Investment Q&A

• New Fortress Energy Inc. (NFE $0.70)
  • $0.70 Cap: $210M
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• Custom Truck One Source Inc. (CTOS $9.70)
  • $9.70 Cap: $2.29B
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Q: Can I please get your opinion on NFE and CTOS?
Thanks

Upvote 1

Read Answer Asked by Neil on November 24, 2023

• Peyto Exploration & Development Corp. (PEY $25.01)
  • $25.01 P/E (TTM): 12.29X Cap: $5.12B
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• Birchcliff Energy Ltd. (BIR $6.32)
  • $6.32 P/E (TTM): 26.67X Cap: $1.74B
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Q: Peyto vs Birchcliff - if you can pick only one which one and why?

Upvote 5

Read Answer Asked by Graham on November 24, 2023

• Fortis Inc. (FTS $76.74)
  • $76.74 P/E (TTM): 21.96X Cap: $39.07B
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• Emera Incorporated (EMA $71.96)
  • $71.96 P/E (TTM): 20.59X Cap: $22B
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• Northland Power Inc. (NPI $23.28)
  • $23.28 Cap: $6.08B
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• Capital Power Corporation (CPX $66.15)
  • $66.15 P/E (TTM): 83.71X Cap: $10.35B
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• Hydro One Limited (H $58.76)
  • $58.76 P/E (TTM): 26.44X Cap: $35.24B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $50.21)
  • $50.21 Cap: $18.88B
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Q: How would you rank these electricity producers for a 5 year hold, probably longer.

Please add what other companies are worth consideration

thank you

Upvote 17

Read Answer Asked by JACK on November 24, 2023

• Cenovus Energy Inc. (CVE $38.84)
  • $38.84 P/E (TTM): 18.07X Cap: $73B
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• Tamarack Valley Energy Ltd. (TVE $12.09)
  • $12.09 Cap: $5.85B
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Q: I want to sell TVE at a loss and looking for a better alternative. I already own CNQ and TOU. Can CVE be a better alternative for a tax loss selling of TVE.

Upvote 6

Read Answer Asked by Numa on November 24, 2023

• Tourmaline Oil Corp. (TOU $65.17)
  • $65.17 P/E (TTM): 90.08X Cap: $25.30B
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• Whitecap Resources Inc. (WCP $15.63)
  • $15.63 P/E (TTM): 15.4X Cap: $18.97B
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Q: In the energy sector, I’m wondering which of TOU or WCP that you’d favour. I know that you have been recommending both but I’d like to sell one and buy more of just one.

Upvote 11

Read Answer Asked by Dennis on November 23, 2023

• Birchcliff Energy Ltd. (BIR $6.32)
  • $6.32 P/E (TTM): 26.67X Cap: $1.74B
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Q: In a recent answer about BIR's drop following its quarterly release: "Considering strong growth is still expected in 2024, the stock's decline seems a bit harsh to us. The balance sheet also remains in excellent shape. We would be fine holding."
I'm curious if you would buy at this level or hold off for now. If holding off what would you like to see happen before buying?
Thanks-you.

Upvote 2

Read Answer Asked by Dustin on November 23, 2023

• Suncor Energy Inc. (SU $87.58)
  • $87.58 P/E (TTM): 17.91X Cap: $103.94B
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• Cenovus Energy Inc. (CVE $38.84)
  • $38.84 P/E (TTM): 18.07X Cap: $73B
  • View CVE Profile
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Q: What are netbacks in CDn oil and gas industry

Upvote 6

Read Answer Asked by hal on November 23, 2023

• Tidewater Midstream and Infrastructure Ltd. (TWM $15.48)
  • $15.48 Cap: $335M
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Q: Their recent quarterly results on Nov 9 was as expected, the sale of their Pipestone and Dimsdale projects seem to be proceeding on target (which should substantially reduce their debt?). At 0.95 per share, do you think you'll upgrade the stock ?

Upvote 2

Read Answer Asked by Charles on November 22, 2023

• AltaGas Ltd. (ALA $50.77)
  • $50.77 P/E (TTM): 20.33X Cap: $15.81B
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Q: I've owned AltaGas for several yeras and it's finally coming back up to my ACB. I'm thinking of selling when it hits the even point and moving onto something with more growth.
Do you have any love for ALA? Or would you agree there are more enticing companies in the sector with better growth and income?

Thanks,
Robert

Upvote 5

Read Answer Asked by Robert on November 22, 2023

• Spartan Delta Corp. (SDE $12.61)
  • $12.61 P/E (TTM): 36.79X Cap: $2.55B
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Q: What are your thoughts on the SDE share price? Despite the fundamentals it continues lower.

Thanks!

Upvote 2

Read Answer Asked by Jim on November 22, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $46.60)
  • $46.60 Cap: $31.69B
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Q: I was surprised to see a decrease in revenue for Brookfield Renewable considering the industry in which they operate and the inflationary environment. Can you please explain the cause and your thoughts on revenue growth going forward. Regards,

Upvote 17

Read Answer Asked by Pierre on November 21, 2023

• Tourmaline Oil Corp. (TOU $65.17)
  • $65.17 P/E (TTM): 90.08X Cap: $25.30B
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• Whitecap Resources Inc. (WCP $15.63)
  • $15.63 P/E (TTM): 15.4X Cap: $18.97B
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Q: Hi Team
Which of WCP or TOU would be best for a long term hold in a LIF account?
Thanks

Upvote 6

Read Answer Asked by Gary on November 21, 2023

• TransAlta Corporation (TA $17.49)
  • $17.49 Cap: $5.19B
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Q: Please comment on TA's growth and financial outlook released today. Does the stock represent relative good value (risk/return) at this price level? Thanks

Upvote 1

Read Answer Asked by Michael on November 21, 2023

• Capital Power Corporation (CPX $66.15)
  • $66.15 P/E (TTM): 83.71X Cap: $10.35B
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Q: Good morning,

Curious to hear your views/thoughts on the CPX news from yesterday.

Thanks.

Upvote 6

Read Answer Asked by Trevor on November 21, 2023

• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Athabasca Oil Corporation (ATH $11.48)
  • $11.48 P/E (TTM): 23.1X Cap: $5.50B
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• Baytex Energy Corp. (BTE $6.62)
  • $6.62 Cap: $4.85B
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Q: Hello Peter
In terms of preference, can you please rank in terms of 1st, 2nd and 3rd? Appreciate it.

Upvote 9

Read Answer Asked by umedali on November 21, 2023

• Cardinal Energy Ltd. (CJ $12.29)
  • $12.29 P/E (TTM): 88.47X Cap: $1.97B
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Q: Would you recommend adding to my CJ position at this price level? I'm down about 10% at this juncture. If there is no danger of a dividend cut, and if CJ rebounds in 2024 would it be a worthy risk bet? Please advise.

Upvote 3

Read Answer Asked by Victor on November 21, 2023

• Northland Power Inc. (NPI $23.28)
  • $23.28 Cap: $6.08B
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• Superior Plus Corp. (SPB $7.51)
  • $7.51 P/E (TTM): 14.61X Cap: $1.64B
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Q: Currently down 36% with northland and 23% with superior .In Tfsa.Any thoughts on recovery . Hold or sell? Thanks Larry

Upvote 7

Read Answer Asked by Larry on November 20, 2023

• Gear Energy Ltd. (GXE $0.48)
  • $0.48 P/E (TTM): 10.6X
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Q: This holding has been a disappointment for me. I bought it when oil prices (west texas) were in the seventy dollar range and it dropped even as oil prices spiked into the eighties. Would you dump and move on? It's in a TFSA account.

Upvote 9

Read Answer Asked by DAVE on November 20, 2023

• LGX Oil + Gas Inc. (OIL $0.01)
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Q: What are your thoughts long term on oil. The bulls have recently been taking it on the chin. Will they eventually be right? A lot of money will be made if they are. Other than utilities like Enbridge and TC I have no direct exposure.
Thx

Upvote 4

Read Answer Asked by Bill on November 20, 2023

• FuelCell Energy Inc. (FCEL $13.70)
  • $13.70 Cap: $653M
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Q: Hi Team,

Can I get your current thoughts on FCEL?

Thanks

Upvote 1

Read Answer Asked by David on November 20, 2023