Investment Q&A

• Parex Resources Inc. (PXT $14.28)
  • $14.28 Fwd P/E: 13.07X Cap: $1.41B
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• Kelt Exploration Ltd. (KEL $7.65)
  • $7.65 Fwd P/E: 30.68X Cap: $1.52B
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Q: KEL results released this morning look pretty darn good to me -- except maybe against "estimates" (?) which i haven't seen. A 13% drop looks (ridiculously) overdone? Your thoughts?

KEL & PXT are half positions in my TFSA -- hold, increase, or fold?

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Read Answer Asked by Lotar on November 12, 2018

• Enerplus Corporation (ERF $26.78)
  • $26.78 Fwd P/E: 10.81X Cap: $5.44B
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Q: Could I have your view on this mornings 3rd quarter earnings for this company. Many tnx.

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Read Answer Asked by Jacques on November 12, 2018

• Vermilion Energy Inc. (VET $10.53)
  • $10.53 Cap: $1.66B
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Q: I'm wondering if you would know what percentage of Vermillion's revenue now comes from its non-Canadian assets. I'm thinking of harvesting some losses on Cdn. energy stocks I hold and putting the proceeds into Vermillion shares as a way of staying in the sector in case of a recovery. Your thoughts please.

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Read Answer Asked by Donald on November 12, 2018

• Vermilion Energy Inc. (VET $10.53)
  • $10.53 Cap: $1.66B
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Q: Are you aware of the underlying reason(s) Vermillion has dumped since its Oct. 25th earnings release? Some production up, some down, +280% boe US increase production helped by Powder River Basin acquisition in Wyoming but no big announcement. Your rating of VET and short term/long term outlooks would be appreciated.

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Read Answer Asked by Ted on November 12, 2018

• ARC Resources Ltd. (ARX $27.47)
  • $27.47 Fwd P/E: 12.35X Cap: $16.33B
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Q: could you comment on why arx is down so much today.

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Read Answer Asked by john on November 12, 2018

• Vermilion Energy Inc. (VET $10.53)
  • $10.53 Cap: $1.66B
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• Whitecap Resources Inc. (WCP $9.67)
  • $9.67 Fwd P/E: 6.29X Cap: $5.68B
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Q: Well tax loss selling is upon us again, I'm down to two energy companies and I would like sell either one of VET or WCP. Both are down about 30%+, which one would you recommend? Thanks for your help.

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Read Answer Asked by Victor on November 12, 2018

• PrairieSky Royalty Ltd. (PSK $24.13)
  • $24.13 Fwd P/E: 26.19X Cap: $5.63B
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• Freehold Royalties Ltd. (FRU $12.99)
  • $12.99 Fwd P/E: 13.14X Cap: $2.13B
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Q: Both companies are in a currently depressed sector and their respective stock prices reflect that. However, do you have a view on whether they might be close to the bottom? I realize that this is similar to asking where the price of oil is going but both stocks are royalty plays I believe and are therefore somewhat different from other direct oil/gas producers. Do you believe their dividends are reasonably safe and which would you prefer to buy (or not buy either) or better to wait till tax selling season later in the month

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Read Answer Asked by angus on November 09, 2018

• Parex Resources Inc. (PXT $14.28)
  • $14.28 Fwd P/E: 13.07X Cap: $1.41B
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Q: Afternoon folks:
Could you please comment on recent results.
Thanks
Mark.

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Read Answer Asked by Mark on November 09, 2018

• ARC Resources Ltd. (ARX $27.47)
  • $27.47 Fwd P/E: 12.35X Cap: $16.33B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: Looking for a small cap Oil stock,that pays a good dividend, has a drip and good management. TOG & ARX seem to fit the criteria. Your opinion on these two stocks or a better pick will be greatly appreciated. EXCELLENT SERVICE Thanks Gord

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Read Answer Asked by Gord on November 09, 2018

• Peyto Exploration & Development Corp. (PEY $19.37)
  • $19.37 Fwd P/E: 13.05X Cap: $3.84B
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• Bonterra Energy Corp. (BNE $3.54)
  • $3.54 Fwd P/E: 72.0X Cap: $134M
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• Essential Energy Services Ltd. (ESN $0.40)
  • $0.40 Fwd P/E: 52.79X Cap: $50M
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• Trican Well Service Ltd. (TCW $5.69)
  • $5.69 Fwd P/E: 11.37X Cap: $1.03B
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Q: What is your opinion on these stock after the last Q?
Thanks

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Read Answer Asked by Calin on November 09, 2018

• Trican Well Service Ltd. (TCW $5.69)
  • $5.69 Fwd P/E: 11.37X Cap: $1.03B
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Q: What is your opinion on their 3rd quarter results? I bought some shares a while ago at around $3.50. Time to take my losses and move on?

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Read Answer Asked by Ed on November 09, 2018

• Questor Technology Inc. (QST $0.42)
  • $0.42 Cap: $10M
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Q: With the Colorado regulatory risk now off the table (at least near/midterm), is this a good buying opportunity? Despite the recent pop, shares have yet to recover above 4 dollars where they traded prior to this fiasco. I currently have no O&G exposure (except for my primary source of income and some E&P RSU's) Thanks.

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Read Answer Asked by Scott on November 09, 2018

• Bonterra Energy Corp. (BNE $3.54)
  • $3.54 Fwd P/E: 72.0X Cap: $134M
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Q: Do you think today's selloff is warranted, after the earnings release.

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Read Answer Asked by Jordon on November 09, 2018

• Whitecap Resources Inc. (WCP $9.67)
  • $9.67 Fwd P/E: 6.29X Cap: $5.68B
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Q: thoughts at current price and economic landscape?

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Read Answer Asked by Jordan on November 08, 2018

• Parex Resources Inc. (PXT $14.28)
  • $14.28 Fwd P/E: 13.07X Cap: $1.41B
  • View PXT Profile
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• Whitecap Resources Inc. (WCP $9.67)
  • $9.67 Fwd P/E: 6.29X Cap: $5.68B
  • View WCP Profile
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Q: Hi folks
I can use a loss on WCP. In 30 days I may buy back with a better price in mind. ...hopefully. Meanwhile can you suggest a better replacement in the energy sector? Thank you

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Read Answer Asked by El-ann on November 08, 2018

• Gibson Energy Inc. (GEI $24.54)
  • $24.54 Fwd P/E: 24.96X Cap: $3.94B
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• Athabasca Oil Corporation (ATH $5.57)
  • $5.57 Fwd P/E: 5.97X Cap: $2.87B
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Q: GEI is at 52 week highs. Do you think its worth holding onto?

What are your thoughts on AOC recent quarter?

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Read Answer Asked by sean on November 08, 2018

• TC Energy Corporation (TRP $66.69)
  • $66.69 Fwd P/E: 15.75X Cap: $68.91B
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Q: Will the Keystone project be in danger now that the Democrats have regained control of the House?

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Read Answer Asked by Terry on November 07, 2018

• Surge Energy Inc. (SGY $6.67)
  • $6.67 Cap: $663M
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Q: I just notice in Canadian Insider that JOG just purchased approx 48 million shares in Surge Energy. What should be read into this transaction from my point ov view as a shareholder.
Thanks

Wayne

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Read Answer Asked by Wayne on November 07, 2018

• TC Energy Corporation (TRP $66.69)
  • $66.69 Fwd P/E: 15.75X Cap: $68.91B
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• Pembina Pipeline Corporation (PPL $51.04)
  • $51.04 Fwd P/E: 16.68X Cap: $29.67B
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Q: I am considering a purchase of either TRP or PPL, with dividend and stock price stability being more important than growth. Which do you prefer, and please also comment on the payout, debt levels, and exposure to the oilsands.
Thanks, Grant

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Read Answer Asked by grant on November 07, 2018

• Canadian Crude Oil Index ETF (CCX $4.27)
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• BetaPro Crude Oil Leveraged Daily Bull ETF (HOU $10.99)
  • $10.99 Cap: $59M
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Q: Is there a leverage play on Oil on the upside. What about HOU or CCX . Any others Oil is down a lot. What would be a good play Canada & USA ? RAK

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Read Answer Asked by bob on November 07, 2018