Investment Q&A

• Suncor Energy Inc. (SU $92.50)
  • $92.50 P/E (TTM): 17.84X Cap: $106.89B
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• Cenovus Energy Inc. (CVE $37.23)
  • $37.23 P/E (TTM): 15.81X Cap: $67.82B
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Q: What are netbacks in CDn oil and gas industry

Upvote 6

Read Answer Asked by hal on November 23, 2023

• Tidewater Midstream and Infrastructure Ltd. (TWM $9.00)
  • $9.00 Cap: $198M
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Q: Their recent quarterly results on Nov 9 was as expected, the sale of their Pipestone and Dimsdale projects seem to be proceeding on target (which should substantially reduce their debt?). At 0.95 per share, do you think you'll upgrade the stock ?

Upvote 2

Read Answer Asked by Charles on November 22, 2023

• AltaGas Ltd. (ALA $48.55)
  • $48.55 P/E (TTM): 18.85X Cap: $14.96B
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Q: I've owned AltaGas for several yeras and it's finally coming back up to my ACB. I'm thinking of selling when it hits the even point and moving onto something with more growth.
Do you have any love for ALA? Or would you agree there are more enticing companies in the sector with better growth and income?

Thanks,
Robert

Upvote 5

Read Answer Asked by Robert on November 22, 2023

• Spartan Delta Corp. (SDE $13.19)
  • $13.19 P/E (TTM): 35.21X Cap: $2.64B
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Q: What are your thoughts on the SDE share price? Despite the fundamentals it continues lower.

Thanks!

Upvote 2

Read Answer Asked by Jim on November 22, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $44.11)
  • $44.11 Cap: $29.99B
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Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Tourmaline Oil Corp. (TOU $68.37)
  • $68.37 P/E (TTM): 94.51X Cap: $26B
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• Whitecap Resources Inc. (WCP $15.54)
  • $15.54 P/E (TTM): 14.27X Cap: $18.14B
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Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA $17.98)
  • $17.98 Cap: $5.32B
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Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

• Capital Power Corporation (CPX $65.55)
  • $65.55 P/E (TTM): 79.09X Cap: $10.28B
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Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Upvote 6

Read Answer Asked by Trevor on November 21, 2023

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Athabasca Oil Corporation (ATH $10.69)
  • $10.69 P/E (TTM): 19.47X Cap: $4.74B
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• Baytex Energy Corp. (BTE $6.00)
  • $6.00 Cap: $4.48B
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Q: Hello Peter
In terms of preference, can you please rank in terms of 1st, 2nd and 3rd? Appreciate it.

Upvote 9

Read Answer Asked by umedali on November 21, 2023

• Cardinal Energy Ltd. (CJ $11.30)
  • $11.30 P/E (TTM): 22.76X Cap: $1.81B
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Q: Would you recommend adding to my CJ position at this price level? I'm down about 10% at this juncture. If there is no danger of a dividend cut, and if CJ rebounds in 2024 would it be a worthy risk bet? Please advise.

Upvote 3

Read Answer Asked by Victor on November 21, 2023

• Northland Power Inc. (NPI $23.26)
  • $23.26 Cap: $6.08B
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• Superior Plus Corp. (SPB $6.89)
  • $6.89 P/E (TTM): 13.75X Cap: $1.51B
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Q: Currently down 36% with northland and 23% with superior .In Tfsa.Any thoughts on recovery . Hold or sell? Thanks Larry

Upvote 7

Read Answer Asked by Larry on November 20, 2023

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: This holding has been a disappointment for me. I bought it when oil prices (west texas) were in the seventy dollar range and it dropped even as oil prices spiked into the eighties. Would you dump and move on? It's in a TFSA account.

Upvote 9

Read Answer Asked by DAVE on November 20, 2023

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: What are your thoughts long term on oil. The bulls have recently been taking it on the chin. Will they eventually be right? A lot of money will be made if they are. Other than utilities like Enbridge and TC I have no direct exposure.
Thx

Upvote 4

Read Answer Asked by Bill on November 20, 2023

• FuelCell Energy Inc. (FCEL $6.53)
  • $6.53 Cap: $311M
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Q: Hi Team,

Can I get your current thoughts on FCEL?

Thanks

Upvote 1

Read Answer Asked by David on November 20, 2023

• Tenaz Energy Corp. (TNZ $65.01)
  • $65.01 Cap: $2.09B
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Q: Could I have your updated view on this company especially with regards to the new quarterly report issued yesterday. Many tnx.

Upvote 2

Read Answer Asked by Jacques on November 17, 2023

• Suncor Energy Inc. (SU $92.50)
  • $92.50 P/E (TTM): 17.84X Cap: $106.89B
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• Canadian Natural Resources Limited (CNQ $69.46)
  • $69.46 P/E (TTM): 20.97X Cap: $140.84B
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Q: Good morning - I'm thinking about taking some gains in SU and adding CNQ. I've read recently that CNQ has reduced debt big time and may be jumping dividends. Which company holds the better prospects for both dividends ( and possible gains) over the medium term. Thanks

Upvote 10

Read Answer Asked by alex on November 17, 2023

• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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• Headwater Exploration Inc. (HWX $13.19)
  • $13.19 P/E (TTM): 17.51X Cap: $3.02B
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Q: Your opinion on headwater?? I also own Supremex that I am up nicely and could move that or move on from AQN.
Thx

Upvote 7

Read Answer Asked by Bill on November 16, 2023

• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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Q: What probability would you put on another dividend cut for AQN?
Thanks as always.

Upvote 7

Read Answer Asked by Robert on November 16, 2023

• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $31.74)
  • $31.74 Cap: $21.65B
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• Brookfield Infrastructure Corporation (BIPC $37.76)
  • $37.76 Cap: $5.03B
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Q: I'm thinking of buying BIPC or BEP. in my US account. Do you have preference between the two and if so why. Also could you provide me with their current and forward PE's. Thanks for your help.

Upvote 7

Read Answer Asked by Ian on November 16, 2023

• Whitecap Resources Inc. (WCP $15.54)
  • $15.54 P/E (TTM): 14.27X Cap: $18.14B
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Q: Down 12% .is it time to panic or worth keeping for a comeback with a decent dividend? Your view on oil now? Thanks Larry

Upvote 6

Read Answer Asked by Larry on November 16, 2023