From 18 cents to $12 per share. Ninepoint's 2021 investment in Athabasca Oil has turned into a massive gain following Cenovus Energy's proposed acquisition of the company. Led by @ericnuttall and the Ninepoint Energy Fund team, the investment reflects a high-conviction view on Athabasca's assets and long-term potential. bit.ly/4ezgATm
Disclaimer: bit.ly/3TLnspP
Ninepoint Partners retweeted
We have in our energy strategies for the past ~2 months been defensively positioned. YTD returns have been solid and we feared bad energy policy from the WH (diesel export ban, etc.) ahead of the US mid-terms. With only 20 days to go to the election, we think that risk has been largely eliminated. The 2027 WTI strip is $84 offering eye-watering free cashflow yields for some, the situation in the Middle East continues to worsen with no end in sight, and for the first time in a decade we have a Canadian Government that is supportive of the energy sector. Despite some stocks appreciating by 70%+ YTD and making all-time highs, they are in some cases cheaper today than they were on January 1st. Given this, we have been deploying some of our cash, and continue to believe that we remain in a multi-year bull market for energy stocks.
Join us tonight at 7 PM! 🕖 bit.ly/4dAj1Vr
Join us for a discussion of two areas attracting investor attention: the U.S. equity market and sector & thematic strategies. John Wilson, our Co-CEO, and Karl Cheong, CFA, our Head of ETFs, will give DIY investors a behind-the-scenes look at our HighShares approach. Register today: bit.ly/4hDCTti
Join us for a discussion of two areas attracting investor attention: the U.S. equity market and sector & thematic strategies. John Wilson, our Co-CEO, and Karl Cheong, CFA, our Head of ETFs, will give DIY investors a behind-the-scenes look at our HighShares approach. Register today: bit.ly/4hDCTti
Ninepoint Partners retweeted
"There aren't many more inventories to drain in the West. We drained the available inventory."
-Russell Hardy, CEO of Vitol
The Ninepoint Enhanced Canadian HighShares ETF (TSX: ECHI) recently celebrated its first anniversary. 🎂
Here's a look at how it performed in its first year. Learn more: bit.ly/4j9ZrD6
Only way to dig ourselves out of our fiscal woes' is a 'strong and vibrant energy sector': @ericnuttall.
My thoughts on Cenovus acquiring Athabasca and what it means for the Canadian oilpatch:
youtube.com/watch?v=6yGD-1I6…
Our Head of ETFs, Karl Cheong, joined @candacemountain to discuss our newest HighShares ETFs, USHI and EDHI.
They chatted about the opportunities in U.S. equities and the aerospace & defence sector, how our covered call strategy works, and the role these ETFs can play for income-focused investors.
What should investors be watching for over the next several months? Eric Nuttall highlights two key developments he’s watching closely in the energy market.
Learn more about Ninepoint’s Energy Fund ETF. bit.ly/4AqponX
Defence has changed. So has the investment opportunity. Meet EDHI, the Ninepoint Enhanced Aerospace & Defense HighShares ETF, now trading on the TSX. bit.ly/4y8eMc0
ECHI showed Canadian investors a different way to approach equity income. As we spoke with DIY investors, one thing became clear: there was appetite for the same HighShares approach in the U.S. market.
So, we built it. Meet USHI, now trading on the TSX. bit.ly/4hEDASQ
Ninepoint Partners retweeted
42 days to go until the mid-terms, and pressure is mounting on President Trump to do anything or say anything to get energy prices down. Position accordingly...we are.
TSX: EDHI provides focused exposure to global aerospace and defense companies, combined with a covered call strategy designed to generate regular income and the potential for long-term capital appreciation. Learn more: bit.ly/4y2Jkf7
What does “twice-monthly distribution” actually mean? It means the fund’s monthly distribution is split into two payments, giving investors access to their distribution more frequently. Twice the paydays, not twice the pay.
✅USHI: bit.ly/4hgjQDK
✅EDHI: bit.ly/4h1PbeL











