Investment Q&A

• Mullen Group Ltd. (MTL $16.95)
  • $16.95 P/E (TTM): 16.09X Cap: $1.62B
  • View MTL Profile
  • 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 $89.08)
  • $89.08 P/E (TTM): 31.16X Cap: $1.10B
  • View PDS Profile
  • 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 $69.71)
  • $69.71 P/E (TTM): 28.03X Cap: $153.19B
  • 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 $5.39)
  • $5.39 Cap: $4.83B
  • View DML Profile
  • View Questions on DML
• Cameco Corporation (CCJ $116.50)
  • $116.50 P/E (TTM): 127.22X Cap: $49.20B
  • View CCJ Profile
  • View Questions on CCJ
• BWX Technologies Inc. (BWXT $202.25)
  • $202.25 P/E (TTM): 60.18X Cap: $18.38B
  • View BWXT Profile
  • View Questions on BWXT
• Uranium Energy Corp. (UEC $16.00)
  • $16.00 Cap: $7.50B
  • View UEC Profile
  • View Questions on UEC
• NuScale Power Corporation Class A (SMR $14.20)
  • $14.20 Cap: $4.31B
  • View SMR Profile
  • View Questions on SMR
• Oklo Inc. Class A (OKLO $67.39)
  • $67.39 Cap: $10.56B
  • 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 $110.52)
  • $110.52 P/E (TTM): 15.72X Cap: $135.09B
  • View COP Profile
  • View Questions on COP
• Chevron Corporation (CVX $183.87)
  • $183.87 P/E (TTM): 25.84X Cap: $370.22B
  • View CVX Profile
  • View Questions on CVX
• Devon Energy Corporation (DVN $44.44)
  • $44.44 P/E (TTM): 10.51X Cap: $27.62B
  • View DVN Profile
  • View Questions on DVN
• Exxon Mobil Corporation (XOM $150.68)
  • $150.68 P/E (TTM): 21.58X Cap: $616.50B
  • View XOM Profile
  • View Questions on XOM
• Shell PLC American Depositary Shares (each representing two (2)) (SHEL $79.87)
  • $79.87 P/E (TTM): 49.42X Cap: $230.36B
  • 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 $67.39)
  • $67.39 Cap: $10.56B
  • 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 2

Read Answer Asked by Marcus on February 13, 2026

• Canadian Natural Resources Limited (CNQ $57.09)
  • $57.09 P/E (TTM): 17.47X Cap: $115.36B
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY $26.61)
  • $26.61 P/E (TTM): 14.16X Cap: $5.35B
  • View PEY Profile
  • View Questions on PEY
• Logan Energy Corp. (LGN $0.78)
  • $0.78 P/E (TTM): 19.0X Cap: $464M
  • 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 $51.85)
  • $51.85 P/E (TTM): 38.98X Cap: $11.75B
  • View KEY Profile
  • View Questions on KEY

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 $91.22)
  • $91.22 P/E (TTM): 29.87X Cap: $193.16B
  • View NEE Profile
  • View Questions on NEE
• Vistra Corp. (VST $170.57)
  • $170.57 P/E (TTM): 63.05X Cap: $58.84B
  • View VST Profile
  • View Questions on VST
• Talen Energy Corporation (TLN $380.29)
  • $380.29 P/E (TTM): 86.0X Cap: $16.80B
  • 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 $2.18)
  • $2.18 P/E (TTM): 7.1X Cap: $205M
  • View HME Profile
  • View Questions on HME
• Headwater Exploration Inc. (HWX $11.91)
  • $11.91 P/E (TTM): 15.85X Cap: $2.73B
  • View HWX Profile
  • View Questions on HWX
• PowerShares S&P SmallCap Energy Portfolio (PSCE $53.98)
  • $53.98 P/E (TTM): 13.7X Cap: $100M
  • 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 2

Read Answer Asked by Paul on February 11, 2026

• Tamarack Valley Energy Ltd. (TVE $9.69)
  • $9.69 Cap: $488M
  • 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 $69.71)
  • $69.71 P/E (TTM): 28.03X Cap: $153.19B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $84.48)
  • $84.48 P/E (TTM): 26.54X Cap: $84.91B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $58.93)
  • $58.93 P/E (TTM): 21.16X Cap: $34.52B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $51.85)
  • $51.85 P/E (TTM): 38.98X Cap: $11.75B
  • 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 7

Read Answer Asked by Richard on February 10, 2026

• ARC Resources Ltd. (ARX $24.36)
  • $24.36 P/E (TTM): 6.05X Cap: $14.05B
  • View ARX Profile
  • View Questions on ARX
• Peyto Exploration & Development Corp. (PEY $26.61)
  • $26.61 P/E (TTM): 14.16X Cap: $5.35B
  • 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 3

Read Answer Asked by Steve on February 09, 2026

• Canadian Natural Resources Limited (CNQ $57.09)
  • $57.09 P/E (TTM): 17.47X Cap: $115.36B
  • 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

• ARC Resources Ltd. (ARX $24.36)
  • $24.36 P/E (TTM): 6.05X Cap: $14.05B
  • View ARX Profile
  • View Questions on ARX

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 5

Read Answer Asked by James on February 06, 2026

• ARC Resources Ltd. (ARX $24.36)
  • $24.36 P/E (TTM): 6.05X Cap: $14.05B
  • View ARX Profile
  • View Questions on ARX

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 5

Read Answer Asked by Jean on February 06, 2026

• SunocoCorp LLC representing limited liability company interests (SUNC $56.94)
  • $56.94 Cap: $2.90B
  • View SUNC Profile
  • View Questions on SUNC

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 $91.04)
  • $91.04 P/E (TTM): 23.62X Cap: $100.24B
  • View SO Profile
  • View Questions on SO

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 2

Read Answer Asked by Robert on February 05, 2026

• Halliburton Company (HAL $34.77)
  • $34.77 P/E (TTM): 22.64X Cap: $28.23B
  • View HAL Profile
  • View Questions on HAL
• CES Energy Solutions Corp. (CEU $16.61)
  • $16.61 P/E (TTM): 21.09X Cap: $3.48B
  • View CEU Profile
  • View Questions on CEU
• VanEck Oil Services ETF (OIH $385.11)
  • $385.11 P/E (TTM): 15.15X Cap: $2.34B
  • View OIH Profile
  • View Questions on OIH

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