Investment Q&A

• Spartan Delta Corp. (SDE $7.72)
  • $7.72 P/E (TTM): 37.85X Cap: $1.51B
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Q: Please comment on share price to earnings and outlook: it appears undervalued but oil and gas is my weakest area of analysis.

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Read Answer Asked by Murray on March 15, 2021

• Emera Incorporated (EMA $68.01)
  • $68.01 P/E (TTM): 18.33X Cap: $20.39B
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.75)
  • $16.75 P/E (TTM): 41.09X Cap: $1.97B
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Q: good day 5i
Thinking about selling emera, which I will have high capital gains on and buying a renewable energy stock. I already own a full compliment of icln and wondering whether I should buy another renewable? If so, which one? I am selling emera because I suspect the government may impose higher capital gains taxes soon. And also because I think there will be more growth, with of course stability, with renewables. I thought I would pass this idea through your radar to see whether you see it as a worthy idea
Thanks

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Read Answer Asked by joseph on March 15, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.45)
  • $39.45 Cap: $26.26B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.20)
  • $57.20 Cap: $21.70B
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Q: In a RESP account for a one year old I have both BEP.UN and BEPC. Which one would you suggest I sell & why. Thanks … Cal

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Read Answer Asked by cal on March 15, 2021

• Chevron Corporation (CVX $153.83)
  • $153.83 P/E (TTM): 21.26X Cap: $304.30B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Tourmaline Oil Corp. (TOU $64.77)
  • $64.77 P/E (TTM): 18.43X Cap: $24.89B
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• Whitecap Resources Inc. (WCP $11.73)
  • $11.73 P/E (TTM): 9.99X Cap: $14.19B
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Q: Hi 5i,
Can you please identify 2 energy names (stock or ETF) each in Canada, U.S. and international that are good to buy now? thanks.
Martin

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Read Answer Asked by Martin on March 15, 2021

• Tourmaline Oil Corp. (TOU $64.77)
  • $64.77 P/E (TTM): 18.43X Cap: $24.89B
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Q: Could you please comment on Tourmaline's latest results. Thank you.

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Read Answer Asked by Gregory on March 13, 2021

• Tourmaline Oil Corp. (TOU $64.77)
  • $64.77 P/E (TTM): 18.43X Cap: $24.89B
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Q: This company once traded as high as $60/share. It appears to be the premier nat gas producer in Canada. How likely do you think it hits its old high in the next 12-24 month? I know, that would be more than 100% increase.

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Read Answer Asked by Murray on March 12, 2021

• Ballard Power Systems Inc. (BLDP $3.85)
  • $3.85 Cap: $1.18B
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• Plug Power Inc. (PLUG $1.98)
  • $1.98 Cap: $2.79B
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• FuelCell Energy Inc. (FCEL $6.43)
  • $6.43 Cap: $319M
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Q: What is Blu Gas? Is it just another name for hydrogen?
There is a company called BLU on the Australian ASX exchange.. Can we trade on this exchange and how?

Any assistance would be appreciated. Thanks in Advance.

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Read Answer Asked by John on March 12, 2021

• Boralex Inc. Class A Shares (BLX $24.40)
  • $24.40 Cap: $2.56B
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Q: Good Afternoon
Since November 2020 Caise de depot et placement du Quebec has sold over 3.9 million shares of BLX. Do you view this as significant ? I will appreciate your insight about BLX going forward. This stock has dropped significantly, is it buyable at this level?
Thanks again for your expert opinion.

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Read Answer Asked by Terry on March 12, 2021

• Mattr Corp. (MATR $7.52)
  • $7.52 P/E (TTM): 13.05X Cap: $463M
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Q: Can you comment on Shawcor's most recent earnings, their recovery plan seems to be ahead of schedule?
Thanks
Peter

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Read Answer Asked by Peter on March 11, 2021

• Vermilion Energy Inc. (VET $13.02)
  • $13.02 Cap: $1.98B
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Q: As of now (march10 1:40PM) VET shares jumped 13% today. I can't find any news except the q results that were not that great in my opinion. Pls comment.

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Read Answer Asked by JR on March 11, 2021

• Enbridge Inc. (ENB $68.24)
  • $68.24 P/E (TTM): 25.98X Cap: $148.17B
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Q: Further to Arnold’s question of March 9th. Enbridge’s stock is holding in quite well? Is this likely a result that investors believe there is a significant likelihood a positive resolution or compromise will be reached regarding Line 5? What is your best guess? Thanks.

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Read Answer Asked by Gary on March 11, 2021

• Secure Waste Infrastructure Corp. (SES $18.30)
  • $18.30 P/E (TTM): 41.2X Cap: $3.95B
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• Tervita Corporation (TEV $5.81)
  • $5.81 Cap: $672M
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Q: Thoughts on the proposed merger of SES and TEV?

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Read Answer Asked by Blake on March 11, 2021

• Fortis Inc. (FTS $73.20)
  • $73.20 P/E (TTM): 20.99X Cap: $37.02B
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• Brookfield Renewable Partners L.P. (BEP.UN $39.45)
  • $39.45 Cap: $26.26B
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• Algonquin Power & Utilities Corp. (AQN $8.51)
  • $8.51 Cap: $6.56B
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• Northland Power Inc. (NPI $17.20)
  • $17.20 Cap: $4.54B
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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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Q: The majority of our utility holdings are in FTS /AQN, and when looking at value metrics: EV/Rev, p/b, forward p/e and yield, these 2 stocks appear to rank highest of the stocks listed above. NPI seems to be 3rd best in value, but it does have a higher p/b ratio. We also hold the following utilities in decreasing weight: BEP.UN, NPI and INE. We need to trim SU/ENB and want to add more to some or all of the latter 3 utilities - would you add the most to BEP.UN then NPI or focus on just BEP.UN? INE appears to be a bit over-valued at this time. Should we continue to hold INE, sell or add on more significant dip? We income/growth investors with 10+ year time horizon.
Thanks!!

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Read Answer Asked by Grant on March 11, 2021

• Mullen Group Ltd. (MTL $14.59)
  • $14.59 P/E (TTM): 13.91X Cap: $1.27B
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Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

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Read Answer Asked by Miroslaw on March 10, 2021

• Phillips 66 (PSX $140.25)
  • $140.25 P/E (TTM): 36.92X Cap: $55.18B
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Q: Phillips 66 has returned to my purchase price. Do you see a good future for this refiner or would you take this opportunity to change, please? Short term and long.

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Read Answer Asked by james on March 10, 2021

• Enbridge Inc. (ENB $68.24)
  • $68.24 P/E (TTM): 25.98X Cap: $148.17B
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Q: I am growing concerned about Line 5 as the Michigan governor is trying to close it down. I realize there are several strategies in play to keep it open, but given how big line 5 is to enbridge, to michigan, to ontario and quebec, I can't help but wonder what will happen to the stock and future growth if it is closed down Your opinion please?

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Read Answer Asked by arnold on March 09, 2021

• Surge Energy Inc. (SGY $7.42)
  • $7.42 P/E (TTM): 20.58X Cap: $733M
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Q: Well today I bought 5,000 SGY on a whim. Your thoughts on its' short term prospects please.

Thanks,

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Read Answer Asked by Dave on March 09, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.45)
  • $39.45 Cap: $26.26B
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Q: I am currently down 21% in BEP.un. as is my partner both of which are in our TFSA accounts. At the age of 72 and early 80's should we be selling of would you expect a fairly quick rebound?

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Read Answer Asked by Bonnie on March 09, 2021

Q: If we do not want to accept the current Brookfield offer of $16.50 for IPL what happens now that we have received the offer from Brookfield. Will IPL be sending us a voting right to accept or decline this Brookfield offer soon?

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Read Answer Asked by Vicki on March 08, 2021

• Tourmaline Oil Corp. (TOU $64.77)
  • $64.77 P/E (TTM): 18.43X Cap: $24.89B
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Q: Any idea why Tourmaline’s price has been dropping in the past couple of days amid healthy increases in WTI that’s benefitting TOU’s peers?

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Read Answer Asked by Thomas on March 08, 2021