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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: Could you comment on TA's fourth-quarter and year end results. It seems to trade at approximately 6.5 times free cash flow. How does this compare to other companies in its sector. Does it own 60% of RNW through its ownership of of TransAlta Generation Partnership which owns which owns 23% of RNW(see TransAlta Corporation | 2021 Annual Information Form)and its 37% direct ownership?
Read Answer Asked by Irwin on March 10, 2022
Q: Hi Team

Any views on these two speculative uranium plays? Thanks.
Read Answer Asked by Rino on March 10, 2022
Q: The business journals suggest that Europe will put a big push on spending in alternative energy sources. Are there any north American listed companies that would be beneficiaries of that spending? I already own Cameco(uranium seen to also benefit).
Read Answer Asked by Murray on March 10, 2022
Q: Hello Peter and team,
In terms of stability, safety of dividends and overall company fundamentals (and thanks to the answer you provided to the Emera question as per Globe and Mail), would it be fair to rank from best to worse as follows: FTS, BEP.UN, H, AQN, and than EMA? Thanks very much.
Read Answer Asked by umedali on March 10, 2022
Q: Could you name a couple of replacements for EMA. Gerald
Read Answer Asked by Gerald on March 10, 2022
Q: I noticed in one of your answers today you indicated the TSX Index is roughly 17% energy. I thought people should understand that this figure includes pipelines, midstream companies, uranium, and for some reason, Parkland. I looked at the XIC holdings today and added these up, and these non-producers make up roughly 8% of the TSX Index. The XIC energy weight as of Mar 8th is listed as 16.6%. That means the O & G producers make up about 8.6% of the TSX Index. A bit lower after today.
Read Answer Asked by Dan on March 10, 2022
Q: Do you see any second derivative opportunities to the current bull market in commodities? More specifically, are there any tanker shippers you favour in this environment, like NAT and TNK, or dry bulk shippers, like DSX or SBLK? With the possibility of a reinvigourated US oil and gas industry, what are your views on service companies such as HAL, SLB, and BKR? Thanks.
Read Answer Asked by Rupert on March 10, 2022
Q: Could you please comment on this new fund. There is quite a difference in the price of the series and ETF, could you explain. It's not showing a dividend yet, but on their site it says it has a target distribution of 5%. Would this be an appropriate fund for an income investor, or do think just buying a few Co.'s would be better? If so which ones? What do you think of Nine Point Energy, and would you agree with Eric Nutall's comment that the party in oil and gas has just begun, despite the large gains we have seen recently? Thanks so much for your service.
Read Answer Asked by Pat on March 09, 2022
Q: What % exposure would you suggest for oil and gas, and if its not too late to this party, what are you favourites going forward with an entry today.
Read Answer Asked by Steven on March 09, 2022
Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?
Read Answer Asked by Neil on March 09, 2022
Q: Hello Peter,
I am assuming Enbridge and TC Energy are going up due to higher oil prices and fortis and emera are safer places to be. In the long run, should i move some monies from Enbridge and TC energy to Fortis or Emera as they may have higher pricing power going forward when negotiating new rates? Thanks very much
Read Answer Asked by umedali on March 08, 2022
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