Investment Q&A

• Tourmaline Oil Corp. (TOU $65.87)
  • $65.87 P/E (TTM): 90.51X Cap: $25.30B
  • View TOU Profile
  • View Questions on TOU

Q: Greetings,


1. Am I correct in noticing that TOU has been range bound between $56 - $69 for about 4 years?

2. Based on cash payout ratio - Are dividend payments sustainable?

3. Regardless of my concerns, Michael Rose (CEO) has been a solid insider buyer over the last two months.


4. Is TOU more of an income stock or is something very positive about to happen to the growth aspect?

5. What price would be a fair entry price?

6. What price would be a fair exit price?


Cheers!
A

Upvote 6

Read Answer Asked by Arzoo on February 20, 2026

• Suncor Energy Inc. (SU $89.08)
  • $89.08 P/E (TTM): 18.02X Cap: $103.94B
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• Canadian Natural Resources Limited (CNQ $61.76)
  • $61.76 P/E (TTM): 11.78X Cap: $127.01B
  • View CNQ Profile
  • View Questions on CNQ

Q: In reviewing your answers to various questions on these two you seem fairly agnostic? I note that SU has been growing their dividend at a pretty good clip over the past 5 years. Is there anything that tilts the decision for a 10+ year hold either in terms of differences in risk or opportunity, or truly a coin flip? Thanks,

Upvote 4

Read Answer Asked by Stephen R. on February 20, 2026

• Superior Plus Corp. (SPB $7.50)
  • $7.50 P/E (TTM): 14.67X Cap: $1.64B
  • View SPB Profile
  • View Questions on SPB

Q: Could you comment on SPB's most recent quarter? Based on the last year results, what is this company's free cash flow yield

Upvote 3

Read Answer Asked by Irwin on February 20, 2026

• Rockpoint Gas Storage Inc. (RGSI $28.50)
  • $28.50 Cap: $3.77B
  • View RGSI Profile
  • View Questions on RGSI

Q: If I own ENB, PPL and KEY, would RGSI be a worthwhile compliment/alternative or are my bases pretty well covered? Thanks?

Upvote 1

Read Answer Asked by Michael on February 19, 2026

• Tourmaline Oil Corp. (TOU $65.87)
  • $65.87 P/E (TTM): 90.51X Cap: $25.30B
  • View TOU Profile
  • View Questions on TOU

Q: Hello Peter
while ALA, PEY, SU and CNQ are all doing well
Tou.ca seems to lag and is a disappointment
should I hold on to it or if I switch, which of the above is your favorite?
thanks
Michael

Upvote 12

Read Answer Asked by Michael on February 19, 2026

• Mullen Group Ltd. (MTL $21.00)
  • $21.00 P/E (TTM): 21.63X Cap: $2.03B
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  • View Questions on MTL

Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?

Upvote 2

Read Answer Asked by Jim on February 18, 2026

• Precision Drilling Corporation (PDS $92.06)
  • $92.06 Cap: $1.16B
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  • View Questions on PDS

Q: Thoughts on Precisions earnings & guidance ? Thank you.

Upvote 2

Read Answer Asked by Paul on February 17, 2026

Q: what price would buy peyto

Upvote 3

Read Answer Asked by Tony on February 17, 2026

• Enbridge Inc. (ENB $74.48)
  • $74.48 P/E (TTM): 22.36X Cap: $160.03B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: Thoughts on the enbridge quarter please?

Upvote 6

Read Answer Asked by blake on February 17, 2026

• Denison Mines Corp. (DML $5.25)
  • $5.25 Cap: $4.62B
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  • View Questions on DML
• Cameco Corporation (CCJ $120.14)
  • $120.14 P/E (TTM): 177.76X Cap: $50.95B
  • View CCJ Profile
  • View Questions on CCJ
• BWX Technologies Inc. (BWXT $210.80)
  • $210.80 P/E (TTM): 57.52X Cap: $18.81B
  • View BWXT Profile
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• Uranium Energy Corp. (UEC $16.47)
  • $16.47 Cap: $7.26B
  • View UEC Profile
  • View Questions on UEC
• NuScale Power Corporation Class A (SMR $13.29)
  • $13.29 Cap: $4.58B
  • View SMR Profile
  • View Questions on SMR
• Oklo Inc. Class A (OKLO $78.13)
  • $78.13 Cap: $12.61B
  • View OKLO Profile
  • View Questions on OKLO

Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M

Upvote 3

Read Answer Asked by michael on February 13, 2026

• ConocoPhillips (COP $115.55)
  • $115.55 P/E (TTM): 17.93X Cap: $138.72B
  • View COP Profile
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• Chevron Corporation (CVX $184.74)
  • $184.74 P/E (TTM): 27.39X Cap: $361.71B
  • View CVX Profile
  • View Questions on CVX
• Devon Energy Corporation (DVN $46.73)
  • $46.73 P/E (TTM): 10.94X Cap: $28.34B
  • View DVN Profile
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• Exxon Mobil Corporation (XOM $149.68)
  • $149.68 P/E (TTM): 21.58X Cap: $599.23B
  • View XOM Profile
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $85.36)
  • $85.36 P/E (TTM): 52.85X Cap: $245.84B
  • View SHEL Profile
  • View Questions on SHEL

Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.

Upvote 3

Read Answer Asked by Ken on February 13, 2026

• Oklo Inc. Class A (OKLO $78.13)
  • $78.13 Cap: $12.61B
  • View OKLO Profile
  • View Questions on OKLO

Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).

Upvote 1

Read Answer Asked by Marcus on February 13, 2026

• Canadian Natural Resources Limited (CNQ $61.76)
  • $61.76 P/E (TTM): 11.78X Cap: $127.01B
  • View CNQ Profile
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• Peyto Exploration & Development Corp. (PEY $25.54)
  • $25.54 P/E (TTM): 12.14X Cap: $5.12B
  • View PEY Profile
  • View Questions on PEY
• Logan Energy Corp. (LGN $0.96)
  • $0.96 P/E (TTM): 16.0X Cap: $663M
  • View LGN Profile
  • View Questions on LGN

Q: Hi there, can this price action for CNQ continue to be supported here?
Why the strong march upward today, Wednesday?

Why the sudden increase in these shares in 2026?

On the flip side, why is LGN so muted here and not participating at all?
Is it tightly held and controlled?

Can PEY continue its upward march here too and why?

Thanks!

Upvote 2

Read Answer Asked by Hussein on February 12, 2026

• Keyera Corp. (KEY $52.44)
  • $52.44 P/E (TTM): 27.39X Cap: $11.80B
  • View KEY Profile
  • View Questions on KEY

Q: Hello, can you comment on their latest earnings? Thanks

Upvote 4

Read Answer Asked by jean on February 12, 2026

• NextEra Energy Inc. (NEE $94.84)
  • $94.84 P/E (TTM): 28.21X Cap: $194.14B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $152.05)
  • $152.05 P/E (TTM): 67.76X Cap: $50.01B
  • View VST Profile
  • View Questions on VST
• Talen Energy Corporation (TLN $383.44)
  • $383.44 Cap: $17.53B
  • View TLN Profile
  • View Questions on TLN

Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.

Upvote 1

Read Answer Asked by Catherine on February 12, 2026

• Hemisphere Energy Corporation (HME $2.89)
  • $2.89 P/E (TTM): 4.35X Cap: $267M
  • View HME Profile
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• Headwater Exploration Inc. (HWX $12.89)
  • $12.89 P/E (TTM): 19.59X Cap: $2.98B
  • View HWX Profile
  • View Questions on HWX
• PowerShares S&P SmallCap Energy Portfolio (PSCE $61.56)
  • $61.56 P/E (TTM): 10.7X Cap: $118M
  • View PSCE Profile
  • View Questions on PSCE

Q: What are your current favorite small cap, and mid cap energy names ? The PSCE ETF covers a good selection of US names. Is there a similar TSX listed ETF ?
Thank you.

Upvote 4

Read Answer Asked by Paul on February 11, 2026

• Tamarack Valley Energy Ltd. (TVE $12.30)
  • $12.30 Cap: $5.85B
  • View TVE Profile
  • View Questions on TVE

Q: Hi Peter and Team,

For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.

Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.

In advantage, thank you for taking the time to research and answering my questions.

Norwood

Upvote 3

Read Answer Asked by Norwood on February 10, 2026

• Enbridge Inc. (ENB $74.48)
  • $74.48 P/E (TTM): 22.36X Cap: $160.03B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $89.69)
  • $89.69 P/E (TTM): 27.52X Cap: $88.61B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $63.28)
  • $63.28 P/E (TTM): 22.51X Cap: $36.37B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $52.44)
  • $52.44 P/E (TTM): 27.39X Cap: $11.80B
  • View KEY Profile
  • View Questions on KEY

Q: To what do you attribute the tear pipelines have been on YTD?

Thanks as always for your expertise.

Upvote 8

Read Answer Asked by Richard on February 10, 2026

• ARC Resources Ltd. (ARX $30.94)
  • $30.94 P/E (TTM): 13.96X Cap: $17.29B
  • View ARX Profile
  • View Questions on ARX
• Peyto Exploration & Development Corp. (PEY $25.54)
  • $25.54 P/E (TTM): 12.14X Cap: $5.12B
  • View PEY Profile
  • View Questions on PEY

Q: Which might have the most total return/ upside for a 2 to 3 year hold and suggested price entry and rationale please? Thanx. Maybe even hold both?

Upvote 4

Read Answer Asked by Steve on February 09, 2026

• Canadian Natural Resources Limited (CNQ $61.76)
  • $61.76 P/E (TTM): 11.78X Cap: $127.01B
  • View CNQ Profile
  • View Questions on CNQ

Q: Hello Peter
CNQ has been on a nice run as compared to tou, ala the gas stocks
it it related to the tension in Iran? should I add more or hold or sell?
thanks
michael

Upvote 12

Read Answer Asked by Michael on February 09, 2026