Investment Q&A

Q: Would appreciate your view of Erik Nuttall's latest article in the National Post (5/17).
Also - your favorite Canadian Oil and Gas stocks.
Thanks

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Read Answer Asked by Gary on May 24, 2022

• Dorchester Minerals L.P. (DMLP)
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Q: The last question on this stock was in Nov. 2019. Are your comments now in line with what you thought then?
Thanks, Lesley

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Read Answer Asked by Lesley on May 24, 2022

Q: what is your thought on IMO $2.5b tender offer $62 to $78 ? What is my chance of getting $78 for my shares? Would you tender yes or no ? Thank you.

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Read Answer Asked by jeff on May 20, 2022

• Pason Systems Inc. (PSI)
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• Trican Well Service Ltd. (TCW)
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Q: Which oil service company would you buy today. Criteria: Value/best balance sheet.

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Read Answer Asked by Lawrence on May 19, 2022

• MEG Energy Corp. (MEG)
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• Baytex Energy Corp. (BTE)
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Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed

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Read Answer Asked by Ed on May 19, 2022

• Tourmaline Oil Corp. (TOU)
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Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always

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Read Answer Asked by Shirley on May 19, 2022

• Enbridge Inc. (ENB)
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• Topaz Energy Corp. (TPZ)
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Q: Given the current environment and momentum do you see Topaz as a buy at this point a how would you compare it to Enbridge for income?

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Read Answer Asked by Martin on May 18, 2022

• Canadian Natural Resources Limited (CNQ)
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Q: Hello 5i, Could you comment on CNQ as to the possibility of a share split and if they have split there shares previously. Thanks

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Read Answer Asked by Michael on May 18, 2022

• Exxon Mobil Corporation (XOM)
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• Cenovus Energy Inc. (CVE)
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Q: Hello:

Appreciate your steady guidance through latest "interesting" markets.

What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?

The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.

I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.

Thanks.

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Read Answer Asked by Marilou on May 18, 2022

• Verde Agritech Ltd. Ordinary Shares (NPK)
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Q: Would appreciate hearing your thoughts on Verde Agritech's recent pre-feasibility study.

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Read Answer Asked by Frederick on May 17, 2022

• Forza Petroleum Limited (FORZ)
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Q: Can you give your view on Forza's recent quarter. How do you like the risk/reward profile of this company? Things(in addition to oil @ $100) are starting to line up for them. Am I missing something.

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Read Answer Asked by Chris on May 17, 2022

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: what are your favorite utilites today. Does not have be these. This is for a cash account,

thanks help

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Read Answer Asked by brian on May 16, 2022

• Peyto Exploration & Development Corp. (PEY)
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Q: Thank you for your past guidance !
Can you please find out when Peyto's existing hedges expire ?
Can I check this on my own ?

Thank you

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Read Answer Asked by Filip on May 16, 2022

• Enbridge Inc. (ENB)
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• TC Energy Corporation (TRP)
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• Pembina Pipeline Corporation (PPL)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: what is your favorite pipeline today? cash account

thanks help

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Read Answer Asked by brian on May 16, 2022

• Headwater Exploration Inc. (HWX)
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Q: Can you please comment on earnings.

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Read Answer Asked by Bruce on May 13, 2022

• Algonquin Power & Utilities Corp. (AQN)
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Q: Hi Could you please comment on AQN earnings release. Do you see stock being rerated in near future ? Thanks

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Read Answer Asked by rajeev on May 13, 2022

• Icahn Enterprises L.P. (IEP)
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• Cohen & Steers Quality Income Realty Fund Inc (RQI)
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Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.

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Read Answer Asked by umedali on May 11, 2022

• TransAlta Corporation (TA)
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Q: Follow-up question: : "The company noted it has reached its 40% renewables target." Does this include it's 60% ownership in Transalta renewable or is it in addition to.

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Read Answer Asked by Irwin on May 11, 2022

• Veren Inc. (VRN)
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• Parex Resources Inc. (PXT)
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Q: Good morning

Would you have some insight or thoughts on what the hedges that CPG and PXT have in place that will impact revenues in the first quarter, and beyond?

Thanks

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Read Answer Asked by Norm on May 11, 2022

• Spartan Delta Corp. (SDE)
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Q: I would like your opinion of Spartan Delta. Do you think their debt is a concern and does this company keep up with its ~$2 Billion peers in the energy sector? If not, who do you favour?

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Read Answer Asked by Neil on May 11, 2022