Investment Q&A

• TC Energy Corporation (TRP $75.80)
  • $75.80 P/E (TTM): 23.22X Cap: $78.90B
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• Fortis Inc. (FTS $73.59)
  • $73.59 P/E (TTM): 20.99X Cap: $37.19B
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• Emera Incorporated (EMA $68.31)
  • $68.31 P/E (TTM): 18.46X Cap: $20.54B
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• Northland Power Inc. (NPI $16.48)
  • $16.48 Cap: $4.30B
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• Hydro One Limited (H $54.91)
  • $54.91 P/E (TTM): 25.52X Cap: $32.93B
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• Boralex Inc. Class A Shares (BLX $24.54)
  • $24.54 Cap: $2.52B
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• Enphase Energy Inc. (ENPH $27.82)
  • $27.82 P/E (TTM): 18.98X Cap: $3.62B
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Q: Hello,

With the interest rate is trending lower, the utility sector should benefit from it. Can you please ranking the above company for 3-5 years holding?

thanks,

Upvote 7

Read Answer Asked by Nicholas on October 16, 2024

• Canadian Natural Resources Limited (CNQ $46.80)
  • $46.80 P/E (TTM): 14.78X Cap: $97.48B
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• Cenovus Energy Inc. (CVE $24.67)
  • $24.67 P/E (TTM): 14.28X Cap: $44.19B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Tourmaline Oil Corp. (TOU $62.30)
  • $62.30 P/E (TTM): 17.89X Cap: $24.11B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $11.58)
  • $11.58 P/E (TTM): 9.79X Cap: $14.05B
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• Freehold Royalties Ltd. (FRU $14.89)
  • $14.89 P/E (TTM): 18.36X Cap: $2.44B
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• Paramount Resources Ltd. Class A Common Shares (POU $23.42)
  • $23.42 P/E (TTM): 2.55X Cap: $3.35B
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• Tamarack Valley Energy Ltd. (TVE $7.56)
  • $7.56 Cap: $381M
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.61)
  • $19.61 P/E (TTM): 1.58X Cap: $1.36B
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• Headwater Exploration Inc. (HWX $8.76)
  • $8.76 P/E (TTM): 11.96X Cap: $2.09B
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Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Upvote 18

Read Answer Asked by Francesco on October 15, 2024

• Cheniere Energy Inc. (LNG $205.79)
  • $205.79 P/E (TTM): 11.44X Cap: $44.29B
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Q: With the AI revolution in its first innings and data centres needing more and more energy to run them, and with the MSFT deal to open up the nuclear power plant on Three Mile Island is it time to start a small position in stock LNG? Would appreciate your thoughts. Thanks, Lesley

Upvote 4

Read Answer Asked by Lesley on October 15, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
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Q: On the website of SOBO it is stated that the SOBO dividend will be 14% of the TRP dividend prior to spin off. Therefore the amount of SOBO dividend will be 14% x $3.84 = 54 cents. This will give a dividend yield of about 1.7%.
But some analysts are stating that SOBO's dividend will be north of 9%.

Can you please clarify this discrepancy ?
Thanks

Upvote 8

Read Answer Asked by Terry on October 12, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
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Q: Have read previous answers about the ACB being the price on day one of trading or $30. My broker has has assigned a ACB of $12.99 per share and reduced my ACB of TRP by #shares X 12.99. Which version is correct?

Upvote 3

Read Answer Asked by Ronald on October 12, 2024

• NextEra Energy Inc. (NEE $85.54)
  • $85.54 P/E (TTM): 27.02X Cap: $178.14B
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Q: What effect will the recurring Florida hurricanes have on a company like nextera which earns most of its revenue in that state
Thank you
Peter

Upvote 2

Read Answer Asked by Peter on October 11, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
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Q: Based on the presentation on their website the dividend for SOBO is anticipated to be $2.76/yr which would equate to around 9%. This seems like a really safe buying opportunity……. Thoughts? How did they determine the spin off price to result in such a high dividend?

Thanks.

Upvote 3

Read Answer Asked by Mark on October 11, 2024

• BWX Technologies Inc. (BWXT $178.18)
  • $178.18 P/E (TTM): 54.77X Cap: $16.29B
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Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.

Upvote 2

Read Answer Asked by Brian on October 10, 2024

• Greenfire Resources Ltd. (GFR $6.58)
  • $6.58 P/E (TTM): 2.58X Cap: $514M
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Q: Thoughts on Greenfire Resources overall and recently announced growth plans?

Upvote 1

Read Answer Asked by Michael on October 10, 2024

• Hemisphere Energy Corporation (HME $1.96)
  • $1.96 P/E (TTM): 6.12X Cap: $186M
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• Imperial Oil Limited (IMO $138.60)
  • $138.60 P/E (TTM): 17.65X Cap: $68.95B
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• Canadian Natural Resources Limited (CNQ $46.80)
  • $46.80 P/E (TTM): 14.78X Cap: $97.48B
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Q: Morning 5i, thanks for the continued great info; we own IMO and CNQ; what's your opinion for a smaller co to join this group; ie: WCP or TOU ? Is there another you like instead ? Besides the need for the resource the higher yields should attract capital with rates trending down. Thank you.

Upvote 5

Read Answer Asked by Paul on October 10, 2024

• Africa Oil Corp. (AOI)
  • Cap: $832M
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Q: What's your thoughts on the AOI and BTG amalgamation, will this event be accretive to AOI?

thnx in advance

Upvote 1

Read Answer Asked by David on October 10, 2024

• Devon Energy Corporation (DVN $36.40)
  • $36.40 P/E (TTM): 8.43X Cap: $22.83B
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• Tourmaline Oil Corp. (TOU $62.30)
  • $62.30 P/E (TTM): 17.89X Cap: $24.11B
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• Expand Energy Corporation (EXE $118.77)
  • $118.77 P/E (TTM): 37.54X Cap: $27.38B
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Q: Would now be a good time to invest in Natural Gas stocks? My thinking is that the commodity price is low, but demand should increase with increasing energy demands and the price in Canada should increase with the LNG terminal completing in 2025? Could you please support or crush my simple ideas. Thank you. Also, could you please offer some related stock or ETF ideas - either Canadian or American. Many thanks.

Upvote 5

Read Answer Asked by Toge on October 10, 2024

• NextEra Energy Inc. (NEE $85.54)
  • $85.54 P/E (TTM): 27.02X Cap: $178.14B
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• Williams Companies Inc. (The) (WMB $60.22)
  • $60.22 P/E (TTM): 29.98X Cap: $73.54B
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• Vistra Corp. (VST $176.80)
  • $176.80 P/E (TTM): 62.81X Cap: $59.90B
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• iShares U.S. Utilities ETF (IDU $113.56)
  • $113.56 P/E (TTM): 23.72X Cap: $1.75B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.81)
  • $57.81 Cap: $21.61B
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• Constellation Energy Corporation (CEG $359.09)
  • $359.09 P/E (TTM): 40.27X Cap: $112.14B
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Q: Could you please offer a few of your best ideas for how to profit from the increased energy demands from AI, Cloud, Crypto etc. ETFs and individual stock ideas would be appreciated (in USD or CAD). Thank you very much.

Upvote 4

Read Answer Asked by Toge on October 10, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
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Q: With about a 9% indicative yield at current stock price - SOBO looks very attractive as income investment for the medium-long term. I can't believe that the spin-out would be created with anything but a very solid sustainable dividend - so the high dividend yield in this case is more a sign of unfamiliarity and churn as opposed to "risk". Do you agree with this view??
Thanks

Upvote 3

Read Answer Asked by Gary on October 10, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
  • View SOBO Profile
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Q: Is this a buy for a TFSA. Already hold TRP-T in the TFSA, Comments .

Upvote 3

Read Answer Asked by David on October 10, 2024

Q: Kelt Exploration , what are your thoughts on this stock? Will you be increasing the weight in the growth portfolio ?

Thanks

Upvote 2

Read Answer Asked on October 09, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
  • View SOBO Profile
  • View Questions on SOBO

Q: In a recent answer to a members question you made reference to "free" SOBO shares - resulting from the TRP spin out. I received spin out shares previously where the parent company share price was lowered as part of the spin out. Simply put were the SOBO shares in fact "free"?
Regards

Upvote 4

Read Answer Asked by Reg on October 08, 2024

• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
  • View SOBO Profile
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Q: As a dividend value investor with a five year or more outlook, should I keep the few SOBO shares, should I sell the shares and by more TRP or should I boost the number of SOBO shares?

Upvote 6

Read Answer Asked by STANLEY on October 08, 2024

• Enbridge Inc (ENB $48.04)
  • $48.04 P/E (TTM): 25.65X Cap: $104.82B
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Q: Trump has stated that he intends to impose a 10% Tariff on all goods entering the country to make America great again. The small oil producers and coal lobby are also aligned with him and expecting favours. Could Enbridge get caught up in this mess? I would like to start a position but I’m uncertain of the risks. I appreciate your thoughts.

Upvote 4

Read Answer Asked by Brad on October 08, 2024

• TC Energy Corporation (TRP $75.80)
  • $75.80 P/E (TTM): 23.22X Cap: $78.90B
  • View TRP Profile
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• South Bow Corporation (SOBO $37.78)
  • $37.78 P/E (TTM): 19.01X Cap: $7.86B
  • View SOBO Profile
  • View Questions on SOBO

Q: Can you tell me what the date of record was for determining the no. of shares of Sobo existing shareholders of Trp will receive.

Upvote 2

Read Answer Asked by Donald on October 08, 2024