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Oil is it time
September 13, 2019
7:41 am
Bud
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I find it interesting Mr Lee made a takeover bid for Inter Pipeline (IPL) that was rejected by the co. does it put a floor under the stock? He controls Husky appears to be cheap whats the problem?

https://www.bnnbloomberg.ca/inter-pipeline-execs-refuse-to-answer-takeover-questions-1.1299758

September 13, 2019
11:31 am
AltaRed
BC Interior
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What is there to speculate? Is there a problem?

Li Ka-Shing had no doubt seen how cheap IPL was and made a speculative offer, or perhaps a strategic offer at the bequest of the Chinese government. After all, he (they) already control Husky and CNOOC owns Nexen. It is no secret the Chinese are looking to lock up more Western Canadian oil... to transport it via TMX when it gets built.

IPL has been an exceptional cheap stock for about 3+ years, ever since its growth prospects have been ring fenced by the lack of pipeline takeaway export capacity. When/if TMX, Enbringe Line 3 and/or TRP's Keystone XL get built, increased production growth will require IPL expansions.

September 15, 2019
8:34 pm
Bud
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Saudi oil monday morning where we at boyz is it gonna push yields up or down? I expect the talking heads will say slower growth. Not as bad for oil producing countries like Canada

September 25, 2019
7:16 am
Bud
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What do you guys think of Husky Energy? I like that Jason Kenney premier of alberta complimented there business at a Ohio conference. Downside? Of the big three them Imperial and Suncor whats best buy?
Cenovus Encana sup
Am i misguided being interested in the oil patch now

September 25, 2019
10:21 am
Dean
Valhalla Mountains, British Columbia
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O&G will come back ... it always has, and always will. It's a Very Cyclical business. The question isn't "If" ... but "When?".

While waiting for the inevitable next O&G 'Boom', many of the large and secure companies (PPL, CNQ, IPL, SU, etc., ... ) pay us to hold & wait, with their Hefty Dividends.

When investing in the O&G business during a down-turn, Patience wins.

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

September 25, 2019
11:53 am
Loonie
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Smart companies will be diversifying into renewables.

September 26, 2019
7:49 am
Bud
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What up with Husky Energy Inc. Preferred Shares Series 1 why trading so low

October 3, 2019
7:28 am
Bud
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Can u comment on Inter Pipeline heartland project holding the stock back?

Is IPL stock common or LP? why dividend high will it be cut?

October 5, 2019
2:48 pm
Bud
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Who says oil is effected by recession. Lookin at price of Imperial close to same price as 08/09

https://www.google.com/search?ie=UTF-8&client=ms-android-bell-ca-revc&source=android-browser&q=imperisl+stock

November 21, 2019
10:56 am
Bud
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Oil looks good ahead of Aramco deal Saudis puttin on a show to move whale

November 25, 2019
11:16 am
Bud
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Husky seems cheap am i missing something profitable n trading half book value/shareholdr eqty. Downside limited? dividend safe

November 25, 2019
12:18 pm
Dean
Valhalla Mountains, British Columbia
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Bud said
Husky seems cheap am i missing something profitable n trading half book value/shareholdr eqty. Downside limited? dividend safe  

Say what ❓ sf-confused

sf-cool " Live Long, Healthy ... And Prosper! " sf-cool

November 25, 2019
12:44 pm
Bill
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I always tend to look also at the macro view of what's going on. In this case, daily there's increasing worldwide momentum for pension and other large pooled funds to divest themselves of "dirty" energy investments (I've been told there's a "climate emergency" mainly caused by oil and its derivatives), so seems to me that's a lot of downward pressure on these equities. And lots of this momentum comes from young folks (e.g. university student unions pressuring faculty pension or university endowment funds to divest from "non-ethical" investments) so my guess is it could be a long-term factor pressuring oil stock prices.

November 25, 2019
2:20 pm
Bud
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Go against the herd isn't that what they say. Buy when a sector is out of favour. Looks ripe for private equity to move in and change the narrative. Students are idiots used by special interests. Climate changin sure, "emergency" bogus. Im seeing the radical environmental industry weakening. They want us to stop consuming everything that isnt realistic. Clean oil

November 26, 2019
5:37 pm
Bud
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Hse filled

Lookin for another energy play more equipmenty interpipe maybe any other deep value suggestions altagas? keyera?

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