TSE:TOU

Tourmaline Oil Corp (TOU.TO)

61.82
-0.57 (0.91%)
as of Jul 17, 2026, 4:03:46 pm Market Open.
836 watching
0
Investor Insights
star iconJul 17, 2026, 12:00 am

This summary was created by AI, based on 64 opinions in the last 12 months.

Tourmaline Oil Corp (TOU) is recognized as Canada's largest natural gas producer, with strong management and a significant market position in the Montney region. While the stock has been somewhat range-bound recently, oscillating between $58 and $70, many analysts express optimism about its future potential, primarily driven by the ramp-up of LNG Canada and infrastructural investments that are expected to bolster cash flow in the long run. Experts highlight the company's good dividend yield and its ongoing efforts to enhance operational efficiency. Though some have noted the volatility in the energy market, particularly due to geopolitical factors like the US-Iran conflict, the consensus seems to favor TOU as a solid long-term investment given its strategic initiatives and assets. Concerns about short-term profitability and capex versus shareholder returns remain, but the outlook for natural gas demand and pricing appears constructive over the next few years.

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Consensus
Positive
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Valuation
Undervalued
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BUY
They want to get their stock price up. The group has been really cheap, following the direction of the commodity rather than the fundamentals. 3.6x, in line with peers, but 1/3 of where it was at the top in 2013-14. Excellent balance sheet. 17% cashflow per share growth. $106 price target. Special dividend and a lot more to come.
TOP PICK
Price of natural gas is providing excellent source of cash flow. Could rise higher given conflict in Ukraine. Believes company is extremely well managed. Run the business like owners with skin in the game. Special dividends and regular dividend sums up to ~5%. Very positive outlook for the company.
PAST TOP PICK
(A Top Pick Apr 08/22, Up 8%) Best nat gas name in Canada. Production will grow about 10% this year. Net cash on balance sheet. Huge amount of cashflow at these prices. Special dividends, buybacks. Core holding. Run very well. Good medium- to long-term investment.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 15/22, Up 42.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TOU triggered its stop at $69.50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 58%, when combined with previous buy recommendations.
SELL
Selling shares as believes it is a good time to take money off the energy table. Worried that we are at the top of the energy bull market. Natural gas prices are not sustainable. No shortage of natural gas(short term squeeze).
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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 15/22, Up 61%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TOU is progressing well. To remain disciplined, we recommend trailing up the stop (from $61.50) to $69.50.
DON'T BUY
Believes it is a good time to sell energy and de-risk portfolio (if already own it). Not sure there is any upside left for the company. Stock price must come back to Earth.
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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 15/22, Up 47.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TOU is progressing well. We now recommend trailing up the stop (from $47.50) to $61.50.
COMMENT
Question was on derivative loss. He doesn't follow the company closely so doesn't know the situation. Could be related to hedging which can account for book losses for many companies. Tourmaline is one of the best manged oil and gas companies in Canada and management is considered conservative.
PAST TOP PICK
(A Top Pick Mar 24/20, Up 799%) Team has done a fabulous job. Now the largest Canadian nat gas producer. Buy on weakness and hold for 4-5 years. Could potentially be $120-150 if it became a friendly acquisition target. He sold on recession concerns.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the best Canadian energy companies to purchase today. Has the most amount of confidence right now Debt is very low and management has been excellent. Growth is high. Unlock Premium - Try 5i Free

TOP PICK
Believes energy industry very strong at the moment. Company is well positioned with natural gas and oil weighting. Aggressive drilling program this year will see further growth in production. Sell majority of product to USA, which has strong natural gas prices. Expecting cash flow to increase. Very little debt will result in capital being returned to share holders.
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PAST TOP PICK
(A Top Pick Mar 15/22, Up 35.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TOU has achieved its $59.50 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $42.50) to $47.50.
BUY
Canadian energy companies are cheap and haven't yet recovered from pre-pandemic highs. This is a very good company with lots of upside. Fair market value is over 100% above current price. An easy near term target is $75.00.
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TOP PICK
Stockchase Research Editor: Michael O’Reilly We reiterate TOU, a top Canadian energy producer, as a TOP PICK. Trading at only 1.4x book and spinning off record free cash flow and earnings up 58% over the year, it is good value. It pays a good dividend backed by a payout ratio under 15% of cash flow. We recommend trailing the stop to $42.50, looking to achieve $59.50 — over 23% upside. Yield 1.64% (Analysts’ price target is $59.33)
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