Discussion about this post

User's avatar
Don MacDonell's avatar

I've been through this show before and my average cost of my Oilco's is miniscule and although I wish I could just keep getting the dividends if they do sell off to ridiculous levels again I'll just increase my positions and sell the excess back to the market when it becomes rational again. Rinse repeat.

Expand full comment
rob's avatar

BTW, you do realize that the companies which you applaud (CNQ/SU/CVE/IMO) are ALL RETURNING 75-100% of their FCF to shareholders mostly via buybacks right? Yet you call MEG and other companies "poorly managed" LOL

Expand full comment
5 more comments...

No posts