Investment Q&A

• TransGlobe Energy Corporation (TGL $5.06)
  • $5.06 P/E (TTM): 2.27X Cap: $368M
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Q: Why did TGL crash this morning?
Thank you.

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Read Answer Asked by Kurt W on May 11, 2018

• Secure Waste Infrastructure Corp. (SES $18.05)
  • $18.05 P/E (TTM): 41.34X Cap: $3.94B
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Q: Do you see SES as a stock to hold within a growth portfolio? I am also considering the positive dividend yield. Thanks for the insight(s).

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Read Answer Asked by Dominik on May 10, 2018

• Athabasca Oil Corporation (ATH $7.68)
  • $7.68 P/E (TTM): 8.58X Cap: $3.93B
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Q: Dear 5i Team:
Would appreciate your assessment of Athabasca Oil. Would like to have a small position in energy after a long absence.
Thanks so much. Lorraine

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Read Answer Asked by Dr Lorraine on May 10, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
  • View BXE Profile
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Q: I thought that Bellatrix was making the right moves to return to financial health - and that may be true, But this year the first quarter shows a loss of $12.9M compared with a profit of $13M in 2017. While this was partly due to lower commodity prices, the company says "The decrease in net profit period over period is primarily due to a decrease in the unrealized gain on commodity contracts (. . . )". If I have an unrealized gain on stocks I own it is because I haven't sold them yet. But what is an unrealized gain on commodity contracts ? Is this just a paper loss or a real loss that investors should worry about ?

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Read Answer Asked by Don on May 10, 2018

• iShares S&P/TSX Capped Energy Index ETF (XEG $19.83)
  • $19.83 P/E (TTM): 1.62X Cap: $1.29B
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• Vanguard Energy ETF (VDE $125.06)
  • $125.06 P/E (TTM): 15.51X Cap: $6.98B
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Q: Do you think the present time is a good time to step into energy stocks, and if so what would be your preference between VDE or XEG? With thanks, Bill

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Read Answer Asked by William J on May 10, 2018

• Yangarra Resources Ltd. (YGR $0.99)
  • $0.99 P/E (TTM): 5.78X Cap: $100M
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Q: your opinion on yangarras earnings. dave

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Read Answer Asked by david on May 10, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: in your growth portfolio RRX is only 2.9% and is down 29%. You have 10% in cash are looking at buying more at this time or feel that the energy sector is still not a sector to be fully invested in?
Thanks

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Read Answer Asked on May 10, 2018

• Surge Energy Inc. (SGY $7.64)
  • $7.64 P/E (TTM): 20.92X Cap: $756M
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Q: Comments on recent numbers,, looks good to me?? Pat

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Read Answer Asked by Pat on May 09, 2018

• Canadian Natural Resources Limited (CNQ $47.90)
  • $47.90 P/E (TTM): 15.08X Cap: $99.78B
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Q: Given the recent news, is CNQ a BUY now? Thanks!

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Read Answer Asked by Austin on May 09, 2018

• Calfrac Well Services Ltd. (CFW $3.17)
  • $3.17 P/E (TTM): 31.1X Cap: $272M
  • View CFW Profile
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Q: Can you please give me your opinion of Calfrac for a buy right now?

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Read Answer Asked by Susan and Philip on May 09, 2018

• Renaissance Oil Corp. (ROE $0.51)
  • $0.51 Cap: $190M
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Q: Hi Peter & Team
what can you tell me about ROE Renaissance Oil Corp and would you allocate a small amount to this speculative stock?
Thanks Ron

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Read Answer Asked by Ron on May 08, 2018

• Cenovus Energy Inc. (CVE $25.48)
  • $25.48 P/E (TTM): 14.93X Cap: $45.64B
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• Vermilion Energy Inc. (VET $12.69)
  • $12.69 Cap: $1.94B
  • View VET Profile
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• Whitecap Resources Inc. (WCP $11.58)
  • $11.58 P/E (TTM): 10.02X Cap: $14.05B
  • View WCP Profile
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Q: Hello all
I am zero invested in oil and gas right now.
I have a bit of room in RSP account and thinking of taking one oil stock with a decent dividend for a long term hold. Purchasing right away so today’s prices are in play.
Either Vermillion or White Cap fit I think, thoughts on those or another option would be appreciated.

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Read Answer Asked by Michael on May 07, 2018

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
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Q: What is the difference between RDS.A and RDS.B? Your thoughts on the company would also be appreciated. Thanks.

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Read Answer Asked by Marco on May 07, 2018

• Bellatrix Exploration Ltd. (BXE $0.38)
  • $0.38 Cap: $15M
  • View BXE Profile
  • View Questions on BXE

Q: Regarding BXE, how does the news of their conversion of debt to common stock affect the future of the company? I know your past comments referred to the company as small and heavily in debt. Would it fit in the speculative portion of a portfolio? Do you think it will survive?
Thank You.

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Read Answer Asked by Frank on May 07, 2018

• Pason Systems Inc. (PSI $11.71)
  • $11.71 P/E (TTM): 19.16X Cap: $913M
  • View PSI Profile
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Q: can you give me your thoughts on Pason today, up over 8%

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Read Answer Asked by Nino on May 07, 2018

• Enbridge Inc. (ENB $68.13)
  • $68.13 P/E (TTM): 26.15X Cap: $148.61B
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• Pembina Pipeline Corporation (PPL $54.35)
  • $54.35 P/E (TTM): 19.11X Cap: $31.57B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
  • View IPL Profile
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Q: With the current difficulties with pipeline development and the negative view of oil sands, how do you view the risk profile of the pipeline business in general and would you rate the risk differently for these three companies?

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Read Answer Asked by Carl on May 07, 2018

• Kelt Exploration Ltd. (KEL $7.48)
  • $7.48 P/E (TTM): 27.07X Cap: $1.49B
  • View KEL Profile
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Q: May I add a technical factor to David's Q today.According to a technical manager on BNN recently,KEL is his top pick & if it breaks out of the $8.25 level,he is looking for $10. Good luck

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Read Answer Asked by Peter on May 07, 2018

• North American Construction Group Ltd. (NOA $19.04)
  • $19.04 P/E (TTM): 15.4X Cap: $560M
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Q: Could I have your views on NOA, please?

Thank you.

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Read Answer Asked by Kurt W on May 04, 2018

• Source Energy Services Ltd. (SHLE $10.53)
  • $10.53 P/E (TTM): 6.16X Cap: $138M
  • View SHLE Profile
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Q: Hi folks, please get your opinion on Q1/18 results for Source Energy. Posted a profit and Scotia very bullish on stock going forward, but only trust the judgement of 5I research haha. Would you rate a buy, hold or sell. thanks PS: Peter Hodson is best guest on marektcall, they should expand show to two hours when he is on, jb

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Read Answer Asked by John on May 04, 2018

• Kelt Exploration Ltd. (KEL $7.48)
  • $7.48 P/E (TTM): 27.07X Cap: $1.49B
  • View KEL Profile
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Q: Kelt has been performing well lately. What is you outlook going forward and would you purchase at current levels?

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Read Answer Asked by William on May 04, 2018