This is interesting.. Analysts expect $VST to grow EPS by +435% between 2025-2028. Meanwhile... Trump, CEO, COO, Thiel, and Pelosi are all heavily positioning into the stock. This is starting to make more a more sense to me. $META / $AMZN contracts are the massive uplift. Heck, even Berkshire Hathaway is bullish datacenters and energy. $VSTread more
Well if things couldn't get worse, they are as China is halting fuel exports as of now. Fuel exports from China soared between July and September, but it appears new restrictions are in place in October as China did not authorize fuel exports beyond Hong Kong and Macau ahead of the week-long Golden Week public holiday starting on October 1. It is not clear if China would authorize any fuel exports after the holiday week ends on October 7. Analysts last week said that China could lower its fuel exports again in October, potentially tightening the global fuel market further, as domestic gasoline and diesel inventories have slumped to multi-year lows. October exports could be lower due to the seven-year-low gasoline and diesel inventories in China, GL Consulting, a consultancy owned by MySteel, said last week. https://oilprice.com/Latest-Energy-News/World-News/China-Halts-Fuel-Exports-Until-Further-Notice.html
Did You Know? Canada 🇨🇦 is the world’s 2nd largest producer of uranium, 4th largest in oil production, and 5th largest in natural gas, making Canadian resources a critical cornerstone for global energy security! Speaking at the Canada Investment Summit, former 🇨🇦 Prime Minister Stephen Harper outlined a shifting market outlook for Canada. Facing trade friction and global supply chain realignments, Canada is doubling down on regulatory reform to fast-track major infrastructure and position itself as a global energy superpower across oil, natural gas, hydro, and uranium. Here is how both CAD and USD investors can position for this evolving Canadian energy and resource play: For Canadian 🇨🇦 Dollar Investors (CAD) Direct Canadian Energy & Resource Leaders: Canadian Natural Resources ($CNQ), Suncor Energy ($SU), and Cameco Corporation ($CCO) for direct exposure to oil, natural gas, and uranium. Energy Sector & Broad Market ETFs: iShares S&P/TSX Capped Energy Index ETF ($XEG) or Vanguard FTSE Canada All Cap Index ETF ($VCN) for diversified exposure to Canadian resource heavyweights. For US 🇺🇸 Dollar Investors (USD) Cross-Border Energy Stocks: NYSE-listed Canadian majors like Canadian Natural Resources ($CNQ) and Cameco ($CCJ). Energy & Infrastructure ETFs: Energy Select Sector SPDR Fund ($XLE) or Global X Uranium ETF ($URA) to capture global energy demand and resource security trends. — This is for educational and informational purposes only and does not constitute financial or investment advice. read more
I posted the news earlier this morning. BUT as of 45 minutes ago, after 6 LADDER SELLS into the $ATH price rising above the announced agreed buyout price of $12.00 from $CVE of ATH, my 45 month journey with what was my biggest investment success of my investing life ENDED. And... while I predicted a year ago after CVE bought MEG and said ATH is on the top of the list to be one of the next big Canadian buyouts (likely it being CVE since ATH and CVE already were in a JV with each other for 2 years), I really am more disappointed and sad about the news than I am excited about the cash that was realized today which i must now find new investments targets for. CVE agreed to buy at $12... but honestly... like was the case with MEG... ATH had a far brighter future on stock price than $12! From what their plans were and with NO DEBT... and printing money each day, many analysts like Eric Nuttel forecasted $20 in their near future. And that will now not be the case. I first found and bought ATH back Jan 5th, 2023 at $2.18. and as you can see from my attached chart on my investing journey with ATH... there were a lot of accumulations... and my often talked about stories and videos about how I used ATH to do structured SWING TRADING on it to really milk out much bigger gains and accumulations... until i reach 30,000 share this summer. I truly loved this stock - even though you are not supposed to love a stock. BUT this one - I did! It never disappointed me. So... when I made my last trade of my last 5000 shares at $12.15... it was with a heavy heart that I lost my fave child in my portfolio. It was my LARGEST position in my entire portfolio by far. AND... where I could say before today that I was a HYBRID investor... as of now ... I am now almost a pure INCOME INVESTOR... 98% INCOME... 2% GROWTH. For those that got into ATH because of my journey - I I hope it paid off for you all too. No one should follow someone else's investment decisions without researching yourself. But if you did you would have seen what I saw... and congrats to you too!read more
According to BNN, navigating today's markets requires looking past short-term hype and focusing on clear valuation fundamentals. While broad equity markets face stretched multiples, key commodity sectors continue to generate strong underlying cash flows and enjoy structural global demand. Did You Know? 🧐 European natural gas recently traded at roughly US$27 per Mcf, nearly 10 times higher than the U.S. Henry Hub benchmark price of under US$3! That massive geographical price disconnect means select North American producers with international delivery access or overseas assets are generating eye-popping profit margins compared to strictly domestic drillers. Market Outlook The broader U.S. market is looking historically expensive, with the Shiller PE ratio sitting above 40 (compared to its long-term average around 17). In an environment where major indexes carry elevated valuation risk, energy remains exceptionally well-positioned to lead. Crude oil is expected to stay supported near the US$100 mark due to tight global supply, even while North American natural gas prices face near-term pressure. Stock selection is critical: Look for discounted energy producers with strong balance sheets, operational catalysts, and exposure to international markets where regional natural gas and crude command massive premiums. Key Funds & Tickers to Watch For 🇨🇦 CAD Investors: * Broad Energy ETFs: $XEG (iShares Canadian Capped Energy ETF) * Focused Energy Producers: $SDE (Spartan Delta Corp.), $KEL (Kelt Exploration Ltd.) * Broad Market Backup: $XEQT (iShares Core Equity ETF Portfolio) For 🇺🇸 USD Investors: * Energy Sector ETFs: $XLE (Energy Select Sector SPDR Fund) or $FCX (Freeport-McMoRan - Materials/Copper) * Global Energy & Supply: $OXY (Occidental Petroleum Corp.) or $XOM (Exxon Mobil Corp.) * Broad Market Backup: $VOO (Vanguard S&P 500 ETF) How are you positioning your portfolio right now? Are you holding broad index funds like $VOO or $XEQT, or trimming expensive tech to pivot into value and high-yield energy plays like $SDE or $XLE? Drop your picks below! — This is for educational and informational purposes only and does not constitute financial, legal, or investment advice. read more
Hey @goldenlarchinvesting ... remember this post you made a year ago right after CVE bought MEG energy? I posted a couple comments on that blossom post you made about that video.... Seems I pretty much nailed that $ATH would be one of the next to be bought and that it would likely be $CVE that does it :) It was only common sense. They were already in a JV with each other months earlier meaning the two companies already liked each other and had good synergies. AND with MEG off the top of the list... ATH was in my opinion on the top of the list (ARC and a couple others beat ATH this year - but it still happened this year). Looking forward to your video talking about this acquisition!
I was just shown the news this morning that Cenovus $cve agreed to buy my $ATH for $12 a share or converted shares of Cenovus ... or a portion of each. my run of my biggest investment of my life has come to an end. i made a lot of great money from it over the past 4 years... (my only multi bagger) and will exit with one more nice exit price. but... i wished it would have been left alone... as it would have eventually reached $20 or more in the coming years.
Check out this global breakdown of crude oil reserves (in billion barrels). These top 20 countries control nearly 87% of the world's total oil supply! Key Takeaways: * Top 3 Giants: Venezuela (303.8B), Saudi Arabia (267.0B), and Canada (168.1B) lead the world in total reserves. * North American Power: Canada ranks #3 and the U.S. comes in at #9 (71.4B), making North America a massive energy hub. * Middle East Concentration: Saudi Arabia, Iran, Iraq, UAE, and Kuwait dominate the top 10. How to Invest in Energy - for CAD & USD DIY investors. If you want energy sector exposure in your portfolio, here are straightforward ways to hold energy producers and broad funds: * For CAD Investors: * $XEG – Broad Canadian energy sector ETFs holding major oil producers. * $SU (Suncor Energy) – Large-cap Canadian integrated oil and gas producer. * $CNQ (Canadian Natural Resources) – Top crude oil and natural gas producer in Western Canada. * For USD Investors: * $XLE / $VDE – Broad U.S. energy sector ETFs tracking major global producers. * $XOM (ExxonMobil) – Major U.S. integrated oil and gas corporation. * $CVX (Chevron) – Global energy company with massive production operations. Are you overweight in energy stocks right now, or sticking to broad market index funds? This is for educational purposes only and is not financial advice. Always do your own research before making investment decisions. read more
Cenovus: buying Athabasca Oil for $5.7B after acquiring MEG — continuing to consolidate long-life oil sands assets. Suncor: selling $1.2B of offshore assets and increasing monthly share buybacks from $500M → $750M. Neither strategy is necessarily right or wrong. Which would you rather own right now?
As my handle suggests, I’m kind of an “Energy Guy” 🤡. This week, I sold a bit of Black Gold to buy some Yellow Gold 🫣 Took profits by selling 1,000 $WCP Whitecap Resources at 18.64. Sold 500 in the RIF to draw funds from & 500 in the TFSA. Also sold 250 $CVE Cenovus Energy at 46.20 in the TFSA I didn’t want to sell but felt compelled to take some big gains and diversify the portfolio a bit 👍🏻 For the TFSA, I bought back 500 $NXE at 13.88 after the recent drawdown Also started the first position in Precious Metals in decades! With all the turmoil out there, a little gold serves as a bit of portfolio “insurance”. Like all insurance, I hope I NEVER USE IT😬😬 Bought 888 $BTO B2Gold at 7.43 and 18 shares of $AEM Agnico Eagle Mines at 276.50. Anyone else shifting a wee bit into precious metals? PS - Energy still makes up 60% of my portfolios so I’m not bailing out folks 🤡 Energy makes ALL of Canada 🇨🇦 Stronger & more Independent 🤠Never a 51st State! read more
I have been looking forward to $CJ Cardinal Energy to sanction an increase of their Reford II SAGD nameplate capacity from 4,250 to 6,000 BOE/Day 🥂 *incremental cost of 40M *no change in project timeline > first steam in summer of 2027 > ramp up to nameplate capacity early Q4/2027 *currently producing about 25,500 BOED *with added conventional production of 1,000 BOED through the drillbit by year end, and 6,000 from Reford II reached at nameplate, thus could put Cardinal in the 32,500 BOED mark come Jan 1/2028 👏🤠🤠🤠 Cardinal is a leader in these modular mini SAGD Projects! It gives them a unique niche to fill and transforms them into a far more sustainable, low decline, longer life “manufacturer” of oil 👍🏻 Looking at the newest September Investor Presentation, you can see opportunities for further growth in the SAGD area *Kelfield for 4,000 to 6,000 BOED *Handel-Sparky - an exciting new heavy oil pool being delineated with indications of an 8,000 BOED resource 💥💥💥💥 Cardinal Energy is one of my 3 Energy Conviction Buys and this news makes their story even more compelling. Any other happy CJ holders out there?💥💥💥 Energy makes ALL of Canada 🇨🇦 Stronger & Independent 👍🏻Never a 51st State 🤮🤢🤮read more
Today I tweaked my RIF Energy holdings 🤠 Sold 500 $CVE Cenovus Energy for 43.63 Bought 1,000 $WCP Whitecap Resources for 18.025 Today WCP fell twice as much as CVE so I swapped them out. This increases my yearly dividends by $290. Not the main motivator for the trade but meaningful to note Also bought a speculative Energy play located in the People’s Republic of Europa 🤡🌎 Took a starter 10,000 share position in $CCEC CanCambria Energy that has prospects in oil and gas in Hungary. This microcap just raised equity to explore their lands. Warrants were issued that I will keep my eyes on. They will have a 36 month life span with an Exercise Price of 0.40/share. This is highly speculative and I am prepared to lose it ALL. What is your Roll the Dice stock when you want some degenerate action? 😈It’s always good to know what you own and why Energy makes all of Canada 🇨🇦 stronger & more independent. Never a 51st State Never a forced citizen of the Clown 🤡 Reich! read more
Hey fam- as you may know Energy Transfer ($ET) will be delisting voluntarily from New York Stock Exchange and listing itself at Texas Stock Exchange, which is not yet supported by Wealthsimple. What are you guys thinking of doing with your ET shares and contracts? I think one option is to move ET shares to other broker like Questrade? But we cant move contracts in my understanding. I asked WS and they said I wont be able to sell my contracts in wealthsimple once it is delisted…and they will be lost..
$ENB is down 17.06% the last three months… A lot of different things going on with higher bond yields, the recent equity raise(now closed as of Sept 14), and some concerns around debt. That being said, $ENB still has $41B in backlog and a strong dividend track record. Have you been buying or staying on the sidelines waiting for a better price? $ENB$ENHI
Congrats to $SHEL and $TRP on cutting LNG buildout costs. Unfortunate for $CLF It’s also hilarious that the liberals want to sue $CLF over the layoffs caused by their own trade negotiations while giving away business to China.
I‘ve been holding VST for only about 1-2 weeks now and im up a bit more than 16%. Should I take profit? My original thought was to hold long-term but seeing the massive profit today im not fully sure anymore. I‘d love to hear another opinion about the stock.
Suncor is selling its non-core offshore assets to Ithaca Energy Under the agreement, Ithaca will make an upfront payment $1.2 billion plus up to an additional $350 million in contingent payments, based on future oil prices. The deal includes a 48 per cent interest in Terra Nova, a 40 per cent interest in White Rose and a 38.6 per cent stake in interest in West White Rose. https://www.bnnbloomberg.ca/markets/oil/2026/10/05/suncor-selling-non-core-offshore-assets-to-ithaca-energy/
Enbridge believes that U.S. crude oil production will continue to play a critical role in meeting global energy demand for decades and this transaction further positions the Company to lead this mission. Specifically, this acquisition provides Enbridge with a strategic connection between the Bakken, Powder River Basin (PRB) and Denver-Julesburg (DJ) basins through Cushing and complements Enbridge's existing Express-Platte system. The Company expects the acquired business to generate significant free cash flows, provide future growth and create opportunities for operational synergies over time across its broader liquids pipeline network. Enbridge has issued shares by underwriters of the Big 5 to pay for the deal at $66.85 a share almost 3 dollars below today's close https://finance.yahoo.com/energy/articles/enbridge-acquire-tallgrass-crude-transportation-201400912.html
