Investment Q&A

• ONEOK Inc. (OKE $90.02)
  • $90.02 P/E (TTM): 16.67X Cap: $56.71B
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• Williams Companies Inc. (The) (WMB $76.12)
  • $76.12 P/E (TTM): 35.24X Cap: $93.09B
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• Algonquin Power & Utilities Corp. (AQN $8.64)
  • $8.64 Cap: $6.54B
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• Northland Power Inc. (NPI $23.20)
  • $23.20 Cap: $6.06B
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• Fortis Inc. (FTS $57.44)
  • $57.44 P/E (TTM): 22.28X Cap: $29.03B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $50.02)
  • $50.02 Cap: $18.83B
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Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.

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Read Answer Asked by Brenda on April 11, 2022

• EcoSynthetix Inc. (ECO $3.26)
  • $3.26 Cap: $191M
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Q: For a very un-promotional Company, EcoSynthetix stock continues to climb now trading at 10-year highs with increasing daily volumes. With revenues rising, it seems the potential for their green adhesive products is real given they have commercial accounts with major companies. Your thoughts?

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Read Answer Asked by Charles on April 11, 2022

• EcoSynthetix Inc. (ECO $3.26)
  • $3.26 Cap: $191M
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Q: I have always got the impression you have nothing against ECO besides always being a bit pricey.

ECO has really run up the past two weeks, with no news (that I have seen anyways), any idea why? If you thought it was pricier prior to this run-up I guess your concerns would be even more so now?

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Read Answer Asked by Jeff on April 11, 2022

• Whitecap Resources Inc. (WCP $16.32)
  • $16.32 P/E (TTM): 15.56X Cap: $19.80B
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• goeasy Ltd. (GSY $31.68)
  • $31.68 P/E (TTM): 2.37X Cap: $525M
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Q: GSY seems to run out of steam in the last year, while WCP seems to have revived in the same period. Do you recommend a switch of GSY to WCP? Thanks.

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Read Answer Asked by Victor on April 11, 2022

• Trican Well Service Ltd. (TCW $7.26)
  • $7.26 P/E (TTM): 12.4X Cap: $1.52B
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Q: Hi 5 guys. Trican Well services had a more than 10 per cent gain on Friday but I can't find any specific news on the big move. Anything on your radar? I am back nicely in the green on TCW, should I sell or is it a worthwhile hold or buy in your opinion?

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Read Answer Asked by Paul on April 11, 2022

• 5N Plus Inc. (VNP $35.20)
  • $35.20 P/E (TTM): 45.11X Cap: $3.16B
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• Canadian Solar Inc. (CSIQ $16.80)
  • $16.80 Cap: $1.13B
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• JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS $24.61)
  • $24.61 Cap: $1.13B
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• Enphase Energy Inc. (ENPH $36.02)
  • $36.02 P/E (TTM): 26.24X Cap: $4.74B
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Q: What would be the names of the 3 best company's that supply materials for solar panels?

Thank you.

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Read Answer Asked by Ross on April 11, 2022

• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.71X Cap: $163.39B
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Q: Does 5i believe we are in a commodities supercycle and does this bode well for stocks like ENB,

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Read Answer Asked by blake on April 11, 2022

• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.71X Cap: $163.39B
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• TC Energy Corporation (TRP $90.33)
  • $90.33 P/E (TTM): 28.15X Cap: $90.33B
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• Pembina Pipeline Corporation (PPL $63.05)
  • $63.05 P/E (TTM): 22.73X Cap: $36.65B
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• Keyera Corp. (KEY $49.11)
  • $49.11 P/E (TTM): 28.09X Cap: $12.14B
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Q: All these stocks have done well do you see much more upside and will they stay up with the price of oil.

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Read Answer Asked by don on April 11, 2022

• Birchcliff Energy Ltd. (BIR $6.61)
  • $6.61 P/E (TTM): 26.71X Cap: $1.82B
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Q: What are the odds, Birchcliff Energy will recall BIR.PR.A on 2022-09-30
Cec

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Read Answer Asked by Cecil on April 11, 2022

• Suncor Energy Inc. (SU $95.05)
  • $95.05 P/E (TTM): 18.9X Cap: $112.81B
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Q: What effect do you see from Guilbeault’s warning to Suncor about their base mine expansion?

Are you still as positive about SU going forward?

Would you see shifting from SU to another company to be wise or profitable at this time, and if so to whom?

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Read Answer Asked by Danny on April 11, 2022

• Athabasca Oil Corporation (ATH $12.12)
  • $12.12 P/E (TTM): 24.31X Cap: $5.80B
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Q: There was a massive amount of shares traded yesterday. Can you shed some light on this?

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Read Answer Asked by sean on April 08, 2022

• Cameco Corporation (CCO $156.24)
  • $156.24 P/E (TTM): 181.84X Cap: $68.04B
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• BP p.l.c. (BP $46.50)
  • $46.50 P/E (TTM): 29.6X Cap: $121.12B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $33.68)
  • $33.68 Cap: $22.30B
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Q: Its a given we are collectively heading (long term) toward a carbon neutral future. We have also seen how fragile current energy supply is with the shortages caused by current European conflicts.
So...the question is on nuclear. How viable is it as a source of clean stable energy going forward, and how does one get exposure to companies in this space CDN or US. I am slowly reducing my fossil fuel exposure and now hold the captioned stocks. BEP fits the mandate I'm sure; how about BP?

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Read Answer Asked by Harry on April 07, 2022

• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.71X Cap: $163.39B
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Q: Has Enbridge ever cut their dividend? Does Enbridge have a history of systematic dividend increases?

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Read Answer Asked by mitchell on April 06, 2022

• Cenovus Energy Inc. (CVE $41.51)
  • $41.51 P/E (TTM): 18.52X Cap: $78.02B
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Q: Can you explain to me the $970 million loss from hedging.Did they actually loose money or just opportunity cost

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Read Answer Asked by andrew on April 06, 2022

• Canadian Natural Resources Limited (CNQ $65.26)
  • $65.26 P/E (TTM): 12.36X Cap: $136.13B
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• Vermilion Energy Inc. (VET $18.56)
  • $18.56 Cap: $2.83B
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• Whitecap Resources Inc. (WCP $16.32)
  • $16.32 P/E (TTM): 15.56X Cap: $19.80B
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Q: If I can only own one of those three for 1 to 3 years, which one would give me the best combined return (yield + growth)? Thanks.

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Read Answer Asked by Victor on April 06, 2022

• Whitecap Resources Inc. (WCP $16.32)
  • $16.32 P/E (TTM): 15.56X Cap: $19.80B
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Q: Peter; Carbon capture news is all over the news- I know WCP has a large project in Saskatchewan. Do these projects make money and if so is it enough to move the bottom line? Thanks. Rod

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Read Answer Asked by Rodney on April 06, 2022

• BMO Equal Weight Oil & Gas Index ETF (ZEO $106.87)
  • $106.87 P/E (TTM): 17.54X Cap: $353M
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Q: For oil and gas exposure what is your opinion on this ETF? If you have other suggestions and which account would best be in cash,tfsa,rrsp. Alos wanted to thank Peter for the small cap TD webinar last week.

Thanks

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Read Answer Asked by Kolbi on April 06, 2022

• Cathedral Energy Services Ltd. (CET)
  • P/E (TTM): 11.18X
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Q: Peter and His Wonder Team
Today CET sold new shares and raised about 23M. Please comment on the merits of this move and does it create a better future prognosis. In other words could this give the company more stability in the rising oil sector. Thank you...your insights are always helpful!

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Read Answer Asked by Ernest on April 06, 2022

• Enbridge Inc. (ENB $74.87)
  • $74.87 P/E (TTM): 22.71X Cap: $163.39B
  • View ENB Profile
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Q: Are the pipelines getting a valuation upgrade with the war and the US looking for more CDN oil and gas?

Thx

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Read Answer Asked by blake on April 06, 2022

• STEP Energy Services Ltd. (STEP $5.49)
  • $5.49 Cap: $400M
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Q: There have been no questions on STEP Energy since it's fall from about $13 down to below $1. It's now at about $3. Do you see more recovery here? Is the company healthy? Thank-you.

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Read Answer Asked by Kim on April 05, 2022