Q: Does CNQ or IMO benefit from the increased capacity of the Trans Mt Pipeline ? If yes or no pls elaborate why for each. Are there any other beneficairies coming to light now that the start is near ? 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.
Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
- CES Energy Solutions Corp. (CEU)
- TerraVest Industries Inc. (TVK)
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
- Chevron Corporation (CVX)
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
Q: Dear Peter et al:
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Franco-Nevada Corporation (FNV)
- PrairieSky Royalty Ltd. (PSK)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Freehold Royalties Ltd. (FRU)
- Texas Pacific Land Corporation (TPL)
- Permian Basin Royalty Trust (PBT)
Q: Considering taking a position (up to 2%) in a dividend paying oil/gas company, and looking at FRU or WCP. Could I get your comments on the royalty structure vs a producer, as well as a comparison of the metrics such as payout percentage, debt, guidance, etc. Do you have a preference, and would you even consider adding an oil producer at this time. I have some ETFs with small positions in some oil companies, but no direct holdings of my own.
Thank-you
Thank-you
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Pembina Pipeline Corporation (PPL)
- Tourmaline Oil Corp. (TOU)
Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks
would you consider most undervalued.
thanks
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Cameco Corporation (CCO)
- Tourmaline Oil Corp. (TOU)
- Nutrien Ltd. (NTR)
Q: Are there any particularly compelling resource stocks that are worth buying currently. I have zero exposure to commodities and I am fine with that, but I am open to your recommendations, either CAD or US. I am a moderate-to-agressive investor.
Thank you.
Thank you.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
- Journey Energy Inc. (JOY)
Q: Can you provide me with your analysis of Journey Energy please? Price has gone down more than other O&G plays. WIll continue to hold this if the fundamentals are good. Can they do well with WTI at this price?
Thank you.
Thank you.
Q: IMO Recently completed a $1.5 Billion Substantial Issuer Bid,(Fancy name for share repurchase)buying roughly 19 million shares at $78.50.Can you explain to me other than improving their EPS and not having to $38 million in dividends a year going forward how this is good stewardship of $1.5 Billion and can you tell me question number 2-What happens to these shares are they simply “retired”so in other they just vanish from circulation never to be seen again and $1.5 Billion also retired. Thanks and Merry Christmas
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Texas Pacific Land Corporation (TPL)
- Permian Basin Royalty Trust (PBT)
Q: I have not been in oil for years but am reviewing the matter for diversification. But here we are with 2 wars going on , OPEC+ cutting prices , Russia selling oil at discount , the world awash with oil and excess production, governments pushing green. Economists ( gotta love those guys ) were talking peak oil and $200.00 pbl. not that many years ago. So why should I want to buy a commodity with such lousy metrics ?
If I do take the plunge I’m looking at these 3 large caps. IMO has long been a well run company and I like to align myself with the American masters who keep on doing buybacks. CNQ is also shareholder friendly and well run. SU has a 100 years of reserves, an attractive retail operation but continual operational issues.
What is your view on oil long term and your favourite of these three ? Thanks. Derek
If I do take the plunge I’m looking at these 3 large caps. IMO has long been a well run company and I like to align myself with the American masters who keep on doing buybacks. CNQ is also shareholder friendly and well run. SU has a 100 years of reserves, an attractive retail operation but continual operational issues.
What is your view on oil long term and your favourite of these three ? Thanks. Derek
Q: Imperial is doing a modified Dutch auction. I know in general in past comments you seem to have suggested not tendering to these offerings, I think at least in part because if you still believe in the company then after the shares are bought back you own a bigger piece of a company you already like? What is the opposite side of this decision, why do people tender to these offers? Are you aware of anything in this particular offering that makes it attractive? (As an additional wrinkle, if I read the details correctly, if the shares are held by an IOL employee in their company savings plan, the disposition would be considered a dividend for tax purposes as opposed to a capital gain). Any thoughts appreciated.
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Gibson Energy Inc. (GEI)
Q: Own both. Looking to add funds to increase Energy exposure.
Which would you prefer and what are the Free Cash Flow numbers for each?
Is there another Energy stock that you prefer having comparable growth prospects and attractive reliable dividends?
Thanks again m
Which would you prefer and what are the Free Cash Flow numbers for each?
Is there another Energy stock that you prefer having comparable growth prospects and attractive reliable dividends?
Thanks again m
Q: Thoughts on earnings ? Thank you.
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
Q: Hello. Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference or rank them accordingly with an explanation for a 3 week hold. Thank you.
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Tourmaline Oil Corp. (TOU)
- Hydro One Limited (H)
Q: Hi 5i!
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
I'm looking to reblance my portfolio and would like to take advantages of actual opportunities. I dont have any utilities and energy stocks. Also, I would like to increase my investments into large caps. Which stocks would you recommand? Growth / bakanced oriented.
For utilities, i noticed the drop on bip.un and bep.un but i already own bn. Would you buy of them or just add to bn... or buy something else for better diversification.
Many thanks.
- Occidental Petroleum Corporation (OXY)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
Q: Hi 5i Wonder Team,
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
Can you recommend your top three energy companies (US or Canada) with a solid balance sheet and generous dividend?
I need to round out my portfolio with some energy.
Thanks for all you do!
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
Q: Hi Peter,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
Of the bigger O/G Cos we own CNQ and IMO but not CVE or SU. IMO has been on a solid run lately and we're wondering why vs the group laggard SU (easy to see using ratio charts). For new capital would you stick with CNQ/IMO or add in CVE or SU. Do you agree that with higher rates the Oils are a good place to be ? Finally CNQ has committed to greater returns when their debt target is reached; are there similar committments from the others ? Thank you and pls deduct credits as appropriate,
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Kelt Exploration Ltd. (KEL)
- Tamarack Valley Energy Ltd. (TVE)
- Trican Well Service Ltd. (TCW)
Q: i own the above stocks.i want to add one more, your favourite mid to small cap oil company for growth. dave
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
- Surge Energy Inc. (SGY)
- Tamarack Valley Energy Ltd. (TVE)
Q: Is it time to buy energy stocks? If so, what 2-3 holdings do you suggest? In the past I've successfully owned TVE, WCP and SGY. for growth. I currently own CNQ and have held it for years as an income stock. Thanks.
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Tourmaline Oil Corp. (TOU)
Q: please provide 5 names of Canadian stocks of companies in the energy space with the following attributes:
1. high sustainable dividend
2.long life reserves
3.good balance sheet.
4.good investor friendly management
thanks yossi
1. high sustainable dividend
2.long life reserves
3.good balance sheet.
4.good investor friendly management
thanks yossi