Investment Q&A

• Chevron Corporation (CVX $192.28)
  • $192.28 P/E (TTM): 28.75X Cap: $383.07B
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• Marathon Petroleum Corporation (MPC $252.54)
  • $252.54 P/E (TTM): 18.62X Cap: $74.54B
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• Occidental Petroleum Corporation (OXY $60.27)
  • $60.27 P/E (TTM): 36.47X Cap: $59.76B
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• Phillips 66 (PSX $178.47)
  • $178.47 P/E (TTM): 16.33X Cap: $71.55B
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• Exxon Mobil Corporation (XOM $153.69)
  • $153.69 P/E (TTM): 22.8X Cap: $640.38B
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• Suncor Energy Inc. (SU $93.30)
  • $93.30 P/E (TTM): 18.9X Cap: $110.73B
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Q: May I please get your thoughts on this company and maybe how it compares to other oil companies like suncor/exxon/chevron. It looks like PSX are more concentrated in refining than production. Thanks.

Upvote 3

Read Answer Asked by Marco on November 14, 2023

• Cenovus Energy Inc. (CVE $40.79)
  • $40.79 P/E (TTM): 18.52X Cap: $76.67B
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Q: has Cenovus filed anything regarding buying back their outstanding pref shares.

Given they are trading at a massive discount vs par. why would they not be buying them back at this point as their main goal is reducing debt?

Thank you

Upvote 5

Read Answer Asked by Dominic on November 13, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: This stock took a sizable drop since the news of acquiring Hammerhead Energy ! Would you be buying now and how long before the price starts moving back up ? Analysts seem to be on a "strong buy " ?

Upvote 10

Read Answer Asked by Frank on November 13, 2023

• Northland Power Inc. (NPI $23.10)
  • $23.10 Cap: $6.04B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.64)
  • $48.64 P/E (TTM): 39.15X Cap: $22.65B
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• Boralex Inc. Class A Shares (BLX $36.74)
  • $36.74 Cap: $3.77B
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Q: Dear 5i team.

Of the badly beaten up Utilitiy stocks, please rank the top three from the worst five that have the best chance of significant bounce once interest rates peak or decline.
A couple reasons why for each would help as well.

Many thanks for your help.

Upvote 12

Read Answer Asked by Arthur on November 13, 2023

• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.59B
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• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $740M
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• Canopy Growth Corporation (WEED $1.52)
  • $1.52 Cap: $626M
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Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Upvote 7

Read Answer Asked by umedali on November 13, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $44.56)
  • $44.56 Cap: $30.84B
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• Algonquin Power & Utilities Corp. (AQN $8.52)
  • $8.52 Cap: $6.59B
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Q: Do you think AQN and BEP.UN will have any more downside due to tax loss selling, and would you consider avging down at any time. Thanks

Upvote 19

Read Answer Asked by FORREST on November 13, 2023

• PHX Energy Services Corp. (PHX $12.54)
  • $12.54 P/E (TTM): 10.5X Cap: $568M
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Q: Hello,

Can I please get your opinion on PHX Energy (PHX). Thanks

Dave

Upvote 3

Read Answer Asked by David on November 13, 2023

• Quanta Services Inc. (PWR $757.34)
  • $757.34 P/E (TTM): 109.15X Cap: $113.64B
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Q: Good morning your thoughts on Quanta Services

Upvote 1

Read Answer Asked by George on November 11, 2023

• Alvopetro Energy Ltd. (ALV $8.58)
  • $8.58 P/E (TTM): 9.94X Cap: $315M
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Q: Can you please comment on Alvopetro’s recent earnings. What is expected in terms of EPS growth over the next 3-5 years? Will they be able to organically grow production? How does the dividend payout ratio look in terms of cash flow?

Upvote 1

Read Answer Asked by Matthew on November 10, 2023

• Enerflex Ltd. (EFX $37.36)
  • $37.36 P/E (TTM): 52.28X Cap: $4.55B
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Q: Peter and His Wonder Team
EFX just reported 3Q results...the stock skyrocketed today and was halted. Please give your opinion for the this action and what are the future implications. Thank you immensely.

Upvote 3

Read Answer Asked by Ernest on November 10, 2023

• Suncor Energy Inc. (SU $93.30)
  • $93.30 P/E (TTM): 18.9X Cap: $110.73B
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Q: Thoughts on earnings ? Thank you.

Upvote 14

Read Answer Asked by Paul on November 09, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.38)
  • $48.38 Cap: $7.02B
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Q: How does the renewable market look today and how does BEPC fit in? Is this considered a 5 year hold with good potential upside? What is a good entry point?

Upvote 17

Read Answer Asked by Stephen on November 09, 2023

• Cardinal Energy Ltd. (CJ $12.49)
  • $12.49 P/E (TTM): 90.29X Cap: $2B
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Q: Kindly comment on the CJ Q3 results and forward outlook information so provided. The market seemed to dislike those results and greeted them with an almost 5% drop in SP and more than usual big volumes.

Upvote 7

Read Answer Asked by Victor on November 09, 2023

Q: what companies will benefit most if WCS rises relative to wti

Upvote 6

Read Answer Asked by hal on November 09, 2023

• Topaz Energy Corp. (TPZ $31.54)
  • $31.54 P/E (TTM): 41.14X Cap: $4.88B
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Q: What are your thoughts on Topaz energy? RBC has the company at a Outperform with a 20% upside.

Ken

Upvote 7

Read Answer Asked by Ken on November 09, 2023

• TransAlta Corporation (TA $17.15)
  • $17.15 Cap: $5.09B
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Q: Please comment on the 3rd q earnings released today. They seem to be way ahead of expectations but I realize in this business sector earnings are only part of the picture in determining if the company is worth iinvesting in.

Upvote 2

Read Answer Asked by Murray on November 09, 2023

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?

Upvote 10

Read Answer Asked by Denis on November 08, 2023

• High Arctic Energy Services Inc. (HWO $0.85)
  • $0.85 Cap: $10M
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Q: Please provide an update on HWO.
Thanks

Upvote 2

Read Answer Asked by Harpinder on November 08, 2023

• Ensign Energy Services Inc. (ESI $3.96)
  • $3.96 Cap: $732M
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Q: In an answer to a recent question on Market Call on Ensign Energy Services the guest stated that ESI will have free cash flow of $200 million this year which works out to be half of its market cap of about $400 million. This seems to be a pretty good situation but I feel that I must be missing something here. What is the debt and is it a concern, Is new drilling likely to gain traction over the next couple of years. What do insiders hold and are they buying. Do you have any ideas on why this stock has not really done much over the last few years.. Thanks.

Upvote 2

Read Answer Asked by Rob on November 08, 2023

• Enbridge Inc. (ENB $74.50)
  • $74.50 P/E (TTM): 22.74X Cap: $162.58B
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Q: Hi Guys
You really like enb but aren,t concerned with the level of
debit they have and are going too have. I have 14% overall
Bob

Upvote 19

Read Answer Asked by bob on November 07, 2023