RE:RE:best oil company by a landslide on the tsxSugaree, here is why I consider WCP far superior to both POU & NVA:
1. Oil / Nat Gas exposure: WCP 75%+. POU and NVA: 40%. There is more money in Oil than Nat Gas these days. Advantage: WCP.
2. Dividend: WCP - yes (3.x%). POU and NVA: nope. As a long term investor, I do care about a fair dividend, and more so if it comes with a DRIP option. As a day / swing trader, I would not care that much. Advantage (for long term investors): WCP.
3. Field netback $/boe (using Q1/21 numbers for all three companies, to make it fair): WCP $26.11. POU $15.83. NVA $17.50. Advantage: WCP.
4. Enterprise Value / Debt Adjusted Cash Flow: WCP 4.2x POU 4.6x NVA 3.6x. Advantage: NVA (while I am waiting on Q2 figures).
5. Acquisition track record: well, if you follow WCP, then you know about Torc (TOG) and the rest of them, all within the last few years.
Looking forward to your reply. Bring data.