Investment Q&A

• Enbridge Inc. (ENB $73.47)
  • $73.47 P/E (TTM): 28.1X Cap: $160.31B
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• Canadian Natural Resources Limited (CNQ $62.96)
  • $62.96 P/E (TTM): 19.86X Cap: $131.33B
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Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Upvote 4

Read Answer Asked by Ronald on August 18, 2025

• Peyto Exploration & Development Corp. (PEY $27.62)
  • $27.62 P/E (TTM): 15.01X Cap: $5.55B
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• Logan Energy Corp. (LGN $0.86)
  • $0.86 P/E (TTM): 21.5X Cap: $512M
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Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Upvote 3

Read Answer Asked by Hussein on August 15, 2025

• Peyto Exploration & Development Corp. (PEY $27.62)
  • $27.62 P/E (TTM): 15.01X Cap: $5.55B
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Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Upvote 3

Read Answer Asked by Victor on August 15, 2025

• First Trust Natural Gas ETF (FCG $29.08)
  • $29.08 P/E (TTM): 12.86X Cap: $620M
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• United States Natural Gas Fund (UNG $12.75)
  • $12.75 P/E (TTM): 15.09X Cap: $442M
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Q: First Trust Natural Gas ETF (FCG) - not in your system. This US based ETF has a mandate to invest in MLP units among other things like stocks. Does this make it problematic for Canadians to hold as it pays a 2.8% dividend? How does it compare with UNG - also not in your system?

Upvote 1

Read Answer Asked by Jeff on August 14, 2025

• Strathcona Resources Ltd. (SCR $34.10)
  • $34.10 P/E (TTM): 6.65X Cap: $7.30B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx

Upvote 3

Read Answer Asked by jim on August 13, 2025

• Vermilion Energy Inc. (VET $15.38)
  • $15.38 Cap: $2.35B
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Q: What are your thoughts on Vermillion today? The stock was $56 8 years ago, now struggles to maintain $10. Is it just horrible management? Should one hold and hope. They sell much of their products at elevated prices, but still can't seem to gain any traction.

Upvote 4

Read Answer Asked by Mark on August 12, 2025

• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.41B
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Q: Some analysis of Algonquin’s most recent earnings please.

Upvote 3

Read Answer Asked by Donald on August 12, 2025

• Enbridge Inc. (ENB $73.47)
  • $73.47 P/E (TTM): 28.1X Cap: $160.31B
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• TC Energy Corporation cumulative redeemable first preferred shares series 1 (TRP.PR.A $21.36)
  • $21.36 P/E (TTM): 26.89X Cap: $86.59B
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Q: Which company-Enb or Trp would benefit most from Data A-I centres?

Upvote 4

Read Answer Asked by Terry on August 12, 2025

• Canadian Natural Resources Limited (CNQ $62.96)
  • $62.96 P/E (TTM): 19.86X Cap: $131.33B
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Q: Good morning,

Thoughts on CNQ’s earnings today?

Thanks for the great service.

Upvote 9

Read Answer Asked by Trevor on August 11, 2025

• BWX Technologies Inc. (BWXT $195.23)
  • $195.23 P/E (TTM): 54.69X Cap: $17.85B
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• Global X Uranium Index ETF (HURA $56.99)
  • $56.99 P/E (TTM): 66.33X Cap: $196M
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Q: CanI please have your thoughts on BWXT. Is it too late to get in? As well is there an ETF that trades on the TSX that follows Uranium stocks? Thank You.

Upvote 1

Read Answer Asked by Brian on August 11, 2025

• Constellation Energy Corporation (CEG $319.06)
  • $319.06 P/E (TTM): 43.12X Cap: $115.49B
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Q: Hi guys,

Please provide feedback on CEG's latest quarter.

Thanks

Jim

Upvote 2

Read Answer Asked by jim on August 11, 2025

Q: Realizing it is a theoretical exercise, should we enter a further pull back in the energy sector which companies are more in play and susceptible to take over bids?

Upvote 3

Read Answer Asked by Art on August 11, 2025

• Pembina Pipeline Corporation (PPL $60.55)
  • $60.55 P/E (TTM): 21.78X Cap: $35.19B
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Q: Did not expect this to drop as far as it has. Any concerns on adding here for dividend income and some growth? Is the dividend looking ok?

Upvote 4

Read Answer Asked by Robert on August 11, 2025

• Pembina Pipeline Corporation (PPL $60.55)
  • $60.55 P/E (TTM): 21.78X Cap: $35.19B
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Q: Your thoughts on Pembina's latest results ... I already own for the income ... would you add more ?

Upvote 7

Read Answer Asked by Randy on August 11, 2025

• Canadian Natural Resources Limited (CNQ $62.96)
  • $62.96 P/E (TTM): 19.86X Cap: $131.33B
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Q: Is CNQ stock price down due to OPEC increases or other ?

Upvote 6

Read Answer Asked by terrance on August 07, 2025

• Tidewater Inc. (TDW $77.79)
  • $77.79 P/E (TTM): 11.59X Cap: $3.85B
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Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks

Upvote 1

Read Answer Asked by James on August 06, 2025

• Source Energy Services Ltd. (SHLE $16.92)
  • $16.92 P/E (TTM): 6.88X Cap: $221M
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Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???

Upvote 3

Read Answer Asked by arnold on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $41.17)
  • $41.17 Cap: $27.99B
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• Brookfield Renewable Corporation Class A Subordinate (BEPC $40.10)
  • $40.10 Cap: $5.83B
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Q: Thoughts on the quarter please and thanks.

Upvote 5

Read Answer Asked by Robert on August 05, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $41.17)
  • $41.17 Cap: $27.99B
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• Capital Power Corporation (CPX $60.77)
  • $60.77 P/E (TTM): 76.92X Cap: $9.46B
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Q: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush

Upvote 2

Read Answer Asked by Piyush on August 05, 2025

• Fortis Inc. (FTS $78.59)
  • $78.59 P/E (TTM): 22.52X Cap: $39.87B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.17)
  • $41.17 Cap: $27.99B
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• Capital Power Corporation (CPX $60.77)
  • $60.77 P/E (TTM): 76.92X Cap: $9.46B
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• TransAlta Corporation (TA $17.32)
  • $17.32 Cap: $5.14B
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Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.

Upvote 3

Read Answer Asked by Peter on August 05, 2025