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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?
Read Answer Asked by Pat on February 20, 2026
Q: Thank you for your earlier response. This is a follow up question to that response. Should your free cash flow numbers be multiplied by 1.35 since results for SPB are quoted in US dollars and the share price of $7.94 is in Canadian dollars? Then full-year 2025 FCF yield would be approximately 14.8%. Am I correct or am I making mistake? If I am correct, what do you think of this free cash flow yield?
Read Answer Asked by Irwin on February 20, 2026
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
Read Answer Asked by Arzoo on February 20, 2026
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,
Read Answer Asked by Stephen R. on February 20, 2026
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
Read Answer Asked by michael on February 13, 2026
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
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!
Read Answer Asked by Hussein on February 12, 2026
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.
Read Answer Asked by Catherine on February 12, 2026
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.
Read Answer Asked by Paul on February 11, 2026
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
Read Answer Asked by Norwood on February 10, 2026
Q: To what do you attribute the tear pipelines have been on YTD?

Thanks as always for your expertise.
Read Answer Asked by Richard on February 10, 2026
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