BUY on WEAKNESS
Volatile share price with high exposure to energy prices. Operations are high cost (Duvernay shale & heavy oil sands operations). Assets have a lot of operating leverage. If oil prices drop, share price will fall quickly (large amount of torque).
oil / gas
HOLD
Mining companies being hit hard by rising interest rates. Investing capital into energy stocks instead. Expecting dividend to be maintained. Believes is a good long term hold.
other mines
BUY
Believes company is a strong natural gas producer. Expecting increasing share price, dividends and stock buybacks. Natural gas pricing environment to remain strong. Thinks natural gas prices will remain high with LNG expansion in Canada.
oil / gas
HOLD
Gold market is volatile, but there is opportunity for long term investors. Solid junior producer with good assets. Not expecting growth in share price until gold prices rise.
Mining
COMMENT
It comes down to execution, and depends on the company. Some companies like Apple and Microsoft executed, not Intel. Stay cautious. We still have high inflation. Market expectations were bad going into earnings season. We're still in uncharted waters.
Unknown
COMMENT
She isn't surprised with strong earnings from oil companies today. Oil will be the bright spot in earnings this year. The supply/demand imbalance will keep inflation high and continue.
Unknown
COMMENT
She sold Amazon in May--her worst trade of the year--around $110, and bought Meta around $190.
specialty stores