Investment Q&A

• Enbridge Inc. (ENB $75.83)
  • $75.83 P/E (TTM): 28.43X Cap: $165.48B
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• TC Energy Corporation (TRP $88.15)
  • $88.15 P/E (TTM): 27.21X Cap: $91.82B
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• Pembina Pipeline Corporation (PPL $63.57)
  • $63.57 P/E (TTM): 22.29X Cap: $36.94B
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• Keyera Corp. (KEY $54.34)
  • $54.34 P/E (TTM): 28.52X Cap: $12.45B
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• Global X Equal Weight Canadian Pipelines Index ETF (PPLN $13.96)
  • $13.96 P/E (TTM): 22.4X Cap: $103M
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• South Bow Corporation (SOBO $47.49)
  • $47.49 P/E (TTM): 20.39X Cap: $9.81B
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Q: I am an income investor looking for stability with some growth and want to invest in pipelines. I would prefer an ETF like PPLN but the cost is too high with an MER of 0.74 and TER 0.11. If you could only invest in 3 of the above 5 companies, which would you choose? Can you rank the above 5 pipeline companies, from highest growth potential to lowest, over the next 3 years.
Thanks!

Upvote 18

Read Answer Asked by Grant on May 02, 2025

• InPlay Oil Corp. (IPO $18.40)
  • $18.40 Cap: $512M
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Q: What do you think of this small cap company in regards to their consolidation ,small volume and market cap? Is the dividend at risk and will survive.
Analysis and buy sell or hold would be much appreciated!
Thanx
Gary

Upvote 1

Read Answer Asked by Gary on May 01, 2025

Q: Hello Team,
Can I have three Canadian energy names you recommend now please.
Best,

Upvote 5

Read Answer Asked by Issaku on April 30, 2025

• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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Q: I have sold half my position in AQN at a loss awhile ago and now am considering selling the other half and moving on. Wondering if I should wait until after earnings or just sell now. Do you know what is expected this May 9th earnings? What would be the stock to recoup losses of 50% -it can be any area, doesn't have to be utilities. Thanks.

Upvote 4

Read Answer Asked by Pat on April 30, 2025

• Vermilion Energy Inc. (VET $19.31)
  • $19.31 Cap: $2.95B
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Q: What should one do with Vermillion? In 3 short years, the management has taken this established company from $30 to under $ 9.00, while having an established company, and selling at world prices. Should one have hope, or move to a better managed company. If so, which O & G company would you recommend

Upvote 2

Read Answer Asked by Mark on April 29, 2025

• Global X Natural Gas ETF (HUN $8.53)
  • $8.53 Cap: $11M
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Q: What is your outlook for natural gas and specifically,an investment in HJN?

Upvote 1

Read Answer Asked by Maurice on April 29, 2025

• ACT Energy Technologies Ltd. (ACX $7.15)
  • $7.15 P/E (TTM): 10.97X Cap: $251M
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Q: What is your analysis for Act Energy Technologies Ltd, during and post Trump Tariffs?

Upvote 1

Read Answer Asked by MG on April 28, 2025

• Whitecap Resources Inc. (WCP $15.54)
  • $15.54 P/E (TTM): 14.27X Cap: $18.86B
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Q: What are your thoughts about Whitecap’s earnings?

Dividend fully funded at $50 WTI?

Upvote 4

Read Answer Asked by Danny on April 28, 2025

• TC Energy Corporation (TRP $88.15)
  • $88.15 P/E (TTM): 27.21X Cap: $91.82B
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• Pembina Pipeline Corporation (PPL $63.57)
  • $63.57 P/E (TTM): 22.29X Cap: $36.94B
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• Keyera Corp. (KEY $54.34)
  • $54.34 P/E (TTM): 28.52X Cap: $12.45B
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Q: Hello Team,
Could you rank these three in order for total return over the next couple of years from first to last and why?
Thank You,
Barry

Upvote 5

Read Answer Asked by Barry on April 28, 2025

• Gibson Energy Inc. (GEI $30.02)
  • $30.02 P/E (TTM): 23.19X Cap: $5.16B
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• Whitecap Resources Inc. (WCP $15.54)
  • $15.54 P/E (TTM): 14.27X Cap: $18.86B
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Q: Where would you direct some RIF investment between these two WCP or GEI. Which is safest?, which has the best upside? or hold the worst downside?
Thank you.

Upvote 3

Read Answer Asked by francois on April 24, 2025

• Fortis Inc. (FTS $77.29)
  • $77.29 P/E (TTM): 21.69X Cap: $39.21B
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• Brookfield Renewable Partners L.P. (BEP.UN $44.11)
  • $44.11 Cap: $29.99B
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• Emera Incorporated (EMA $71.35)
  • $71.35 P/E (TTM): 18.83X Cap: $21.61B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
  • $48.49 P/E (TTM): 96.84X Cap: $22.32B
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Q: Hi Peter & 5i Team,

I'm looking at the 3 month, 6 month and year-to-date charts of BIP.UN and BEP.UN compared to their peers (EMA and FTS). What would you attribute the reasons for their underperfmance? The 3 year chart for both of these Brookfield entities isn't exactly stellar as well.

As always, your comments and insights are highly valued.

Upvote 2

Read Answer Asked by Jerry on April 23, 2025

• PPL Corporation (PPL $37.65)
  • $37.65 P/E (TTM): 23.21X Cap: $28.28B
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• Enbridge Inc. (ENB $75.83)
  • $75.83 P/E (TTM): 28.43X Cap: $165.48B
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• TC Energy Corporation (TRP $88.15)
  • $88.15 P/E (TTM): 27.21X Cap: $91.82B
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• South Bow Corporation (SOBO $47.49)
  • $47.49 P/E (TTM): 20.39X Cap: $9.81B
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Q: In what order would you put these 4 companies for growth income and safety.

Upvote 8

Read Answer Asked by don on April 23, 2025

• NG Energy International Corp. (GASX $1.50)
  • $1.50 Cap: $389M
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Q: with the sale of a 40% working interest for $ 150 m and growth plans and buying back shares and insiders owing a lot is this worth buying.

Upvote 4

Read Answer Asked by brian on April 21, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $44.11)
  • $44.11 Cap: $29.99B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.68)
  • $54.68 Cap: $7.94B
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Q: I read somewhere that the recent weakness of BEP.UN/BEPC is due in most part to tariffs on China imports of solar panels and wind turbine components, rendering many projects in the pipeline to become uneconomical and thus,materially reducing expected future growth. What do you think of this thesis? -- Or in your opinion, is the weakness in price are mainly caused by general market conditions and bad sentiments?

Upvote 7

Read Answer Asked by André on April 17, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: What are your thoughts on initiating a position on PKI? Is a sale of the company possible in the near future?Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 16, 2025

• Orca Energy Group Inc. (ORC.B $3.35)
  • $3.35 P/E (TTM): 17.53X Cap: $395M
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Q: any comments on this stock is apreciated

Upvote 2

Read Answer Asked by Gary on April 16, 2025

• Devon Energy Corporation (DVN $52.07)
  • $52.07 P/E (TTM): 11.63X Cap: $32.28B
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Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Upvote 1

Read Answer Asked by Scott on April 16, 2025

• Amplify Energy Corp. (AMPY $6.56)
  • $6.56 P/E (TTM): 6.17X Cap: $269M
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Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 16, 2025

• Imperial Oil Limited (IMO $181.25)
  • $181.25 P/E (TTM): 22.24X Cap: $87.65B
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• Canadian Natural Resources Limited (CNQ $69.46)
  • $69.46 P/E (TTM): 20.97X Cap: $144.89B
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Q: Looking to take a position in either IMO or CNQ. Capital appreciation is more important than dividend income. Which would you prefer and why. Thank you.

Upvote 5

Read Answer Asked by Greg on April 16, 2025

• Canadian Natural Resources Limited (CNQ $69.46)
  • $69.46 P/E (TTM): 20.97X Cap: $144.89B
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Q: First off, thanks for your unbiased opinions over the years they have been great. I had always been looking for an entry in to CNQ. I reviewed all the questions on it and bought in at $37.00 +- for a long term hold 6.4 dividend. Maybe it will go lower but in 20 years time it will not matter. Thanks Steve

Upvote 8

Read Answer Asked by STEVE on April 16, 2025