Q: Your thoughts concerning Cenovus' recent Q, please.
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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)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Whitecap Resources Inc. (WCP)
Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?
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Home Depot Inc. (The) (HD)
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Nike Inc. (NKE)
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United Airlines Holdings Inc. (UAL)
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Air Canada Voting and Variable Voting Shares (AC)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Secure Waste Infrastructure Corp. (SES)
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Capstone Copper Corp. (CS)
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SPDR Biotech ETF (XBI)
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Crocs Inc. (CROX)
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Deckers Outdoor Corporation (DECK)
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Stellantis N.V. (STLA)
Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
Q: Dear Peter et al:
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
A "Drill down" from the top type of a question!
In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.
Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).
What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?
Thanks in advacnce.
P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Q: On MarketCall, regarding oil sands companies, Eric Nuttall top picked MEG and Athabasca, while having some negative comments about Cenovus, particularly the negative EBITDA they are generating from their refining business. Would you sell a position in CVE and buy ATH or MEG instead?
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.
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Suncor Energy Inc. (SU)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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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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Tamarack Valley Energy Ltd. (TVE)
Q: What CAD oil companies produce mostly light vs heavy oil.
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
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Athabasca Oil Corporation (ATH)
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Baytex Energy Corp. (BTE)
Q: With the uncertainty of Trump how do you feel about the oil/gas companies. Specifically CVE, ATH, MEG, BTE. Is it time to buy sell or hold.
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Montreal (BMO)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TELUS Corporation (T)
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National Bank of Canada (NA)
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Cenovus Energy Inc. (CVE)
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MEG Energy Corp. (MEG)
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Alimentation Couche-Tard Inc. (ATD)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Bank of Nova Scotia (The) (BNS)
Q: Hello, I own above for my RSP... Obviously, I am disappointed with Telus and BCE and I am down some 25%.. I can understand BCE's poor management, but how about Telus? also in the dumpsters.
If I sell Telus and BCE, do you suggest that I add to one of the above as I want to keep my holdings to 10-12 stocks . Any suggestions?
Thanks
Carlo
If I sell Telus and BCE, do you suggest that I add to one of the above as I want to keep my holdings to 10-12 stocks . Any suggestions?
Thanks
Carlo
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Lockheed Martin Corporation (LMT)
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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CAE Inc. (CAE)
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Stantec Inc. (STN)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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North West Company Inc. (The) (NWC)
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Agnico Eagle Mines Limited (AEM)
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iShares U.S. Aerospace & Defense ETF (ITA)
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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South Bow Corporation (SOBO)
Q: For and RRSP long term hold with drip on, what would be your choice in the oil/pipeline industry? With the new admin coming in on Jan20th south of us and hopefully an election here how could that affect this industry. FTS is already owned in the account. Thank you
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Whitecap Resources Inc. (WCP)
Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?
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Suncor Energy Inc. (SU)
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Imperial Oil Limited (IMO)
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Cenovus Energy Inc. (CVE)
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Parkland Corporation (PKI)
Q: Hello:
Parkland- Up a little, down a little. Please give me your analysis. What could I replace it with? I already own Atd.
Thanks, Ben.
Parkland- Up a little, down a little. Please give me your analysis. What could I replace it with? I already own Atd.
Thanks, Ben.
Q: I own these oil/gas companies. With everything that is going on in the world is it time to take profits and buy again later? Please rank for future profits best first. Buy, Hold, Sell
Thank you
Thank you
Q: Thought on recent results? Looking to add to my position.
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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Tourmaline Oil Corp. (TOU)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Freehold Royalties Ltd. (FRU)
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Paramount Resources Ltd. Class A Common Shares (POU)
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Tamarack Valley Energy Ltd. (TVE)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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Headwater Exploration Inc. (HWX)
Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.
Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?
Q: Hello,
Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.
Thanks.
Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.
Thanks.
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Imperial Oil Limited (IMO)
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Canadian Natural Resources Limited (CNQ)
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TC Energy Corporation (TRP)
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Cenovus Energy Inc. (CVE)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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Parkland Corporation (PKI)
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Q: Do you know what is going on with this stock? It can't seem to hold? Thx James