Investment Q&A

• Source Energy Services Ltd. (SHLE $10.90)
  • $10.90 P/E (TTM): 3.78X Cap: $147M
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Q: Is it trading at a low pe on 3 for a reason? Would it be a buy and if so low medium or high conviction?

Upvote 2

Read Answer Asked by Gary on March 19, 2024

• iShares S&P/TSX Capped Energy Index ETF (XEG $19.61)
  • $19.61 P/E (TTM): 1.62X Cap: $1.21B
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Q: I had to raise cash, and as a result I have no energy or pipeline stocks left in my portfolio. I have the cash to buy one position in a growth portfolio. Do you suggest a single stick (and if so, which one) or an etf. Thanks!

Upvote 2

Read Answer Asked by Kim on March 19, 2024

• Peyto Exploration & Development Corp. (PEY $21.69)
  • $21.69 P/E (TTM): 12.59X Cap: $4.36B
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• Birchcliff Energy Ltd. (BIR $6.97)
  • $6.97 P/E (TTM): 24.82X Cap: $1.90B
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• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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Q: May I please have the names of three mid/small cap Canadian natural gas producers that will benefit from the LNG Canada operation?
With appreciation
Ed

Upvote 2

Read Answer Asked by Ed on March 19, 2024

• Logan Energy Corp. (LGN $0.85)
  • $0.85 P/E (TTM): 21.0X Cap: $500M
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Q: Oil and gas prices are on the rise with almost all E&P companies in the field, LGN continues to drift lower. Why?

Upvote 1

Read Answer Asked by Jim on March 19, 2024

• Tourmaline Oil Corp. (TOU $60.69)
  • $60.69 P/E (TTM): 17.42X Cap: $23.85B
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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 $11.13)
  • $11.13 P/E (TTM): 9.22X Cap: $13.36B
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• Birchcliff Energy Ltd. (BIR $6.97)
  • $6.97 P/E (TTM): 24.82X Cap: $1.90B
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Q: I’m interested in investing in 2 of the above O&G producers. I would appreciate 5i’s recommendation and possibly a brief description of reasonings.
Thank you

Upvote 5

Read Answer Asked by Les on March 18, 2024

• TerraVest Industries Inc. (TVK $121.37)
  • $121.37 Cap: $2.64B
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Q: Thanks for your report on TVK. I've liked the company for a while now but I've hesitated because I believed it was heavily correlated to the Oil and gas industry. Do you know what percentage of its business is tied to o&g and would likely be heavily impacted in the next oil downturn? Thx

Upvote 7

Read Answer Asked by Adam on March 14, 2024

• Kiwetinohk Energy Corp. (KEC $24.58)
  • $24.58 P/E (TTM): 9.59X Cap: $1.07B
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Q: Hi, Your comments on awful results last Friday? In the past, analysts seem to like the stock. Looks very cheap. Is it worth owning these stocks so thinly traded (not a single trade on Friday) ? Thanks a lot.

Upvote 1

Read Answer Asked by Denise on March 13, 2024

• Capital Power Corporation (CPX $62.74)
  • $62.74 P/E (TTM): 22.0X Cap: $9.80B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.06)
  • $60.06 Cap: $22.16B
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Q: Is Alberta's ban on renewables positive for cpx or negligible.

How about bepc. Thank you

https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b

Upvote 3

Read Answer Asked by JACK on March 13, 2024

• Fortis Inc. (FTS $72.87)
  • $72.87 P/E (TTM): 21.04X Cap: $37.06B
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• Emera Incorporated (EMA $67.85)
  • $67.85 P/E (TTM): 18.35X Cap: $20.18B
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• Hydro One Limited (H $53.92)
  • $53.92 P/E (TTM): 25.58X Cap: $32.32B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.06)
  • $60.06 Cap: $22.16B
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Q: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.

Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.

Upvote 5

Read Answer Asked by Savalai on March 12, 2024

• Imperial Oil Limited (IMO $138.98)
  • $138.98 P/E (TTM): 17.25X Cap: $69.09B
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• Canadian Natural Resources Limited (CNQ $47.17)
  • $47.17 P/E (TTM): 14.4X Cap: $98.03B
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• Tourmaline Oil Corp. (TOU $60.69)
  • $60.69 P/E (TTM): 17.42X Cap: $23.85B
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Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on March 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $40.65)
  • $40.65 Cap: $26.66B
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Q: Wondering how much the ban on renewables in Alberta will hurt this company?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on March 12, 2024

• ARC Resources Ltd. (ARX $24.82)
  • $24.82 P/E (TTM): 5.95X Cap: $14.20B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $1.02)
  • $1.02 Cap: $330M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $12.49)
  • $12.49 Cap: $1.92B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Baytex Energy Corp. (BTE $4.30)
  • $4.30 P/E (TTM): 15.71X Cap: $3.40B
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• Tamarack Valley Energy Ltd. (TVE $7.11)
  • $7.11 Cap: $351M
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• Headwater Exploration Inc. (HWX $8.24)
  • $8.24 P/E (TTM): 10.77X Cap: $1.94B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $8.24)
  • $8.24 P/E (TTM): 10.77X Cap: $1.94B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• InPlay Oil Corp. (IPO $12.87)
  • $12.87 Cap: $359M
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Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on March 11, 2024

• Chord Energy Corporation (CHRD $90.96)
  • $90.96 P/E (TTM): 33.86X Cap: $5.29B
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Q: if chrd purchase of erf is completed, do you think chrd would list on the tsx. If not would they possibly sell -off some canadian assets.

Upvote 1

Read Answer Asked by WALTER JOHN on March 11, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $40.65)
  • $40.65 Cap: $26.66B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $60.06)
  • $60.06 Cap: $22.16B
  • View BEPC Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.26)
  • $61.26 P/E (TTM): 101.86X Cap: $138.53B
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Q: Please rate each one for growth potential (1=poor, 10=good) over the next year and why for each

Upvote 5

Read Answer Asked on March 11, 2024

• Peyto Exploration & Development Corp. (PEY $21.69)
  • $21.69 P/E (TTM): 12.59X Cap: $4.36B
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Q: Peyto is on a significant run this past week compared to its peers. Can you shed any light/opinion on the positive performance?

Upvote 1

Read Answer Asked by LARRY on March 11, 2024