Cenovus Energy Inc T.CVE

THE GOOD, THE BAD AND THE UGLY - YEAR TO DATE - SEP 2

[Spanito]

Here's how the numbers played out at end of week:
CFPW = Change from Previous Week (last column) based on Jan 4 date.
Scroll side to side to see all the data. 

(Next time I will post this on the IMO BB for Sept 9th Ending)

		4-Jan		26-Aug		2-Sep			YTD		YTD		CFPW
Symbol	Share Name								Year to Date		Year to Date
									26-Aug		2-Sep
AAV	Advantage Energy	7.54		11.93		11.37			58.223%		50.796%		-7.427%
ARX	ARC Resources	11.94		18.58		18.2			55.611%		52.429%		-3.183%
ATH	Athabasca Oil	1.22		2.62		2.48			114.754%		103.279%		-11.475%
BIPC	Brookfield Infrastructure	57.08		63.73		62			11.650%		8.619%		-3.031%
BIR	Birchcliff Energy	6.45		11.88		11.46			84.186%		77.674%		-6.512%
BNE	Bonterra Energy	6.07		8.91		8.51			46.787%		40.198%		-6.590%
BTE	Baytex Energy	3.99		6.94		6.65			73.935%		66.667%		-7.268%
CJ	Cardinal Energy	4.40		8.74		8.11			98.636%		84.318%		-14.318%
CNQ	Canadian Natural Resources	54.70		74.16		72.27			35.576%		32.121%		-3.455%
CPG	Crescent Point Energy	7.20		10.28		9.79			42.778%		35.972%		-6.806%
CR	Crew Energy	2.97		6.65		6.15			123.906%		107.071%		-16.835%
CVE	Cenovus Energy	16.28		25.15		24.86			54.484%		52.703%		-1.781%
EMA	Emera	62.59		61.35		61.31			-1.981%		-2.045%		-0.064%
ENB	Enbridge	49.54		56.8		54.31			14.655%		9.629%		-5.026%
ERF	Enerplus	13.92		20.52		20.41			47.414%		46.624%		-0.790%
FTS	Fortis	60.48		58.83		58.25			-2.728%		-3.687%		-0.959%
GXE	Gear Energy	0.95		1.29		1.23			35.789%		29.474%		-6.316%
IMO	Imperial Oil	47.10		65.66		64.27			39.406%		36.454%		-2.951%
IPCO	International Petroleum	7.39		13.31		12.79			80.108%		73.072%		-7.037%
IPO	Inplay Oil	2.32		3.66		3.52			57.759%		51.724%		-6.034%
JOY	Journey Energy	2.91		6.41		5.74			120.275%		97.251%		-23.024%
MEG	MEG Energy	12.47		18.65		17.88			49.559%		43.384%		-6.175%
NVA	NuVista Energy	7.12		11.34		10.5			59.270%		47.472%		-11.798%
OBE	Obsidian Energy	5.93		12.65		11.41			113.322%		92.411%		-20.911%
PEY	Peyto Exploration and De...	9.97		12.51		11.99			25.476%		20.261%		-5.216%
PIPE	Pipestone Energy	4.00		5.01		4.7			25.250%		17.500%		-7.750%
POU	Paramount Resources	24.96		30.42		29.41			21.875%		17.829%		-4.046%
PPL	Pembina Pipeline	38.65		48.28		46.51			24.916%		20.336%		-4.580%
PSK	PrairieSky Royalty	13.98		18.03		17.89			28.970%		27.969%		-1.001%
PXT	Parex Resources	22.46		20.8		21.2			-7.391%		-5.610%		1.781%
SGY	Surge Energy	4.77		10.37		9.63			117.400%		101.887%		-15.514%
SU	Suncor Energy	33.15		44.73		41.8			34.932%		26.094%		-8.839%
TOU	Tourmaline Oil	41.99		79.49		77.79			89.307%		85.258%		-4.049%
TPZ	Topaz Energy	18.25		20.98		20.3			14.959%		11.233%		-3.726%
TRP	TC Energy	59.73		65.74		63.11			10.062%		5.659%		-4.403%
TVE	Tamarack Valley Energy	4.08		4.27		4.07			4.657%		-0.245%		-4.902%
VET	Vermilion Energy	16.03		38.07		34.87			137.492%		117.530%		-19.963%
WCP	Whitecap Resources	7.72		9.62		9.4			24.611%		21.762%		-2.850%
YGR	Yangarra Resources	1.67		2.9		2.67			73.653%		59.880%		-13.772%

Spanito

[JohnSP]

Thanks Spanito, we own: CVE > CPG > CNQ > TOU. And wouldn't you know it, YTD best returns are my smallest holding TOU, here's to rest of 2022. Tuesday market will be interesting with Russia keeping Nordic Line 1 gas pipeline closed-in . . .

[oilandgasmick]

Its interesting--the World still doesn't get it. What we are seeing now in terms of price isn't a result of the war in the Ukraine--or the Iran Deal--or the failings of the Nigerian Delta production--or the collapse of Venezuelan production. What we are seeing is the result of a 35 year period where energy investment around the Globe--and in particular, North America--has been

[meritmat]

Trump got laughted at when he told Germany not to depend on Russia for there gas supply.  Whos laughing know?

[joelou]

Great post! Especially the last line! Long CVE!