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TSE:TVE

Tamarack Valley Energy (TVE.TO)

13.61
-0.17 (1.23%)
as of Aug 24, 2026, 2:06:18 pm Market Open.
604 watching
0
Investor Insights
star iconAug 23, 2026, 12:00 am

This summary was created by AI, based on 19 opinions in the last 12 months.

Tamarack Valley Energy (TVE) has been receiving positive feedback from multiple experts, highlighting its remarkable management and strong performance in the Clearwater basin, which is now touted as one of the most productive oil fields in North America. The company's innovative use of waterflood technology has not only improved production rates but also led to significant cost efficiencies. Many analysts see potential for substantial upside in share prices, especially if oil prices stabilize in the range of $60 to $80. With plans for increased dividends and share buybacks, Tamarack appears well-positioned for future growth while maintaining a solid financial standing. Overall, the sentiment leans towards holding or accumulating shares, with many believing that the company will benefit from the ongoing energy market dynamics, making it an attractive long-term investment.

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Consensus
Positive
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Valuation
Undervalued
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HWX
BUY
Aggressive mid-cap. If oil price holds around $70-80, buy it; if it drops to $50-60, it's probably a hold. He's optimistic that oil prices will hold. You probably have 6-12 months to hold this stock. In a standoff between TVE and SU, he doesn't have a strong preference, but perhaps the nod goes to TVE. If you're right, TVE will make you more money. If you're wrong, you'll lose less with SU.
BUY
A major shareholder in this name. Many small caps are getting rid of banks and getting out of debt. Wants to pay down debt before returning capital. Modest dividend is coming soon. Trading at 24% free cashflow yield at $70 oil.
PAST TOP PICK
(A Top Pick Dec 08/20, Up 257%) Crude oil was significantly lower than it is today a year ago. There has been a lot of talk about what the oil companies can do, now that their cashflow is good. Continues to like it in the space.
DON'T BUY
Backdrop for energy remains positive over the long term, as alternative energy sources aren't always that efficient. Increasing investment in ESG is a headwind. His concern is that management owns only a small piece. Might continue to issue too much paper to pay for acquisitions. He owns KEL instead.
BUY
Excellent little company that's getting bigger by the day. Well run. Whole sector is undervalued. Stock should go significantly higher.
BUY
Has been a favourite for him. A top holding. Did a great job of reinvigorating asset base. Stock has done pretty well and has been rerated. 27% free cashflow yield. Performance in 2022 will be determined by who returns the most capital to investors. Wants to see a 5% dividend with 10% buy backs.
TOP PICK
The largest holding in his fund. Trading at 2.1x enterprise to cashflow. 31% free cashflow. Have pivoted to the 2 hottest plays in Canada. Clearwater exposure should give them 4.5x multiple. The balance sheet is incredible and board and management are aligned for return of capital. Could initiate a 5% dividend and 10% share buy back with 100M free cash flow remaining. (Analysts’ price target is $4.25)
BUY

Profoundly miss-priced energy stock. Has done a good job with pivoting into the two exciting plays, Clearwater and Charlie Lake. 31% free cashflow yield, which means they can privatize themselves in 3 years. Could easily pay a 5% dividend and buy back stocks with free cashflow left over. Biggest holding for him.

BUY

Was a past pick a while ago. Still owns and likes it. He remains positive about the energy sector. Tamarack are great operators. They have lower decline rates and steady production rates. They bought Clearwater which will take time to integrate, but will add strongly to their manufacturing levels.

PAST TOP PICK
(A Top Pick Jun 19/20, Up 202%) Still see good upside potential. Management has done a good job. Is in a stronger position coming out of covid than before the pandemic. Has meaningful exposure to two the more economic plays in Canada. On the cusp of initiating a dividend that will make the stock even more attractive. Balance sheet is great and free cashflow is very strong. At $70 oil, it should trade at $4.61 share price.
BUY
Has done a fantastic job at scaling up and increasing their assets. They have 2 new core plays with some of the best economics in Canada. At $60 oil, trading at 2.9x enterprise value to cashflow at 23% cashflow yield. Small cap light oil names is getting more attention. Still excited about it. (Analysts’ price target is $3.50)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is good potential upside in the short term considering size and strong growth prior to the pandemic. It also has higher risk though. Cheap on valuation and has made good acquisitions. Unlock Premium - Try 5i Free

TOP PICK
A clearwater play. Trading at 2.5x cashflow. Once they pay down debt from acquisitions, you could see them buy back stocks. Really mis-priced right now. A great opportunity to get access to the most profitable play in Canada. New leg of growth and balance sheet is strong. MnA is possible. (Analysts’ price target is $3.06)
PAST TOP PICK
(A Top Pick Feb 12/20, Down 4%) Also a top pick today. At $60 oil, he sees 38% free cash flow yield, $4.29 price target and 160% upside. They have a clean balance sheet, maybe they can do more tuck-in buys, and have several years of drilling inventory. TVE is the poster child of oil names left for dead but it offers big upside.
TOP PICK

It's one of the cheapest energy stocks in the world. They just entered the Clearwater, the most profitable oil play in Canada. They'll generate gobs of free cash flow in 2022, enough to buy back all their shares using three years of cash. He sees well more than 100% upside. (Analysts’ price target is $2.09)

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