Investment Q&A

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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Q: Now that Pki.ca has had their annual & special meeting what is your opinion of the result and is it a buy or hold? Thanks

Upvote 2

Read Answer Asked by Terry on June 25, 2025

• NextEra Energy Inc. (NEE $76.32)
  • $76.32 P/E (TTM): 26.6X Cap: $157.16B
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• Tesla Inc. (TSLA $340.01)
  • $340.01 P/E (TTM): 185.03X Cap: $1.09T
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• Albemarle Corporation (ALB $81.34)
  • $81.34 Cap: $9.57B
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• Neo Performance Materials Inc. (NEO $16.78)
  • $16.78 Cap: $698M
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• Enphase Energy Inc. (ENPH $38.18)
  • $38.18 P/E (TTM): 26.81X Cap: $4.99B
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• MP Materials Corp. (MP $67.88)
  • $67.88 Cap: $12.02B
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Q: Can you recommend stocks which might take advantage of large battery technology such as for utilities and renewable energy?

Does anyone have moat like advantages within this area?

Or, is there a more subtle play here?

Thanks

Upvote 1

Read Answer Asked by Mark on June 24, 2025

• First Solar Inc. (FSLR $202.28)
  • $202.28 P/E (TTM): 16.41X Cap: $21.69B
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Q: I am down about 42% on this stock. Should I hold? Sell? Or buy more?

Upvote 2

Read Answer Asked by Marjorie on June 24, 2025

• PHX Energy Services Corp. (PHX $7.81)
  • $7.81 P/E (TTM): 6.69X Cap: $352M
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Q: Your most recent thoughts on this would be appreciated. dividend sustainability is key for me.

Upvote 1

Read Answer Asked by Robert on June 24, 2025

• Enphase Energy Inc. (ENPH $38.18)
  • $38.18 P/E (TTM): 26.81X Cap: $4.99B
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Q: I looked up this stock after your recommendation, I noticed it's way down from it's high of $366 down to $36 now, do you think it has potential for big upside? What are the risks for this stock?

Upvote 2

Read Answer Asked by Danielle on June 23, 2025

• Pembina Pipeline Corporation (PPL $52.64)
  • $52.64 P/E (TTM): 17.75X Cap: $30.58B
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• Keyera Corp. (KEY $45.45)
  • $45.45 P/E (TTM): 19.01X Cap: $10.41B
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Q: Hi there,

I own PPL but disappointed in its performance. Thinking of switching to KEY what do you think?

Thanks!

Upvote 8

Read Answer Asked by Robert on June 19, 2025

• Surge Energy Inc. (SGY $7.13)
  • $7.13 P/E (TTM): 14.96X Cap: $706M
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Q: Hi there,

Surge Energy, it is more of an oil play or a natural gas play. Do you see upside on Surge Energy as the current events is driving up energy cost. Also, the market is bullish on natural gas, do you agree.

Thank you in advance for taking the time to answer my question.

NL

Upvote 4

Read Answer Asked by Norwood on June 19, 2025

• MEG Energy Corp. (MEG $27.90)
  • $27.90 P/E (TTM): 6.17X Cap: $7.09B
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Q: Hi Team,
What to do with Meg shares? Was a headline on BNN yesterday touting there will likely be no other suitors for Meg for a higher offer. Do you agree with this ? I am currently up 8% on the shares. Do I continue to hold out for a higher offer or cash out? This was an arbitrage play for me.

Thanks ,
Shane

Upvote 4

Read Answer Asked by Shane on June 19, 2025

Q: Mark Carney comes to power in Canada at challenging time. He seems to be a pragmatist and as such he brings certain values to that intersect with our energy sector. On the one hand he understands that Canada desperately needs money that can be garnered from the fossil fuel industry. On the other his history teaches us he believes in the development of the clean energy sector. I would like to build a portfolio of Canadian energy producers that would fit his beliefs. My question is, what Canadian energy companies would you buy and hold for his term in office that stand to benefit from his pragmatic leadership? I would like to buy a basket of at least 5 companies. I'm interested in both growth and dividend paying companies.

Upvote 13

Read Answer Asked by Les on June 19, 2025

• Freehold Royalties Ltd. (FRU $13.53)
  • $13.53 P/E (TTM): 17.34X Cap: $2.21B
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• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.72)
  • $10.72 P/E (TTM): 43.08X Cap: $564M
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• Hamilton Energy YIELD MAXIMIZER TM ETF (EMAX $13.69)
  • $13.69 P/E (TTM): 56.13X Cap: $249M
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Q: Continuing with Adding Core Portfolio holdings. Energy Sector has EMAX (3.54), ENCC (1.23) & FRU (2.93) for 7.73% of my portfolio. (FRU I have traded many times). Any comments on the Energy Sector holdings?

Upvote 3

Read Answer Asked by William on June 18, 2025

• Enbridge Inc. (ENB $66.33)
  • $66.33 P/E (TTM): 23.44X Cap: $144.66B
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• Pembina Pipeline Corporation (PPL $52.64)
  • $52.64 P/E (TTM): 17.75X Cap: $30.58B
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• Keyera Corp. (KEY $45.45)
  • $45.45 P/E (TTM): 19.01X Cap: $10.41B
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Q: Tsx was up yesterday so why did energy infrastructure stocks such as enb,key, ppl drop between1.5-2.3%?

Upvote 3

Read Answer Asked by Terry on June 18, 2025

• Keyera Corp. (KEY $45.45)
  • $45.45 P/E (TTM): 19.01X Cap: $10.41B
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Q: Your thoughts on this deal - looks like a very big acquisition - are they biting off more than ....

Upvote 6

Read Answer Asked by Scott on June 18, 2025

• Athabasca Oil Corporation (ATH $6.13)
  • $6.13 P/E (TTM): 6.7X Cap: $3.07B
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• Tamarack Valley Energy Ltd. (TVE $5.49)
  • $5.49 P/E (TTM): 11.47X Cap: $2.78B
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Q: If you want to hold one, which would you advise to hold in this market?

Upvote 5

Read Answer Asked by David on June 17, 2025

• Suncor Energy Inc. (SU $55.28)
  • $55.28 P/E (TTM): 11.65X Cap: $67.06B
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• Cenovus Energy Inc (CVE $16.39)
  • $16.39 P/E (TTM): 14.91X Cap: $29.87B
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Q: Do you think Su could take out Cve in this market?

Upvote 2

Read Answer Asked by David on June 17, 2025

• Birchcliff Energy Ltd. (BIR $6.30)
  • $6.30 P/E (TTM): 22.18X Cap: $1.72B
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Q: I have some birchclif. It has not been the best performer over the last couple years. Always waiting for a maybe takeover. Low dividend. Should I be more patient or do you recommend a switch.
Thank you.

Upvote 2

Read Answer Asked by francois on June 16, 2025

• ARC Resources Ltd. (ARX $26.90)
  • $26.90 P/E (TTM): 6.39X Cap: $15.73B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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Q: There is a lot of bullishness on LNG the last year or more. I read recently about China, and a glut of LNG developing in the international markets. I don't see anything with how it may effect Canadian LNG markets. Could you comment on this and are you still bullish on LNG going forward. Do you see Tou.ca and Arc.ca as buys and what effects could the Global markets have on them. Thanks so much.

Upvote 3

Read Answer Asked by Pat on June 16, 2025

• Baker Hughes Company (BKR $44.76)
  • $44.76 P/E (TTM): 14.2X Cap: $44.12B
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• Schlumberger N.V. (SLB $35.61)
  • $35.61 P/E (TTM): 11.58X Cap: $48.11B
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• Precision Drilling Corporation (PD $79.17)
  • $79.17 P/E (TTM): 11.41X Cap: $1.05B
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• North American Construction Group Ltd. (NOA $18.76)
  • $18.76 P/E (TTM): 15.96X Cap: $566M
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• Trican Well Service Ltd. (TCW $5.87)
  • $5.87 P/E (TTM): 10.72X Cap: $1.05B
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Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.

Upvote 3

Read Answer Asked by Lawrence on June 16, 2025

• Strathcona Resources Ltd. (SCR $38.92)
  • $38.92 P/E (TTM): 11.66X Cap: $8.33B
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• MEG Energy Corp. (MEG $27.90)
  • $27.90 P/E (TTM): 6.17X Cap: $7.09B
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Q: meg is being offered .62 shares of scr and $4.10. scr as of yesterday is $31.5 so .62x31.5 +4.1 =$23.63. meg closed @ $26.09. Can I assume there wiil be a higher offer.No one would tender to this offer.

Upvote 4

Read Answer Asked by andrew on June 16, 2025

• ARC Resources Ltd. (ARX $26.90)
  • $26.90 P/E (TTM): 6.39X Cap: $15.73B
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• Tourmaline Oil Corp. (TOU $57.40)
  • $57.40 P/E (TTM): 14.35X Cap: $21.50B
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Q: For new buying within a TFSA (for retired individual, long-term buy & hold), with aim to hold a Canadian natural gas-producing company, would you prefer ARX or TOU, and why?

Ted

Upvote 3

Read Answer Asked by Ted on June 16, 2025

• Strathcona Resources Ltd. (SCR $38.92)
  • $38.92 P/E (TTM): 11.66X Cap: $8.33B
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Q: Why is SCR down so much today when all other oil names are up? Is it something about the takeover? Couldn't find any news. Thanks.

Upvote 2

Read Answer Asked by Donald on June 16, 2025