Investment Q&A

• Total Energy Services Inc. (TOT)
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Q: Hello,

Total has nearly no debt, have solid revenue growth, FCF yield of 16.7% F24 (37% F25) and have proved that they can make astute acquisitions.

Is there anything not to like with this company other than being a small cap and economically sensitive to the price of oil?

What is your opinion?

Upvote 1

Read Answer Asked by James on February 13, 2024

• First Solar Inc. (FSLR)
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• SolarEdge Technologies Inc. (SEDG)
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• Enphase Energy Inc. (ENPH)
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• Nextracker Inc. (NXT)
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Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?

Thanks, Mark

Upvote 2

Read Answer Asked by Mark on February 13, 2024

• Cardinal Energy Ltd. (CJ)
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Q: Kindly comment on the CJ operational update announced this morning. Could that improve the stagnant SP of this name? Thanks.

Upvote 2

Read Answer Asked by Victor on February 13, 2024

• MEG Energy Corp. (MEG)
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Q: Hello, I have a small position in MEG and would like to add on the possibility of the company being taken over. As I understand it , they have a large Net Operating Loss (NOL) that a major could use to offset their tax. ..
What is your assessment of their financials? From what I see their EPS growth has been -ve for years. Then the question is why would someone buy this company? is it mis-managed?
Thanks
Carlo

Upvote 1

Read Answer Asked by Carlo on February 13, 2024

• BP p.l.c. (BP)
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Q: Hi 5i

BP has a nice dividend.
How do you feel about it being a good buy today?

THx
Gerry

Upvote 3

Read Answer Asked by Gerry on February 13, 2024

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Is it worth selling a half position in suncor and buying canadian natural resources ? There will be no tax consequences just trading costs.

Upvote 4

Read Answer Asked by STEVE on February 13, 2024

• Capital Power Corporation (CPX)
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Q: Hi 5i,
May I receive your opinion on the sales forecasts for CPX. 2023 is forecasted to be 3,729M and 2024 is forecasted to be 2,203M. Would you be able to provide an explanation as to why the drop of 1,526M? I use Koyfin for financial data.
Thanks for all you do for this DIY investor.

Upvote 2

Read Answer Asked by Dennis on February 13, 2024

• Devon Energy Corporation (DVN)
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• Enerplus Corporation (ERF)
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Q: Hello 5i could you comment as to if Devon is looking at a offer for Enerplus what would be a fair offer price?

Upvote 1

Read Answer Asked by Michael on February 13, 2024

• Suncor Energy Inc. (SU)
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• Imperial Oil Limited (IMO)
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• Franco-Nevada Corporation (FNV)
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• PrairieSky Royalty Ltd. (PSK)
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• Tourmaline Oil Corp. (TOU)
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• Whitecap Resources Inc. (WCP)
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• Freehold Royalties Ltd. (FRU)
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• Texas Pacific Land Corporation (TPL)
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• Permian Basin Royalty Trust (PBT)
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Q: Considering taking a position (up to 2%) in a dividend paying oil/gas company, and looking at FRU or WCP. Could I get your comments on the royalty structure vs a producer, as well as a comparison of the metrics such as payout percentage, debt, guidance, etc. Do you have a preference, and would you even consider adding an oil producer at this time. I have some ETFs with small positions in some oil companies, but no direct holdings of my own.
Thank-you

Upvote 3

Read Answer Asked by grant on February 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: I just bought BEP.UN in a non-registered account,shall the dividends be " fully taxed" ( equivalent to interest), if not how precisely will they be taxed ? Should I then switch for BEPC ? Thanks..

Upvote 6

Read Answer Asked by Jean-Yves on February 12, 2024

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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• Birchcliff Energy Ltd. (BIR)
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• Surge Energy Inc. (SGY)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: With the prices of some oil stocks down significantly in the past 6 months, do you think that some of the larger companies (SU, CNQ, etc) would want to take over some of the smaller players at a nice discount? A bit speculative, but can you identify some of the smaller takeover candidates?

Upvote 5

Read Answer Asked by Mike on February 12, 2024

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Two questions:

(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.

Upvote 3

Read Answer Asked by Jerry on February 12, 2024

• ARC Resources Ltd. (ARX)
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Q: Please give your opinion of ARC Resources Y/E earnings from last night. Thank you.

Upvote 4

Read Answer Asked by hank on February 09, 2024

• Enbridge Inc. (ENB)
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Q: On Sept 28,2023 Chris White did a blog post titled " Enbridge (ENB) Makes a Major Move in the US Gas Market".
Did this transaction go through? And if so how is it working out? If not why not?
Thanks
John

Upvote 5

Read Answer Asked by John on February 09, 2024

• Cameco Corporation (CCO)
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Q: Good morning,

Does the recent pullback create a buying opportunity ?
It seems a little extreme?

Thank you.

Upvote 6

Read Answer Asked by Brad on February 09, 2024

• Enbridge Inc. (ENB)
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Q: Thoughts on the quarter please?

Thx

Upvote 15

Read Answer Asked by blake on February 09, 2024

• Capital Power Corporation (CPX)
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Q: With the pause in Alberta on renewables and Cpx has had a steady downturn from it's highs where do you think this is going ,the affect etc .

Upvote 4

Read Answer Asked by terrance on February 09, 2024

• Capital Power Corporation (CPX)
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Q: Good Evening
Many analysts are downgrading CPX and some indicate that the pay out ratio is 109% putting the dividend in jeopardy.
I will appreciate your insight going forward.
Is the dividend safe, is it a hold or sell ?
Thanks as always for your comments.

Upvote 4

Read Answer Asked by Terry on February 09, 2024

• Birchcliff Energy Ltd. (BIR)
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Q: Hi 5i
Do you have news associated with recent uptick in BIR, almost 18% in last two days.

thx

Upvote 3

Read Answer Asked by jim on February 08, 2024

• Alvopetro Energy Ltd. (ALV)
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Q: What happened to alv? Going down daily.

Upvote 1

Read Answer Asked by victor on February 08, 2024