Investment Q&A

• Whitecap Resources Inc. (WCP $10.98)
  • $10.98 P/E (TTM): 8.97X Cap: $13.08B
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Q: Hey 5i: I am overweight with whitecap and down 5% in the 9$ range ,could use for tax loss but like the dividend. Would definitely sell at 10$ but also would be fine breaking even because I may need this money in the next 8months to a year.With this in mind do you like it as a hold considering needing the money is not a certainty. Tough call but appreciate your input.Tks. Larry

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Read Answer Asked by Larry on August 17, 2022

• Chesapeake Energy Corporation (CHK)
  • Cap: $125M
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Q: How does CHK's dividend sustainability, improved debt situation and general outlook compare to other dividend-paying energy companies worldwide?

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Read Answer Asked by David on August 16, 2022

• Parex Resources Inc. (PXT $18.55)
  • $18.55 P/E (TTM): 11.55X Cap: $1.78B
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• Whitecap Resources Inc. (WCP $10.98)
  • $10.98 P/E (TTM): 8.97X Cap: $13.08B
  • View WCP Profile
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• Kelt Exploration Ltd. (KEL $8.21)
  • $8.21 P/E (TTM): 21.42X Cap: $1.53B
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• Tamarack Valley Energy Ltd. (TVE $6.92)
  • $6.92 Cap: $344M
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Q: What are your top 3-5 of picks in small/mid cap Canadian O&G stocks? I'd also appreciate your thoughts on holding periods.

(Eric Nuttal seems to think they will do well for quite a while yet, though he seems to always be bullish - or maybe just talks his book...)

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Read Answer Asked by David on August 16, 2022

• Whitecap Resources Inc. (WCP $10.98)
  • $10.98 P/E (TTM): 8.97X Cap: $13.08B
  • View WCP Profile
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• Freehold Royalties Ltd. (FRU $14.49)
  • $14.49 P/E (TTM): 18.56X Cap: $2.35B
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• ReNew Energy Global plc (RNW $7.36)
  • $7.36 Cap: $2.72B
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Q: What are your thoughts on RNW? It's lagged a lot of the other renewables and I'm thinking to sell and break even and add to my WCP and FRU positions. I have a long term horizon and am an income investor

Thanks

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Read Answer Asked by Robert on August 16, 2022

• Canadian Natural Resources Limited (CNQ $45.38)
  • $45.38 P/E (TTM): 14.14X Cap: $94.53B
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Q: By what date do I have to buy the shares in order to receive the special dividend.

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Read Answer Asked by KIM on August 16, 2022

• Vermilion Energy Inc. (VET $12.70)
  • $12.70 Cap: $1.86B
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Q: Hi there, your thoughts on VET results would be greatly appreciated?

After the 2Q results, is this still a hold going forward?

Your thoughts on oil and gas going forward are greatly appreciated, especially for VET, considering their diversified holdings in Europe?

Thanks!

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Read Answer Asked by Hussein on August 15, 2022

• Africa Oil Corp. (AOI)
  • Cap: $832M
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Q: Please, your take on quarterly results, thanks. Does the NCIB make sense? I know many shareholders have been waiting on one, but it's hard to see how this is the time and share price for that kind of remedy.

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Read Answer Asked by John on August 15, 2022

• Northland Power Inc. (NPI $25.00)
  • $25.00 Cap: $6.68B
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Q: Hi, I own CPX, BLX and BEPC. Is it too late or too similar to buy NPI today?

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Read Answer Asked by Graeme on August 15, 2022

• Tourmaline Oil Corp. (TOU $62.27)
  • $62.27 P/E (TTM): 17.22X Cap: $23.55B
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Q: Can you please comment on yesterdays NR

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Read Answer Asked by Bruce on August 15, 2022

• Peyto Exploration & Development Corp. (PEY $21.25)
  • $21.25 P/E (TTM): 12.52X Cap: $4.22B
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• Freehold Royalties Ltd. (FRU $14.49)
  • $14.49 P/E (TTM): 18.56X Cap: $2.35B
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Q: Could I have your views on the latest quarter for these 2 oil companies? Many tnx.

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Read Answer Asked by Jacques on August 15, 2022

• Baytex Energy Corp. (BTE $3.74)
  • $3.74 P/E (TTM): 12.61X Cap: $2.78B
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• NuVista Energy Ltd. (NVA $18.21)
  • $18.21 P/E (TTM): 10.53X Cap: $3.56B
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• Tamarack Valley Energy Ltd. (TVE $6.92)
  • $6.92 Cap: $344M
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• Cardinal Energy Ltd. (CJ $8.98)
  • $8.98 P/E (TTM): 15.15X Cap: $1.44B
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• Headwater Exploration Inc. (HWX $8.05)
  • $8.05 P/E (TTM): 10.95X Cap: $1.92B
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Q: What would be your order of preference between Baytex, Headwater, Tamarack, Nuvista, and Cardinal and why?

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Read Answer Asked by Robert on August 15, 2022

• Freehold Royalties Ltd. (FRU $14.49)
  • $14.49 P/E (TTM): 18.56X Cap: $2.35B
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Q: Hi Guys,

Any thoughts on Freehold's quarterly results.

Thanks

Dave

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Read Answer Asked by David on August 15, 2022

• TransAlta Corporation (TA $21.77)
  • $21.77 Cap: $6.55B
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Q: Good day,
I am interested in your views on the company's latest results and the significant drop in its stock price.
Thanks, Michael

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Read Answer Asked by Michael on August 12, 2022

• New Fortress Energy Inc. (NFE $1.19)
  • $1.19 Cap: $423M
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Q: Hello again May I have your thoughts on NFE:US

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Read Answer Asked by George on August 12, 2022

• North European Oil Royality Trust (NRT $6.89)
  • $6.89 P/E (TTM): 12.13X Cap: $63M
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Q: is your opinion the same on NRT as it was a couple of years ago?

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Read Answer Asked by lynn on August 12, 2022

• Tourmaline Oil Corp. (TOU $62.27)
  • $62.27 P/E (TTM): 17.22X Cap: $23.55B
  • View TOU Profile
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• Freehold Royalties Ltd. (FRU $14.49)
  • $14.49 P/E (TTM): 18.56X Cap: $2.35B
  • View FRU Profile
  • View Questions on FRU

Q: If you could only own one which would you recommend.

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Read Answer Asked by don on August 12, 2022

• Parex Resources Inc. (PXT $18.55)
  • $18.55 P/E (TTM): 11.55X Cap: $1.78B
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Q: Columbian Government has proposed a tax reform bill that seeks approval from lawmakers.

Part of the bill asks for 10% tax on oil exports at price over $48/barrel as well as removing the tax deduction for Royalty payments.

Are you able to offer a reasonable opinion on how heavy a financial hit this may have on Parex? If not please just ignore question.

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Read Answer Asked by joe on August 12, 2022

• Superior Plus Corp. (SPB $8.02)
  • $8.02 P/E (TTM): 32.03X Cap: $1.79B
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Q: Hi 5i,

What did you think of the quarter for SPB; is the sell-off a good opportunity to add to a position? Is the dividend covered?

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Read Answer Asked by Dean on August 11, 2022

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: would appreciate an update here after becoming net 0 debt and initiating a .01/mo dividend

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Read Answer Asked by george on August 11, 2022

• Petrus Resources Ltd. (PRQ $1.86)
  • $1.86 P/E (TTM): 175.0X Cap: $244M
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Q: The Gray family owns well over 50% of the issued shares in Petrus Resources. Is this a cause for concern? Or does it also provide support if there is a downturn in the oil and gas market? What are your present thoughts on the company?

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Read Answer Asked by Robert on August 10, 2022