Investment Q&A

• Suncor Energy Inc. (SU $64.84)
  • $64.84 P/E (TTM): 14.65X Cap: $76.07B
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• Canadian Natural Resources Limited (CNQ $44.31)
  • $44.31 P/E (TTM): 13.37X Cap: $91.05B
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• Tourmaline Oil Corp. (TOU $58.58)
  • $58.58 P/E (TTM): 16.86X Cap: $22.65B
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• Tamarack Valley Energy Ltd. (TVE $7.70)
  • $7.70 Cap: $385M
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Q: What are your top 3 oil and gas stocks in Canada?

Upvote 3

Read Answer Asked by Gary on July 23, 2024

Q: What is your opinion of this company today?
Thanks for all you do.

Upvote 3

Read Answer Asked by Joe on July 19, 2024

• Tourmaline Oil Corp. (TOU $58.58)
  • $58.58 P/E (TTM): 16.86X Cap: $22.65B
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• Birchcliff Energy Ltd. (BIR $7.02)
  • $7.02 P/E (TTM): 26.0X Cap: $1.92B
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Q: BIR has been moving up YTD, more than TOU. Would you take this opportunity to take a loss and switch to TOU?
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks

Upvote 3

Read Answer Asked by Denise on July 19, 2024

• PrairieSky Royalty Ltd. (PSK $26.14)
  • $26.14 P/E (TTM): 27.95X Cap: $6.08B
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• Freehold Royalties Ltd. (FRU $14.73)
  • $14.73 P/E (TTM): 18.06X Cap: $2.44B
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Q: Good day 5i. Which of these two energy dividend companies would you prefer, PrairieSky Royalty (PSK) or Freehold Royalties (FRU). Currently the dividends are PSK 3.5% and Freehold 7.6%. Thanks.

Upvote 1

Read Answer Asked by John on July 19, 2024

• Valeura Energy Inc. (VLE $8.10)
  • $8.10 P/E (TTM): 2.51X Cap: $838M
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Q: your opinion on vle please.
thank you

Upvote 3

Read Answer Asked by Howard on July 19, 2024

• TC Energy Corporation (TRP $74.85)
  • $74.85 P/E (TTM): 22.59X Cap: $77.20B
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Q: With the decision today that the ICSID refused to hear Transcanada’s case, what do you think the impact on the stock price will be?

Upvote 2

Read Answer Asked by Diana on July 19, 2024

• Suncor Energy Inc. (SU $64.84)
  • $64.84 P/E (TTM): 14.65X Cap: $76.07B
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• Enbridge Inc. (ENB $63.41)
  • $63.41 P/E (TTM): 23.98X Cap: $137.07B
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• Canadian Natural Resources Limited (CNQ $44.31)
  • $44.31 P/E (TTM): 13.37X Cap: $91.05B
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• TC Energy Corporation (TRP $74.85)
  • $74.85 P/E (TTM): 22.59X Cap: $77.20B
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• Tourmaline Oil Corp. (TOU $58.58)
  • $58.58 P/E (TTM): 16.86X Cap: $22.65B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you

Upvote 4

Read Answer Asked by Grant on July 19, 2024

• Kolibri Global Energy Inc. (KEI $4.79)
  • $4.79 P/E (TTM): 6.88X Cap: $170M
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Q: your view on kei please
thank you

Upvote 2

Read Answer Asked by Howard on July 18, 2024

• Celestica Inc. (CLS $421.09)
  • $421.09 P/E (TTM): 50.86X Cap: $46B
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• Precision Drilling Corporation (PD $99.53)
  • $99.53 P/E (TTM): 25.55X Cap: $1.32B
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• Calfrac Well Services Ltd. (CFW $4.13)
  • $4.13 P/E (TTM): 17.52X Cap: $351M
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• TerraVest Industries Inc. (TVK $164.07)
  • $164.07 Cap: $3.40B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.08)
  • $164.08 P/E (TTM): 24.58X Cap: $1.92B
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Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?

Upvote 8

Read Answer Asked by James on July 18, 2024

• Tractor Supply Company (TSCO $51.55)
  • $51.55 P/E (TTM): 24.0X Cap: $27.15B
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• Archer-Daniels-Midland Company (ADM $61.71)
  • $61.71 P/E (TTM): 23.5X Cap: $29.40B
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• Deere & Company (DE $488.53)
  • $488.53 P/E (TTM): 24.81X Cap: $135.43B
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• iShares Global Agriculture Index ETF (COW $65.90)
  • $65.90 P/E (TTM): 0.09X Cap: $240M
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• Invesco Aerospace & Defense ETF (PPA $171.10)
  • $171.10 P/E (TTM): 10.57X Cap: $7.31B
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• iShares U.S. Aerospace & Defense ETF (ITA $232.18)
  • $232.18 P/E (TTM): 19.17X Cap: $13.60B
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• iShares MSCI Hong Kong ETF (EWH $22.29)
  • $22.29 P/E (TTM): 18.46X Cap: $678M
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Q: hello 5i,

looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,

Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph

Upvote 3

Read Answer Asked by ralph on July 18, 2024

• Tourmaline Oil Corp. (TOU $58.58)
  • $58.58 P/E (TTM): 16.86X Cap: $22.65B
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Q: Tourmaline has been on a slide recently. I am looking for a bounce and will be selling my position and would have thought the excessive heat in the US and parts of Canada would have supported the price of Nat Gas and thus Tou. That hasn’t happened.
Could you provide your opinion on the short term, 3-6 months, price of Nat Gas and Tourmaline’s stock price?

Upvote 5

Read Answer Asked by Bruce on July 18, 2024

• Celestica Inc. (CLS $421.09)
  • $421.09 P/E (TTM): 50.86X Cap: $46B
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Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.

Upvote 3

Read Answer Asked by kenneth on July 18, 2024

• Suncor Energy Inc. (SU $64.84)
  • $64.84 P/E (TTM): 14.65X Cap: $76.07B
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• Topaz Energy Corp. (TPZ $26.87)
  • $26.87 P/E (TTM): 63.66X Cap: $4.08B
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• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.30)
  • $10.30 P/E (TTM): 6.67X Cap: $655M
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• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $14.14)
  • $14.14 P/E (TTM): 14.95X Cap: $350M
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Q: I am retired and in an income based RRSP your thoughts on switching ARC, SUNCOR and TOPAZ to the higher yielding EMAX and or ENCC

Upvote 9

Read Answer Asked by Reg on July 17, 2024

• Whitecap Resources Inc. (WCP $10.99)
  • $10.99 P/E (TTM): 9.11X Cap: $13.26B
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• Tennessee Valley Authority (TVE $24.45)
  • $24.45 Cap: $1.03B
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• Northern Oil and Gas Inc. (NOG $21.67)
  • $21.67 P/E (TTM): 11.49X Cap: $1.99B
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• Chord Energy Corporation (CHRD $93.00)
  • $93.00 P/E (TTM): 33.04X Cap: $5.36B
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Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.

Upvote 4

Read Answer Asked by Geoff on July 17, 2024

• Canadian Natural Resources Limited (CNQ $44.31)
  • $44.31 P/E (TTM): 13.37X Cap: $91.05B
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• Superior Plus Corp. (SPB $7.29)
  • $7.29 P/E (TTM): 110.38X Cap: $1.61B
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Q: I currently own SPB in a lost position and wondered if you would add to it or would prefer to sell SPB and buy CNQ? This is for a RRSP account.

Thanks

Upvote 3

Read Answer Asked on July 16, 2024

• Vermilion Energy Inc. (VET $11.38)
  • $11.38 Cap: $1.72B
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Q: Hi, I am down quite bit on this one. What is your favourite midcap at this time to replace it with. Thanks and Greetings, Peter.

Upvote 3

Read Answer Asked by peter on July 11, 2024

Q: I have a research report for North American O&G producers, large or SMID. It includes the following ‘scatter plot’ graphs.

• EV/EBITDA vs 2025E Levered FCF Yield
• EV/EBITDA vs 2025E D/CF
• EV/EBITDA vs 2025E ROCE
• 2025 CFPS vs Strip & Consensus

How would you rank or use these graphs to evaluate a company ? Thanks.

Upvote 2

Read Answer Asked by Denise on July 11, 2024

• ARC Resources Ltd. (ARX $23.07)
  • $23.07 P/E (TTM): 5.76X Cap: $13.38B
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Q: Arx. Has been weak since mid April..thoughts?

Upvote 3

Read Answer Asked by Kim on July 11, 2024

• Superior Plus Corp. (SPB $7.29)
  • $7.29 P/E (TTM): 110.38X Cap: $1.61B
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Q: What is the estimated cash flow for 2024, in CDN?
Is the recent departure of an executive all that significant?
This one has really been drifting lower.

Upvote 5

Read Answer Asked by john on July 11, 2024

• Eaton Corporation PLC (ETN $323.23)
  • $323.23 P/E (TTM): 32.27X Cap: $124.51B
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• Rockwell Automation Inc. (ROK $407.12)
  • $407.12 P/E (TTM): 53.44X Cap: $45.32B
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• Enbridge Inc. (ENB $63.41)
  • $63.41 P/E (TTM): 23.98X Cap: $137.07B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.42)
  • $37.42 Cap: $24.50B
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• Hydro One Limited (H $53.96)
  • $53.96 P/E (TTM): 25.05X Cap: $32.51B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.08)
  • $164.08 P/E (TTM): 24.58X Cap: $1.92B
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• Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $10.80)
  • $10.80 P/E (TTM): 6.36X Cap: $121M
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Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.

Upvote 15

Read Answer Asked by Mario on July 10, 2024