Investment Q&A

• Cenovus Energy Inc. (CVE $25.68)
  • $25.68 P/E (TTM): 14.65X Cap: $46.37B
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• Peyto Exploration & Development Corp. (PEY $22.26)
  • $22.26 P/E (TTM): 12.9X Cap: $4.50B
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• Whitecap Resources Inc. (WCP $11.72)
  • $11.72 P/E (TTM): 9.5X Cap: $14.09B
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• Birchcliff Energy Ltd. (BIR $7.35)
  • $7.35 P/E (TTM): 25.52X Cap: $1.98B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Surge Energy Inc. (SGY $7.53)
  • $7.53 P/E (TTM): 19.72X Cap: $733M
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• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X Cap: $126M
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Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?

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Read Answer Asked by Harpinder on April 20, 2022

• Orca Energy Group Inc. (ORC.B $3.20)
  • $3.20 Cap: $1.20B
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• Saturn Oil & Gas Inc. (SOIL $2.47)
  • $2.47 Cap: $465M
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Q: will soil and orc.b good buy / bet in small cape energy ? if not , what will be the better buy ? also will bur a good bet ? thanks

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Read Answer Asked by c c on April 20, 2022

• Major Drilling Group International Inc. (MDI $12.23)
  • $12.23 P/E (TTM): 50.62X Cap: $984M
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• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $1.74)
  • $1.74 P/E (TTM): 3.69X Cap: $68M
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Q: your opinion and preference of the above 2 o & g drillers wd be appreciated. Wd u prefer precision drilling notwithstanding its great advance in value ?

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Read Answer Asked by John on April 20, 2022

• Exxon Mobil Corporation (XOM $117.35)
  • $117.35 P/E (TTM): 17.1X Cap: $494.88B
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Q: Hi,
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn

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Read Answer Asked by Dawn on April 20, 2022

• Tourmaline Oil Corp. (TOU $61.91)
  • $61.91 P/E (TTM): 17.21X Cap: $23.55B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $56.32)
  • $56.32 P/E (TTM): 22.86X Cap: $27.57B
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• Nutrien Ltd. (NTR $78.68)
  • $78.68 P/E (TTM): 46.49X Cap: $38.02B
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Q: What would your opinion of a small portfolio of these three stocks in a separate risk on investment for about a six month to one year holding period? It would be about ten percent of my whole portfolio, thanks?

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Read Answer Asked by Pat on April 19, 2022

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: I have sold PKI and this was my only energy stock. Which energy stocks would buy for a RRSP not needed for 20 years?

Thanks

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Read Answer Asked on April 19, 2022

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: How do you explain that the company underperform the others in the sector, geopolitics? thank you

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Read Answer Asked by steve on April 19, 2022

• Tourmaline Oil Corp. (TOU $61.91)
  • $61.91 P/E (TTM): 17.21X Cap: $23.55B
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Q: What, in your opinion, would be the best Canadian energy company to purchase today, with the lowest debt, the best management and with the greatest future potential?

Thank you.

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Read Answer Asked by Ross on April 19, 2022

• Baytex Energy Corp. (BTE $4.49)
  • $4.49 P/E (TTM): 15.18X Cap: $3.37B
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Q: Greetings 5i,


Can we have your most recent opinion on Baytex Energy. I sense another Beat in Earnings and more positive news but would like 5is thoughts.


Cheers!

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Read Answer Asked by Duane on April 19, 2022

• PHX Minerals Inc. (PHX)
  • P/E (TTM): 22.89X Cap: $164M
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Q: Any thoughts about PHX’s immediate prospects and longer term potential?

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Read Answer Asked by David on April 19, 2022

• Tourmaline Oil Corp. (TOU $61.91)
  • $61.91 P/E (TTM): 17.21X Cap: $23.55B
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Q: Do you think TOU has reached the top on there stock price? If they haven't reached the top, what do you think they will go to.

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Read Answer Asked by Mark on April 18, 2022

• Questor Technology Inc. (QST $0.38)
  • $0.38 Cap: $12M
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Q: In their earnings release the important take-away was the inquiries by potential new purchases. That is very different from revenues coming in the door. How do you assess promises vs holding this investment?

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Read Answer Asked by Harry on April 18, 2022

• Kelt Exploration Ltd. (KEL $7.58)
  • $7.58 P/E (TTM): 20.14X Cap: $1.51B
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Q: with the prices of oil and NG would most of these companies be debt free this year so longer a big risk for bankruptcy?

Thx

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Read Answer Asked by blake on April 18, 2022

• Algonquin Power & Utilities Corp. (AQN $5.95)
  • $5.95 Cap: $4.58B
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• Algonquin Power & Utilities Corp. Corporate Units (AQNU)
  • Cap: $13.33B
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Q: I just heard about AQNU. I gather that the yield is 7.87% until June 15, 2024 when a contract to purchase AQN stock is exercised according to a preset formula. What exactly is AQNU - a hybrid? Can this type of instrument be held in an RRSP?

If I'd like to end up with some AQN eventually, why wouldn't I buy AQNU now, get the 7.87% yield, and then on June 15, 2024 receive AQN stock?
Thank you for all your insightful answers over the years - I've learned so much!

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Read Answer Asked by Elaine on April 18, 2022

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Can you give me your opinion about Cathedral Energy Services? And what do you think of the drillers generally right now? Thank you

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Read Answer Asked by christianne on April 18, 2022

• Birchcliff Energy Ltd. (BIR $7.35)
  • $7.35 P/E (TTM): 25.52X Cap: $1.98B
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Q: Hi, Do you think Birchcliff still has room to run yet with the increase in NG? What is 5I opinion of the stock going forward? Thanks

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Read Answer Asked by Dennis on April 18, 2022

• ARC Resources Ltd. (ARX $25.23)
  • $25.23 P/E (TTM): 6.11X Cap: $14.39B
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• Peyto Exploration & Development Corp. (PEY $22.26)
  • $22.26 P/E (TTM): 12.9X Cap: $4.50B
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• Tourmaline Oil Corp. (TOU $61.91)
  • $61.91 P/E (TTM): 17.21X Cap: $23.55B
  • View TOU Profile
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• Birchcliff Energy Ltd. (BIR $7.35)
  • $7.35 P/E (TTM): 25.52X Cap: $1.98B
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• Antero Resources Corporation (AR $35.08)
  • $35.08 P/E (TTM): 19.32X Cap: $10.82B
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Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

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Read Answer Asked by Dennis on April 18, 2022

• High Arctic Energy Services Inc. (HWO $0.86)
  • $0.86 Cap: $10M
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Q: I hold this stock and am considering selling to purchase a Canadian natural gas producer. What are your current thoughts on this stock?

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Read Answer Asked by Brendon on April 14, 2022

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $167.68)
  • $167.68 P/E (TTM): 22.86X Cap: $1.99B
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Q: Another stock that just came across my radar. Looks like management is executing, pays a dividend and is in a sector which could see continued activity and growth. I realize its thinly traded. Would you pull the trigger on this one?

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Read Answer Asked by Colleen on April 14, 2022

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: at the end of your answer to a question on bonterra you say and i quote-at this oil price we. see more downside to the oil price than upside.
what are your reasons for saying that?
as ever dave

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Read Answer Asked by david on April 14, 2022