Investment Q&A

• Denison Mines Corp. (DML $5.16)
  • $5.16 Cap: $4.63B
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• Cameco Corporation (CCJ $112.90)
  • $112.90 P/E (TTM): 127.22X Cap: $49.22B
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• BWX Technologies Inc. (BWXT $200.40)
  • $200.40 P/E (TTM): 60.18X Cap: $18.32B
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• Uranium Energy Corp. (UEC $15.52)
  • $15.52 Cap: $7.79B
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• NuScale Power Corporation Class A (SMR $14.31)
  • $14.31 Cap: $4.33B
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• Oklo Inc. Class A (OKLO $65.69)
  • $65.69 Cap: $10.26B
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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 $111.43)
  • $111.43 P/E (TTM): 15.72X Cap: $137.69B
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• Chevron Corporation (CVX $183.74)
  • $183.74 P/E (TTM): 25.84X Cap: $369.96B
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• Devon Energy Corporation (DVN $44.66)
  • $44.66 P/E (TTM): 10.51X Cap: $28.01B
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• Exxon Mobil Corporation (XOM $148.45)
  • $148.45 P/E (TTM): 21.58X Cap: $626.03B
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• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $78.77)
  • $78.77 P/E (TTM): 49.54X Cap: $227.86B
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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 $65.69)
  • $65.69 Cap: $10.26B
  • View OKLO Profile
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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 2

Read Answer Asked by Marcus on February 13, 2026

• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
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• Peyto Exploration & Development Corp. (PEY $26.05)
  • $26.05 P/E (TTM): 14.16X Cap: $5.24B
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• Logan Energy Corp. (LGN $0.76)
  • $0.76 P/E (TTM): 19.0X Cap: $452M
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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 $51.85)
  • $51.85 P/E (TTM): 38.98X Cap: $11.88B
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Q: Hello, can you comment on their latest earnings? Thanks

Upvote 2

Read Answer Asked by jean on February 12, 2026

• NextEra Energy Inc. (NEE $93.80)
  • $93.80 P/E (TTM): 29.87X Cap: $195.34B
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• Vistra Corp. (VST $171.49)
  • $171.49 P/E (TTM): 63.05X Cap: $58.10B
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• Talen Energy Corporation (TLN $376.70)
  • $376.70 P/E (TTM): 86.0X Cap: $16.80B
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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 $2.13)
  • $2.13 P/E (TTM): 7.1X Cap: $201M
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• Headwater Exploration Inc. (HWX $11.57)
  • $11.57 P/E (TTM): 15.85X Cap: $2.76B
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• PowerShares S&P SmallCap Energy Portfolio (PSCE $53.39)
  • $53.39 P/E (TTM): 13.7X Cap: $92M
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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 2

Read Answer Asked by Paul on February 11, 2026

• Tamarack Valley Energy Ltd. (TVE $9.59)
  • $9.59 Cap: $483M
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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 $73.30)
  • $73.30 P/E (TTM): 28.03X Cap: $159.88B
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• TC Energy Corporation (TRP $86.52)
  • $86.52 P/E (TTM): 26.54X Cap: $90.06B
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• Pembina Pipeline Corporation (PPL $60.43)
  • $60.43 P/E (TTM): 21.16X Cap: $35.11B
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• Keyera Corp. (KEY $51.85)
  • $51.85 P/E (TTM): 38.98X Cap: $11.88B
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Q: To what do you attribute the tear pipelines have been on YTD?

Thanks as always for your expertise.

Upvote 7

Read Answer Asked by Richard on February 10, 2026

• ARC Resources Ltd. (ARX $24.43)
  • $24.43 P/E (TTM): 6.05X Cap: $13.93B
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• Peyto Exploration & Development Corp. (PEY $26.05)
  • $26.05 P/E (TTM): 14.16X Cap: $5.24B
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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 1

Read Answer Asked by Steve on February 09, 2026

• Canadian Natural Resources Limited (CNQ $55.39)
  • $55.39 P/E (TTM): 17.47X Cap: $115.38B
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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

• ARC Resources Ltd. (ARX $24.43)
  • $24.43 P/E (TTM): 6.05X Cap: $13.93B
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Q: Your comments on ARX earnings please, and whether or not you have any long term concerns for this company.

Is it worth adding to this name today for an investor who invests for the long term?

Upvote 4

Read Answer Asked by James on February 06, 2026

• ARC Resources Ltd. (ARX $24.43)
  • $24.43 P/E (TTM): 6.05X Cap: $13.93B
  • View ARX Profile
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Q: Good morning team,
Not a good morning for Arc shareholders but ,I feel that the market's reaction is overdone.Analyst's price target is still 31$,and with patience the Attache issue should be resolved.WHat are your thoughts,is this a buying opportunity for those who are patient?
many thanks,
Jean

Upvote 4

Read Answer Asked by Jean on February 06, 2026

• SunocoCorp LLC representing limited liability company interests (SUNC $55.12)
  • $55.12 Cap: $2.83B
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Q: I noticed there has been no recent question on SUNC. I hung on to it following the PKI takeover and recently added a bit for income. They have now announced a dividend that is close to 7%. My question, is it likely secure, if such a thing exists in this day?

Upvote 1

Read Answer Asked by Robert on February 05, 2026

• Southern Company (The) (SO $94.95)
  • $94.95 P/E (TTM): 23.62X Cap: $104.54B
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Q: Hi could you please give an update on SO - it’s kind of moved sideways in for quite awhile so wondering if you see it moving any time soon.

Thanks

Upvote 1

Read Answer Asked by Robert on February 05, 2026

• Halliburton Company (HAL $33.96)
  • $33.96 P/E (TTM): 22.64X Cap: $28.44B
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• CES Energy Solutions Corp. (CEU $16.45)
  • $16.45 P/E (TTM): 21.09X Cap: $3.49B
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• VanEck Oil Services ETF (OIH $381.32)
  • $381.32 P/E (TTM): 15.15X Cap: $2.18B
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Q: What would be your 3 favourite drillers/service companies in the US and Canada? Thanks.

Upvote 2

Read Answer Asked by Michael on February 05, 2026

• iShares S&P/TSX Capped Energy Index ETF (XEG $22.77)
  • $22.77 P/E (TTM): 12.5X Cap: $1.61B
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• CI Energy Giants Covered Call ETF (NXF $6.24)
  • $6.24 P/E (TTM): 11.72X Cap: $122M
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Q: NXF is a covered call EFT. Do you have a recommendation for an energy sector ETF that does not sell covered calls? Within my RRSP, I would like to own two ETF’s, the energy sector, to hold my energy related investments. Is there a rule of thumb to guide the percentage one should put into each (ie: 25% in a covered call ETF; 75% in an ETF which does not sell covered calls)?

Thanks for your help.

Upvote 2

Read Answer Asked by Donald on February 04, 2026

• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.82X Cap: $90.73B
  • View SU Profile
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Q: Could you provide your thoughts on Suncor results.

How is stock's present valuation ?

Is it safe to buy/add at current levels or wait for a pullback ?

Thank You

Upvote 3

Read Answer Asked by rajeev on February 04, 2026

• Energy Fuels Inc (UUUU $20.72)
  • $20.72 Cap: $5.14B
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• Teradyne Inc. (TER $314.66)
  • $314.66 P/E (TTM): 114.84X Cap: $49.27B
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• Babcock & Wilcox Enterprises Inc. (BW $9.75)
  • $9.75 Cap: $1.06B
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• Uranium Energy Corp. (UEC $15.52)
  • $15.52 Cap: $7.79B
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• Amprius Technologies Inc. (AMPX $9.97)
  • $9.97 Cap: $1.44B
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Q: I am looking to move away from some under performing stocks and looking at these as replacements. Any concerns? Ones you would prefer?
thanks so much.

Dale

Upvote 1

Read Answer Asked by Dale on February 04, 2026

• Baker Hughes Company (BKR $61.20)
  • $61.20 P/E (TTM): 23.54X Cap: $60.48B
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• Chevron Corporation (CVX $183.74)
  • $183.74 P/E (TTM): 25.84X Cap: $369.96B
  • View CVX Profile
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• Polaris Renewable Energy Inc. (PIF $12.38)
  • $12.38 Cap: $259M
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• Ormat Technologies Inc. (ORA $118.19)
  • $118.19 P/E (TTM): 54.22X Cap: $7.48B
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• Berkshire Hathaway Inc. (BRK.B $497.55)
  • $497.55 P/E (TTM): 15.91X Cap: $1.08T
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Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies

Upvote 1

Read Answer Asked by Howie on February 04, 2026