Investment Q&A

• Tourmaline Oil Corp. (TOU $63.04)
  • $63.04 Fwd P/E: 18.81X Cap: $23.72B
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Q: Dear 5i team.

I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.

Thanks for your help.

Upvote 3

Read Answer Asked by Arthur on August 06, 2024

• Tourmaline Oil Corp. (TOU $63.04)
  • $63.04 Fwd P/E: 18.81X Cap: $23.72B
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Q: Any reason for TOU's downward slide. Q2 seemed decent .

Upvote 4

Read Answer Asked by shirley on August 06, 2024

• Cardinal Energy Ltd. (CJ $6.83)
  • $6.83 Fwd P/E: 9.81X Cap: $1.10B
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Q: Thoughts on the quarter. Is the dividend safe ?

Upvote 2

Read Answer Asked by Andre on August 06, 2024

• Cenovus Energy Inc. (CVE $19.82)
  • $19.82 Fwd P/E: 13.33X Cap: $36.43B
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Q: Thoughts on quarter and now that they've met their debt limits what do you see for future shareholder returns. Thx.

Upvote 7

Read Answer Asked by Christopher on August 03, 2024

• Vermilion Energy Inc. (VET $10.52)
  • $10.52 Cap: $1.63B
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Q: Hi there, thoughts on VET results, share buybacks, debt reduction, forward hedging and North American / European drilling success please?

Thanks!

Upvote 3

Read Answer Asked by Hussein on August 02, 2024

• Parkland Corporation (PKI $38.23)
  • $38.23 Fwd P/E: 34.43X Cap: $6.66B
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Q: Were the earnings good enough to get this stock moving? They did miss.

Upvote 3

Read Answer Asked by Helen on August 02, 2024

• Parkland Corporation (PKI $38.23)
  • $38.23 Fwd P/E: 34.43X Cap: $6.66B
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Q: Hi,

Can you comment on Parkland’s earnings?

Upvote 3

Read Answer Asked by Peter on August 02, 2024

• Parex Resources Inc. (PXT $14.15)
  • $14.15 Fwd P/E: 12.92X Cap: $1.39B
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Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?

Upvote 4

Read Answer Asked by arnold on August 02, 2024

• Surge Energy Inc. (SGY $6.56)
  • $6.56 Cap: $647M
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• NextEra Energy Inc. (NEE $72.90)
  • $72.90 Fwd P/E: 28.0X Cap: $149.16B
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• Brookfield Renewable Partners L.P. (BEP.UN $35.50)
  • $35.50 Cap: $23.33B
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• Topaz Energy Corp. (TPZ $25.44)
  • $25.44 Fwd P/E: 73.37X Cap: $3.94B
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• Middlefield Global Infrastructure Dividend ETF (MINF $9.94)
  • $9.94 Fwd P/E: 19.0X Cap: $32M
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Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024

• Exxon Mobil Corporation (XOM $113.44)
  • $113.44 Fwd P/E: 14.74X Cap: $492.11B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 Fwd P/E: 17.7X Cap: $538M
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• BP p.l.c. (BP $31.45)
  • $31.45 Fwd P/E: 36.02X Cap: $80.68B
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Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Upvote 3

Read Answer Asked by Gerry on August 01, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $35.50)
  • $35.50 Cap: $23.33B
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Q: Hello 5i

Open a position now or wait until after the financial results are released on August 2?

Thank

Upvote 1

Read Answer Asked by Charles on July 30, 2024

Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again

Upvote 1

Read Answer Asked by eugene on July 30, 2024

• Tenaz Energy Corp. (TNZ $19.74)
  • $19.74 Cap: $560M
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Q: Please comment on their new acquisition. Does that make this company more attractive in the long run. The stock has doubled since then. Thanks

Upvote 1

Read Answer Asked by Imtiaz on July 30, 2024

• Northland Power Inc. (NPI $22.88)
  • $22.88 Fwd P/E: 22.8X Cap: $5.90B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $45.43)
  • $45.43 Cap: $16.92B
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Q: I am looking to consolidate two small positions to one...Which would you pick and why?

Upvote 3

Read Answer Asked by Cory on July 30, 2024

• Suncor Energy Inc. (SU $53.42)
  • $53.42 Fwd P/E: 10.73X Cap: $65.20B
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• Enbridge Inc. (ENB $60.37)
  • $60.37 Fwd P/E: 22.38X Cap: $131.99B
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• Canadian Natural Resources Limited (CNQ $43.59)
  • $43.59 Fwd P/E: 12.32X Cap: $92.04B
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• TC Energy Corporation (TRP $64.27)
  • $64.27 Fwd P/E: 15.36X Cap: $67.20B
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• Pembina Pipeline Corporation (PPL $49.98)
  • $49.98 Fwd P/E: 16.35X Cap: $29.08B
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• Keyera Corp. (KEY $42.31)
  • $42.31 Fwd P/E: 17.86X Cap: $9.78B
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• Parkland Corporation (PKI $38.23)
  • $38.23 Fwd P/E: 34.43X Cap: $6.66B
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Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you

Upvote 3

Read Answer Asked by DAVID on July 30, 2024

• Toronto-Dominion Bank (The) (TD $101.79)
  • $101.79 Fwd P/E: 10.38X Cap: $174.65B
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• Enbridge Inc. (ENB $60.37)
  • $60.37 Fwd P/E: 22.38X Cap: $131.99B
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• iShares S&P/TSX 60 Index ETF (XIU $40.55)
  • $40.55 Fwd P/E: 13.4X Cap: $15.10B
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Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Upvote 5

Read Answer Asked by Ian on July 29, 2024

• Tamarack Valley Energy Ltd. (TVE $5.01)
  • $5.01 Fwd P/E: 10.74X Cap: $2.55B
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Q: Why have you not increase the % owned in the growth portfolio ? What factors would you like to see before adding to TVE?

Thanks

Upvote 6

Read Answer Asked on July 29, 2024

• Valero Energy Corporation (VLO $148.65)
  • $148.65 Fwd P/E: 49.06X Cap: $46.56B
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Q: Have had good results over two years but wondering is it time to let it go.
Is it a hold or sell and any suggestions on a replacement.
Thank you for all your help
Barry

Upvote 1

Read Answer Asked by Barry on July 29, 2024

• Baytex Energy Corp. (BTE $2.67)
  • $2.67 Fwd P/E: 6.77X Cap: $2.08B
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Q: Please provide your comments on the recent quarterly, thanks

Upvote 3

Read Answer Asked by Sig on July 29, 2024