Athabasca Oil Corp T.ATH

Comparison

[retiredcf]

I own both TVE and ATH and have to sell some. Could you please advise which has more upside in the next six months?

While it is tough to predict stock movements on short timeframes such as six months, both names are similar in size, but ATH has shown a better historical performance, and trades at a slightly cheaper valuation. TVE pays a 4% dividend, while ATH does not issue a dividend, but rather uses most of its free cash flows to repurchase shares. Given the difference in cash flow use, and a fairly short timeframe, we would side with ATH as being the slightly stronger name for a short-term basis. (5iResearch)

[vwbusman]

Its unfortunate you have to sell but if you do, TVE likely has more future upside on the longer term horizon as it has been beaten up significantly.   This probably does not fit in with your six month timeframe though as it will be another year or two before they get their debt down to a reasonable level. ATH has had a really good run and there is still room to go but likely less upside

[retiredcf]

Just to be clear, the posted question came from a subscriber, not me. I used to own both but now only own ATH (although I own a considerable number of other energy companies). GLTA

[retiredcf]

So much for my earilier commet. A bit ironic but Alex Ruus (who I've followed for years and have a lot of time for) was on Market Call today and he thinks that the entire energy sector is signiicantly undervalued. Three guesses what one of this top picks was?  You've got it (TVE) so I just dipped my toe back in.  GLTA