Investment Q&A

• Pason Systems Inc. (PSI $12.22)
  • $12.22 P/E (TTM): 15.65X Cap: $958M
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Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.

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Read Answer Asked by Sridhar on July 22, 2019

• Tamarack Valley Energy Ltd. (TVE $7.75)
  • $7.75 Cap: $387M
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Q: Comments on Tamarack?

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Read Answer Asked by Kelly on July 22, 2019

• Yangarra Resources Ltd. (YGR $1.11)
  • $1.11 P/E (TTM): 6.39X Cap: $114M
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Q: I have been watching YGR and momentum tells me no but unless I am missing somethings the fundamentals look very compelling. Your advice please before I jump in to another sad CDN energy story.
thanks for you valuable input!!

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Read Answer Asked by Robert on July 22, 2019

• ARC Resources Ltd. (ARX $26.02)
  • $26.02 P/E (TTM): 6.56X Cap: $15.10B
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Q: Buy, sell or hold: dividend sustainable and catalysts going forward?

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Read Answer Asked by James on July 22, 2019

• Pengrowth Energy Corporation (PGF $0.06)
  • $0.06 Cap: $30M
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Q: PGF made a new low on the 16th before Mr Schulich started buying another 2M shares. Now he owns 30% of the company. Looking at the financials I cannot find any reason for the optimism surely there are many other oil/gas companies that are in much better position. Care to speculate on that?

Thanks, Peter

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Read Answer Asked by Peter on July 22, 2019

• Vermilion Energy Inc. (VET $11.94)
  • $11.94 Cap: $1.85B
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Q: Good morning team what are your thoughts on vet after the downgrade from RBC ,is it time to run away from Canada or is there a fundamental problem here I know the sector is challenged not sure on keeping it ,had it for years .thank you

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Read Answer Asked by Norman on July 19, 2019

• Vermilion Energy Inc. (VET $11.94)
  • $11.94 Cap: $1.85B
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Q: Hi Ryan Can I have your current take on Vet looking other energy companies the decline is moderate .
With vet in the last month is on a toboggan and gaining speed .Is there any rational reason for this
Kind Regards
Stan

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Read Answer Asked by Stan on July 18, 2019

• Vermilion Energy Inc. (VET $11.94)
  • $11.94 Cap: $1.85B
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Q: VET is in the red today on high volume. I don't see any news.
What are your current thoughts on the company?

Thanks
E.

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Read Answer Asked by EVAN on July 18, 2019

• ARC Resources Ltd. (ARX $26.02)
  • $26.02 P/E (TTM): 6.56X Cap: $15.10B
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Q: Hi Team,

What do you think of ARX at this point? How safe is it?


Thanks!

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Read Answer Asked by Issaku on July 18, 2019

• Whitecap Resources Inc. (WCP $11.68)
  • $11.68 P/E (TTM): 9.92X Cap: $14.15B
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Q: WCP has a price to cash flow of 3.5, meaning a cash flow of about 1.20/y , but latest earnings are 0.06 and pays a div of 0.34/y (8%), since the dividend is higher than the earnings, from which funds is the company paying the dividend ?, is it sustainable ?, I like the cash flow, and the dividend , but are not dividends paid from earnings normally ?

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Read Answer Asked by Alejandro (Alex) on July 17, 2019

• Algonquin Power & Utilities Corp. (AQN $8.09)
  • $8.09 Cap: $6.20B
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Q: My question on AQN. is that from some other sites give a 12 month $12.50. With its current price of $16+ , and a PE of 37.5, does that mean one should sell at current and buy back later? Thank you again

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Read Answer Asked by DAVID on July 17, 2019

• Birchcliff Energy Ltd. (BIR $7.42)
  • $7.42 P/E (TTM): 27.89X Cap: $2.03B
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Q: Bir along with other gas stocks rallied today. Why? Your thoughts on Bir for a long term 2-3 year hold

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Read Answer Asked by kenneth on July 16, 2019

• Western Forest Products Inc. (WEF $11.13)
  • $11.13 Cap: $117M
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Q: Is wef a buy at this level, or the lumber industry on hold for now?

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Read Answer Asked by kenneth on July 15, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I currently have a 3.5% position in KWH. With funds expected from the buy out next week, what are your recommendations to re- deploy as income generating in the same sector.

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Read Answer Asked by Stephen on July 15, 2019

• Painted Pony Energy Ltd. (PONY)
  • P/E (TTM): 78.9X
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Q: I was wondering if you could tell me what is going on with painted pony? What kind of management team does it have and why has its value gone down so low? A family member holds over 3500 shares in 2 separate registered account and is looking at buying more. Is this a well run company? What are your thoughts?

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Read Answer Asked by Lorraine on July 12, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $38.68)
  • $38.68 Cap: $25.47B
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Q: Brookfield Renewables has been on a tear since the end of December. What is your outlook on future returns at this price level and would you consider reducing a position?

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Read Answer Asked by Matthew on July 12, 2019

• Yangarra Resources Ltd. (YGR $1.11)
  • $1.11 P/E (TTM): 6.39X Cap: $114M
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Q: Hi this stock is at bottom right now. Is there a future turn around possibility? Financial health of the company, Please. Thanks.

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Read Answer Asked by Pradip on July 12, 2019

• Kinder Morgan Inc. (KMI $26.87)
  • $26.87 P/E (TTM): 21.8X Cap: $59.66B
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• Williams Companies Inc. (The) (WMB $60.29)
  • $60.29 P/E (TTM): 30.56X Cap: $74.39B
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• Antero Midstream Corporation (AM $18.20)
  • $18.20 P/E (TTM): 18.56X Cap: $8.60B
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Q: 5i's - Looking for a low beta low PE defensive US pipeline stock - found this one which had a precipitous drop in stock price this year - 3 questions - why the drop - is this one a defensive place to invest in that sector - what would you recommend (one or two stocks) for US pipeline exposure with above criteria - 3 thank yous - Ken

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Read Answer Asked by Ken on July 12, 2019

• Cenovus Energy Inc. (CVE $24.60)
  • $24.60 P/E (TTM): 14.34X Cap: $43.63B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $26.02)
  • $26.02 P/E (TTM): 6.56X Cap: $15.10B
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• Vermilion Energy Inc. (VET $11.94)
  • $11.94 Cap: $1.85B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $11.68)
  • $11.68 P/E (TTM): 9.92X Cap: $14.15B
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• Athabasca Oil Corporation (ATH $7.19)
  • $7.19 P/E (TTM): 8.42X Cap: $3.81B
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• Baytex Energy Corp. (BTE $4.20)
  • $4.20 P/E (TTM): 15.36X Cap: $3.21B
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Q: I am considering adding a few long-term positions to my registered accounts and looking for ideas in oil & gas - income and growth. A few names are noted above, however, looking for your top 5 recommendations.

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Read Answer Asked by Shyam on July 11, 2019

• Vermilion Energy Inc. (VET $11.94)
  • $11.94 Cap: $1.85B
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Q: What is your view towards this company if I boy more for income. It is giving about 10%, with dividend of $2.76 /sh. , but its eps. is $1.92 and its free CF. is much lower. Do u foresee a dividend cut?

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Read Answer Asked by DAVID on July 11, 2019