Investment Q&A

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
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• Birchcliff Energy Ltd. (BIR $5.77)
  • $5.77 P/E (TTM): 21.39X Cap: $1.57B
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• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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Q: May I please have the names of three mid/small cap Canadian natural gas producers that will benefit from the LNG Canada operation?
With appreciation
Ed

Upvote 2

Read Answer Asked by Ed on March 19, 2024

• Logan Energy Corp. (LGN $0.78)
  • $0.78 P/E (TTM): 19.5X Cap: $464M
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Q: Oil and gas prices are on the rise with almost all E&P companies in the field, LGN continues to drift lower. Why?

Upvote 1

Read Answer Asked by Jim on March 19, 2024

• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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• MEG Energy Corp. (MEG $29.80)
  • $29.80 P/E (TTM): 6.73X Cap: $7.75B
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• Whitecap Resources Inc. (WCP $10.51)
  • $10.51 P/E (TTM): 7.4X Cap: $12.94B
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• Birchcliff Energy Ltd. (BIR $5.77)
  • $5.77 P/E (TTM): 21.39X Cap: $1.57B
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Q: I’m interested in investing in 2 of the above O&G producers. I would appreciate 5i’s recommendation and possibly a brief description of reasonings.
Thank you

Upvote 5

Read Answer Asked by Les on March 18, 2024

• TerraVest Industries Inc. (TVK $137.00)
  • $137.00 Cap: $3.06B
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Q: Thanks for your report on TVK. I've liked the company for a while now but I've hesitated because I believed it was heavily correlated to the Oil and gas industry. Do you know what percentage of its business is tied to o&g and would likely be heavily impacted in the next oil downturn? Thx

Upvote 7

Read Answer Asked by Adam on March 14, 2024

• Kiwetinohk Energy Corp. (KEC $22.60)
  • $22.60 P/E (TTM): 7.73X Cap: $978M
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Q: Hi, Your comments on awful results last Friday? In the past, analysts seem to like the stock. Looks very cheap. Is it worth owning these stocks so thinly traded (not a single trade on Friday) ? Thanks a lot.

Upvote 1

Read Answer Asked by Denise on March 13, 2024

• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.36X Cap: $11.01B
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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: Is Alberta's ban on renewables positive for cpx or negligible.

How about bepc. Thank you

https://www.reuters.com/sustainability/albertas-ban-renewables-could-hurt-c11-bln-investments-says-study-2024-03-11/?utm_source=Sailthru&utm_medium=Newsletter&utm_campaign=Power-Up&utm_term=031124&user_email=9deb120111f07c11d764a45bf582a9efe81c145ce56a1f84d95636385fb0a27b

Upvote 3

Read Answer Asked by JACK on March 13, 2024

• Fortis Inc. (FTS $71.46)
  • $71.46 P/E (TTM): 20.64X Cap: $35.98B
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• Emera Incorporated (EMA $68.61)
  • $68.61 P/E (TTM): 22.71X Cap: $20.53B
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
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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: Hi
Accumulated these utilities as part of my non-correlated asset mix. BEPC has been the worst performer. Down 16%. Hydro One is the best performer so far. Up 6%. EMA/FTS are nearly neutral.
I followed your pragmatic and practical suggestions and took only a partial position in each of these stocks.

Time to add ? In what order would you add? My plan is to add equal amounts.
Many thanks.

Upvote 5

Read Answer Asked by Savalai on March 12, 2024

• Imperial Oil Limited (IMO $121.95)
  • $121.95 P/E (TTM): 13.61X Cap: $62.07B
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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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• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
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Q: I was thinking about rounding out my materials sector for income and was disappointed about the special dividend offered compared to last year. Are they shorter on free cash this year?
Also where do you see natural gas prices going in 2024 as this of course will be tied to their profits and hence share price?
Do you have any other suggestions with a decent dividend other then AEM and LIF?
Thanks
Jeff

Upvote 3

Read Answer Asked by JEFF on March 12, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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Q: Wondering how much the ban on renewables in Alberta will hurt this company?
Thanks
Jeff

Upvote 4

Read Answer Asked by JEFF on March 12, 2024

• ARC Resources Ltd. (ARX $25.97)
  • $25.97 P/E (TTM): 6.27X Cap: $15.19B
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Q: Space X launched first methane=tracking satellite to orbit last week and its function is to track methane leaks/emissions from the energy business world wide. Canada, I believe, is among the top stewards of natural gas (and oil) extraction, and for example, ARC resources has engaged a Canadian company and AI to monitor its emissions at site level. I don't believe all US Natural gas extraction has similar programs in place. My Question - do you think there could emerge a significant gap in market price between Methane emitters, and those that don't on a relative basis. Note - first results from satellite to be made public available early summer. Thank you again for your great service.
Glenn

Upvote 4

Read Answer Asked by Glenn on March 12, 2024

• New Fortress Energy Inc. (NFE $1.87)
  • $1.87 Cap: $620M
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Q: Hello. Would you consider this a buy, sell or hold? Please explain your reasoning for your viewpoint and what you like or don't like.

Upvote 1

Read Answer Asked by Tim on March 12, 2024

• Vermilion Energy Inc. (VET $10.57)
  • $10.57 Cap: $1.62B
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Q: May I have your thoughts on the turbulent stock, Vermilion Energy. In particular I am interested in Q4 2023 and the current metrics given the recent price drop. At what price would you consider taking an initial position? crystal ball - Do you anticipate another win-fall type tax coming in the EU?
With appreciation,
Ed

Upvote 1

Read Answer Asked by Ed on March 12, 2024

• Baytex Energy Corp. (BTE $3.27)
  • $3.27 P/E (TTM): 7.64X Cap: $2.51B
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• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 13.17X Cap: $3.02B
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• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 9.78X Cap: $1.71B
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Q: your view on hwx news, recent target drop on tve, and comment on bte please
consider this 3 questions.
thank you

Upvote 6

Read Answer Asked by howard on March 12, 2024

• Headwater Exploration Inc. (HWX $7.23)
  • $7.23 P/E (TTM): 9.78X Cap: $1.71B
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Q: hi folks, opinion on Q results & guidance for Headwater Energy HWX/T....look pretty good..Desjardins has a "Top pick in small cap space"...Buy/Hold/Sell....thanks, jb

Upvote 1

Read Answer Asked by John on March 12, 2024

• InPlay Oil Corp. (IPO $12.42)
  • $12.42 Cap: $365M
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Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Upvote 1

Read Answer Asked by Charles on March 11, 2024

• Chord Energy Corporation (CHRD $90.59)
  • $90.59 P/E (TTM): 24.53X Cap: $5.49B
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Q: if chrd purchase of erf is completed, do you think chrd would list on the tsx. If not would they possibly sell -off some canadian assets.

Upvote 1

Read Answer Asked by WALTER JOHN on March 11, 2024

• Brookfield Renewable Partners L.P. (BEP.UN $36.97)
  • $36.97 Cap: $24.32B
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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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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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Q: Please rate each one for growth potential (1=poor, 10=good) over the next year and why for each

Upvote 5

Read Answer Asked on March 11, 2024

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
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Q: Peyto is on a significant run this past week compared to its peers. Can you shed any light/opinion on the positive performance?

Upvote 1

Read Answer Asked by LARRY on March 11, 2024

• Peyto Exploration & Development Corp. (PEY $18.95)
  • $18.95 P/E (TTM): 11.99X Cap: $3.78B
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• Tourmaline Oil Corp. (TOU $59.67)
  • $59.67 P/E (TTM): 15.29X Cap: $22.35B
  • View TOU Profile
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• Birchcliff Energy Ltd. (BIR $5.77)
  • $5.77 P/E (TTM): 21.39X Cap: $1.57B
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Q: I sold PEY on a covered call. what NG company or companies might replace it for DIV. and quality of the company
thanks

Upvote 2

Read Answer Asked by JOSEPH on March 11, 2024

• 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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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.25B
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Q: I know it's not exactly apples to apples, but would you view a swap from AQN to CNQ is a likely net positive 1/5/10 years out? This is for the 'stable' part of my portfolio - some growth but dividends and overall steadiness. Could also consider ENB or FTS (already own BIP). . Thanks in advance. - Jeff

Upvote 5

Read Answer Asked by Jeff on March 08, 2024