Investment Q&A

• Miscellaneous (MISC)
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Q: I wish to reposition some of my energy producers in my portfolio. With strengthening commodity prices can you you please identify,in order,5 Canadian producers you would hold for future appreciation. My preference is that they pay a dividend but if you think price appreciation would exceed current dividend yield, then please include.
If not considering dividends, what are your top 5.

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Read Answer Asked by Peter on December 06, 2017

• Freehold Royalties Ltd. (FRU $14.90)
  • $14.90 P/E (TTM): 18.36X Cap: $2.44B
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Q: Please advise that last quarter results against what was expected? If you owned, would you sell for a tax loss or keep?

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Read Answer Asked by David on December 05, 2017

• Peyto Exploration & Development Corp. (PEY $22.09)
  • $22.09 P/E (TTM): 11.94X Cap: $4.41B
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Q: If you owned PEY and had a 47% tax loss potential, would you crystallize the gain or hold the stock? Is there another equity that you would recommend replacing PEY with in the same sector if you recommend crystallizing the gain?

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Read Answer Asked by David on December 05, 2017

• PrairieSky Royalty Ltd. (PSK $26.69)
  • $26.69 P/E (TTM): 28.28X Cap: $6.23B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Would you sell VII to crystallize a 39% gain and with the proceeds purchase PSK or some other equity in the same sector

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Read Answer Asked by David on December 05, 2017

• Akita Drilling Ltd. Class A Non-Voting Shares (AKT.A $1.82)
  • $1.82 P/E (TTM): 3.76X Cap: $72M
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• Deswell Industries Inc. (DSWL $3.66)
  • $3.66 Cap: $58M
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Q: please update on alt.a and dswl.

Thanks

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Read Answer Asked by Doug on December 04, 2017

• Parex Resources Inc. (PXT $18.46)
  • $18.46 P/E (TTM): 11.22X Cap: $1.76B
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Q: Portfolio is primarily income. Looking to take a flyer on this one. Possible trade over next 3 to 6 months.
What’s your opinion ?

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Read Answer Asked by Roy on December 04, 2017

• Tamarack Valley Energy Ltd. (TVE $7.58)
  • $7.58 Cap: $381M
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Q: Hej
My very favourite stock by far is
YGR YANGARRA
I’m now thinking of investing in
TVE. TAMARACK VALLEY RESOURCES
Wat are your thoughts re TVE??
Thanks
Juri

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Read Answer Asked by Juri on December 01, 2017

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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• Whitecap Resources Inc. (WCP $11.61)
  • $11.61 P/E (TTM): 9.79X Cap: $14.05B
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• Spartan Energy Corp. (SPE $6.68)
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Q: with the latest opec agrement would this be time to buy these stocks.

thanks donald.

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Read Answer Asked by donald on December 01, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD $49.25)
  • $49.25 P/E (TTM): 9.84X Cap: $3.71B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Spartan Energy Corp. (SPE $6.68)
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Q: Would like your opinion on SPE? Sell or hold? I want to sell it and buy Kirkland Lake gold. KL still your favorite gold stock? What's the value per share of KL? Do you have a favorite gold ETF? Thank you so much.

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Read Answer Asked by Hue on December 01, 2017

• Valero Energy Corporation (VLO $174.47)
  • $174.47 P/E (TTM): 35.6X Cap: $53.21B
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Q: Hello

I was wondering if I could have your opinion on Valero?

Can you give me guidance for 2018?

Thank you







Do you favour

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Read Answer Asked by Stephane on December 01, 2017

• Spartan Energy Corp. (SPE $6.68)
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Q: Would like your thought on SPE? What's the value per share? Sell at current price? Thanks always.

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Read Answer Asked by Hue on December 01, 2017

• Bri-Chem Corp. (BRY $0.24)
  • $0.24 Cap: $6M
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Q: Your take on this company, it's latest results and the energy services sector in general would be appreciated.

thanks

Robert

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Read Answer Asked by Robert on December 01, 2017

• Whitecap Resources Inc. (WCP $11.61)
  • $11.61 P/E (TTM): 9.79X Cap: $14.05B
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Q: with opec holding the production cuts will this help wcp to recover?

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Read Answer Asked by blake on December 01, 2017

• Enerflex Ltd. (EFX $19.33)
  • $19.33 P/E (TTM): 12.54X Cap: $2.36B
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Q: i have enerflex in my tfsa is it a hold, or would you have another one you prefer like bbi

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Read Answer Asked by James on December 01, 2017

• Vermilion Energy Inc. (VET $12.18)
  • $12.18 Cap: $1.86B
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• Cardinal Energy Ltd. (CJ $8.97)
  • $8.97 P/E (TTM): 18.67X Cap: $1.43B
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Q: I'm thinking of taking my approx. 30% loss on VET and replacing it with something similar that has similar prospects. I own Whitecap as well. Would Cardinal energy fit the bill or would you recommend something else or even just buying VET back in 30 days. Thanks for your advice.

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Read Answer Asked by Rod on December 01, 2017

• Peyto Exploration & Development Corp. (PEY $22.09)
  • $22.09 P/E (TTM): 11.94X Cap: $4.41B
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Q: Hi,

On Thursday there was a 10 Million block of shares traded near close on PEY.un. The volume for the day was more than 10x the average daily volume and the stock closed down. Is this something significant that should be noted by investors? Do your terminals provide any additional insight? Thank you for your comments.

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Read Answer Asked by Brian on December 01, 2017

• McCoy Global Inc. (MCB $2.83)
  • $2.83 P/E (TTM): 11.59X Cap: $76M
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Q: Hi Peter and Team,
Can you commend on MCB which is a small 40 million mkt/cap .
Will this company going bankrupt ? or worth in my gamble money pool ?
Thank you so much for your great service.
Regards, Tak

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Read Answer Asked by Tak on November 30, 2017

• Valeura Energy Inc. (VLE $7.33)
  • $7.33 P/E (TTM): 2.23X Cap: $781M
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Q: Thank you for the wonderful support which has been invaluable.
I recently invested in Valeura Energy which has been test drilling for natural gas and condensate in Turkey. They announced positive interim production test results from the the Yamalik-1 well ... the first of four. Can I have your assessment? Thank you

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Read Answer Asked by Martin on November 30, 2017

• Suncor Energy Inc. (SU $62.52)
  • $62.52 P/E (TTM): 14.18X Cap: $74.98B
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• Canadian Natural Resources Limited (CNQ $46.85)
  • $46.85 P/E (TTM): 14.78X Cap: $97.48B
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Q: Which name do you prefer for a 3-5 year hold ?
Thank you,
Philip

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Read Answer Asked by Philip on November 29, 2017

• Suncor Energy Inc. (SU $62.52)
  • $62.52 P/E (TTM): 14.18X Cap: $74.98B
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Q: I would appreciate your comment on Suncor?
Do you think it is a good BUY at this time?
Thank you.
Albert

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Read Answer Asked by ALBERT on November 29, 2017