NAV Information

Valuing Canadian Energy Companies

Tagged: Valuation

Seven Generations Stock Chart

Companies

Greed meet Risk

The recent stock price drop in Seven Generations reminds us that valuation matters and even the most popular stocks can have a reassessment by the market as to what they perceive the value of...

Blackpearl Resources

Companies

Blackpearl Resources, A Smallcap Gem

After updating the Q2 financials for all the Energy companies it is time to write about some of the best stocks that are being screened by the information in the DataTable.  One company that...

Pumpjack

Companies

PennWest – Significant Asset Sale

PennWest Petroleum recently announced a significant asset sale that realized $975 million by selling their Saskatchewan Dodsland Viking assets.  This has transformed the company and likely enabled it’s survival(unless it is taken over).  It...

Oilsands Plant

Companies

Suncor, Great Company but Overvalued Stock

I thought it was time to start profiling some companies that are popular investments to see what their valuation is like and to argue their investment thesis.  For this post we will look at Suncor,...

Drilling rig

Data Table / Reserve Reports

Summary of 2015 Results

The last of the 2015 yearend reserves have been updated on the website, and two new companies have been added to the coverage, Cequence and Leucrotta. This week and I thought it was time...

CNRL Product Portfolio

Companies

Buy CNRL not XEG – the Energy Index ETF

While I don’t make buy or sell recommendations on this website, I thought it would be good to go over the valuation of the TSX Energy index and by default definition then the XEG...

Drilling rig

Companies

Penn West Petroleum, Great Value, High Risk

Penn West Petroleum is an interesting company from the valuation point of view in that they have a Stock price that is much lower than their net asset value, when looking at the 2014 yearend reserve report,...