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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've reviewed the financials, recognize micro-cap risk, and gas price drop off but no matter what gas companies, to sustain production (decreasing well outputs) or increase by even 5% to 8% per annum, require new production and so these two companies products are in demand. Recent results (last Q) were good improvements for both companies, though only SHLE has shown a market response. Can you do a quick financial and product comparison and indicate which you'd prefer over the other. I realize these are so small they are likely under your radar screen.

Thanks for all you do.
John
Read Answer Asked by John on February 06, 2023
Q: Hello, could you provide some guidance around NPI. Seems investors did not like the 2023 guidance provided by the company on Feb 3, 2023. Was the guidance that bad? Adjusted EBITDA dropped from around 1.3 to 1.25 billion while the adjusted free cash flow dropped from $1.85-2.05 to $1.70 to 1.90. Price is close to a 2.5 year low. Thoughts going forward. Thanks.
Read Answer Asked by Mark on February 06, 2023
Q: After NPI put out its guidance for 2023, the stock dropped 3% on Friday and set a new low for the year. I checked analysts estimates for 2023 and found an average drop in earnings of near 30% and a forward p/e of 21. Is that your estimate for 2023? And, if it is, how is it that the same analysts give it a consensus rating of buy to strong buy? Do you consider NPI a buy at its current price.
Read Answer Asked by Bob on February 06, 2023
Q: Would you suggest profit taking on some Canadian energy stocks now?
Read Answer Asked by Patricia on February 02, 2023
Q: Hello Peter & Team

I hold a full position + 25% (ENB) in my TFSA because of the Dividend and a comfortable feeling of capital integrity/safety. In your recent report you cite the DEBT/EBIDTA ratio runs at about 4.7% for ENB where net debt-to-EBITDA ratios of less than 3 are considered acceptable.

Is something I should be concerned about? Would you recommend holding fast with this position? (really like the dividend) And lastly, is there anything you would recommend (all things considered) in place of ENB?

Thanks for all you do

gm
Read Answer Asked by Gord on February 02, 2023
Q: Gas is out of favour right now, and I need to raise some funds. Earlier today I sold ARX, at roughly a 20% loss. After I did that, I thought I should ask for your insight into selling TOU. My first question is when are they due to report their quarterly report. Secondly, I understand they have contracts to sell gas on the Gulf Coast. Will this insulate them enough. Do you feel the present price is taking this into consideration or is it over sold?
Read Answer Asked by Earl on February 02, 2023
Q: If the only criteria is total expected return, 10 years from now which of these two do you think you’d be happier having bought today and held? Do you feel either one has significantly more risks than the other over that time span?
Read Answer Asked by Stephen R. on February 02, 2023
Q: Hi team
hydro one, I hold for some income in a registered account
the prices has been dropping for the last 2 weeks; any news?

if there are no further substantial increase in interest rate later this year
would it help the share price, ? or further rate hikes will hurt the stock
thanks
Michael
Read Answer Asked by Michael on February 01, 2023
Q: Hi, Trp is down 5% on announcement it is raising its estimate for the cost of its Coastal GasLink project to $14.5 billion, up from an earlier estimate of $11.2 billion. I believe this is the second cost increase on this project. Will Trp have to eat these increases or be able to eventually recover them from customers? Do you believe with the current price decline and yielding around 6.5% Trp is a decent buy for income investors?
Read Answer Asked by Gary on February 01, 2023
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