Investment Q&A

• Parex Resources Inc. (PXT $17.36)
  • $17.36 P/E (TTM): 9.45X Cap: $1.66B
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• Whitecap Resources Inc. (WCP $10.16)
  • $10.16 P/E (TTM): 6.88X Cap: $12.56B
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Q: I hate the Canadian oil sector but for some reason I feel obligated to have a small representation. As such I have a 1.3% position in WCP. Thinking of changing that to Parex Resources at the same weighting. Comparisons and advice please ?
Thanks Garth

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Read Answer Asked by Garth on October 31, 2018

• Suncor Energy Inc. (SU $55.13)
  • $55.13 P/E (TTM): 11.65X Cap: $67.06B
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• Enbridge Inc. (ENB $66.14)
  • $66.14 P/E (TTM): 23.44X Cap: $144.66B
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• TC Energy Corporation (TRP $70.48)
  • $70.48 P/E (TTM): 17.55X Cap: $73.58B
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Q: If you have to pick one of these companies for income and bit of growth over long term, which one will it be and why?
Thanks

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Read Answer Asked by Steve on October 31, 2018

• Surge Energy Inc. (SGY $7.09)
  • $7.09 P/E (TTM): 14.96X Cap: $706M
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Q: Hi 5i
Are you still comfortable with SGY ? Any reason to consider not holding onto an existing position - currently held at a loss but a patient investor with medium to long term timeframe in mind.

Thanks

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Read Answer Asked by mike on October 31, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
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Q: ..bought VET because it was supposedly more protected from WCS pricing than either CNQ or SU...but it has fallen more and is now way down. is there anything left in this country to put money into?

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Read Answer Asked by Curtis on October 31, 2018

• Kelt Exploration Ltd. (KEL $6.77)
  • $6.77 P/E (TTM): 18.72X Cap: $1.38B
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Q: What’s your current outlook for Kelt and would you purchase at these levels or wait for the price to correct further?

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Read Answer Asked by William on October 30, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
  • View VET Profile
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Q: Your thoughts on VET. Looks like a safe(r) bet ( if there is such a thing in the current market) or is there a reason for it to be trading so low presently.

Much thanks

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Read Answer Asked by Mark on October 30, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
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Q: Hi Ryan
As a holder of vet,I am concerned the last time I had a energy stock perform like this it was baytex .
It’s time to take my lumps
Kind regards
Stan

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Read Answer Asked by Stan on October 30, 2018

• Cardinal Energy Ltd. (CJ $7.37)
  • $7.37 P/E (TTM): 13.15X Cap: $1.19B
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Q: Not a good year for Cardinal! Your thoughts please on whether the 10% dividend safe and overall is this stock worth continuing to hold. Thanks so much. Lorraine

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Read Answer Asked by Dr Lorraine on October 30, 2018

• Whitecap Resources Inc. (WCP $10.16)
  • $10.16 P/E (TTM): 6.88X Cap: $12.56B
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Q: I currently own a small position in WCP. Would you consider adding to this position assuming the dividend is safe from the decline in oil prices ? I think the decline in Canadian oil is pretty much done given the already very low price.

Or would you recommend another producer ? If so, which one ?

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Read Answer Asked by Daniel on October 30, 2018

• AltaGas Ltd. (ALA $41.78)
  • $41.78 P/E (TTM): 16.07X Cap: $12.61B
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Q: I am a current holder of Altagas The manament is spinning out Canadian operations
Could you please explain how existing shareholders are affected Will they get any shares in the Canadian operations

Thank you

Paul

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Read Answer Asked by Paul on October 30, 2018

• Parex Resources Inc. (PXT $17.36)
  • $17.36 P/E (TTM): 9.45X Cap: $1.66B
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Q: Is PXT a buy at this level?

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Read Answer Asked by Dennis on October 30, 2018

• Teekay Offshore Partners L.P. representing Limited Partner Interests (TOO $1.55)
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Q: What are your thoughts on this beaten up company? Is it worth a 1% investment for the near term .
Thanks Gary

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Read Answer Asked by Gary on October 29, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
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Q: What is the reason for the large drop in this stock? Is this a buying opportunity?

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Read Answer Asked by Frank on October 26, 2018

• Mullen Group Ltd. (MTL $13.89)
  • $13.89 P/E (TTM): 12.69X Cap: $1.21B
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Q: Mullen Group reported results today and they are what they are. I watched the CEO on BNN today and did not find his interview “warm and fuzzy”. Actually I found he was bitter and he blamed the government and economic influences beyond his control for the company results. I came away thinking if the CEO doesn’t think positively of the future then it’s time to exit my holdings and move on.
Am I way off the mark? Would appreciate your advice.
Thanks John

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Read Answer Asked by John on October 26, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
  • View VET Profile
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Q: You commented earlier that the mkt may not like the earnings miss, thus the pressure on the stock.
I was under the impression oil/gas stocks are valued on a cash flow basis. Vet cash flow improved this Q.
None the less Vet seems to be going out of business , my only hope may be that they
sign a deal to grow cannabis

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Read Answer Asked by Leon on October 25, 2018

• Suncor Energy Inc. (SU $55.13)
  • $55.13 P/E (TTM): 11.65X Cap: $67.06B
  • View SU Profile
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• Canadian Natural Resources Limited (CNQ $42.92)
  • $42.92 P/E (TTM): 10.64X Cap: $89.96B
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Q: Does cnq have any exposure to the 2 future lng projects in B.C. and which of the above mentioned would you recommend for a 5 year hold and why? Thanx.

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Read Answer Asked by Steve on October 25, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
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Q: COMMENTS ON THE QUARTER PLEASE ?

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Read Answer Asked by JOSEPH on October 25, 2018

• International Petroleum Corporation (IPCO $25.55)
  • $25.55 P/E (TTM): 43.24X Cap: $2.92B
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Q: Can you please comment on IPCO? The recent slide, the recent acquisition, etc. Would appreciate your thoughts. Thanks.

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Read Answer Asked by Chris on October 25, 2018

• Vermilion Energy Inc. (VET $10.50)
  • $10.50 Cap: $1.61B
  • View VET Profile
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Q: what do you think of vet at this price? is the dividend safe? or please recommend your favorites in this space. p.s. I want at least 5% yield. thx Jack

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Read Answer Asked by Jack on October 25, 2018

• Cardinal Energy Ltd. (CJ $7.37)
  • $7.37 P/E (TTM): 13.15X Cap: $1.19B
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Q: How do you feel about the sustainability of Cardinal's ~10% dividend?

Thank you
Dave

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Read Answer Asked by Dave on October 25, 2018