Q: Comments on Q including the pace of transition (vs guidance) to condensates?
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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.
- Suncor Energy Inc. (SU)
- Peyto Exploration & Development Corp. (PEY)
- PrairieSky Royalty Ltd. (PSK)
- Tourmaline Oil Corp. (TOU)
- Ensign Energy Services Inc. (ESI)
- Freehold Royalties Ltd. (FRU)
Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward
Q: If looking for an oil & gas producer to introduce to an otherwise o&g-free portfolio, how would you rank these? Is there a glaring omission in my list?
Q: Hi 5i team,
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George
Is Peyto a value stock at $4.35 and is it a possible takeover target? It has made money every year for the last 20 yrs, its very cheap, and the reserves are valuable in the long term.
Thanks,
George
Q: What will it take to make western gas (Peyto) an interesting company to buy? It’s cheap as are all gas producers in western Canada but things look grim right now. Thankyou
Q: With latest results , where do you stand now on PEY . dividend appears safe and still looks profitable
- Peyto Exploration & Development Corp. (PEY)
- Seven Generations Energy Ltd. class A common shares (VII)
- Kelt Exploration Ltd. (KEL)
- Secure Energy Services Inc. (SES)
Q: Hi Peter, any thoughts in this 4 co. Would like to get back into oil and gas. Would you buy any of this co today? How would you rate them? And is Peyto dividend safe if oil drops to $45.00. . Thanks. Alnoor
Q: With the LNG project moving forward,and even talk of expansion, what are thoughts on the sector over the next five years?
Which companies stand to gain the most?
Are there other options (ie drillers and camps) such as Trinidad, Precision, Black Diamond etc that are worth considering at this point.
Thanks
Phil
Which companies stand to gain the most?
Are there other options (ie drillers and camps) such as Trinidad, Precision, Black Diamond etc that are worth considering at this point.
Thanks
Phil
Q: What are your thoughts on the latest Peyto results, It would appear the market isn't impressed?
Thanks
Thanks
Q: I own PEY - would you continue to hold with the low P/E and dividend being well covered but the trend is not good or would you sell and if so, why would you sell? If you recommend selling, what would you buy with the proceeds and why?
Q: I am down significantly in these two stocks. Is there no hope that they can regain their
value to investors?
Regards
K
value to investors?
Regards
K
Q: Thoughts on the PEY 3-year strategic plan? Good time to buy for the dividend and long-term growth?
Q: good morning ,i sold some pey to preserve capital .i have lost confidence with what is going on and the threat of dividend cuts. Where do i run to cover some losses.Can you claim the loss if you only sell part of your position thanks for your advice Norm
Q: I own both of these company stocks and am underwater by a large margin on each. They are both paying consistent dividends, do you think this is a good time to buy in and average down my holdings.
Jim
Jim
Q: Merry Xmas
Six months ago, it was suggested PEY needed a bit more time. Since then it as dropped a little more. So far I have taken a 50% hit. It is in my RRIF Would you suggest selling now or holding longer. A month or two ago, it seemed to be moving in the right direction, but that all changed recently.
Another big loser of mine in my RRIF is ARC. Would you consider selling it or holding.
Thanks for all you do
Six months ago, it was suggested PEY needed a bit more time. Since then it as dropped a little more. So far I have taken a 50% hit. It is in my RRIF Would you suggest selling now or holding longer. A month or two ago, it seemed to be moving in the right direction, but that all changed recently.
Another big loser of mine in my RRIF is ARC. Would you consider selling it or holding.
Thanks for all you do
Q: Hi,
Peyto is getting a bit beat up today. Any thoughts on why this is?
Thanks,
Gord
Peyto is getting a bit beat up today. Any thoughts on why this is?
Thanks,
Gord
Q: Which companies would you recommend in Gas sector ?
- Peyto Exploration & Development Corp. (PEY)
- Bonterra Energy Corp. (BNE)
- Essential Energy Services Ltd. (ESN)
- Trican Well Service Ltd. (TCW)
Q: What is your opinion on these stock after the last Q?
Thanks
Thanks
Q: What is your view of Peyto at this time? Does gas price at $3.55 today make a big difference going forward for the company, or have they sold most of their future gas at lower prices?
Thanks,
George
Thanks,
George
- Brookfield Renewable Partners L.P. (BEP.UN)
- Inter Pipeline Ltd. (IPL)
- AltaGas Ltd. (ALA)
- Peyto Exploration & Development Corp. (PEY)
- Aecon Group Inc. (ARE)
- Horizon North Logistics Inc. (HNL)
Q: Hi, I am looking for dividend paying stocks that also have the most upside share price potential in both the short and long term. Could you rate the above, best to last, and if you have any other suggestions, that would be greatly appreciated.
I am not overly concerned with sector allocation.
Many thanks.
I am not overly concerned with sector allocation.
Many thanks.