Tourmaline Oil Corp (TOU.TO) Buy, Sell or Hold

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Tourmaline Oil Corp (TOU.TO)

62.33

-0.06 (0.10%)

as of Jul 17, 2026, 7:48:54 pm Market Open.

836 watching

Investor Insights

Jul 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.

Consensus

Positive

Valuation

Undervalued

Similar

ARX,ARX

TOP PICK

A nat. gas producer, the premium company. They are moving more towards liquids. It has an excellent balance sheet. A year from now they will be able to raise the dividend yet again. It has a lot of free funds flowing. He has a target of $24 in one year. (Analysts’ price target is $26.96)

WATCH

One of the top 5 mid-cap great western Canadian companies. He bought ARC instead. TOU isn't over-dividending. Going to be almost 30% LNG going forward. You'd want some sort of technical bounce before going in. (Analysts’ price target is $27.00)

BUY

It is one of his favourite names. The liquids will go up a little this summer. They are talking about 300 BOEs this year. This company is one of the largest he covers. 2% yield. It is the cheapest he has ever seen for one of these companies. Book is $28 and it got to $20. Below $18 it is a table pounding buy. This is a name you want own at under 20% debt.

COMMENT

Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour. It will be a long process to make money.

BUY

Natural gas producer. It is a top pick on his action alert buy list. You get a dividend yield. They are moving to add more liquids. They are talking about having more cash flow. They may add to their dividend or to stock buy backs.

PAST TOP PICK

(A Top Pick Mar 08/18, Down 8%) One of the biggest gas producers in Canada. He is surprised it has been as stable as it has. It has done a good job with hedging and market diversification. Still a core holding.

STRONG BUY

It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)

COMMENT

He is not enamored with natural gas right now. He feels management is able to beat expectations, which should allow them to get re-rated going forward by the analysts.

COMMENT

All energy stocks have been hammered. TOU has good managers. It's cheap at 17x PE, but low ROE and missed a recent quarter. Their saving grace is their balance sheet. TOU is on the list of strategic acquisition for the big players.

BUY

Tourmaline vs. Vermillion TOU is well-managed. Natural gas has enjoyed nice pop lately. He likes VET for their acquisitions, because they can access an international price on oil (not the much-lower WCS), and have seen strong growth in recent years as the valuation has decreased. Balance sheet is solid. He predicts WTI will settle at $60 and the WCS differential will narrow.

BUY

Management are significant shareholders of the company. Debt is only 18%. This summer was the one time you could buy this one under book value. You buy the assets at a 25% discount to what it cost them to build it. They are moving more towards liquids and building facilities for them. (Guest's target: $34.00)

BUY

Need to be careful on the gas recovery. It is primarily a weather trade. If you are bullish on gas, this is a solid name.

COMMENT

Nat gas prices have barely risen in Canada. This is one of his few Canadian energy stocks. They signed long-term contracts priced when natural gas was higher, and sell in various markets so benfit from those currencies. Their cash flow growth has slowed, but it's 3.7x this year and 3.2x in 2019. Well-managed company. Bide your time here. One of the best stocks in this sector.

BUY ON WEAKNESS

This is a trophy stock. It is one of the best run companies. It was $60 in 2014. Their production is 18% liquids and they are bringing on more liquids. They will be a significant beneficiary of LNG Canada for 2023, along with Painted Pony, Birchcliff and Bonavista. They have increased their dividend from 0 to a 2% yield. He expects cash flow above $4 per year. Book value is $27. He expects it to drop below $20 in tax loss selling season and sees that level as a table-pounding buy.

TOP PICK

The second largest natural gas producer in Canada. Half of its value is in the infrastructure it owns. It has been a laggard in the market, but its stock is highly correlated to natural gas prices, which is not representative of the fact only 24% of their production is sold into the depressed AECO market. Their liquids cut is up to 20%. A good candidate to benefit from a LNG project announcement. Yield 1.7%. (Analysts’ price target is $29.44)

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Tourmaline Oil Corp (TOU.TO)