Investment Q&A

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: Hi there,

I am seeing the IPL is experiencing shutdowns due to the fires. Might the short term impact here be reason to exit a position and rebuy at a lower price or should the impact to the stock price not be that great?
Would it make sense to switch to PPL or perhaps a producer such as CPG or CJ that is differently affected?

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Read Answer Asked by Tim on May 05, 2016

• Black Diamond Group Limited (BDI $14.41)
  • $14.41 P/E (TTM): 28.57X Cap: $949M
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Q: Peter; Obviously a major rebuilding of Ft.MCMurray will be occurring ,AKA Slave Lake. Which companies would most benefit relative to geographical location to FMc. Thanks. Rod

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Read Answer Asked by Rodney on May 05, 2016

• Gibson Energy Inc. (GEI $24.19)
  • $24.19 P/E (TTM): 25.59X Cap: $3.95B
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Q: GEI recently increased their dividend and their latest results sound disappointing. Why would they have increased their dividend in the first place, it sounds like a mixed signal?Should one not be too concerned with one quarter. Your comments please.

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Read Answer Asked by Ozzie on May 04, 2016

• Gibson Energy Inc. (GEI $24.19)
  • $24.19 P/E (TTM): 25.59X Cap: $3.95B
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Q: Good Morning: Would like your assessment of the q1 results. Clearly the street is not impressed, but do you think this materially changes either the long term viability of the company or their ability to pay their current dividend?

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Read Answer Asked by Donald on May 04, 2016

• PrairieSky Royalty Ltd. (PSK $24.87)
  • $24.87 P/E (TTM): 27.27X Cap: $5.85B
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• Freehold Royalties Ltd. (FRU $13.56)
  • $13.56 P/E (TTM): 18.1X Cap: $2.22B
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Q: I'm looking to invest in one of these two companies after the current pullback ends, for growth and income. Your thoughts?

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Read Answer Asked by Edgar on May 04, 2016

• Ensign Energy Services Inc. (ESI $2.40)
  • $2.40 Cap: $440M
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• Precision Drilling Corporation (PD $74.93)
  • $74.93 P/E (TTM): 11.92X Cap: $995M
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• High Arctic Energy Services Inc. (HWO $0.83)
  • $0.83 Cap: $10M
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Q: Good Morning,

Out of the O&G drillers in Canada, which would be your top picK?

Thanks

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Read Answer Asked by David on May 04, 2016

• BP p.l.c. (BP $33.49)
  • $33.49 P/E (TTM): 22.59X Cap: $90.74B
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Q: Hi Peter,
Please can you comment on BP stock for a long term investment. It has a good 7+ div and looks good for jump on oil recovery over a long term horizon. my other oil investment is WCP and SGY (will increase my sector allocation to 12%)

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Read Answer Asked by manish on May 04, 2016

• Freehold Royalties Ltd. (FRU $13.56)
  • $13.56 P/E (TTM): 18.1X Cap: $2.22B
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Q: What are your thoughts on buying FRU now? They announced they are acquiring 160M of Husky assets and they have a pretty good balance sheet.

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Read Answer Asked by Adam on May 04, 2016

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
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Q: Is the current 10% pull back a good opportunity to buy BTE?
I will also appreciate your comments on the results announced recently about BTE.
Thank you for your advice and insight

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Read Answer Asked by Terry on May 04, 2016

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: I am looking at adding an energy name. I already own whitecap.
Out of these four names ( Spartan Energy, Crescent Point, Cardinal Energy, Raging River) What order would you rate them for safety and return.

Thanks

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Read Answer Asked by Theresa on May 03, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: what is your advice about RRX today. I recently bought, am down 5%.

Thanks

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Read Answer Asked by Florence on May 03, 2016

• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.64X Cap: $91.84B
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• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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Q: HSE, PXX and CNQ together make up a small percentage of my portfolio. I will hold CNQ but wonder whether you would consider it worthwhile to move from HSE and/or PXX to other energy Co's (TOU?) with better potential? Thanks Jim

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Read Answer Asked by jim on May 02, 2016

• Tidewater Midstream and Infrastructure Ltd. (TWM $6.05)
  • $6.05 Cap: $130M
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Q: could I get your views on this company. thanks

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Read Answer Asked by robert on May 02, 2016

• 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
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Q: Love the new format ... can you tell me if you think the negative news on Fracking (waste water) will have a positive effect on the price of oil and will these oil companies stock prices just hover with the price of oil? Thanks for all you do and especially AEM.

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Read Answer Asked by Alan on April 29, 2016

• Raging River Exploration Inc. (RRX $5.99)
  • $5.99 P/E (TTM): 17.1X
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Q: I know you have been quite positive on Raging River, I just wondering about your take on the insider selling of shares over the past year. Thanks Keith

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Read Answer Asked by Keith on April 29, 2016

Q: TD Securities has recommended PPY as an action list buy, with a 12 month target price of $10.00. What would be your evaluation of this stock?

Thanks for your help,
Glen

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Read Answer Asked by Glen on April 29, 2016

• Iron Bridge Resources Inc. (RMP)
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Q: What is your view on Rock energy and RMP energy going forward for the long term

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Read Answer Asked by Mark on April 29, 2016

• Northern Blizzard Resources Inc. (NBZ)
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Q: I realize that NBZ Q1 reporting will be out on 5/11 followed by a conf call and I'm not expecting great results but why is the stock performing so poorly with no news and when oil closed at 45.33 today?

Carl

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Read Answer Asked by Carl on April 28, 2016

• Obsidian Energy Ltd. (OBE $8.64)
  • $8.64 Cap: $609M
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Q: Good afternoon,
What would you think of a small and speculative purchase of Penn West? The amount involved would be insignificant to the total portfolio but I would not proceed if you view the chance of success as minimal. Thank you.

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Read Answer Asked by Peter on April 28, 2016

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 12.16X Cap: $67.06B
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Q: i originally bought CVE and CPG for dividends and they represent 2% of my portfolio (1% each). I have a few SU shares as part of the COS deal. Now that CVE and CPG have substantially reduced or eliminated their dividends I was considering selling CVE and CPG and buying more SU. My intention is to streamline (reduce) my number of holdings, upgrade the overall quality while keeping my overall energy exposure whole. I also own CVX and CNQ.

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Read Answer Asked by Richard on April 28, 2016