Investment Q&A

• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
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Q: Has WCP been buying back their own shares and if so how much? Thx

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Read Answer Asked by blake on January 16, 2018

• Cardinal Energy Ltd. (CJ $7.85)
  • $7.85 P/E (TTM): 14.89X Cap: $1.26B
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Q: I currently hold a decent position in CJ as part of my Canadian energy exposure.

Last week they announced the CFO is retiring, and for a few days following the announcement I noticed there's been considerable internal selling. This has me a little bit worried.

What are your thoughts?

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Read Answer Asked by Pawel on January 15, 2018

Q: What do you think of PONY? Is this a buying opportunity ? or catching a falling knife?
thank you.

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Read Answer Asked by Issaku on January 15, 2018

• Tervita Corporation (TEV $5.81)
  • $5.81 Cap: $672M
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Q: What are your views on Newalta for a long term hold (5 years)?

Thanks

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Read Answer Asked by Glen on January 15, 2018

• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $10M
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Q: Update please

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Read Answer Asked by Roy on January 15, 2018

• Falcon Oil & Gas Ltd. (FO $0.20)
  • $0.20 Cap: $221M
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Q: Hi team

Curious about falcon oil, It did well a short while ago, but has been trailing down. Do you see any upside. I have a small position which I acquired many years ago. Wondering if I should stay or cut my losses. Thanks

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Read Answer Asked by Meghan on January 15, 2018

• Vermilion Energy Inc. (VET $10.57)
  • $10.57 Cap: $1.62B
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Q: An interesting observation and query. In response to an earlier question you said that you preferred VET to WCP. And now you have said that you would prefer an investment in RRX over WCP. It begs the question why WCP is in your portfolio and not one of the other energy companies?

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Read Answer Asked by John on January 15, 2018

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Crescent Point has bounced nicely from its lows, far more than other cdn oil names, any thoughts about reviewing your negative disposition toward the company?

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Read Answer Asked by Curtis on January 15, 2018

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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Q: I'm looking for a breakdown of Enbridge's revenue/operations. Oil transportation and midstream services vs natural gas distribution (utility), vs renewable (wind/solar etc.). Could you give me an idea of the breakdown or point me in the right direction?
Thanks

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Read Answer Asked by Mike on January 15, 2018

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
  • View WCP Profile
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Q: I currently bought Enbridge and would like to buy either WCP or RRX ,should I buy both or just one? My Enbridge is 4% weight in my account so if I buy both at a 2.5 % weight then I will be up to 9% and would this be too much for this sector?
Thanks

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Read Answer Asked on January 15, 2018

• Questor Technology Inc. (QST $0.65)
  • $0.65 Cap: $17M
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Q: QST has been very strong, particularly today. I see no news. Any ideas why?

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Read Answer Asked on January 12, 2018

• Surge Energy Inc. (SGY $6.90)
  • $6.90 P/E (TTM): 16.02X Cap: $683M
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Q: I own a little SGY and am thinking of buying a little bit more for the dividend. Is it sustainable long term?
Thanks

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Read Answer Asked by Pat on January 12, 2018

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
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Q: Hi guys,

Can you comment on Peyto's dividend cut and reduced capex? How does Peyto's cashflow look this year and next in light of these cuts? Will production be hindered?

Thanks.

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Read Answer Asked by Aaron on January 12, 2018

• Chevron Corporation (CVX $148.90)
  • $148.90 P/E (TTM): 19.52X Cap: $302.15B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• Exxon Mobil Corporation (XOM $110.73)
  • $110.73 P/E (TTM): 16.04X Cap: $472.06B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
  • View RRX Profile
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
  • View WCP Profile
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Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?

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Read Answer Asked by Ken on January 12, 2018

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
  • View ENB Profile
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Q: Just reading about possible takeover of Enbridge while reading (Seeking Alfia) by the Oracle of Omaha, is there any truth in this or just another U.S. rumour? Would this be a bad oman for Canadian investors? Thank You Herbert

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Read Answer Asked by Herbert on January 12, 2018

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
  • View PEY Profile
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Q: Could I have your comments on Peyto's press release that they're cutting the dividend, issuing share buy backs and decreasing Capex? How do you think that the stock will respond? Is this a signal that gas producers in Alberta are in for a tough run with storage and distribution issues?

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Read Answer Asked by Brian on January 12, 2018

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
  • View PEY Profile
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Q: I notice sometimes that when you are analyzing a stock that you will warn the person asking a question to note it has missed 7 of the last 8 quarters, or that the company has missed X % in the past 2 years. On this note, how has PEY performed in the last 2 years? Would this not be a strong indication PEY will cut its dividend? Thanks....lionel

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Read Answer Asked by Lionel on January 12, 2018

• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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Q: Hi 5i:

Recently, Eric Nuttall suggested on BNN that TOU should be sold as its share price was going nowhere for a couple of years, due to excess supply and the lack of pipelines. Would you agree?

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Read Answer Asked by Roland on January 11, 2018

Q: Brent Crude is approaching $70. Where do you think it goes from here? I work in the oil industry and get to purchase my companies shares at a discount. I am tempted to unload them now while the price is high.

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Read Answer Asked by Sheldon on January 11, 2018

• CF Energy Corp. (CFY $0.16)
  • $0.16 P/E (TTM): 2.1X Cap: $10M
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Q: nobody follows this stock on paper looks good to me whats your opinion

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Read Answer Asked by terrance on January 11, 2018