Corporation (CVIA)
Q: Please explain what happened to the frac sand suppliers today. They all had a big drop today. Iv'e been watching them for a while now and thinking of stepping into them. Which ones do you like, why?
How about the pumpers like Trican and calfrac?
How about the pumpers like Trican and calfrac?
Q: Hi team,
With the price of oil in a bear market and Trican shares tumbling,at what price would you consider the stock oversold? I am looking at dollar cost averaging since I am a shareholder after the canyon services purchase. Am looking at a two year time horizon to hold Trican shares. Many thanks,
Jean
With the price of oil in a bear market and Trican shares tumbling,at what price would you consider the stock oversold? I am looking at dollar cost averaging since I am a shareholder after the canyon services purchase. Am looking at a two year time horizon to hold Trican shares. Many thanks,
Jean
Q: Please give a current comparison between HWO and TCW. What is your current outlook for both companies?
Many thanks for your continued support.
Many thanks for your continued support.
Q: I have some energy exposure in Oil and Gas already, and was wondering if this is a good time to add a service company as well or wait a little longer? Would you prefer a different company to the FRC/TCW combo?
Q: Hello. What does the 5I team think of the merger of the two? TCW is taking on $40M in debt. Does this move add value to TCW or is it a stretch for them?
Thank You
Thank You
Q: Trican is taking over FRC. What is your assessment of the deal?