Q: Thoughts quarter and future prospects for this company. Understanding oil price cyclical impact.
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: At this extremely low valuation ,do you consider this stock as a hold ,sell or a buy ? any comment on this Cie 's future perspective shall be greatly appreciated.Ps: I am wondering if the restrictions on Russian oil and gaz could significantly favor energy Cies active in western Europ ( like VET ..) , in order to compensate for pipelines and energy suppressions, thanks , J-Y
Read AnswerQ: How would you rank these at todays price and future potential over the next 2-3years?
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Q: I heard that Eric Nuttall is now out of VET. It's my only oil & gas stock that is under water at this point. What is your opinion? It seems to have declined due to the fall of natural gas in Europe and the extra tax levy. Do you think it has fallen enough to now be worth holding, or is there another oil and gas stock that you like better. I'm thinking maybe FRU or even NNRG.NE, Eric's fond? Or do you have another one?
Thanks
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APA Corporation (APA)
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ConocoPhillips (COP)
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Devon Energy Corporation (DVN)
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Vermilion Energy Inc. (VET)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: Looking for what top 3 oil & gas recommendations you would have. Growth and appreciation over the next 2-3 years.
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Imperial Bank Of Commerce (CM)
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TC Energy Corporation (TRP)
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Vermilion Energy Inc. (VET)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Slate Grocery REIT (SGR.UN)
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Brookfield Corporation Class A Preference Shares Series 37 (BN.PF.D)
Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.
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Pine Cliff Energy Ltd. (PNE)
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Canadian Natural Resources Limited (CNQ)
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Vermilion Energy Inc. (VET)
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Crew Energy Inc. (CR)
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Gear Energy Ltd. (GXE)
Q: i own vermilion, cnq, erf, and gear . gear has an 11% yield, no debt, i cant resist.
i want to add one more small to mid cap energy name canadian. i know you like tamarack but it is a weak performer. can you recommend another for growth. dave
Q: Sold half my position in VET in the mid $33 back in summer and I wish I would have sold the whole part. Looked at VET's Q3 report and it seems that it is the threat of a European "excess profit tax" that has pummeled the stock lately and I understand why and think the sell down is warranted. But the way I understand it there could be a unseen upside in VET in Q1 of 2023 when the VET's purchase of Shell's portion of the Corrib gas plant is completed. According to VET all of the 2022 Cash flow from Corrib should go to VET. When that cash flow is added to VET's income statement could they restate their 2022 earnings to the upside? I am not sure how this works but it seems to me that there is some 'hidden' earnings in VET that can not be realized until the sale of Shell's position to VET is officially completed. One thing we know is that Corrib definitely made money in 2022. Could the increased earnings from Corrib be enough to counter the Euroean excess profit tax. Long question and I hope you understand what I am trying to get at.
Read AnswerQ: Hi Peter, what did you think of earnings and guidance for each ? Any tells from VET postponing their buybacks ? Thank you.
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Canadian Natural Resources Limited (CNQ)
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Vermilion Energy Inc. (VET)
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Paramount Resources Ltd. Class A Common Shares (POU)
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Suncor Energy Inc. (SU)
Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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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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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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Freehold Royalties Ltd. (FRU)
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Tamarack Valley Energy Ltd. (TVE)
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Trican Well Service Ltd. (TCW)
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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.
Q: Of the above three energy companies, please rank for growth prospects over the next three years, assuming oil prices stay around the same as they are now.
Thanks
Q: I read where the operator of the Sakhalin-1 oil and gas project in Russia's Far East has been changed by Russian gov't decree. What is the risk for a firm like Parex or others with significant foreign operations to be affected in the same manner, including being nationalized?
Would you have a list of the larger energy companies with significant foreign operations? I know from my past work in the oil and gas industry [40 years ago] nationalization insurance was available. I'm not aware if it is still available or not.
Thank you
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Chevron Corporation (CVX)
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Vermilion Energy Inc. (VET)
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TotalEnergies SE (TTE)
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Royal Dutch Shell PLC American Depositary Shares (each representing two (2)) (SHEL)
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Cheniere Energy Inc. (LNG)
Q: Looking ahead to a very tight European natural gas market this winter. Which five Canadian (if any) and US natural gas and LNG companies would see a direct benefit?
Thank you
Q: Hello,
Given the current bottlenecks for natural gas in Europe and the long time frame to ramp up LNG conversion/processing facilities - are there any Canadian conpanies that could benefit from this demand over the next 5-10 yrs and how well are they positioned in terms of supply and strategic focus?
Thank you
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Crescent Point Energy Corp. (CPG)
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ARC Resources Ltd. (ARX)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Parex Resources Inc. (PXT)
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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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Birchcliff Energy Ltd. (BIR)
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Enerplus Corporation (ERF)
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NuVista Energy Ltd. (NVA)
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Ovintiv Inc. (OVV)
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Tamarack Valley Energy Ltd. (TVE)
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Cardinal Energy Ltd. (CJ)
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Journey Energy Inc. (JOY)
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Gear Energy Ltd. (GXE)
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Diamondback Energy Inc. (FANG)
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Headwater Exploration Inc. (HWX)
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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
Read AnswerQ: Which co. Offers best return over next 5 years?
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Q: Hi there, your thoughts on VET results would be greatly appreciated?
After the 2Q results, is this still a hold going forward?
Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?
Thanks!
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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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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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Vermilion Energy Inc. (VET)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Kelt Exploration Ltd. (KEL)
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Tamarack Valley Energy Ltd. (TVE)
Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you
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Q: Peter and Co,
The UK has introduced a ‘windfall tax’ of 25% on energy company’s profits. The bite of this tax can be substantially reduced on profits that are reinvested in more fossil fuel extraction. While this reduced tax rate might result in greater investment in oil/gas extraction and, therefore, production and profits it would appear that in subsequent years companies using reinvestment to reduce current taxes will have to make greater and greater reinvestments to keep ahead of the 25% tax. I understand that the existing UK tax on fossil fuels is 40%.
My portfolios are very overweight in energy stocks and particularly Vermilion. I understand that VET’s Corrib gas field is located within the boundaries of Ireland and the company pays only the Irish tax of 25% and has never paid taxes to the UK.
Would you please confirm or correct my statements about the UK taxes on fossil fuels. and the advantage that VET enjoys being an Irish producer?
With appreciation,
Ed