Q: Over  one year period PEY has had  a much better, and even an opposite performance versus ARX wich seems to go "nowhere",even though it is a much larger ( and safer?) Cie ..I have an significant position on ARX , is there a better choice , should I  diversifie in this sector with other Cies, or should I be more patient ? Since I wish to own a safe position for in the natural gaz sector for mid-long term ,thanks for always appreciated clarifications .
        
    
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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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                             Devon Energy Corporation (DVN $32.21) Devon Energy Corporation (DVN $32.21)
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                             EOG Resources Inc. (EOG $105.99) EOG Resources Inc. (EOG $105.99)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Tourmaline Oil Corp. (TOU $60.57) Tourmaline Oil Corp. (TOU $60.57)
            Q: If bullish on natual gas, what are two canadian and two US names that you would see as good opportunities?
        
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Tourmaline Oil Corp. (TOU $60.57) Tourmaline Oil Corp. (TOU $60.57)
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                             Advantage Energy Ltd. (AAV $10.87) Advantage Energy Ltd. (AAV $10.87)
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                             Birchcliff Energy Ltd. (BIR $6.29) Birchcliff Energy Ltd. (BIR $6.29)
            Q: Hi, I would appreciate if you can provide your recommendations for Natural Gas and why in Canada for 2-5 year time frame.
        
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                             ARC Resources Ltd. (ARX $25.82) ARC Resources Ltd. (ARX $25.82)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Tourmaline Oil Corp. (TOU $60.57) Tourmaline Oil Corp. (TOU $60.57)
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                             Vermilion Energy Inc. (VET $10.46) Vermilion Energy Inc. (VET $10.46)
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                             Whitecap Resources Inc. (WCP $10.61) Whitecap Resources Inc. (WCP $10.61)
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                             Advantage Energy Ltd. (AAV $10.87) Advantage Energy Ltd. (AAV $10.87)
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                             Birchcliff Energy Ltd. (BIR $6.29) Birchcliff Energy Ltd. (BIR $6.29)
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                             Kelt Exploration Ltd. (KEL $6.33) Kelt Exploration Ltd. (KEL $6.33)
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                             NuVista Energy Ltd. (NVA $16.32) NuVista Energy Ltd. (NVA $16.32)
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                             Paramount Resources Ltd. Class A Common Shares (POU $22.65) Paramount Resources Ltd. Class A Common Shares (POU $22.65)
            Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.
        
    
            Q: Hi there, your thoughts on PEY and LGN after their results?
Thanks!
    Thanks!
            Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release.  Thanks.  
        
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                             Great-West Lifeco Inc. (GWO $59.28) Great-West Lifeco Inc. (GWO $59.28)
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                             Cenovus Energy Inc. (CVE $23.74) Cenovus Energy Inc. (CVE $23.74)
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                             AltaGas Ltd. (ALA $40.93) AltaGas Ltd. (ALA $40.93)
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                             Element Fleet Management Corp. (EFN $37.52) Element Fleet Management Corp. (EFN $37.52)
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                             iA Financial Corporation Inc. (IAG $163.10) iA Financial Corporation Inc. (IAG $163.10)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             MEG Energy Corp. (MEG $29.64) MEG Energy Corp. (MEG $29.64)
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                             Whitecap Resources Inc. (WCP $10.61) Whitecap Resources Inc. (WCP $10.61)
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                             goeasy Ltd. (GSY $167.11) goeasy Ltd. (GSY $167.11)
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                             Bird Construction Inc. (BDT $30.07) Bird Construction Inc. (BDT $30.07)
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                             Tamarack Valley Energy Ltd. (TVE $6.23) Tamarack Valley Energy Ltd. (TVE $6.23)
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                             TerraVest Industries Inc. (TVK $132.82) TerraVest Industries Inc. (TVK $132.82)
            Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X.   If I do trim, there will be significant Capital Gains.  How would you rank them for total return over the next 2 years?   How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ?   Thanks
        
    
            Q: Peyto has been significantly outperforming Arc over the last year and beyond. Which company is likely to outperform in terms of total return over the medium term and why?
Thanks, Hugh
    Thanks, Hugh
            Q: I'm considering a switch from CNQ to PEY, would you make that change?  PEY has been doing well in recent years and CNQ has been lagging behind.  What's your thought on that idea?  Thanks.    
        
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                             ARC Resources Ltd. (ARX $25.82) ARC Resources Ltd. (ARX $25.82)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             NuVista Energy Ltd. (NVA $16.32) NuVista Energy Ltd. (NVA $16.32)
            Q: How would you rank nat gas stocks for total return, upside potential and safety?
        
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                             Canadian Natural Resources Limited (CNQ $44.93) Canadian Natural Resources Limited (CNQ $44.93)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Celestica Inc. (CLS $476.66) Celestica Inc. (CLS $476.66)
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                             Magna International Inc. (MG $62.88) Magna International Inc. (MG $62.88)
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                             goeasy Ltd. (GSY $167.11) goeasy Ltd. (GSY $167.11)
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                             Vitalhub Corp. (VHI $10.95) Vitalhub Corp. (VHI $10.95)
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                             Construction Partners Inc. (ROAD $114.34) Construction Partners Inc. (ROAD $114.34)
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                             Cellebrite DI Ltd. (CLBT $17.20) Cellebrite DI Ltd. (CLBT $17.20)
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                             Propel Holdings Inc. (PRL $24.84) Propel Holdings Inc. (PRL $24.84)
            Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.
Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
    Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?
Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.
Thank you,
            Q: Thoughts on their latest quarter.
        
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                             Pembina Pipeline Corporation (PPL $52.84) Pembina Pipeline Corporation (PPL $52.84)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Northland Power Inc. (NPI $25.28) Northland Power Inc. (NPI $25.28)
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                             Capital Power Corporation (CPX $70.38) Capital Power Corporation (CPX $70.38)
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                             Whitecap Resources Inc. (WCP $10.61) Whitecap Resources Inc. (WCP $10.61)
            Q: The recent NPI  quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?
My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
        
    My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?
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                             Bank of Nova Scotia (The) (BNS $91.77) Bank of Nova Scotia (The) (BNS $91.77)
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                             Canadian Natural Resources Limited (CNQ $44.93) Canadian Natural Resources Limited (CNQ $44.93)
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                             Great-West Lifeco Inc. (GWO $59.28) Great-West Lifeco Inc. (GWO $59.28)
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                             CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.00) CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.00)
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                             Constellation Software Inc. (CSU $3,582.27) Constellation Software Inc. (CSU $3,582.27)
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                             Intact Financial Corporation (IFC $259.17) Intact Financial Corporation (IFC $259.17)
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                             Canadian Utilities Limited Class A Non-Voting Shares (CU $39.28) Canadian Utilities Limited Class A Non-Voting Shares (CU $39.28)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             WSP Global Inc. (WSP $271.61) WSP Global Inc. (WSP $271.61)
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                             Northland Power Inc. (NPI $25.28) Northland Power Inc. (NPI $25.28)
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                             FirstService Corporation (FSV $216.86) FirstService Corporation (FSV $216.86)
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                             Toromont Industries Ltd. (TIH $157.13) Toromont Industries Ltd. (TIH $157.13)
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                             Birchcliff Energy Ltd. (BIR $6.29) Birchcliff Energy Ltd. (BIR $6.29)
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                             Thomson Reuters Corporation (TRI $215.80) Thomson Reuters Corporation (TRI $215.80)
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                             Alimentation Couche-Tard Inc. (ATD $70.60) Alimentation Couche-Tard Inc. (ATD $70.60)
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                             EQB Inc. (EQB $87.80) EQB Inc. (EQB $87.80)
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                             Olympia Financial Group Inc. (OLY $115.75) Olympia Financial Group Inc. (OLY $115.75)
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                             GFL Environmental Inc. subordinate voting shares (GFL $61.30) GFL Environmental Inc. subordinate voting shares (GFL $61.30)
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                             Topaz Energy Corp. (TPZ $25.01) Topaz Energy Corp. (TPZ $25.01)
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                             Topicus.com Inc. (TOI $133.60) Topicus.com Inc. (TOI $133.60)
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                             Propel Holdings Inc. (PRL $24.84) Propel Holdings Inc. (PRL $24.84)
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                             Brookfield Corporation Class A Limited Voting Shares (BN $64.25) Brookfield Corporation Class A Limited Voting Shares (BN $64.25)
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                             Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.27) Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.27)
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                             Lumine Group Inc. (LMN $33.09) Lumine Group Inc. (LMN $33.09)
            Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield. 
        
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                             Occidental Petroleum Corporation (OXY $41.08) Occidental Petroleum Corporation (OXY $41.08)
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                             Canadian Natural Resources Limited (CNQ $44.93) Canadian Natural Resources Limited (CNQ $44.93)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Tourmaline Oil Corp. (TOU $60.57) Tourmaline Oil Corp. (TOU $60.57)
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                             Birchcliff Energy Ltd. (BIR $6.29) Birchcliff Energy Ltd. (BIR $6.29)
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                             Chord Energy Corporation (CHRD $90.75) Chord Energy Corporation (CHRD $90.75)
            Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.
I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?
        
    I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?
            Q: What do you think of peytos latest earnings.
        
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                             Canadian Natural Resources Limited (CNQ $44.93) Canadian Natural Resources Limited (CNQ $44.93)
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                             Fortis Inc. (FTS $70.39) Fortis Inc. (FTS $70.39)
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                             Pembina Pipeline Corporation (PPL $52.84) Pembina Pipeline Corporation (PPL $52.84)
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Capital Power Corporation (CPX $70.38) Capital Power Corporation (CPX $70.38)
            Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all? 
In what order would you rank these for for growth, income and security?
Thanks
    In what order would you rank these for for growth, income and security?
Thanks
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Exchange Income Corporation (EIF $76.21) Exchange Income Corporation (EIF $76.21)
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                             Lumine Group Inc. (LMN $33.09) Lumine Group Inc. (LMN $33.09)
            Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers
        
    
            Q: Both of these stocks are paying regular dividends and are on the cheap side. Sector balancing aside, what are your thoughts about adding either of these or both. If so, which do you believe will better sustain the dividend and add longer term value.
Thanks
Jim
    Thanks
Jim
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                             Peyto Exploration & Development Corp. (PEY $20.07) Peyto Exploration & Development Corp. (PEY $20.07)
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                             Tourmaline Oil Corp. (TOU $60.57) Tourmaline Oil Corp. (TOU $60.57)
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                             Advantage Energy Ltd. (AAV $10.87) Advantage Energy Ltd. (AAV $10.87)
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                             Birchcliff Energy Ltd. (BIR $6.29) Birchcliff Energy Ltd. (BIR $6.29)
            Q: Can you please provide two or three of the best Canadian natural gas producers.  Also if there is an etf available please include that. 
Happy New Year
    Happy New Year
 
                             
                             
                    