Whitecap Resources Inc T.WCP

Nutter

[Al42]

Like I thought a couple of weeks ago....

Top Ten Holdings as of 01/31/2023

Issuer Name

Athabasca Oil Corp

Baytex Energy Corp

Canadian Natural Resources Ltd

Cenovus Energy Inc (Alberta)

Chord Energy Corp

Enerplus Corp

Headwater Exploration Inc

Lucero Energy Corp

Meg Energy Corp

Nuvista Energy Ltd.

RE:8Mshares unloaded

Hmm...probably the Nutter?

[barneyj44]

Yeah looks like he punted Whitecap and picked up Chord(never noticed that one before). He may still hold Wcp in his dividend fund but I'm not sure. Just as soon not have him in this stock, he's good for a pump on Bnn but the share price doesn't usually sustain. His fund owns a ton of Athabasca and wouldn't want to be caught in it once he finds the "New flavourful of the day

[Al42]

nope...not in the dividend fund either Top Ten Holdings as of 12/30/2022 Issuer Name Cenovus Energy Inc (Alberta) Chesapeake Energy Corporation Coterra Energy Inc Devon Energy Corporation Diamondback Energy Inc Eog Resources Inc Meg Energy Corp Pioneer Natural

[tollycraft]

.  I didn't get into this stock because he was in it, and I wont get out because he's not.  Once again, he's a source thats always worth looking at, but one of many.  The fact if the matter is, he's in the business to make money for his investors and the his company so he'll do whatever he thinks will make the most money.  If I invested money with him I

[Al42]

I'm thinking A142 your looking at him as a source only so not telling you somethiong you don't already know. Not really...Someone was wondering who sold 8 million shares a couple of weeks ago and I just gave my thoughts on who I thought it was. And it look like it was his fund that dumped the shares.

[tollycraft]

That's likely, thanks. GLTA

[Al42]

Hmm...looks like it was a mistake as a new list now shows WCP till in the top 10. Top Ten Holdings as of 01/31/2023 Issuer Name Athabasca Oil Corp Baytex Energy Corp Cenovus Energy Inc (Alberta) Chord Energy Corp Enerplus Corp Headwater Exploration Inc Meg Energy Corp

[BigJake]

Why is this so hard to understand ninepoint holds 14 companies in its fund and only lists the first 10 alphabetically. Morningstar shows ninepoint holding 43 million TVE and 15 million WCP as of Jan 31st.

[tollycraft]

. Thanks for clearing that up BikJake. GLTA

[pierrelebel]

Please folks keep in mind that Nuttall administers several energy funds. Take a look at https://idata.fundata.com/MutualFunds/FundSnapshot.aspx?IID=4046 Tamarack Valley Energy Ltd 9.95% Enerplus Corp 9.89% MEG Energy Corp 9.75% Baytex Energy Corp 9.44% Nuvista Energy Ltd 8.39%

[riski]

Yes, he lists his top 10 by alphabetical order, but that does not mean that WCP is somehow just a screen scroll away from the list. WCP is no longer in the top 10, but he may still own some. 

[pierrelebel]

You are looking at the wrong fund, Look at https://idata.fundata.com/MutualFunds/FundSnapshot.aspx?IID=4046

[BigJake]

Thanks for the info Pierre 

[riski]

Those are holdings as of Dec 31, 2022. His top 10 has changed as of Jan 31.

[pierrelebel]

"His top 10 has changed as of Jan 31." True.  However since Nuttall manages several "energy" funds, it would be preferable for posters to clearly identify their reference.

[drweath]

i would agree with him tha larger t short term holdings were dead money until they do whay they say and announce a demonstrable distribution increase  on both monthly and special basis. So there is a lot to choose from with more immediate return of capital. But i trust is was sucked up in a share by  back and we just recoil th spring.