Q: Please give me 3 Canadian oil & gas producers with the best commodity price hedges for 2020.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
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)
- Canadian Natural Resources Limited (CNQ)
- PrairieSky Royalty Ltd. (PSK)
- Parex Resources Inc. (PXT)
- Pason Systems Inc. (PSI)
Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.
- PrairieSky Royalty Ltd. (PSK)
- Parex Resources Inc. (PXT)
- Pason Systems Inc. (PSI)
- Texas Pacific Land Corporation (TPL)
Q: Hi,
Is there an oil stock listed either in Canada or the US or both that does not have any debt on the books? If so, is it possible to name a few.
Thanks
Is there an oil stock listed either in Canada or the US or both that does not have any debt on the books? If so, is it possible to name a few.
Thanks
Q: Hello 5i. Are the energy royalty companies like FRU and PSK exposed to the same kind of risks as individual energy companies, or are they different? Are they likely to cut their dividends in the current environment? Thanks.
- PrairieSky Royalty Ltd. (PSK)
- Pason Systems Inc. (PSI)
- Labrador Iron Ore Royalty Corporation (LIF)
- Evertz Technologies Limited (ET)
- Sprott Inc. (SII)
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Q: Could you name 3 Canadian energy companies that are low cost, debt-free producers that might be worth watching for an entry point?
Thanks; and thank you for your report and communications today!
Thanks; and thank you for your report and communications today!
Q: Hi, can you please provide some oil and gas names with significant upside potential if prices improve.
it would be better if company is Cash flow positive, pays dividend, and have a good balance sheet.
Thanks,
it would be better if company is Cash flow positive, pays dividend, and have a good balance sheet.
Thanks,
Q: Hello 5i Team
I am looking at adding funds to the small/mid cap energy companies, as I already own my desired holding in the majors (CNQ, IMO, SU) as a base position.
I am reviewing the royalty plays Prairie Sky Royalty and Freehold Royalty as potential companies due to the royalty companies having no exposure to operating costs/risks.
Please provide your opinion which is the better company of the two to purchase or should I split the dollar amount between the two companies? Should I wait till the Q4 results are published (Feb 10 for PSK, unknown for FRU) before making my final decision?
I note that CN Pension trust through Rife Resources Ltd. and Canpar Holdings Ltd. has a related interest, however I could not find how many shares CN Pension trust actually owns. Would you be able to provide the ownership of FRU by CN Pension trust.
Is there a major shareholder of PSK?
Thank you
I am looking at adding funds to the small/mid cap energy companies, as I already own my desired holding in the majors (CNQ, IMO, SU) as a base position.
I am reviewing the royalty plays Prairie Sky Royalty and Freehold Royalty as potential companies due to the royalty companies having no exposure to operating costs/risks.
Please provide your opinion which is the better company of the two to purchase or should I split the dollar amount between the two companies? Should I wait till the Q4 results are published (Feb 10 for PSK, unknown for FRU) before making my final decision?
I note that CN Pension trust through Rife Resources Ltd. and Canpar Holdings Ltd. has a related interest, however I could not find how many shares CN Pension trust actually owns. Would you be able to provide the ownership of FRU by CN Pension trust.
Is there a major shareholder of PSK?
Thank you
Q: Hi,
Can you provide a short list of Canadian energy names that have strong balance sheets that would do best in an energy recovery? Looking for only mid cap and large cap names.
Thanks,
Jason
Can you provide a short list of Canadian energy names that have strong balance sheets that would do best in an energy recovery? Looking for only mid cap and large cap names.
Thanks,
Jason
Q: I split a full position between these 2 recently. I was wondering if you preferred one to the other and if so, for what reasons?
Q: are there any current energy [ oil & gas] companies with little or no debt that are making money ?
Q: Hello,
Could you recommend three oil stocks with dividends(payout ratio less than 50%), good balance sheets and good or OK growth.
Thanks
Victor
Could you recommend three oil stocks with dividends(payout ratio less than 50%), good balance sheets and good or OK growth.
Thanks
Victor
- PrairieSky Royalty Ltd. (PSK)
- Mattr Corp. (MATR)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K
Q: I picked up some FRU on the recent sell off. At the time I thought PSK was the more stable stock! How does FRU compare to PSK now? Is FRU in danger of succumbing to the same problems that have just hit PSK? Which do you consider the better stock?
Q: Quite the drop today. Can you comment? Thanks!
Q: At around $7 it looks as tho FRU is heading for its IPO price almost 20 years ago, and PSK is not much better. the question seems to be - is this an indicator of future oil price and its value to the economy? Both these equities used to be considered relatively stable and possessing underlying value, current and future. Is this no longer true?
Q: What are your favourite energy names that have decent/reasonably safe dividend yields, strong balance sheets and are cash flow positive at current market prices? Not looking for the names most levered to oil/gas price rebound.....I don't mind being patient on long-term holds that are very cheap today and will be around in 5-10 years.
Cheers
Cheers
Q: I am wanting to buy some mid cap Canadian energy companies, preferably with a good dividend. I am looking for ones with strong balance sheets that could ride out the poor prices, decent reserves, etc. What would you recommend? I am thinking about VET (but will the dividend get cut?), ARX, WCP, and on the smaller side, CJ. Also, for non-dividend, I am considering MEG, ATH, BTE, and CPG (very small dividend). I would appreciate your thoughts.
Q: Given the breakdown in Canadian oil & gas stocks. What are top three for cash reserves, div and coverage?
- 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