Investment Q&A

• ARC Resources Ltd. (ARX $24.29)
  • $24.29 P/E (TTM): 5.69X Cap: $14.20B
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• Tourmaline Oil Corp. (TOU $60.06)
  • $60.06 P/E (TTM): 14.86X Cap: $22.27B
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• Whitecap Resources Inc. (WCP $10.53)
  • $10.53 P/E (TTM): 7.18X Cap: $12.96B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Cardinal Energy Ltd. (CJ $7.50)
  • $7.50 P/E (TTM): 13.53X Cap: $1.20B
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Q: When do these companies report their next quarter. Thanks

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Read Answer Asked by Don on November 12, 2021

• Algonquin Power & Utilities Corp. (AQN $5.60)
  • $5.60 Cap: $4.29B
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Q: What is going on with this company... going down and still down... Sell or HOLD

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Read Answer Asked by Corinne on November 12, 2021

• Fortis Inc. (FTS $68.37)
  • $68.37 P/E (TTM): 20.02X Cap: $34.43B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.03)
  • $35.03 Cap: $23.04B
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• Algonquin Power & Utilities Corp. (AQN $7.74)
  • $7.74 Cap: $5.94B
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• Northland Power Inc. (NPI $22.72)
  • $22.72 Cap: $5.94B
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• Capital Power Corporation (CPX $59.73)
  • $59.73 P/E (TTM): 18.0X Cap: $9.23B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Hydro One Limited (H $49.28)
  • $49.28 P/E (TTM): 23.5X Cap: $29.55B
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• Boralex Inc. Class A Shares (BLX $27.09)
  • $27.09 Cap: $2.78B
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Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!

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Read Answer Asked by Grant on November 12, 2021

• Duke Energy Corporation (Holding Company) (DUK $121.95)
  • $121.95 P/E (TTM): 19.86X Cap: $94.83B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.03)
  • $35.03 Cap: $23.04B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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• Boralex Inc. Class A Shares (BLX $27.09)
  • $27.09 Cap: $2.78B
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• Portland General Electric Co (POR $42.57)
  • $42.57 P/E (TTM): 15.68X Cap: $4.62B
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• IDACORP Inc. (IDA $125.36)
  • $125.36 P/E (TTM): 22.06X Cap: $6.75B
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Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!

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Read Answer Asked by Grant on November 11, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: hi, can I get your thoughts on INE after you digest the earnings and forward looking statements please. Is this a good buy price?
cheers, Chris

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Read Answer Asked by chris on November 11, 2021

• Avanti Helium Corp. (AVN $0.27)
  • $0.27 Cap: $30M
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Q: Do you think this company can survive or has the helium play have any life to it and if so anything else you can tell me about this company would it be a buy here or is the the negative trend to strong to overcome thanks

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Read Answer Asked by Greg on November 11, 2021

• Mattr Corp. (MATR $11.60)
  • $11.60 P/E (TTM): 16.19X Cap: $713M
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Q: Peter and His Wonder Team
SCL just reported 3Q results and are down 16%...were they that bad? Also I realize they are making structural chances. So what do you think about there future in the next couple of years? Are they in big trouble because they service fossil fuel? Thanks!

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Read Answer Asked by Ernest on November 11, 2021

• Vermilion Energy Inc. (VET $10.23)
  • $10.23 Cap: $1.57B
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Q: Vermillion announced resumption of its dividend and received (so far) two increases to analysts' target prices - but today's price action is pretty harsh. Does this suggest tax loss selling, or something less temporary? Can you explain the formula proposed for the dividend? Thanks.

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Read Answer Asked by John on November 11, 2021

• Parex Resources Inc. (PXT $17.00)
  • $17.00 P/E (TTM): 9.64X Cap: $1.65B
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Q: Oct 25 closing price was 25.58. It has constantly dropped since and is now 22.02. Also WTI oil in Feb was 59 dollars and PXT was at 22 dollars. I cant make sense of this. 5i likes the company. Why don't over investment firms like it. Was it overvalued at 25 dollars. Any thoughts would help.

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Read Answer Asked by Steve on November 10, 2021

• Vermilion Energy Inc. (VET $10.23)
  • $10.23 Cap: $1.57B
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Q: Could you please comment on the recent quarter results and do they really justify an 11%plus share price drop and selloff inspite of possible reinstatement of dividend in 22? Currently am hanging in with a 40% loss.Any advice on average down ,hold or sell/swap for better loss recovery? Much appreciate any input.Thanks for great service Larry

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Read Answer Asked by Larry on November 10, 2021

• Greenlane Renewables Inc. (GRN $0.24)
  • $0.24 Cap: $36M
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Q: ur thoughts on this company results n opperations goin 4wards

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Read Answer Asked by richard on November 10, 2021

• Algonquin Power & Utilities Corp. (AQN $7.74)
  • $7.74 Cap: $5.94B
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Q: hi, Ben Pham of BMO has a report out today on AQN. do you agree with the assessment, and do you see this as a good buy price? this would most likely be a long term hold for me. cheers, Chris

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Read Answer Asked by chris on November 10, 2021

• Topaz Energy Corp. (TPZ $25.66)
  • $25.66 P/E (TTM): 62.07X Cap: $3.94B
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Q: Can you please give your view of this stock for a long term income investor.

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Read Answer Asked by John on November 10, 2021

• TransAlta Corporation (TA $17.51)
  • $17.51 Cap: $5.18B
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• Hydro One Limited (H $49.28)
  • $49.28 P/E (TTM): 23.5X Cap: $29.55B
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Q: Hello
Can on comment on Transalta and Hydro one earnings?
Many thanks
Stephane

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Read Answer Asked by Stephane on November 10, 2021

• Canadian Natural Resources Limited (CNQ $31.19)
  • $31.19 P/E (TTM): 10.96X Cap: $65.23B
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Q: Hello, With the supply-demand dispersion caused by governments pushing clean energy what is your outlook for growth in CNQ over the next few years? The company has increased their dividend last seven years to a healthy 4+%. As a US citizen will I pay taxes on the dividend? Thank you

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Read Answer Asked by Neil on November 10, 2021

• Suncor Energy Inc. (SU $57.75)
  • $57.75 P/E (TTM): 12.47X Cap: $70.06B
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• Enbridge Inc. (ENB $67.98)
  • $67.98 P/E (TTM): 23.73X Cap: $148.26B
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• Imperial Oil Limited (IMO $125.99)
  • $125.99 P/E (TTM): 13.98X Cap: $64.13B
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• Canadian Natural Resources Limited (CNQ $43.21)
  • $43.21 P/E (TTM): 10.96X Cap: $90.19B
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• Cenovus Energy Inc. (CVE $23.38)
  • $23.38 P/E (TTM): 16.46X Cap: $42.61B
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• ARC Resources Ltd. (ARX $24.29)
  • $24.29 P/E (TTM): 5.69X Cap: $14.20B
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• Peyto Exploration & Development Corp. (PEY $18.24)
  • $18.24 P/E (TTM): 11.05X Cap: $3.64B
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• Tourmaline Oil Corp. (TOU $60.06)
  • $60.06 P/E (TTM): 14.86X Cap: $22.27B
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• Parex Resources Inc. (PXT $17.00)
  • $17.00 P/E (TTM): 9.64X Cap: $1.65B
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• Birchcliff Energy Ltd. (BIR $6.04)
  • $6.04 P/E (TTM): 21.54X Cap: $1.64B
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Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

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Read Answer Asked by Savalai on November 09, 2021

• Spartan Delta Corp. (SDE $5.08)
  • $5.08 P/E (TTM): 26.37X Cap: $1.01B
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Q: I would appreciate your comments on the 3rd q numbers. They seem quite impressive but I don't have access to reports that indicate what analysts were expecting in cash flow. They seem to have beat earnings by a wide margin.

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Read Answer Asked by Murray on November 09, 2021

• Enbridge Inc. (ENB $67.98)
  • $67.98 P/E (TTM): 23.73X Cap: $148.26B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.12)
  • $38.12 P/E (TTM): 23.19X Cap: $10.36B
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Q: Is it an overkill to own both CU and ENB for the purposes of diversification, or are there sufficient distinction between the two businesses?

If the focus is on a steady growing income, and some growth, which would be your pick today? Thank you

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Read Answer Asked by ANDY on November 09, 2021

Q: Peter; Any reason natural gas is off about .45cents this am ? Thanks. Rod

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Read Answer Asked by Rodney on November 09, 2021

• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 9.18X Cap: $1.71B
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Q: Hi 5i
I have been unsuccessful in my search to find the release date for HWX 3rd Qtr results. Are you able to provide it? Thanks

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Read Answer Asked by Gordon on November 09, 2021