Investment Q&A

• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• OR Royalties Inc. (OR $47.32)
  • $47.32 P/E (TTM): 59.96X Cap: $8.91B
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• BMO Junior Gold Index ETF (ZJG $206.57)
  • $206.57 P/E (TTM): 2.97X Cap: $203M
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Q: Looking to add some gold /oil and wondered whether OR or maybe ZJG would be better.Also VET ?Open to any suggestions.Thanks Paul

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Read Answer Asked by Paul on January 27, 2020

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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Q: I have owned Husky for several years and bought it at $26. At the time, it looked like a good investment in an integrated oil company. Recently, the price has gone down to $9 per share and I am concerned about whether the share price will rebound significantly. It has traded quite a bit around the $15 mark in the recent year or two. I also understand that the majority shareholder recently sold his shares. What does that signal for the company? Is this a good investment to continue to hold? The current dividend yield is 5%. Thank you for your help.

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Read Answer Asked by Cathy on January 27, 2020

• Fortis Inc. (FTS $73.25)
  • $73.25 P/E (TTM): 20.79X Cap: $37.02B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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Q: Already own the above 2 utilities--would like to get 2 more.
What would you suggest?

Thanks

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Read Answer Asked by peter on January 27, 2020

• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 17.14X Cap: $12.78B
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Q: Hi
Normal volume is about 900,000/ day, today, Jan. 23, volume spiked to over 17 million shares. I can not find any news, any thing at your end?
Thanks

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Read Answer Asked by Greg on January 24, 2020

• Birchcliff Energy Ltd. (BIR $7.45)
  • $7.45 P/E (TTM): 26.81X Cap: $2.03B
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Q: Is today's price drop a buying opportunity, or is it time to throw in the towel on this company?

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Read Answer Asked by Kevin on January 23, 2020

• Birchcliff Energy Ltd. (BIR $7.45)
  • $7.45 P/E (TTM): 26.81X Cap: $2.03B
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Q: Any specific reason why Birchcliff is down over 12% today, substantially more than its peers? Would note that Scotiabank provided a fairly positive report today on the company’s current status and 5-year operational plan. Thanks.

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Read Answer Asked by Thomas on January 23, 2020

• High Arctic Energy Services Inc. (HWO $0.88)
  • $0.88 Cap: $11M
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Q: What are your thoughts on HWO as far as an investment for a contrarian play with a large dividend and a loss of 50% in the last year. Where do you see them going in the next 12 months , any tailwinds on the horizon and is the fat dividend safe?
Thanx Gary

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Read Answer Asked by Gary on January 23, 2020

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.54X Cap: $146.31B
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• TC Energy Corporation (TRP $75.70)
  • $75.70 P/E (TTM): 23.28X Cap: $78.80B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.7X Cap: $31.14B
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• Keyera Corp. (KEY $44.33)
  • $44.33 P/E (TTM): 33.12X Cap: $10.16B
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Q: I have had a small position in Keyera since before the oil price crash. It is still down 20% and even the most optimistic forecasts will only bring it close to my cost price. Its dividend is about the same at PPL, is lower than ENB and higher than TRP. ENB is my only other pipeline stock. I could sell KEY and add to ENB or open an position in PPL or TCP. Which do you think would be better for income and a little growth?

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Read Answer Asked by Ken on January 22, 2020

• Vermilion Energy Inc. (VET $12.15)
  • $12.15 Cap: $1.86B
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• Parex Resources Inc. (PXT $17.92)
  • $17.92 P/E (TTM): 11.75X Cap: $1.72B
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Q: Hi Team!

I'd like to add some names in the energy space given its beat up status. Can you provide 3 names that would provide a proxy on a recovery in this area?

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Read Answer Asked by Ian on January 22, 2020

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $24.99)
  • $24.99 Cap: $2.56B
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Q: How would you compare BLX and INE ?

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Read Answer Asked by terrance on January 22, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.22B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.58B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• Boralex Inc. Class A Shares (BLX $24.99)
  • $24.99 Cap: $2.56B
  • View BLX Profile
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Q: I currently have AQN (2.5%), BEP (1.5%) and INE (1%) and would like to add a further 1.5% overall to the "green" utility sector of my portfolio. Do you feel that BLX would be a good addition?
If so, I am thinking of adding .5% to BEP (to bring it to 2%) and 1% to BLX and wanted to get your thoughts for a +/-5 year hold.
Thanks!

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Read Answer Asked by Brian on January 22, 2020

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: Analysis please and your outlook for this beaten down stock. I am down 50% and need your guidance on buy sell or hold.
Thanx Gary

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Read Answer Asked by Gary on January 22, 2020

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: What happened to meg stock over the last week its off significantly. Where do you see it going from here ? thanks

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Read Answer Asked by Terence on January 21, 2020

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: I would appreciate your current thoughts on Crescent Point.

WEB

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Read Answer Asked by Bill on January 21, 2020

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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Q: Your analysis of this small cap energy play and what are your thoughts on todays upgrade from Raymond James.
Thanx as always, Gary

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Read Answer Asked by Gary on January 21, 2020

• Just Energy Group Inc. 6.75% Convertible Unsecured Senior Subordinated Debentures (JE.DB.D $45.50)
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Q: Should there be concerns that JE will not be able to meet its financial obligations on this convertible debtenture?

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Read Answer Asked by Robert on January 21, 2020

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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Q: There is some selling today with the recent financing announcement, this name has been a bit of a darling of late, would you step in here? Whenever takeovers come up MEG always seems to be mentioned. Thanks.

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Read Answer Asked by Curtis on January 20, 2020

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.54X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.7X Cap: $31.14B
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Q: An y chance that ENB could benefit directly or indirectly from the Court's decision to allow
PPL to transit of fuel through BC to the coast?? or is better to invest in PPL??
Art

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Read Answer Asked by Arthur on January 20, 2020

• ARC Resources Ltd. (ARX $24.56)
  • $24.56 P/E (TTM): 6.27X Cap: $14.13B
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Q: Hello, I bought arx at 8.96 some time ago and now wondering if adding to the position would be advisable? It is below my cost and has positive analyst recommendations. Thank you.

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Read Answer Asked by John on January 20, 2020

• Whitecap Resources Inc. (WCP $11.45)
  • $11.45 P/E (TTM): 9.93X Cap: $13.90B
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Q: Could I please get your view of WCP. Is this a good time to buy.

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Read Answer Asked by John on January 20, 2020