Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $156.92)
  • $156.92 P/E (TTM): 216.35X Cap: $94.55B
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• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 22.71X Cap: $1.72B
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Q: I am thinking of buying these two companies. What do you think?

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Read Answer Asked by Dennis on February 01, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Surge Energy Inc. (SGY $6.80)
  • $6.80 P/E (TTM): 14.93X Cap: $669M
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Q: It looks like you prefer RRX to SGY. For an owner of SGY not looking to change sector weightings would you recommend selling SGY and buying RRX?
Thanks.

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Read Answer Asked by Andrea on February 01, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
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• Horizons Pipelines & Energy Services Index ETF (HOG)
  • P/E (TTM): 15.39X Cap: $32M
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Q: Would you please recommend an ETF containing the small cap oil companies

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Read Answer Asked by william on February 01, 2017

• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 22.71X Cap: $1.72B
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• High Arctic Energy Services Inc. (HWO $0.81)
  • $0.81 Cap: $10M
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Q: I want to round off my energy positions. I have oil stocks but am looking to add a gas or services stock. I am trying to decide between Birchcliff and High Arctic. Which is the better value at this time?

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Read Answer Asked by Paul on February 01, 2017

• U.S. Silica Holdings Inc. (SLCA)
  • P/E (TTM): 10.44X Cap: $1.21B
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• Select Sands Corp. (SNS)
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Q: Maybe I'm too late to the party but can you provide a list of companies in the frack sand business? Which has the best fundamentals?

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Read Answer Asked by Rob on January 31, 2017

• Westshore Terminals Investment Corporation (WTE $25.31)
  • $25.31 P/E (TTM): 15.25X Cap: $1.57B
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Q: There has been consistent and significant insider buying in this stock throughout the stock's rise and fall. It is about 10% below its high. Any thoughts on what will drive the future of this company? Will it benefit from the Kinder Morgan expansion?

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Read Answer Asked by Ken on January 31, 2017

• Badger Infrastructure Solutions Ltd. (BDGI $73.50)
  • $73.50 P/E (TTM): 30.59X Cap: $2.40B
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Q: I bought this stock as a contrarian play. Badger was heavily shorted. I am now up 40%. Stock is not cheap now. Should I keep holding or move on to something else.

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Read Answer Asked by Guy on January 31, 2017

• Trilogy Energy Corp. (TET $6.20)
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Q: I would appreciate your updated opinion of the company please. I have a small holding and would be okay with a loss if there is no point in keeping it.
Thank you as always.

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Read Answer Asked by Molly on January 31, 2017

• AltaGas Ltd. (ALA $41.80)
  • $41.80 P/E (TTM): 16.23X Cap: $12.62B
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• Peyto Exploration & Development Corp. (PEY $20.54)
  • $20.54 P/E (TTM): 12.28X Cap: $4.07B
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Q: Peyto and Alta gas have fallen lately for different reasons. How secure is their dividend, and their price ? Which one would you rate better for a 5 -10 year hold ?

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Read Answer Asked by Mark on January 31, 2017

• Birchcliff Energy Ltd. (BIR $6.34)
  • $6.34 P/E (TTM): 22.71X Cap: $1.72B
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Q: I need to increase my energy holdings and my fixed income. I consider preferrds for fixed income as long as the company is stable. You said you like Birchcliff but what do you think of the preferreds? Seems like a good deal at almost 8% dividend.
Thanks

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Read Answer Asked by Don on January 30, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $10.65)
  • $10.65 P/E (TTM): 7.29X Cap: $12.80B
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Q: I am underweight energy and presently have CNQ, SU, and Total energy services. Would you add to energy at this time and if so what companies. Thanks

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Read Answer Asked by Brian on January 30, 2017

• Sunco Logistics Partners LP (SXL)
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Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

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Read Answer Asked by Richard on January 27, 2017

• ARC Resources Ltd. (ARX $25.71)
  • $25.71 P/E (TTM): 6.05X Cap: $14.86B
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Q: earlier today you said that while Arx is a "decent company and management but not your favorite" what would your Cdn. O/G favorites be?

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Read Answer Asked by don on January 27, 2017

• ARC Resources Ltd. (ARX $25.71)
  • $25.71 P/E (TTM): 6.05X Cap: $14.86B
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Q: I would appreciate if you can provide pros and cons of ARC resources.

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Read Answer Asked by Harpinder on January 26, 2017

• ClearStream Energy Services Inc. (CSM)
  • P/E (TTM): -0.6X Cap: $4M
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Q: Tuckamore (TX) recently changed its name to Clearstream Energy Services (CSM). Its stock has risen quite smartly recently. What is your outlook for CSM going forward?
Thanks!

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Read Answer Asked by Gregory on January 26, 2017

• Suncor Energy Inc. (SU $55.94)
  • $55.94 P/E (TTM): 12.03X Cap: $67.03B
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• Imperial Oil Limited (IMO $130.72)
  • $130.72 P/E (TTM): 14.1X Cap: $64.88B
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• Canadian Natural Resources Limited (CNQ $44.32)
  • $44.32 P/E (TTM): 11.2X Cap: $91.23B
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• Tourmaline Oil Corp. (TOU $60.85)
  • $60.85 P/E (TTM): 15.52X Cap: $22.93B
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• Vermilion Energy Inc. (VET $10.33)
  • $10.33 Cap: $1.56B
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• Whitecap Resources Inc. (WCP $10.65)
  • $10.65 P/E (TTM): 7.29X Cap: $12.80B
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Q: Within my energy holdings, I have full positions in SU, CNQ, and IMO. I would like to sell one of these 3 and add to my existing VET holdings (I also have full positions in WCP and TOU). Taking into account my desire to have a good balance between oil and gas production, and optimal future capital gains prospects, which of the 3 (SU, CNQ, IMO) would you sell? Also, please provide the percentage of revenue for each of the 6 companies mentioned, that is derived from Canada's oil sands...thx..Glenn

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Read Answer Asked by Glenn on January 26, 2017

• BMO Junior Oil Index ETF CAD units (ZJO $21.98)
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• BMO Equal Weight Oil & Gas Index ETF (ZEO $78.22)
  • $78.22 P/E (TTM): 7.02X Cap: $217M
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Q: I am looking to sell my Energy stock holdings as I move all of my portfolio to ETF's - I am looking for a bit more stability in the energy sector as well as income - I have a 10 yr horizon and can live with some moves with the market - Can you recommend a couple good ETF's that focus on Income from Energy and Energy services - Thanks

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Read Answer Asked by Ron on January 26, 2017

• Black Diamond Group Limited (BDI $14.88)
  • $14.88 P/E (TTM): 28.9X Cap: $983M
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• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)

Thanks!

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Read Answer Asked by david on January 26, 2017

• Atlantic Power Corporation (ATP $3.61)
  • $3.61 P/E (TTM): 5.29X Cap: $324M
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Q: I've recently sold my shares @ $3.58) and have watched it sink pretty much every day since. It continues to struggle to generate any earnings but does have valuable assets. Can you give any insight as to the value of the assets and at what price you might be tempted? What do you think the odds are of ATP being bought?

Thanks
Peter

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Read Answer Asked by Peter on January 26, 2017

• Whitecap Resources Inc. (WCP $10.65)
  • $10.65 P/E (TTM): 7.29X Cap: $12.80B
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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Q: Hi,I have Wcp that I will keep,but I also have Tog that I consider ok, for a 2.5 sector weight. For a +three year time frame,and a 2.5% + dividend would you have a better stock to switch to? Or just keep Tog. I consider management and lower debt a key factor.
Also I will be slowly adding to each as cash comes available.
Thanks,Brad

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Read Answer Asked by Brad on January 26, 2017