Investment Q&A

• PPL Corporation (PPL $38.88)
  • $38.88 P/E (TTM): 24.75X Cap: $29.59B
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• Enbridge Inc. (ENB $71.05)
  • $71.05 P/E (TTM): 22.04X Cap: $157.10B
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• TC Energy Corporation (TRP $81.39)
  • $81.39 P/E (TTM): 25.99X Cap: $86.22B
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• South Bow Corporation (SOBO $43.34)
  • $43.34 P/E (TTM): 15.44X Cap: $9.24B
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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 $1.47)
  • $1.47 Cap: $394M
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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 $47.52)
  • $47.52 Cap: $32.33B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.99)
  • $58.99 Cap: $8.72B
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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 $3.82)
  • $3.82 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 $42.96)
  • $42.96 P/E (TTM): 10.85X Cap: $28.44B
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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 $5.12)
  • $5.12 P/E (TTM): 5.39X Cap: $226M
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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 $164.08)
  • $164.08 P/E (TTM): 26.6X Cap: $83.21B
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• Canadian Natural Resources Limited (CNQ $58.75)
  • $58.75 P/E (TTM): 12.17X Cap: $132.39B
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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 $58.75)
  • $58.75 P/E (TTM): 12.17X Cap: $132.39B
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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

• Capital Power Corporation (CPX $67.29)
  • $67.29 P/E (TTM): 85.99X Cap: $10.57B
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Q: Thoughts on todays acquisition please.
jerry

Upvote 3

Read Answer Asked by Jerry on April 15, 2025

• ARC Resources Ltd. (ARX $24.60)
  • $24.60 P/E (TTM): 11.58X Cap: $14.67B
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• Tourmaline Oil Corp. (TOU $58.96)
  • $58.96 P/E (TTM): 84.22X Cap: $23.70B
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• Expand Energy Corporation (EXE $95.74)
  • $95.74 P/E (TTM): 12.69X Cap: $23.09B
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Q: Hello Team,
With LNG export a much more acceptable business in the US, would you recommend EXE. US ahead of TOU or ARX in Canada.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on April 15, 2025

• Freehold Royalties Ltd. (FRU $16.46)
  • $16.46 P/E (TTM): 29.67X Cap: $2.79B
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Q: Could I get your opinion on Freehold Royalties? Is the dividend safe?

Thank You

Upvote 7

Read Answer Asked by kim on April 14, 2025

• PetroTal Corp. (TAL $0.46)
  • $0.46 Cap: $450M
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Q: Have a 2% position in TAL and have asked questions on them before. Would appreciate an analysis and would you give me a buy,sell or hold and explanation of why?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 14, 2025

• Ninepoint Energy Fund (NNRG)
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Q: This morning you suggested NNRG as a potential ETF for oil and gas sector and that it is more aggressive. Could you share what the top 10 holdings are and at what percentage of the ETF they are please.

Thanks!

Upvote 5

Read Answer Asked by Justin on April 14, 2025

• Whitecap Resources Inc. (WCP $13.77)
  • $13.77 P/E (TTM): 14.2X Cap: $17.63B
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Q: the new WCP currently has a near 10% yield - red flag territory? What is the payout ratio based on current oil prices - and has WCP had to cut its dividend in the past?
Is insider ownership decent?

Upvote 5

Read Answer Asked by Scott on April 14, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD $61.10)
  • $61.10 P/E (TTM): 24.93X Cap: $4.02B
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• Sprott Physical Gold Trust (PHYS $50.61)
  • $50.61 P/E (TTM): 24.9X Cap: $20.06B
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• Global X Gold Producer Equity Covered Call ETF (GLCC $63.12)
  • $63.12 P/E (TTM): 26.81X Cap: $642M
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• Hamilton Gold Producer YIELD MAXIMIZER TM ETF (AMAX $39.90)
  • $39.90 P/E (TTM): 32.06X Cap: $533M
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• YieldMax Gold Miners Option Income Strategy ETF (GDXY $14.71)
  • $14.71 Cap: $288M
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Q: Hello
Can PHYS, GLCC, GDXY and XGD be held in TFSA/RRSP accounts?
Is this collection a good mix?
Would AMAX be a better option than some of the aforementioned and if so, which would you replace with AMAX / drop completely.
Thank you.

Upvote 2

Read Answer Asked by Nadya on April 14, 2025

• iShares S&P/TSX Capped Energy Index ETF (XEG $24.15)
  • $24.15 P/E (TTM): 12.58X Cap: $2.37B
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• Ninepoint Energy Fund (NNRG)
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Q: With energy stocks lower due to this trade war, would this be a good time to look at getting into this sector assuming it would be through an energy ETF? If so, do you have a few names that trade in Canada that provide a decent return, and some safety through a lower payout ratio? Thanks for your insight.

Upvote 1

Read Answer Asked by Will on April 14, 2025

• TC Energy Corporation (TRP $81.39)
  • $81.39 P/E (TTM): 25.99X Cap: $86.22B
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• South Bow Corporation (SOBO $43.34)
  • $43.34 P/E (TTM): 15.44X Cap: $9.24B
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Q: What is the difference between TRP and SOBO? Which one would be most effected by the current tariffs? Which one would you prefer for income account?

Upvote 3

Read Answer Asked by Robert on April 11, 2025

• Canadian Natural Resources Limited (CNQ $58.75)
  • $58.75 P/E (TTM): 12.17X Cap: $132.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $180.19)
  • $180.19 P/E (TTM): 136.11X Cap: $227.07B
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• Constellation Energy Corporation (CEG $297.49)
  • $297.49 P/E (TTM): 39.83X Cap: $93.72B
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Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.

Upvote 5

Read Answer Asked by TOM on April 11, 2025

• Canacol Energy Ltd. (CNE $1.53)
  • $1.53 Cap: $52M
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Q: What are your current thoughts on CNE? Gas prices in Columbia have increased and the political situation doesn't seem as precarious as a few years ago.

Upvote 1

Read Answer Asked by Brendon on April 10, 2025