Charting the world of investing since 2010.
Joined April 2022
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MapleBarrelAlpha retweeted
BREAKING: Yemen's Houthis announce they just struck Saudi Arabia's East-West crude oil pipeline and multiple of its pumping stations, as well as 6 other Saudi targets, including Saudi Aramco oil facilities.
MapleBarrelAlpha retweeted
They have arrived! Sutter’s “The Code of the West.” Some of the best stuff is in simple concepts like “truth hurts, truth helps.” Talks about trying to guide an early, passionate Jarome Iginla (with truth!), dressing rooms and culture, and family. indigo.ca/products/the-code-…
MapleBarrelAlpha retweeted
Congrats to Brady Tkachuk for finally scoring a goal in a big game where the Sens got a win.
There's a first time for everything
MapleBarrelAlpha retweeted
Is Cenovus the new CNQ?
Veteran value investor @KimSharingValue of Sionna Investment Managers picked Cenovus Energy (CVE.TO) before it doubled—and she believes there's still more upside ahead.
Cenovus remains one of her largest holdings at roughly 5% of the portfolio. In fact, Shannon sold Canadian Natural Resources (CNQ.TO) in favour of Cenovus, believing it offers greater growth potential.
She points to a highly regarded management team with significant skin in the game, a strong track record of acquisitions, and potential benefits from changes to Canada's energy regulations and tax regime.
With oil around $100 a barrel and consolidation reshaping Canada's energy sector, could Cenovus become the new gold standard for Canadian oil stocks?
Watch the full episode of In the Money with Amber Kanwar! youtube.com/watch?v=QYdI010V…
#Cenovus #CNQ #CanadianEnergy #OilStocks #Investing #TSX
MapleBarrelAlpha retweeted
Wow, SPR drainage resumes as we speak?😳🪒
API Inventory Moves 10/14 (including the rest of the data)
Crude -11.12 million
Gasoline +1.1 million
Distillates -1.5 million
Cushing +1.823 million
SPR actual +0
#oott #crudeoil #gasoline #distillates #API
MapleBarrelAlpha 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.
MapleBarrelAlpha retweeted
Just now, David Eby confirms that he has his kids in $10/day taxpayer-subsidized daycare.
Approx. only 10% of BC daycare spots offer $10/day daycare. Most families who want in can't get a spot.
As Premier, Eby earns $227k/year. Eby's wife is a doctor. Their household income is likely well over half a million dollars per year.
We don't resent British Columbians who are successful (we want more people to succeed).
But where there are wait lists, surely a wealthy family like Eby's shouldn't be taking advantage of $10/day daycare. Think about a working single mother? David Eby deserves the spot more than her?
MapleBarrelAlpha retweeted
RUSSIA HIT KHARKIV’S MAIN POWER PLANT HOURS AFTER TRUMP ANNOUNCED AN ‘ENERGY CEASEFIRE’, WITH ZELENSKY CONFIRMING THE HIT ON CHP-5 — A MAJOR HEAT-AND-POWER FACILITY — AND SAYING RUSSIA CARRIED OUT MORE THAN 200 ATTACKS ON UKRAINIAN ENERGY INFRASTRUCTURE IN THE PAST WEEK ALONE, KILLING MORE THAN 150 AND INJURING OVER 700
MapleBarrelAlpha retweeted
Trump used tons because it makes the number sound bigger.
Even if true, that's 0.12 million b/d in November.
So funny.
MapleBarrelAlpha retweeted
Oil prices are being whipsawed by geopolitics, while consolidation in Canada's energy sector is accelerating. This week, Cenovus announced a $5.7B deal to buy Athabasca Oil.
Who's next? And where are oil prices headed?
@Cole_Smead of Smead Capital Management joins us on In the Money.
What should we ask him? 👇
MapleBarrelAlpha retweeted
Volatility precedes phase transitions. in this case it is obvious (to me) that oil is about to rerate deep into the 100s
MapleBarrelAlpha retweeted
Asked friends post announcement that happened to be senior technical staff at Cenovus ( cuz we old now) asked how people feel about the Athabasca deal. Seems like most like it one even said “We are the best in SAGD, give us a SAGD field we will make it better.” Fully aligned with the vibes. Zero finance friends talking about the value of Leismer CPF and L8 pad adjacent geology. $CVE.TO 🫡🪒
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