Q: Peyto vs Birchcliff - if you can pick only one which one and why?
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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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Peyto Exploration & Development Corp. (PEY $19.96)
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Birchcliff Energy Ltd. (BIR $6.05)
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Kelt Exploration Ltd. (KEL $7.03)
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Tamarack Valley Energy Ltd. (TVE $6.34)
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?
The other news I see is a new CEO coming in Jan, any thoughts on this?
Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Q: As a follow up to my question on natural gas suppliers please provide what the information is that you find interesting about Peyto.
Also would you be able to direct me to a site that I might find 5 yr. history of a companies ROE, ROA and ROC.
Thanks again
Les
Also would you be able to direct me to a site that I might find 5 yr. history of a companies ROE, ROA and ROC.
Thanks again
Les
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
Q: Good morning
I’m interested in taking a position natural gas suppliers. What companies beside Birchcliff would you suggest looking into?
Thankyou Les
I’m interested in taking a position natural gas suppliers. What companies beside Birchcliff would you suggest looking into?
Thankyou Les
Q: Any comments on the announced acquisition and financing?
Jerry
Jerry
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ARC Resources Ltd. (ARX $26.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
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Ovintiv Inc. (OVV $55.92)
Q: Could you please advise what percentages of there production is in oil, in gas, and in liquids for companies pey, arx, bir, tou, and ovv. Seeing that the new gas pipeline to the coast is expected to begin operations in early 2024 for LNG, I wonder which of these 5 companies is best suited to take advantage of this pipeline, or any other company that comes to mind. Many tnx.
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
Q: Do you think conditions for Nat Gas to go higher from here over next 1-2 years is likely?
I currently hold position in PEY as my only nat gas exposure (2% weighting). Looking to increase that exposure for income and growth, so wondering which of BIR or TOU you would choose to hold over 2-3 year timeframe? Or, would positions in both, or perhaps another nat gas stock, make sense alongside PEY? Thx
I currently hold position in PEY as my only nat gas exposure (2% weighting). Looking to increase that exposure for income and growth, so wondering which of BIR or TOU you would choose to hold over 2-3 year timeframe? Or, would positions in both, or perhaps another nat gas stock, make sense alongside PEY? Thx
Q: Could i get your take on latest results please. What is current payout ratio and debt profile?
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Devon Energy Corporation (DVN $34.97)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
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Antero Resources Corporation (AR $34.15)
Q: Good day, what are your thoughts on the prospects for natural gas and what are your favourite US and CDN ways to play it?
Q: Do you have a current payout ratio for this company ?
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ARC Resources Ltd. (ARX $26.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
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Peyto Exploration & Development Corp. (PEY $19.96)
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Birchcliff Energy Ltd. (BIR $6.05)
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Sienna Senior Living Inc. (SIA $18.66)
Q: These stocks all have high dividends' how safe are they. List safest first.
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ARC Resources Ltd. (ARX $26.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
Q: what companies are involved in natural gas ?
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ARC Resources Ltd. (ARX $26.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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?
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Peyto Exploration & Development Corp. (PEY $19.96)
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Tourmaline Oil Corp. (TOU $62.06)
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Birchcliff Energy Ltd. (BIR $6.05)
Q: Best way(s) to play a solid rebound in nat gas over the next 6-18 months, with moderate risk. Including stocks, ETFs, options. Thanks.
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Peyto Exploration & Development Corp. (PEY $19.96)
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Vermilion Energy Inc. Common (Canada) (VET $8.37)
Q: I bought these two stocks years ago when you had them in your portfolio, they have gone a fair bit south since then but I am seeing some interest from analysts in these being in a buy position again.
What are your thoughts on taking a position now given the sector they are in
What are your thoughts on taking a position now given the sector they are in
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BCE Inc. (BCE $32.44)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Alaris Equity Partners Income Trust (AD.UN $18.48)
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Automotive Properties Real Estate Investment Trust (APR.UN $11.10)
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Dream Impact Trust (MPCT.UN $1.93)
Q: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.
Q: Peter, your opinion please. I own BIR TVE MEG SUNCOR CNQ PETYO FRU . Would you please tell me which is the most oily to the least oily, Thanks Ken
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Pine Cliff Energy Ltd. (PNE $0.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Whitecap Resources Inc. (WCP $10.93)
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Birchcliff Energy Ltd. (BIR $6.05)
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Freehold Royalties Ltd. (FRU $14.24)
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Cardinal Energy Ltd. (CJ $8.47)
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Gear Energy Ltd. (GXE $0.48)
Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.
Thanks
and dividend security? I'm thinking to trim WCP and FRU
to add these others.
Thanks
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Pine Cliff Energy Ltd. (PNE $0.69)
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Peyto Exploration & Development Corp. (PEY $19.96)
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Birchcliff Energy Ltd. (BIR $6.05)
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Cardinal Energy Ltd. (CJ $8.47)
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Gear Energy Ltd. (GXE $0.48)
Q: Hi 5i Team. Can o get your general thoughts on these companies and, specifically, the sustainability of their dividends? At what commodity price points do their respective dividends get dicey? Thank you!