Investment Q&A

• Baytex Energy Corp. (BTE $4.19)
  • $4.19 P/E (TTM): 14.96X Cap: $3.21B
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• Surge Energy Inc. (SGY $6.93)
  • $6.93 P/E (TTM): 17.79X Cap: $685M
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• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
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Q: hello, hoping to get your thoughts & opinion on SGY, BXE, & BTE. whether they are a buy, sell or hold, or just any insight you might feel useful. thank you for you time.

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Read Answer Asked by Brian on October 15, 2018

• Baytex Energy Corp. (BTE $4.19)
  • $4.19 P/E (TTM): 14.96X Cap: $3.21B
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $81.50)
  • $81.50 P/E (TTM): 6.81X Cap: $229M
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Q: Best Cdn oil company to own if oil increases over $100?

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Read Answer Asked by Rob on October 15, 2018

• BMO Equal Weight Banks Index ETF (ZEB $58.10)
  • $58.10 P/E (TTM): 11.77X Cap: $5.31B
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Q: Rafferty Capitals, Richard Bove said banks do not do better in a higher fed rate environment. Why are most saying they do ?

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Read Answer Asked by George on October 15, 2018

• Vermilion Energy Inc. (VET $11.86)
  • $11.86 Cap: $1.81B
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• Parex Resources Inc. (PXT $18.01)
  • $18.01 P/E (TTM): 10.83X Cap: $1.73B
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Q: with the now huge spread between WTI and WCS, who would be advised to buy Canadian oil stocks and why. Are not Canadian oil companies only receiving the WCS price for all Canadian production. How bad is this!!

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Read Answer Asked by george on October 12, 2018

• TC Energy Corporation (TRP $75.27)
  • $75.27 P/E (TTM): 22.95X Cap: $78.35B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: With the price of WCS oil at record lows , if the producers cut back production will these pipeline companies be hurt. Besides rising interest rates are there any other headwinds with these two companies?

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Read Answer Asked by John on October 12, 2018

• BlackPearl Resources Inc. (PXX $1.03)
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Q: Hi Peter & team,
What do you think of the deal with IPCO? Supposedly it represents an aquisition of $1.85/share of PXX....but it's only at ~ 1.50. This is my son's stock and he has a 55% loss even at 1.50 price. Would you sell? Should it get to 1.85?
Thanks!

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Read Answer Asked by Silvia on October 11, 2018

• Advantage Energy Ltd. (AAV $12.18)
  • $12.18 Cap: $2.03B
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Q: Hi, can you give your opinion on AAV?

Thank you!

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Read Answer Asked by TK on October 10, 2018

• Mattr Corp. (MATR $7.75)
  • $7.75 P/E (TTM): 13.48X Cap: $474M
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Q: Shawcor has been out of favour for some time and has been building a nice base over the last 18 months. What are your thoughts on this company and its prospects for future earnings

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Read Answer Asked by Luca on October 10, 2018

• Tourmaline Oil Corp. (TOU $63.07)
  • $63.07 P/E (TTM): 18.09X Cap: $24.40B
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• Birchcliff Energy Ltd. (BIR $7.36)
  • $7.36 P/E (TTM): 27.56X Cap: $2.01B
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• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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Q: Peter, what Cdn listed companies have the most short term positive outlook if natural gas has hit bottom and is heading up for the medium term ? Thanks, Paul

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Read Answer Asked by Paul on October 09, 2018

• CWC Energy Services Corp. (CWC $0.16)
  • $0.16 P/E (TTM): 1.21X Cap: $82M
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Q: Company shares have basically flatlined for close to 3 yrs. is there any hope of a share price increase? Increased drilling by the exploration sector (with recent higher prices) and with continued production services revenue should this co. not benefit? The high share count is also somewhat worrisome. Thoughts?

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Read Answer Asked by lance on October 09, 2018

• TDG Gold Corp. (TDG $0.94)
  • $0.94 Cap: $271M
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Q: Hi,
With Precision drilling buying TDG, how should I go about my TDG shares? Would it stay at $1.98 or would my TDG funds be transferred to PD stock in my brokerage account?

Any advice would be appreciated.

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Read Answer Asked by Sahil on October 09, 2018

• Parex Resources Inc. (PXT $18.01)
  • $18.01 P/E (TTM): 10.83X Cap: $1.73B
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• Gran Tierra Energy Inc. (GTE $5.41)
  • $5.41 Cap: $190M
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• Tamarack Valley Energy Ltd. (TVE $7.79)
  • $7.79 Cap: $393M
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• Valeura Energy Inc. (VLE $7.89)
  • $7.89 P/E (TTM): 2.4X Cap: $796M
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Q: Do you see any 'underappreciated' candidates in the oil/gas industry that might duplicate the 12 month performance of Tamarack Valley?

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Read Answer Asked by Maurice on October 09, 2018

• Whitecap Resources Inc. (WCP $11.73)
  • $11.73 P/E (TTM): 9.97X Cap: $14.24B
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Q: Wcp is sitting around 52 week lows even though the price of oil is rallying. Why is this?
I'm tempted to buy wcp for a bounce off the bottom, as it has done in the past.
Thoughts?

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Read Answer Asked by Curtis on October 09, 2018

• Precision Drilling Corporation (PD $94.39)
  • $94.39 P/E (TTM): 25.33X Cap: $1.25B
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• TDG Gold Corp. (TDG $0.94)
  • $0.94 Cap: $271M
  • View TDG Profile
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Q: I think the management did a good job. The offer made by Precision is somewhat 25% higher than Ensign, but what kind of deal is it for Precision's shareholders? Your comments will be appreciate.
Thanks

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Read Answer Asked by Daniel on October 09, 2018

• TDG Gold Corp. (TDG $0.94)
  • $0.94 Cap: $271M
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Q: Peter and His Wonder Team
TDG is up 6% on heavy volume. Can you see any news? I know they rejected a recent offer and are looking at all options.
Thanks!

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Read Answer Asked by Ernest on October 05, 2018

• Tamarack Valley Energy Ltd. (TVE $7.79)
  • $7.79 Cap: $393M
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Q: Hej
I’m a huge investor in
Tamarack Valley Energy. TVE
I see nothing but upside
Thoughts and Tnanks
Juri

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Read Answer Asked by Juri on October 05, 2018

• Atlassian Corporation (TEAM $162.04)
  • $162.04 Cap: $42.63B
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Q: Hi Folks

Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.

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Read Answer Asked by El-ann on October 05, 2018

• Parex Resources Inc. (PXT $18.01)
  • $18.01 P/E (TTM): 10.83X Cap: $1.73B
  • View PXT Profile
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Q: Good Morning,
On average how long do strategic reviews take to complete? Does 3-6 months seem reasonable? They are coming up to 3 months so wondering if you think year end is a reasonable time frame to hear something? With Brent oil prices hovering around $85 things look even better for them.
Thanks

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Read Answer Asked by Chris on October 04, 2018

• Whitecap Resources Inc. (WCP $11.73)
  • $11.73 P/E (TTM): 9.97X Cap: $14.24B
  • View WCP Profile
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Q: Do you view Whitecap's dividend as safe or do you think they will direct those funds toward more growth...thanks.

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Read Answer Asked by Curtis on October 04, 2018

• ARC Resources Ltd. (ARX $25.91)
  • $25.91 P/E (TTM): 6.49X Cap: $14.91B
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Q: range bound for some time; thinking of taking a tax loss and re-purchasing later; your thoughts please?

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Read Answer Asked by don on October 04, 2018