Vancouver Island Guy π
@VanIsleInvestor
Husband, Dad, Past V.P. Canada. Investor. Sharing Key Public Trades. Fresh & Salty π£ . Info is not financial advice π
Well, Well, Well... Our trip to their Office in Alberta with everyone working late Sunday night was a thing after all...π
SCOOP: Oilsands giant Cenovus Energy is said to be preparing a bid for MEG Energy, setting up a potential challenge to Strathcona Resources' hostile takeover offer. financialpost.com/commodities/en⦠$CVE.TO $MEG.TO $SCR.TO #OOTT #com #cdnecon
$WCP Whitecap Resources - Q2/25 Results - Ahead of Street

Natural Gas β who is most exposed? Recently, the combination of soft Henry Hub prices and wider AECO differentials has put gas producers in focus. For gas producers with the most exposure to fluctuations in pricing, we point to $AAV, $BIR, $KEL, which have minimal hedges inβ¦
Canadian E&P Total Oil & Gas Production Hedged 2025 & 2026 $AAV $ARX $BIR $HWX $KEL $KEC $NVA $PEY $POU $TOU $TVE $WCP

Nat Gas Producer Commodity Exposure and Hedging Approach $AAV $ARX $BIR $HWX $KEL $KEC $NVA $PEY $POU $TOU $TVE $WCP

$CMG Chipotle Mexican Grill - Tough Top pick today

Interestingly enough, all websites for WTI Oil pricing today are virtually in sync... ?
BNN Brianne Gardner Top Picks: π $ABT Abbott Labs - Healthcare under pressure. Diversified player in healthcare . 60% outside U.S. 10/10 fundamentally. 24X 1.91% yield Target $141.89 (Not cheap stock, see 14% upside from here) π $CMG Chipotle Mexican Grill 43X Target $60.61 πβ¦
BNN Brianne Gardner Past Picks: π $V Visa Up 30% π $UNH United Health Down 49% - We averaged down and bought at $273. Weakness is compressed and we see it as having upside from here 9/10 and 25% upside from here. π $LULU Down 23% Sold in December. Stock looks to beβ¦
BNN Heger $RCI.B Rogers Communication Rogers did better than expected with the quarter results in a tough competitive environment. Rogers has estimated the value of the Sports component of the company at approx. $15 billion which is not reflected in the stock currently. Rogersβ¦
$SCR Strathcona Announces Q2 2025 Conference Call

Oil rises on Japan trade deal and stronger demand indicated by US inventories

$CNQ Canadian Natural Resources - Exercise of options and Sale of 60,000 shares for approx. $2,632,410
