Investment Q&A

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
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• iShares S&P/TSX Capped Energy Index ETF (XEG $24.15)
  • $24.15 P/E (TTM): 12.58X Cap: $1.98B
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Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.

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Read Answer Asked by Savalai on November 09, 2021

• Enbridge Inc. (ENB $73.47)
  • $73.47 P/E (TTM): 28.16X Cap: $160.31B
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Q: Hi, Biden made some comments at climate accord about revisiting Line 5 decision which apparently resulted in weakness in ENB’s share price. I thought Line 5 had been put to bed. Could you please provide some context as to potential seriousness to ENB. Thanks.

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Read Answer Asked by Gary on November 09, 2021

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: Can you please comment on earnings

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Read Answer Asked by Patrick on November 09, 2021

Q: Peter; How does one know when the “ generalists “ sector are buying the oil and gas sector? Thanks. Rod

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Read Answer Asked by Rodney on November 09, 2021

• AltaGas Ltd. (ALA $46.28)
  • $46.28 P/E (TTM): 18.92X Cap: $13.86B
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• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.41B
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Q: Hi guys

Wondering for a 5+ year hold would you buy Algonquin or Altagas for a secure and steady dividend plus some growth? Do you feel one company has better leadership?

Much thanks

Stuart

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Read Answer Asked by Stuart on November 08, 2021

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: Hi team,
Regarding the last question on Canacol,the shares seemed to be "breaking out" but over the last week and a half and after their not so strong quarterly report what are your thoughts CNE going forward and would this be a good long term buying opportunity?
Many thanks,
Jean

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Read Answer Asked by Jean on November 08, 2021

• Tamarack Valley Energy Ltd. (TVE $10.18)
  • $10.18 Cap: $4.92B
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• Yangarra Resources Ltd. (YGR $1.14)
  • $1.14 P/E (TTM): 6.72X Cap: $115M
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Q: Would like to know your thoughts on Yangara's most recent quarter. Is there another company in the same sector you would prefer?
thanks
Don

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Read Answer Asked by Don on November 08, 2021

• Surge Energy Inc. (SGY $8.33)
  • $8.33 P/E (TTM): 21.74X Cap: $823M
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Q: What is your take on the quarterly results for Surge Energy (SGY) released earlier this week? The market didn’t seem too keen on it as the price dropped below 5.00/sh.

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Read Answer Asked by Robert on November 08, 2021

• Enerflex Ltd. (EFX $29.43)
  • $29.43 P/E (TTM): 43.0X Cap: $3.58B
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Q: This company's SP took a big dive in the last earnings release but increased its dividends. Is EFX oversold? Would it be a candidate for a quick rebound in the short term? Thanks.

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Read Answer Asked by Victor on November 08, 2021

• Enerflex Ltd. (EFX $29.43)
  • $29.43 P/E (TTM): 43.0X Cap: $3.58B
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Q: Comments on the recent quarter,the market sure did not like it,it was a recent Motley Fool pick, do you think this drop represents a good entry point for a 3% 2 -3 year hold
Thanks

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Read Answer Asked by Greg on November 08, 2021

• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.41B
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Q: Is there latest acqusition of a coal power plant in Kentucky, though it does plan greening hurt the stock along with some dilution with share offering.Just doesn't seem to get traction.

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Read Answer Asked by terrance on November 08, 2021

• TC Energy Corporation (TRP $86.59)
  • $86.59 P/E (TTM): 27.09X Cap: $86.59B
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Q: What's your current view on TC Energy? Why the decline today as it met analyst expectations? Would you suggest a swap to increase holdings in for ENB and/or CNQ?

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Read Answer Asked by Gerry on November 08, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN $51.16)
  • $51.16 P/E (TTM): 103.52X Cap: $23.59B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.19)
  • $63.19 Cap: $8.34B
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Q: Can you explain the difference between BIPC and BIP ? Of the two which would you prefer for a long-term investment.Many thanks,Joseph.

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Read Answer Asked by Joseph on November 08, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $41.17)
  • $41.17 Cap: $27.99B
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• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.41B
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• Northland Power Inc. (NPI $21.25)
  • $21.25 Cap: $5.55B
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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
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• Boralex Inc. Class A Shares (BLX $27.05)
  • $27.05 Cap: $2.77B
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Q: If you were to rate the above renewable energy stocks (including the ones you're aware of but not listed above) for yield+growth potential what would be your order of ranking? Thanks.

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Read Answer Asked by Victor on November 05, 2021

• Enbridge Inc. (ENB $73.47)
  • $73.47 P/E (TTM): 28.16X Cap: $160.31B
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Q: Can you comment on Enbridge earnings?

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Read Answer Asked by Jamie on November 05, 2021

• Secure Waste Infrastructure Corp. (SES $19.35)
  • $19.35 P/E (TTM): 36.16X Cap: $4.19B
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• Clean Harbors Inc. (CLH $282.97)
  • $282.97 P/E (TTM): 39.8X Cap: $14.97B
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Q: What companies would you recommend to invest in that have the technology to deal with the negative impact of methane on our environment? I'm hoping you can suggest some Canadian and American companies.

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Read Answer Asked by Les on November 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $41.17)
  • $41.17 Cap: $27.99B
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Q: Hi,

Your comments on this company's results.

Thanks

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Read Answer Asked by Guy on November 05, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: With its recent wind farm issues in New Brunswick, is its current low price a good time to buy in? Do recent problems suggest the dividend may be at risk?

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Read Answer Asked by Jean on November 05, 2021

• Parex Resources Inc. (PXT $23.15)
  • $23.15 P/E (TTM): 14.63X Cap: $2.22B
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Q: The stock price is at 22.90 as I am writing this. Where do believe the stock price should be today now that the q3 is out. If they meet there production guidance in 2022 and oil stays between 70 to 80 where do you see the price moving to.

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Read Answer Asked by Steve on November 04, 2021

• Suncor Energy Inc. (SU $77.20)
  • $77.20 P/E (TTM): 16.2X Cap: $91.62B
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• Ovintiv Inc. (OVV $71.00)
  • $71.00 P/E (TTM): 11.09X Cap: $17.98B
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Q: Comparing OVV and SU, is it pretty obvious that SU is a better company? Can you comment on which has a greater upside potential. My guess from your answers of the last week is that SU is the obvious choice (especially w/ the recent dividend hike.
Thanks!

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Read Answer Asked by Nghi on November 04, 2021