Investment Q&A

• Veren Inc. (VRN)
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• ARC Resources Ltd. (ARX)
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• Vermilion Energy Inc. (VET)
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• MEG Energy Corp. (MEG)
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• Parex Resources Inc. (PXT)
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• Whitecap Resources Inc. (WCP)
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• Athabasca Oil Corporation (ATH)
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• Baytex Energy Corp. (BTE)
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• Birchcliff Energy Ltd. (BIR)
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• Enerplus Corporation (ERF)
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• Freehold Royalties Ltd. (FRU)
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• Tamarack Valley Energy Ltd. (TVE)
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• Trican Well Service Ltd. (TCW)
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• Journey Energy Inc. (JOY)
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Q: JOY
FRU
ATH
BIR
PXT
TCW
WCP
TVE
ARX
CPG
VET
ERF
MEG
BTE

Which three of the above fourteen oil & gas stocks would you sell first to bring my sector allocation back to my normal weight? This is assuming 100 WTI oil in 2023. Could you also provide a brief reason for each of the three stocks that you would get rid of first. Thanks.

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Read Answer Asked by Steven on November 04, 2022

• Enbridge Inc. (ENB)
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• Fortis Inc. (FTS)
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• Algonquin Power & Utilities Corp. (AQN)
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• Capital Power Corporation (CPX)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?

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Read Answer Asked by Alexander on November 04, 2022

• Athabasca Oil Corporation (ATH)
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• Gear Energy Ltd. (GXE)
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Q: your opinion on earnings of gear and athabaska. dave

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Read Answer Asked by david on November 04, 2022

• Athabasca Oil Corporation (ATH)
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Q: I believe athabasca has around 200 milion in cash and around 175 milion in debt. Is there a reason why the company would not use some or all the cash to retire the debt?

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Read Answer Asked by Jerry on November 04, 2022

• Surge Energy Inc. (SGY)
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Q: What does this new purchase do to Surge's schedule to pay down debit and their schedule to increase dividends going forward? Seems the purchase does involve debt financing which you would think would put the debt level back up to more than they were able to pay down in 2022.

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Read Answer Asked by Phil on November 03, 2022

• Athabasca Oil Corporation (ATH)
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Q: Could you please give your thoughts on the Q3 report released today.
Thanks

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Read Answer Asked by Sig on November 03, 2022

• Black Stone Minerals L.P. representing limited partner interests (BSM)
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Q: Current thoughts on BSM ? Thx

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Read Answer Asked by Paul on November 03, 2022

• Algonquin Power & Utilities Corp. (AQN)
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Q: Hi Peter,
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.

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Read Answer Asked by Paul on November 03, 2022

• Surge Energy Inc. (SGY)
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Q: Your thoughts on the Surge numbers put out this morning. How were the numbers compared to what analyst expected?

Thx

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Read Answer Asked by blake on November 03, 2022

Q: I am interested in purchasing a Canadian renewable energy company, for an investment income-focused portfolio (retired individual); prefer eligible dividend (eg, BEPC vs BEP.UN). Anyways, among 3 options listed (AQN, BEPC, NPI), is there one that you would favor (long-term hold for income generation)?

Ted

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Read Answer Asked by Ted on November 03, 2022

• Devon Energy Corporation (DVN)
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Q: Hi,
I'd be very interested in your take on the earnings for DVN. The 13% drop seems excessive to me, however I expect there was something in the earnings that I missed, but rang alarm bells for others?
Thanks for your insightful work!
Dawn

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Read Answer Asked by Dawn on November 03, 2022

• Suncor Energy Inc. (SU)
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• Tourmaline Oil Corp. (TOU)
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Q: Please comment on Suncor and Tourmaline results. Thanks

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Read Answer Asked by rajeev on November 03, 2022

• Innergex Renewable Energy Inc. (INE)
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Q: I have a small position (,7%) of INE in my cash account with a decent profit. Comments in a recent question paint a bit of a concerning view of INE. Would YOU replace it with another renewable and if so which one?

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Read Answer Asked by Carlos on November 02, 2022

• Africa Energy Corp. (AFE)
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• Africa Oil Corp. (AOI)
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Q: Good afternoon,

Looking to understand the relationship, if any, between these two companies, and if you deem either an interesting speculative prospect?

Thank you

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Read Answer Asked by Brad on November 02, 2022

• AltaGas Ltd. (ALA)
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Q: Is there any reason for the drop with ALA.

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Read Answer Asked by nick on November 02, 2022

• Fortis Inc. (FTS)
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Q: I'm looking for an investment to fill a void in the electric utility space in my portfolio. I'm thinking of Fortis. Would this be ok in your view or are there others you would prefer? Bill

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Read Answer Asked by william on November 02, 2022

Q: The info on your website indicates an ex-dividend date of August 12? That is also reflected on Yahoo. I'm thinking that's wrong, and is more likely November 12. Thanks.

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Read Answer Asked by Brad on November 02, 2022

• Enbridge Inc. (ENB)
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• Canadian Natural Resources Limited (CNQ)
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• Tourmaline Oil Corp. (TOU)
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Q: I own ENB and CNQ in my Canadian retirement dividend portfolio. What would be the next energy stock I should think of owning to add with these?

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Read Answer Asked by Gerry on November 02, 2022

• Tourmaline Oil Corp. (TOU)
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• MEG Energy Corp. (MEG)
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Q: As tourmaline has run up quite a bit I am hesitant to buy at this price, Considering MEG as an alternative buy.
Would you consider MEG as a good buy or stick with TOU?
Thank you

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Read Answer Asked by Donna on November 01, 2022

Q: Good morning your thoughts on Centrus Energy
Thanks again

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Read Answer Asked by George on November 01, 2022