Investment Q&A

• Marathon Petroleum Corporation (MPC $176.80)
  • $176.80 P/E (TTM): 26.96X Cap: $55.76B
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• Enbridge Inc. (ENB $64.47)
  • $64.47 P/E (TTM): 25.03X Cap: $143.22B
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• Canadian Natural Resources Limited (CNQ $43.27)
  • $43.27 P/E (TTM): 14.33X Cap: $93.03B
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• Tourmaline Oil Corp. (TOU $61.33)
  • $61.33 P/E (TTM): 18.07X Cap: $24.19B
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• Whitecap Resources Inc. (WCP $11.20)
  • $11.20 P/E (TTM): 10.03X Cap: $14.08B
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• Tamarack Valley Energy Ltd. (TVE $7.49)
  • $7.49 Cap: $388M
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Q: Hello, Can I please have your top Cdn or U.S. energy stock choices. Could you please compare them and advise if you have a preference and rank them accordingly for a 3 year hold. What are your thoughts on Enbridge within this group?
Thank you.

Upvote 1

Read Answer Asked by Lorraine on October 31, 2023

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Referring to your rather positive response to Gregory on DND results.

Wondering why you suggested removing it from the portfolio just before earnings when it was down -60% YTD already.

It was a 50/50 chance of being a good report.

Sheldon

Upvote 0

Read Answer Asked by Sheldon on October 31, 2023

• iShares TIPS Bond ETF (TIP $110.16)
  • $110.16 Cap: $14.39B
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Q: What is the best denominated US TIPs etf?

Upvote 0

Read Answer Asked by Patrick on October 31, 2023

• Intuitive Surgical Inc. (ISRG $546.89)
  • $546.89 P/E (TTM): 71.64X Cap: $198.34B
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Q: what are 3 key metrics you use to value ISRG? how do these 3 current metrics compare to ISRG,s. 5 year averages? thanks Richard

Upvote 0

Read Answer Asked by richard on October 31, 2023

• Thermal Energy International Inc. (TMG $0.13)
  • $0.13 Cap: $20M
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Q: Despite the companies small market cap, the stock price seems to be gaining traction with some new orders. Can I have your opinion of TMG going forward. Thanks

Upvote 1

Read Answer Asked by Bruce on October 31, 2023

• CONSOL Energy Inc. (CEIX)
  • P/E (TTM): 7.48X Cap: $3.10B
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Q: Down over 13% even though earnings and guidance look ok. Any reason you can see?

Upvote 0

Read Answer Asked by hal on October 31, 2023

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.80)
  • $12.80 Cap: $197M
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Q: Hbnd has a yield of .88% though it pays distribution of .13 cents monthly.Why is that-they do this with several enhanced etfs

Upvote 1

Read Answer Asked by terrance on October 31, 2023

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: Hi 5i,

Could I please get your thoughts on DND recent earnings?

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on October 31, 2023

• Laurentian Bank of Canada (LB $39.98)
  • $39.98 P/E (TTM): 13.06X Cap: $1.78B
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Q: LB is now at levels below when it put itself up for sale .There has been management changes and a probable change in direction .At what price does it become too cheap not to be taken over . What do you see happening to LB at this price?

Upvote 0

Read Answer Asked by lynn on October 31, 2023

Q: Re registered plans, your very useful reply to John on 30/10 was 'With lower rates on capital gains, it is better (for most investors) to have equities outside of a registered plan where withdrawals will be taxed at the highest rate.' 

My question is, can a person transfer equities from a RRIF (or an RRSP) to a non-registered account and replace the withdrawn equity with an equivalent valued security/ies. And if so, is the withdrawl from the RRIF or RRSP considered a deemed disposition and taxable?

Thank you kindly.  

Upvote 0

Read Answer Asked by TOM on October 31, 2023

• Global X US Dollar Currency ETF (DLR.U $10.24)
  • $10.24 Cap: $183M
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• NBI Altamira CashPerformer Account Series F U$ (NBC201 $1.00)
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Q: I am looking for a fund to hold U.S cash in a U.S. managed Account.
What are your thoughts on NBC201? Are there any others that come to mind?
What is the present yield and MER of NBC 201 and others you might suggest.

Upvote 0

Read Answer Asked by Lorraine on October 31, 2023

• Northland Power Inc. (NPI $17.64)
  • $17.64 Cap: $4.54B
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Q: Since announcing Baltic Power and Hai Long off shore wind projects committing $10.2 total credit financing in mid September, this stock is down another 20%. Have they bit off more than they can chew creating another AQN situation? Do you recommend selling at this point?

Upvote 1

Read Answer Asked by John on October 31, 2023

Q: When doing my research, how much validity should I place on Morningstar Analysis Price Target and 3/4/5 start Ratings. If there is a $16.00 price difference to todays price. How valid is that??

Upvote 0

Read Answer Asked by John on October 31, 2023

• Suncor Energy Inc. (SU $58.38)
  • $58.38 P/E (TTM): 14.25X Cap: $72.16B
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• Canadian Natural Resources Limited (CNQ $43.27)
  • $43.27 P/E (TTM): 14.33X Cap: $93.03B
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• Whitecap Resources Inc. (WCP $11.20)
  • $11.20 P/E (TTM): 10.03X Cap: $14.08B
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Q: Good afternoon,

If one wanted to initiate a 1-2% portfolio weight in the Canadian energy space, would you be comfortable with CNQ, SU, WCP?

Upvote 0

Read Answer Asked by Trevor on October 31, 2023

• illumin Holdings Inc. (ILLM $0.96)
  • $0.96 Cap: $51M
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Q: What's the outlook on Illumin after the announced departure of CEO in 2024 who is also a major shareholder?

Upvote 0

Read Answer Asked by Nishan on October 31, 2023

• Lantheus Holdings Inc. (LNTH $65.10)
  • $65.10 P/E (TTM): 28.11X Cap: $4.41B
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Q: Would you add to an existing small position in LNTH? To take advantage of the tax selling season IF the story of growth is unchanged

Upvote 0

Read Answer Asked by JR on October 31, 2023

Q: Why did the market price of CONSTELLATION SOFTWARE INC. SERIES 1 DEB (CSU.DB:TSX ) plunge today (October 30)?

Upvote 0

Read Answer Asked by Philip on October 31, 2023

• Granite Real Estate Investment Trust (GRT.UN $79.13)
  • $79.13 P/E (TTM): 38.1X Cap: $4.74B
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Q: Is there any news on Granite REIT or is it falling due mostly due to expectations of rising interest rates? It appears to have dropped below any recent support levels. Being down 15% in my holding, is now the time to add more or perhaps move out of REITs all together towards another sector (which) or another REIT (say DIR.un)?

Upvote 0

Read Answer Asked by Gerry on October 31, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: This continues to grind lower and I am thinking it may have gone past a reasonable decline. Any comments you could provide would be appreciated before I start building a position.

Upvote 0

Read Answer Asked by Robert on October 31, 2023

• Western Forest Products Inc. (WEF $11.18)
  • $11.18 Cap: $116M
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Q: Please comment on WEF's Balance sheet and key risks facing the company.

Upvote 0

Read Answer Asked by Harpinder on October 31, 2023