Yes a lot of canadian oil companies which should have delived dividends and buybacks. It has been a huge disapointment. The future dont look too rosy for oil companies.
Eric Nuttall is a pleasure to listen to. I listen to Eric every chance I get and have been over weight Canadian oil names for a couple of years now. I'm currently building a position in Canadian natural gas.
he a smart guy for sure, but unfortunately had some dog picks. At least the guy looks at numbers unlike the tech pumpers. Ive taken a few names last week for the first time since Covid. I bought CPG at Covid lows at 1 and sold at 6. Still holding Exxon that I bought at 40 usd. Bought CVE, MEG, BTE and VRN last week as tax loss selling hitting them. Am I confident in 2025, not very but these 4 are giving me 3.5% combined dividends. If the market crashes, these could go down 50% or more.unfortunately but if we dont see a major crash, these should do ok to very well.
The risk of investing in some of the intermediate energy players - is the chance of privatization - as I ran into that scenario with Pengrowth energy 5yrs ago , suffering a considerable loss and robing investors of riding out the slump… / I wouldn’t touch anything less than an integrated - large cap player… such as IMO or CNQ
I agree , gas & oil has been low for a long time . Good to see Nat Gas get over $3 !! Antero works property I own , they never tell us anything . Their stock was very low a few years ago, then went way up very very fast , It has come down from the near term high . I don't watch them as I feel as an owner, I am already invested enough in oil & Gas . I do like your work with Metal stocks best for my investment $$$ . I think Antero and others would gain from pipelines in the works to the east coast .
Oil/Energy Stocks??? I have 2 EFTs, Both are Ninepoint: Energy Income & Energy. I was a LONG term holder of the mutual fund NP Energy then flipped it to the ETF. I own one broad general resource fund which is ~40% energy. I'm not smart enough for individual securities, nor can I commit the time for research. 21% of portfolio (not net worth) is in hard bullion & PM miners. ~11% hydrocarbons. I'm not in all the above for a quick buck, but to keep me solvent. I'm relying on Eric et al to do any quick-buck trades that may be appropriate. I'm too old to truly understand hi-tech, but must periodically own the stuff. What I have always and do know... Without energy, we stave & freeze, and all that Hi-Tech simply stops, including what I believe are frauds, the cryptos of the world, most emphatically the latest dumb idea from Donnie & Melania. Nice scam by the way you two. Good report Eric. You mirror my expectations, which are in no small part derived from you. Only time is the issue.
Great insights into a very cloudy market sector! I find it interesting that another one of your favorite guests is predicting $35 dollar oil in 2025/26. I usually buy $OXY any time it dips below $50 for a short term swing trade. Pretty reliable but only if the oil price is in a healthy range. Thank you, Charlotte & Eric.
I’ve been a driller, engineer, trucker and currently a lease operator in North Dakota. I’m deep diving into Vermillion Energy at the moment- a Canadian NatGas company operating in CA, AUS and Germany (great arbitrage). 2.26b cap, 84,000 BOE daily, $554m FCF,
Two years ago he was sure $100 oil was guaranteed and investor ignorance was the theme of the day…he has been wrong on every forecast he has made since!!!…nobody saw the geopolitics coming (it makes a great excuse for a seriously bad forecasts) and unfortunately Canadian mid cap operators, for which he has been pounding the table to promote, they are poorly managed, highly unqualified management
Sorry bud... I've followed Eric since he started his NP fund. Met & talked twice, listened to three public presentations, and watch on BNN & RUclips when I see him. We did hit $100 in his time frame, albeit briefly. I'd believe Eric before any single other analyst. I won't deny $55 IS possible this year, but only as a reaction. I fervently hope that happens as I will, as always, add again, as I did at -$15. I hope you are enjoying your Bitcoin and that you took down a ton of TrumpCoins.
Eric never disappoints, same thesis for the past 6 months and no names. Meanwhile his energy fund is -20% for the past 6 months. Save yourself the 30minutes and review his top holdings: ARC RESOURCES LTD BAYTEX ENERGY CORP CANADIAN NATURAL RES CENOVUS ENERGY CHORD ENERGY CORP MEG ENERGY CORP NUVISTA ENERGY LTD. PRECISION DRILLING TAMARACK VALLEY ENERGY VEREN INC
I drilled for Whiting Petroleum, Kodiak (acquired by Whiting years ago) and Oasis Petroleum. Whiting and Oasis merged under a restructuring of debt to become Chord and also acquired Enerplus this year. They’re more diversified in the mid stream so they offer a 7.5% dividend. Chord is the largest Bakken oil company you can own since Continental privatized in 2021 (I’m literally at a Continental well location right now in ND). Crescent Point and Enerplus were the strongest FCF yielding producers relative to market cap in 2022- both suggested by Eric- and Enerplus was strategically hedged on steel and diesel capex. Don’t conflate your assessment of the financial strength of Eric’s recommended stocks with the geopolitical/macro assessment of supply/demand metrics
More like the past 15 years. If you followed him over the years you would be broke. Covid gave his fund a chance to recover some devastating losses but it looks like that won't last long given he still buys stocks like Bagtex and Veren (Crescent point)
0:40 Chinese demands for oil not strong is due to the fact that China is turning more and nore to green energies. Now more than 35% of china's energy comes from renewable sources, and it is increasing year by year 18:00 gas will be the base loar
❓ Do you have oil stocks in your portfolio? Tell us in the comments!
Yes a lot of canadian oil companies which should have delived dividends and buybacks. It has been a huge disapointment. The future dont look too rosy for oil companies.
Bte xom bsm .
No but looking.
@@InvestingNews - Basically - exposed to - Nat Gas - through - TRP -
just enb, if that counts?
Eric Nuttall is a pleasure to listen to. I listen to Eric every chance I get and have been over weight Canadian oil names for a couple of years now. I'm currently building a position in Canadian natural gas.
What are some natural gas companies that good canadian investment?
Ouch
@@justanopinion-ub9pp TOU is a good gas name but you need to look and decide.😃
he a smart guy for sure, but unfortunately had some dog picks. At least the guy looks at numbers unlike the tech pumpers. Ive taken a few names last week for the first time since Covid. I bought CPG at Covid lows at 1 and sold at 6. Still holding Exxon that I bought at 40 usd. Bought CVE, MEG, BTE and VRN last week as tax loss selling hitting them. Am I confident in 2025, not very but these 4 are giving me 3.5% combined dividends. If the market crashes, these could go down 50% or more.unfortunately but if we dont see a major crash, these should do ok to very well.
Eric is a brilliant and wise money manager in the energy space. He is without question the key guy in canada to pay attention to
So many people need to watch this video Love how Eric explains energy demand growth in elementary terms. Simple stuff
( YES ) Eric - I fully agree with your stance on natural gas - I have a keen interest on manufactured methane from alternative sources…
Brilliant interview!
Great overview & guest. ❤
Eric is genius. 2 weeks into January. Coterra +12% Devon +15% PBF Energy +15% Valero +12%
Great interview/ questions Charlotte and responses from Eric!
TOU & TVE
Brilliant interview
Thank you. Useful information from a credible source
Mr. Nuttall's knowledge of oil markets and recollection of events is impeccable. Such a smart man's advice must be followed.
Eric always delivers a great interview
The risk of investing in some of the intermediate energy players - is the chance of privatization - as I ran into that scenario with Pengrowth energy 5yrs ago , suffering a considerable loss and robing investors of riding out the slump… /
I wouldn’t touch anything less than an integrated - large cap player… such as IMO or CNQ
true, but if they go private in 2025, you will get a premium to todays prices IMO.
I agree , gas & oil has been low for a long time . Good to see Nat Gas get over $3 !! Antero works property I own , they never tell us anything . Their stock was very low a few years ago, then went way up very very fast , It has come down from the near term high . I don't watch them as I feel as an owner, I am already invested enough in oil & Gas . I do like your work with Metal stocks best for my investment $$$ . I think Antero and others would gain from pipelines in the works to the east coast .
Good morning Charlotte Great interview ❤️
No mention of Russia ????
No talking about tariffs?
BUY CNQ? What USD$ Price?
Trading in a band right now. Grab on the low side of that band. Under $34-$35 is a fair price.
buy enb instead. pipelines from canada to the gulf. doesn't matter if oil is $1 a barrel or $100 a barrel, they get paid. plus huge dividend.
Oil/Energy Stocks??? I have 2 EFTs, Both are Ninepoint: Energy Income & Energy. I was a LONG term holder of the mutual fund NP Energy then flipped it to the ETF.
I own one broad general resource fund which is ~40% energy. I'm not smart enough for individual securities, nor can I commit the time for research. 21% of portfolio (not net worth) is in hard bullion & PM miners. ~11% hydrocarbons.
I'm not in all the above for a quick buck, but to keep me solvent. I'm relying on Eric et al to do any quick-buck trades that may be appropriate. I'm too old to truly understand hi-tech, but must periodically own the stuff. What I have always and do know... Without energy, we stave & freeze, and all that Hi-Tech simply stops, including what I believe are frauds, the cryptos of the world, most emphatically the latest dumb idea from Donnie & Melania. Nice scam by the way you two. Good report Eric. You mirror my expectations, which are in no small part derived from you. Only time is the issue.
Billions of people on earth live in energy poverty...all forms of energy are needed to serve these under supplied markets
Great insights into a very cloudy market sector! I find it interesting that another one of your favorite guests is predicting $35 dollar oil in 2025/26. I usually buy $OXY any time it dips below $50 for a short term swing trade. Pretty reliable but only if the oil price is in a healthy range. Thank you, Charlotte & Eric.
I’ve been a driller, engineer, trucker and currently a lease operator in North Dakota. I’m deep diving into Vermillion Energy at the moment- a Canadian NatGas company operating in CA, AUS and Germany (great arbitrage). 2.26b cap, 84,000 BOE daily, $554m FCF,
Wrong forcast on Oil for 2025.
Bought pbr at 9. Also got ec bp and fsenx
Two years ago he was sure $100 oil was guaranteed and investor ignorance was the theme of the day…he has been wrong on every forecast he has made since!!!…nobody saw the geopolitics coming (it makes a great excuse for a seriously bad forecasts) and unfortunately Canadian mid cap operators, for which he has been pounding the table to promote, they are poorly managed, highly unqualified management
Sorry bud... I've followed Eric since he started his NP fund. Met & talked twice, listened to three public presentations, and watch on BNN & RUclips when I see him. We did hit $100 in his time frame, albeit briefly. I'd believe Eric before any single other analyst. I won't deny $55 IS possible this year, but only as a reaction. I fervently hope that happens as I will, as always, add again, as I did at -$15. I hope you are enjoying your Bitcoin and that you took down a ton of TrumpCoins.
Would have liked some suggestions!
Just look at his portfolio
there is no such thing as having too much energy
60 is the floor
Eric never disappoints, same thesis for the past 6 months and no names. Meanwhile his energy fund is -20% for the past 6 months.
Save yourself the 30minutes and review his top holdings:
ARC RESOURCES LTD
BAYTEX ENERGY CORP CANADIAN NATURAL RES CENOVUS ENERGY
CHORD ENERGY CORP
MEG ENERGY CORP
NUVISTA ENERGY LTD. PRECISION DRILLING
TAMARACK VALLEY ENERGY VEREN INC
I drilled for Whiting Petroleum, Kodiak (acquired by Whiting years ago) and Oasis Petroleum. Whiting and Oasis merged under a restructuring of debt to become Chord and also acquired Enerplus this year. They’re more diversified in the mid stream so they offer a 7.5% dividend. Chord is the largest Bakken oil company you can own since Continental privatized in 2021 (I’m literally at a Continental well location right now in ND). Crescent Point and Enerplus were the strongest FCF yielding producers relative to market cap in 2022- both suggested by Eric- and Enerplus was strategically hedged on steel and diesel capex.
Don’t conflate your assessment of the financial strength of Eric’s recommended stocks with the geopolitical/macro assessment of supply/demand metrics
More like the past 15 years. If you followed him over the years you would be broke. Covid gave his fund a chance to recover some devastating losses but it looks like that won't last long given he still buys stocks like Bagtex and Veren (Crescent point)
0:40 Chinese demands for oil not strong is due to the fact that China is turning more and nore to green energies. Now more than 35% of china's energy comes from renewable sources, and it is increasing year by year 18:00 gas will be the base loar
What are you on about?
China has been bringing online lot of new coal burning power plants to generate electricity.
China is building lots of coal burning power plants.
we will take trumo to task if does not lower the oil prices by half.........he will be ruined
People love him. I think he'll BS himself out of it & skate free & clear.
Bros eyes - definitely on something
The Eric Nutall's asset management is so weak that is incomprehensible how he is always invited to speak about the energy markets. He is a bad manager
check out eric's eyes .. is he ai generated?
Thesis statement should be based on facts and not
opinions or personal beliefs
To beat the Big Oil gasoline price rip-off, buy an EV.
😂😂