Q: Hi, made a good profit on arx and was debating selling and buying tou, as it seems tou may be good value? Can you talk about valuation on the two and if you agree it would be a good switch . Would probably keep longer term barring any bad information.
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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 am looking at our future LNG prospects and intend on increasing my positions in TOU, ARX and BIR. Can you firstly comment on this strategy for a long term play and secondly evaluate each company on its merits. Is there a company that would be a better choice.
Please deduct as many questions as you determine,
Please deduct as many questions as you determine,
Q: hi guys i hold all 3 of these stocks , which one has the best up side and would you keep all 3 thanks
Q: Oil stocks as varied as SU,PXT, and ARX are all getting pummelled in the early trading today. Is this a buying opportunity or an early sign of disenchantment with oil. Is this just a side effect of the SVB failure?
- ARC Resources Ltd. (ARX)
- Peyto Exploration & Development Corp. (PEY)
- Tourmaline Oil Corp. (TOU)
- Birchcliff Energy Ltd. (BIR)
Q: what companies are involved in natural gas ?
Q: David Rosenberg recently wrote that one can buy bonds issued by Nat gas companies with spreads of 425 basis points over treasuries. Can you give me some examples of such bonds and Where I can find more information?
Q: Thinking about selling some Suncor and buying Arc Resources, already own Whitecap and Tourmaline in smaller amounts, thoughts ?
Q: Hi Could you please give me your thoughts on BAYTEX ENERGY CORP AND ARX-T I hold them both, should I sell BTE and buy GXE
Thanks
Thanks
- Canadian Natural Resources Limited (CNQ)
- ARC Resources Ltd. (ARX)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- Birchcliff Energy Ltd. (BIR)
- North West Company Inc. (The) (NWC)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- CI Tech Giants Covered Call ETF (TXF)
Q: Hi 5i,
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter
3 questions I believe, so please deduct accordingly:
In each of the following groupings which name do you see as having the largest gain (dividends and capital gain) after a three year hold and, if you would, brief reasons for your choices. Also, if any seem to you a bad idea to buy and pay little attention to for three years, please say so,
1. BIR; ARX; CNQ
2. NWC; EMP.A
3. ZQQ; TXF
I look forward to your thoughts. Thanks.
Peter
Q: Why has gsy dropped so much over the last week? Are these two natural gas stocks a buy at these levels?
Q: I own Arc Resources. Some investors are suggesting the FCF is just not there anymore. It used to be higher (I believe around 25% FCF yield) but as of June 2022 it was reported to be closer to 15-17% FCF yield. Possibly one could get a higher yield with another energy company? I am thinking about selling, taking profits and adding to Surge Energy. I would like to hear your comments. Are there any issues with ARX? Thanks in advance!
- Chevron Corporation (CVX)
- Hess Corporation (HES)
- ARC Resources Ltd. (ARX)
- Whitecap Resources Inc. (WCP)
Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- Freehold Royalties Ltd. (FRU)
- Tamarack Valley Energy Ltd. (TVE)
- Trican Well Service Ltd. (TCW)
- Journey Energy Inc. (JOY)
Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE
Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.
Q: Hi 5i team,
Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)
thank you,
Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)
thank you,
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- Vermilion Energy Inc. (VET)
- MEG Energy Corp. (MEG)
- Parex Resources Inc. (PXT)
- Whitecap Resources Inc. (WCP)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Birchcliff Energy Ltd. (BIR)
- Enerplus Corporation (ERF)
- NuVista Energy Ltd. (NVA)
- Ovintiv Inc. (OVV)
- Tamarack Valley Energy Ltd. (TVE)
- Cardinal Energy Ltd. (CJ)
- Journey Energy Inc. (JOY)
- Gear Energy Ltd. (GXE)
- Diamondback Energy Inc. (FANG)
- Headwater Exploration Inc. (HWX)
- 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
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Baytex Energy Corp. (BTE)
- Enerplus Corporation (ERF)
- Ovintiv Inc. (OVV)
- Gear Energy Ltd. (GXE)
Q: How would you classify the above stocks as to gas or oil. Thanks
Mike
Mike
- Suncor Energy Inc. (SU)
- Cenovus Energy Inc. (CVE)
- Crescent Point Energy Corp. (CPG)
- ARC Resources Ltd. (ARX)
- MEG Energy Corp. (MEG)
- Whitecap Resources Inc. (WCP)
- Baytex Energy Corp. (BTE)
- Tamarack Valley Energy Ltd. (TVE)
Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul
- ARC Resources Ltd. (ARX)
- MEG Energy Corp. (MEG)
- Athabasca Oil Corporation (ATH)
- Baytex Energy Corp. (BTE)
- Tamarack Valley Energy Ltd. (TVE)
Q: i am negative on above 5 companies. Do you recommend I keep all 5 or should I sell all or some, resp. sell and replace with other companies in the sector, such as Whitecap, Parex, SU and others?
I am primarily looking for growth.
Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus
I am primarily looking for growth.
Alternatively to energy companies what are the best Canadian growth companies you recommend. Thanks. Klaus
- Revvity Inc Com (PKI)
- ARC Resources Ltd. (ARX)
- Crescent Point Energy Corporation (Canada) (CPG)
- Cenovus Energy Inc (CVE)
- Vermilion Energy Inc. Common (Canada) (VET)
- Kiwetinohk Energy Corp. (KEC)
Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET
- Cenovus Energy Inc. (CVE)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Whitecap Resources Inc. (WCP)
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?