Investment Q&A

Q: Good Morning. The green renewables seem to taking a backseat to the cyclicals oils and metals. Will the high cost of metals. plastics etc. needed to build the equipment for renewables hamper the ongoing investment in this area. I see great future for natural gas area. Your thoughts. Have a great weekend.

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Read Answer Asked by kenneth on May 07, 2021

• Parex Resources Inc. (PXT $20.22)
  • $20.22 P/E (TTM): 13.14X Cap: $1.94B
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Q: I would appreciate your expertise analysis of their results. I believe this oil and gas company has not debt and has been buying back shares.
Good time to add to my position?
Thanks
Dave.

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Read Answer Asked by David on May 07, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.31)
  • $42.31 Cap: $27.83B
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Q: Hi 5i,

Can you recommend 3 renewable energy companies that meet these criteria and rank them in order of preference:
1. trade on Canadian exchange
2. suitable for providing income for a RRSP/RIF account
3. reasonable valuation at today's price
4. hopefully buy and hold forever

thanks

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Read Answer Asked by Ian on May 07, 2021

• Pembina Pipeline Corporation (PPL $59.35)
  • $59.35 P/E (TTM): 20.48X Cap: $34.49B
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Q: What do you think of their latest quarter.

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Read Answer Asked by don on May 07, 2021

• ARC Resources Ltd. (ARX $24.05)
  • $24.05 P/E (TTM): 5.82X Cap: $13.72B
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Q: Was the earnings report for ARX that good?? Or is it the outlook after their joining up with VII??

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Read Answer Asked by Edgar on May 07, 2021

Q: Hi 5i Team,
Over the last few months, shares of companies in renewable energy business had been pulling back, some significantly, any thoughts why this is happening?
Cheers,

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Read Answer Asked by Harry on May 07, 2021

• Bonterra Energy Corp. (BNE $5.09)
  • $5.09 Cap: $183M
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Q: Hello 5i, could you comment on Bonterra going forward. I am a little underwater. Should I move on or hold for a bounce maybe?

James

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Read Answer Asked by Jimmy on May 06, 2021

• Desert Mountain Energy Corp. (DME $0.26)
  • $0.26 Cap: $25M
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Q: DME seems to have a couple very high grade helium wells in Arizona with little to no carbon-based gases (mostly nitrogen). Much depends on the upcoming 3 wells they are drilling but they plan to be in production by Q4. May I please I get your thoughts on this company and the outlook for the helium market in general. Thanks.

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Read Answer Asked by Marco on May 06, 2021

• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X
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Q: What is your outlook on Crew energy and how much debt do they have?

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Read Answer Asked by Paul on May 06, 2021

• Yangarra Resources Ltd. (YGR $1.10)
  • $1.10 P/E (TTM): 6.06X Cap: $111M
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Q: your thoughts on YGR's most recent quarter?

many thanks
Don

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Read Answer Asked by Don on May 06, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.31)
  • $42.31 Cap: $27.83B
  • View BEP.UN Profile
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• Algonquin Power & Utilities Corp. (AQN $9.07)
  • $9.07 Cap: $6.96B
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Q: Could you please recommend your preference b/w these two? (Buy and hold for 5-10 year timeframe).
Also, if I wanted to increase my USD exposure, could I not purchase either one of these inside a US TFSA without paying any withholding tax on the dividend? Both pay a USD dividend I believe.
Thanks,

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Read Answer Asked by Tom on May 06, 2021

• Enbridge Inc. (ENB $70.62)
  • $70.62 P/E (TTM): 26.48X Cap: $154.04B
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Q: Hi 5i, any insight into the large volume, 4x avg, for Enbridge today? I know energy markets as a whole were up today.

Thx.

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Read Answer Asked by Christopher on May 06, 2021

• Kelt Exploration Ltd. (KEL $8.13)
  • $8.13 P/E (TTM): 29.29X Cap: $1.62B
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Q: i would like you opinion on this stock for a 1 to 2 year outlook.
Thanks in advance
Bill

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Read Answer Asked by William on May 06, 2021

• Vermilion Energy Inc. (VET $13.59)
  • $13.59 Cap: $2.08B
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• Parex Resources Inc. (PXT $20.22)
  • $20.22 P/E (TTM): 13.14X Cap: $1.94B
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Q: Looking for a small to mid cap energy company that is well positioned to take advantage of rising oil prices.
Thanks
Dick

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Read Answer Asked by dick on May 06, 2021

• NuVista Energy Ltd. (NVA $19.04)
  • $19.04 P/E (TTM): 11.66X Cap: $3.68B
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Q: Thoughts on Nuvista at this point in time?

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Read Answer Asked by Mackenzie on May 04, 2021

• Suncor Energy Inc. (SU $74.90)
  • $74.90 P/E (TTM): 17.29X Cap: $90.30B
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Q: Please comment on Suncor's quarter and outlook.

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Read Answer Asked by Robert on May 04, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.31)
  • $42.31 Cap: $27.83B
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Q: Your thoughts on BEP.UN earnings release and impressions going forward? Thanks for your service...
Robert

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Read Answer Asked by Robert on May 04, 2021

• Chevron Corporation (CVX $182.40)
  • $182.40 P/E (TTM): 25.63X Cap: $367.26B
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• Marathon Petroleum Corporation (MPC $198.02)
  • $198.02 P/E (TTM): 21.42X Cap: $59.52B
  • View MPC Profile
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• Phillips 66 (PSX $156.26)
  • $156.26 P/E (TTM): 42.4X Cap: $62.96B
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• Exxon Mobil Corporation (XOM $149.93)
  • $149.93 P/E (TTM): 22.03X Cap: $632.27B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $116.13)
  • $116.13 P/E (TTM): 34.95X Cap: $22.68B
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Q: Hi,

What do you think of US energy stocks for the next two years? Is it too late to get in?

If not, which would you recommend?

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Read Answer Asked by Graeme on May 04, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $42.31)
  • $42.31 Cap: $27.83B
  • View BEP.UN Profile
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Q: With the news of selling off some resources how do you feel about the future growth and dividend future? What would you suggest the timeline is for me to be in a positive position.
Thank you for all you do,
Bonnie

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Read Answer Asked by Bonnie on May 04, 2021

• Algonquin Power & Utilities Corp. (AQN $9.07)
  • $9.07 Cap: $6.96B
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Q: Hi Guys
Found it a little difficult to understand the financial statement
I went in search of AFFO in an attempt to determine the Value at current prices
Could you give me a Quick Assessment
Thanks !

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Read Answer Asked by Gordon on May 04, 2021