Investment Q&A

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: Were the earnings good enough to get this stock moving? They did miss.

Upvote 3

Read Answer Asked by Helen on August 02, 2024

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: Hi,

Can you comment on Parkland’s earnings?

Upvote 3

Read Answer Asked by Peter on August 02, 2024

• Parex Resources Inc. (PXT $18.03)
  • $18.03 P/E (TTM): 10.7X Cap: $1.75B
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Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?

Upvote 4

Read Answer Asked by arnold on August 02, 2024

• Surge Energy Inc. (SGY $6.90)
  • $6.90 P/E (TTM): 16.02X Cap: $683M
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Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.

Thx

Upvote 4

Read Answer Asked by blake on August 01, 2024

• NextEra Energy Inc. (NEE $83.35)
  • $83.35 P/E (TTM): 29.27X Cap: $171.64B
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• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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• Topaz Energy Corp. (TPZ $25.02)
  • $25.02 P/E (TTM): 61.66X Cap: $3.84B
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• Middlefield Global Infrastructure Dividend ETF (MINF $10.41)
  • $10.41 P/E (TTM): 20.48X Cap: $22M
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Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Upvote 2

Read Answer Asked by david on August 01, 2024

• Exxon Mobil Corporation (XOM $110.73)
  • $110.73 P/E (TTM): 16.04X Cap: $472.06B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• BP p.l.c. (BP $33.49)
  • $33.49 P/E (TTM): 22.59X Cap: $90.74B
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Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Upvote 3

Read Answer Asked by Gerry on August 01, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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Q: Hello 5i

Open a position now or wait until after the financial results are released on August 2?

Thank

Upvote 1

Read Answer Asked by Charles on July 30, 2024

Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again

Upvote 1

Read Answer Asked by eugene on July 30, 2024

• Tenaz Energy Corp. (TNZ $25.44)
  • $25.44 Cap: $700M
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Q: Please comment on their new acquisition. Does that make this company more attractive in the long run. The stock has doubled since then. Thanks

Upvote 1

Read Answer Asked by Imtiaz on July 30, 2024

• Northland Power Inc. (NPI $24.86)
  • $24.86 Cap: $6.50B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $52.67)
  • $52.67 Cap: $19.89B
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Q: I am looking to consolidate two small positions to one...Which would you pick and why?

Upvote 3

Read Answer Asked by Cory on July 30, 2024

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 12.16X Cap: $67.06B
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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• Canadian Natural Resources Limited (CNQ $43.97)
  • $43.97 P/E (TTM): 11.64X Cap: $91.84B
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• TC Energy Corporation (TRP $73.93)
  • $73.93 P/E (TTM): 18.11X Cap: $76.83B
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• Pembina Pipeline Corporation (PPL $54.61)
  • $54.61 P/E (TTM): 18.77X Cap: $31.72B
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• Keyera Corp. (KEY $43.87)
  • $43.87 P/E (TTM): 18.89X Cap: $10.05B
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• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.95X Cap: $6.75B
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Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you

Upvote 3

Read Answer Asked by DAVID on July 30, 2024

• Toronto-Dominion Bank (The) (TD $109.78)
  • $109.78 P/E (TTM): 9.45X Cap: $187.41B
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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• iShares S&P/TSX 60 Index ETF (XIU $44.45)
  • $44.45 Cap: $18.18B
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Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Upvote 5

Read Answer Asked by Ian on July 29, 2024

• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 13.17X Cap: $3.02B
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Q: Why have you not increase the % owned in the growth portfolio ? What factors would you like to see before adding to TVE?

Thanks

Upvote 6

Read Answer Asked on July 29, 2024

• Valero Energy Corporation (VLO $158.02)
  • $158.02 P/E (TTM): 64.8X Cap: $49.08B
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Q: Have had good results over two years but wondering is it time to let it go.
Is it a hold or sell and any suggestions on a replacement.
Thank you for all your help
Barry

Upvote 1

Read Answer Asked by Barry on July 29, 2024

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
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Q: Please provide your comments on the recent quarterly, thanks

Upvote 3

Read Answer Asked by Sig on July 29, 2024

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: Can you comment on their recent results?

Peter

Upvote 7

Read Answer Asked by Peter on July 29, 2024

• Emera Incorporated (EMA $68.61)
  • $68.61 P/E (TTM): 22.73X Cap: $20.53B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.96X Cap: $30.31B
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Q: For a diversified income focussed portfolio looking for a long term holding of 4% weighting in either Hydro One or Emera, which 5I opt for or a 2% weighting in each company?

Keep up your great service,

Jim

Upvote 4

Read Answer Asked by James on July 26, 2024

• Williams Companies Inc. (The) (WMB $62.61)
  • $62.61 P/E (TTM): 31.87X Cap: $76.45B
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• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 23.66X Cap: $145.62B
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Q: Just wondering about these pipeline companies and longevity. Are these companies to own and forget or they tied to oil and gas as a commodity so hence has a limited run? What is your outlook on them? I have done very well with WMB over 4 years, and wondering if I should leave it be say for another year or two, add, or sell. Bought ENB. this year for the Div and wondering how you see this stock as well. Thank you.

Upvote 8

Read Answer Asked by Pat on July 26, 2024

• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
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Q: Hi 5i, your impression of Whitecap Resources earnings please.

Thanks

Upvote 8

Read Answer Asked by hank on July 26, 2024

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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Q: with rates coming down would one average down? what is latest on Co. they were trying to sell assets?

Upvote 2

Read Answer Asked by Gilles on July 26, 2024