Investment Q&A

• Freehold Royalties Ltd. (FRU $14.69)
  • $14.69 P/E (TTM): 18.52X Cap: $2.33B
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Q: As a holder of FRU, I notice that there has been a marked decline beginning in early April. Does there exist any evidence of major sales by large holders, such as institutions, ETFs or, say, CNR?
Thanks for all you do, Bill

Upvote 7

Read Answer Asked by Bill on May 05, 2025

• Secure Waste Infrastructure Corp. (SES $17.77)
  • $17.77 P/E (TTM): 39.14X Cap: $3.87B
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Q: Peter; SES missed - again- but stock is up slightly. I’ve been trying to convince myself to hold - could I have your thoughts please. Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on May 05, 2025

• Canadian Natural Resources Limited (CNQ $47.06)
  • $47.06 P/E (TTM): 14.4X Cap: $98.03B
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Q: I remember hearing that CNQ breaks even at $50 dollar oil. Question is, is this true, and does that include dividends. Also, I would like to know about CVE, Whitecap. I am wondering about US oil companies in the basins of Texas area and Montana area. What oil price do they need to keep operating (cost of operations).
Thank You again for your excellent services.

Earl

Upvote 8

Read Answer Asked by Earl on May 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $40.53)
  • $40.53 Cap: $26.66B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.26)
  • $59.26 Cap: $22.18B
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Q: Can I have your thoughts on th quarterly results reported this morning? I found the news release quite encouraging, despite a languishing stock price. The results seemed pretty good to me, they are buying back shares, they report terrific demand for their product, and they say the tarif chaos gives them more and better opportunities to expand. So why is the stock price languishing??? or am I missing something

Upvote 3

Read Answer Asked by arnold on May 05, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: How will Parkland be affected when Simpson takes control of the board?

Upvote 4

Read Answer Asked by JIM on May 05, 2025

Q: Hello 5i,
It appears that OPEC + is driving the price of oil down to pressure North American oil producers and regain market share. What might happen to the price of natural gas if there is a significant slowing of NA oil production. Which companies could benefit from this? Thank you for your response.

Upvote 2

Read Answer Asked by Brad on May 05, 2025

• Cenovus Energy Inc. (CVE $25.40)
  • $25.40 P/E (TTM): 14.55X Cap: $45.49B
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• ARC Resources Ltd. (ARX $24.68)
  • $24.68 P/E (TTM): 5.95X Cap: $14.20B
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• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.42X Cap: $23.85B
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• Whitecap Resources Inc. (WCP $11.01)
  • $11.01 P/E (TTM): 9.22X Cap: $13.36B
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Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?

Upvote 2

Read Answer Asked by JIM on May 05, 2025

• Enbridge Inc. (ENB $67.16)
  • $67.16 P/E (TTM): 25.91X Cap: $146.47B
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• TC Energy Corporation (TRP $77.45)
  • $77.45 P/E (TTM): 23.43X Cap: $80.62B
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• Pembina Pipeline Corporation (PPL $54.34)
  • $54.34 P/E (TTM): 18.56X Cap: $31.56B
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• Keyera Corp. (KEY $43.28)
  • $43.28 P/E (TTM): 17.49X Cap: $9.91B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $11.79)
  • $11.79 P/E (TTM): 19.08X Cap: $48M
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• South Bow Corporation (SOBO $38.45)
  • $38.45 P/E (TTM): 20.07X Cap: $8B
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Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 17

Read Answer Asked by Grant on May 02, 2025

• InPlay Oil Corp. (IPO $12.92)
  • $12.92 Cap: $359M
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Q: What do you think of this small cap company in regards to their consolidation ,small volume and market cap? Is the dividend at risk and will survive.
Analysis and buy sell or hold would be much appreciated!
Thanx
Gary

Upvote 1

Read Answer Asked by Gary on May 01, 2025

Q: Hello Team,
Can I have three Canadian energy names you recommend now please.
Best,

Upvote 5

Read Answer Asked by Issaku on April 30, 2025

• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.54B
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Q: I have sold half my position in AQN at a loss awhile ago and now am considering selling the other half and moving on. Wondering if I should wait until after earnings or just sell now. Do you know what is expected this May 9th earnings? What would be the stock to recoup losses of 50% -it can be any area, doesn't have to be utilities. Thanks.

Upvote 4

Read Answer Asked by Pat on April 30, 2025

• Vermilion Energy Inc. (VET $12.55)
  • $12.55 Cap: $1.92B
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Q: What should one do with Vermillion? In 3 short years, the management has taken this established company from $30 to under $ 9.00, while having an established company, and selling at world prices. Should one have hope, or move to a better managed company. If so, which O & G company would you recommend

Upvote 2

Read Answer Asked by Mark on April 29, 2025

• Global X Natural Gas ETF (HUN $8.43)
  • $8.43 Cap: $12M
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Q: What is your outlook for natural gas and specifically,an investment in HJN?

Upvote 1

Read Answer Asked by Maurice on April 29, 2025

• ACT Energy Technologies Ltd. (ACX $5.08)
  • $5.08 P/E (TTM): 7.12X Cap: $165M
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Q: What is your analysis for Act Energy Technologies Ltd, during and post Trump Tariffs?

Upvote 1

Read Answer Asked by MG on April 28, 2025

• Whitecap Resources Inc. (WCP $11.01)
  • $11.01 P/E (TTM): 9.22X Cap: $13.36B
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Q: What are your thoughts about Whitecap’s earnings?

Dividend fully funded at $50 WTI?

Upvote 4

Read Answer Asked by Danny on April 28, 2025

• TC Energy Corporation (TRP $77.45)
  • $77.45 P/E (TTM): 23.43X Cap: $80.62B
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• Pembina Pipeline Corporation (PPL $54.34)
  • $54.34 P/E (TTM): 18.56X Cap: $31.56B
  • View PPL Profile
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• Keyera Corp. (KEY $43.28)
  • $43.28 P/E (TTM): 17.49X Cap: $9.91B
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Q: Hello Team,
Could you rank these three in order for total return over the next couple of years from first to last and why?
Thank You,
Barry

Upvote 5

Read Answer Asked by Barry on April 28, 2025

• Gibson Energy Inc. (GEI $23.85)
  • $23.85 P/E (TTM): 25.41X Cap: $3.90B
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• Whitecap Resources Inc. (WCP $11.01)
  • $11.01 P/E (TTM): 9.22X Cap: $13.36B
  • View WCP Profile
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Q: Where would you direct some RIF investment between these two WCP or GEI. Which is safest?, which has the best upside? or hold the worst downside?
Thank you.

Upvote 3

Read Answer Asked by francois on April 24, 2025

• Fortis Inc. (FTS $73.33)
  • $73.33 P/E (TTM): 21.04X Cap: $37.06B
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• Brookfield Renewable Partners L.P. (BEP.UN $40.53)
  • $40.53 Cap: $26.66B
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• Emera Incorporated (EMA $67.13)
  • $67.13 P/E (TTM): 18.35X Cap: $20.18B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.69)
  • $49.69 P/E (TTM): 1187.94X Cap: $22.91B
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Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.

Upvote 2

Read Answer Asked by Jerry on April 23, 2025

• PPL Corporation (PPL $36.76)
  • $36.76 P/E (TTM): 24.7X Cap: $27.03B
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• Enbridge Inc. (ENB $67.16)
  • $67.16 P/E (TTM): 25.91X Cap: $146.47B
  • View ENB Profile
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  • View Reports on ENB
• TC Energy Corporation (TRP $77.45)
  • $77.45 P/E (TTM): 23.43X Cap: $80.62B
  • View TRP Profile
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• South Bow Corporation (SOBO $38.45)
  • $38.45 P/E (TTM): 20.07X Cap: $8B
  • View SOBO Profile
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Q: In what order would you put these 4 companies for growth income and safety.

Upvote 8

Read Answer Asked by don on April 23, 2025

• NG Energy International Corp. (GASX $1.02)
  • $1.02 Cap: $263M
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Q: with the sale of a 40% working interest for $ 150 m and growth plans and buying back shares and insiders owing a lot is this worth buying.

Upvote 4

Read Answer Asked by brian on April 21, 2025