Investment Q&A

• CGX Energy Inc. (OYL $0.13)
  • $0.13 Cap: $45M
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Q: OYL ... YOUR OPINION PLEASE

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Read Answer Asked by Bob on January 13, 2022

• iShares S&P/TSX Capped Energy Index ETF (XEG $19.59)
  • $19.59 P/E (TTM): 1.58X Cap: $1.32B
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• Ninepoint Energy Fund (NNRG)
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Q: I am wanting to add to my energy holdings I am looking at XEG versus NNRG which would you consider a better choice
Keith

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Read Answer Asked by Keith on January 13, 2022

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.13B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Parex Resources Inc. (PXT $17.92)
  • $17.92 P/E (TTM): 11.64X Cap: $1.72B
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• Whitecap Resources Inc. (WCP $11.45)
  • $11.45 P/E (TTM): 9.79X Cap: $13.90B
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• Athabasca Oil Corporation (ATH $7.59)
  • $7.59 P/E (TTM): 8.46X Cap: $3.88B
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• Birchcliff Energy Ltd. (BIR $7.45)
  • $7.45 P/E (TTM): 26.81X Cap: $2.03B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Tamarack Valley Energy Ltd. (TVE $7.49)
  • $7.49 Cap: $390M
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• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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• Trican Well Service Ltd. (TCW $5.79)
  • $5.79 P/E (TTM): 10.11X Cap: $1.22B
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• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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• Ninepoint Energy Fund (NNRG)
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Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

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Read Answer Asked by Steven on January 13, 2022

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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Q: Can you please comment on Pipe? Getting close to the price that I paid years ago, is this a good stock to hold for long term? If not at what price should I get rid of it? Your website shows high target price estimates $6.25. Your thoughts please, many thanks.

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Read Answer Asked by Hue on January 13, 2022

• Suncor Energy Inc. (SU $62.52)
  • $62.52 P/E (TTM): 14.16X Cap: $75.01B
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• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.14X Cap: $14.13B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Parex Resources Inc. (PXT $17.92)
  • $17.92 P/E (TTM): 11.64X Cap: $1.72B
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• Tamarack Valley Energy Ltd. (TVE $7.49)
  • $7.49 Cap: $390M
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Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.

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Read Answer Asked by Don on January 13, 2022

• Capital Power Corporation (CPX $59.49)
  • $59.49 P/E (TTM): 20.87X Cap: $9.25B
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Q: Any thoughts on the performance of CPX over the last month or so and what do you anticipate for the company over the next year.

Thanks

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Read Answer Asked by Steve on January 13, 2022

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Thoughts on buying PKI at todays prices? Why hasn't it gone up as much as other stocks in the oil and gas space?

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Read Answer Asked by Carla on January 12, 2022

Q: What are your top 3 picks in the Canadian small cap oil and gas sector? Best balance of growth and safety.

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Read Answer Asked by Lawrence on January 12, 2022

• Chevron Corporation (CVX $148.53)
  • $148.53 P/E (TTM): 21.09X Cap: $301.52B
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• Exxon Mobil Corporation (XOM $114.51)
  • $114.51 P/E (TTM): 17.02X Cap: $482.90B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $19.59)
  • $19.59 P/E (TTM): 1.58X Cap: $1.32B
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• The Energy Select Sector SPDR Fund (XLE $88.61)
  • $88.61 P/E (TTM): 16.32X Cap: $26.70B
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Q: For energy exposure, would you have a preference for CAD or US companies.

I am considering XLE vs XEG. Which would you prefer? Would a combination of both be preferable ? Im open to other ETFbs suggestions.

Thank you.

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Read Answer Asked by Karim on January 12, 2022

• TransAlta Corporation (TA $19.74)
  • $19.74 Cap: $5.87B
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Q: Please comment on impact on Ta of Rnw repair issue.

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Read Answer Asked by Jerry on January 11, 2022

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I am looking to add a position in Energy & utility sector and grow the dividend portfolio, today RNW had more than a 10% drop, is it time to buy?

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Read Answer Asked by Shobhit on January 11, 2022

Q: Did you guys miss all the oil and gas opportunities?

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Read Answer Asked by Gerald on January 11, 2022

• iShares S&P/TSX Capped Energy Index ETF (XEG $19.59)
  • $19.59 P/E (TTM): 1.58X Cap: $1.32B
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Q: You stated in an answer to a question that XEG (up 79% in the past year, indicated yield 2.1%) has a yield of 2.1%.

When I checked XEG on my RB Direct website it states a yield of 1.51%.

Why is there a discrepancy and which is correct?

Thank you.

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Read Answer Asked by Ross on January 11, 2022

Q: I know there is not a simple/easy answer. I have some pretty good returns in my oil holdings but would like to let them run a bit more. However, between Mike McGlone of Bloomberg (very bearish on oil) and Eric Nuttall and Rafi Tamazian (very bullish) I am conflicted. How are you feeling about the price of oil over the next 6 - 12 months?

Thanks very much for your help.

Mike

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Read Answer Asked by Michael on January 10, 2022

• Suncor Energy Inc. (SU $62.52)
  • $62.52 P/E (TTM): 14.16X Cap: $75.01B
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• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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Q: 5i: Just realised the yield of over 5%. Wow! What is your take? Sustainable? Considering swapping to Su from Vet which I am still down today at about 22%. Make any sense? Tks. Larry

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Read Answer Asked by Larry on January 10, 2022

• Suncor Energy Inc. (SU $62.52)
  • $62.52 P/E (TTM): 14.16X Cap: $75.01B
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Q: Is this better to hold in a RSP or an unregistered account?

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Read Answer Asked by Brenda on January 10, 2022

• iShares S&P/TSX Global Base Metals Index ETF (XBM $25.97)
  • $25.97 P/E (TTM): 0.49X Cap: $290M
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Q: I have commodities exposure through PHYS and 5i stocks. And bitcoin/ether ETFs if that counts. Curious if you would add something like XBM or other more diversified ETF for an investor that wants more diversification. Long term hold. Thanks!

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Read Answer Asked by Chris on January 10, 2022

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Would like to increase my weighting in resources. I have PKI,ENB,PPL equal weighting at around 3% each. Would like to sell one of them then acquire 2 producers large/small cap with yield with equal weighting at 3%. Could you rank the one to sell and suggestion some producers ?

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Read Answer Asked by ray on January 10, 2022

• Teekay LNG Partners L.P. (TGP $16.98)
  • $16.98 P/E (TTM): 9.46X Cap: $2.30B
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Q: What is your opinion on TGP and Cheniere LNG). Are there other companies or better opportunities to play the increase in demand for LNG.

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Read Answer Asked by Ian on January 10, 2022

• Northland Power (NPI.PR. C)
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Q: Is it time to sell NPI ? Analysts are still recommending a buy but at the same time it is continuing to drop in price.

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Read Answer Asked by Ed on January 10, 2022