Investment Q&A

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
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• Cenovus Energy Inc (CVE $18.08)
  • $18.08 P/E (TTM): 17.4X Cap: $33.12B
  • View CVE Profile
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Q: Thought on recent results? Looking to add to my position.

Upvote 3

Read Answer Asked by Satish on November 01, 2024

• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
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• Tourmaline Oil Corp. (TOU $61.14)
  • $61.14 P/E (TTM): 15.52X Cap: $22.90B
  • View TOU Profile
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• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
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• Whitecap Resources Inc. (WCP $10.81)
  • $10.81 P/E (TTM): 7.49X Cap: $13.31B
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• Freehold Royalties Ltd. (FRU $13.94)
  • $13.94 P/E (TTM): 18.49X Cap: $2.28B
  • View FRU Profile
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• Paramount Resources Ltd. Class A Common Shares (POU $23.38)
  • $23.38 P/E (TTM): 2.38X Cap: $3.34B
  • View POU Profile
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• Tamarack Valley Energy Ltd. (TVE $6.19)
  • $6.19 P/E (TTM): 13.49X Cap: $3.13B
  • View TVE Profile
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• iShares S&P/TSX Capped Energy Index ETF (XEG $18.68)
  • $18.68 P/E (TTM): 1.65X Cap: $1.28B
  • View XEG Profile
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• Headwater Exploration Inc. (HWX $7.63)
  • $7.63 P/E (TTM): 10.06X Cap: $1.81B
  • View HWX Profile
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Q: Notwithstanding the capital gains tax implications, would you kindly rank the above GAS and OIL stocks in order of PREFERENCE and SECTOR (Gas stocks and Oil stocks) to continue holding for the long term and to help me decide on which stock to sell in order to raise cash for an upcoming major purchase. Thank you.

Upvote 18

Read Answer Asked by Francesco on October 15, 2024

• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.06X Cap: $146.82B
  • View ENB Profile
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  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: In the Energy sector, ENB has done quite well over the past 6 months. The opposite has occurred for the producers, such as CNQ and CVE. Is it worth rotating from pipelines like ENB into the producers?

Upvote 7

Read Answer Asked by Mike on September 30, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Cenovus Energy Inc (CVE $18.08)
  • $18.08 P/E (TTM): 17.4X Cap: $33.12B
  • View CVE Profile
  • View Questions on CVE

Q: Hello,

Can I get your thoughts on Cenovus? Looking to enter for a 3-5year hold.

Thanks.

Upvote 5

Read Answer Asked by Satish on September 26, 2024

• Suncor Energy Inc. (SU $56.65)
  • $56.65 P/E (TTM): 12.23X Cap: $68.73B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.06X Cap: $146.82B
  • View ENB Profile
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  • View Reports on ENB
• Imperial Oil Limited (IMO $123.56)
  • $123.56 P/E (TTM): 13.76X Cap: $62.89B
  • View IMO Profile
  • View Questions on IMO
• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• TC Energy Corporation (TRP $73.90)
  • $73.90 P/E (TTM): 18.55X Cap: $76.80B
  • View TRP Profile
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• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Pembina Pipeline Corporation (PPL $55.62)
  • $55.62 P/E (TTM): 19.21X Cap: $32.31B
  • View PPL Profile
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• Keyera Corp. (KEY $45.15)
  • $45.15 P/E (TTM): 19.38X Cap: $10.34B
  • View KEY Profile
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• Parkland Corporation (PKI $38.78)
  • $38.78 P/E (TTM): 23.02X Cap: $6.76B
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Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?

Upvote 10

Read Answer Asked by David on September 25, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: Do you know what is going on with this stock? It can't seem to hold? Thx James

Upvote 2

Read Answer Asked by JAMES on September 12, 2024

• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
  • View Questions on MEG
• Athabasca Oil Corporation (ATH $7.03)
  • $7.03 P/E (TTM): 8.06X Cap: $3.53B
  • View ATH Profile
  • View Questions on ATH

Q: I am overweight in oil and I am looking to trim. What is your assessment of the companies above? Which of the companies would you least favor for long term potential and therefore trim from the most? As always, thank you for your excellent service.

Upvote 7

Read Answer Asked by Calvin on August 20, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: Thoughts on quarter and now that they've met their debt limits what do you see for future shareholder returns. Thx.

Upvote 7

Read Answer Asked by Christopher on August 03, 2024

• Suncor Energy Inc. (SU $56.65)
  • $56.65 P/E (TTM): 12.23X Cap: $68.73B
  • View SU Profile
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• Imperial Oil Limited (IMO $123.56)
  • $123.56 P/E (TTM): 13.76X Cap: $62.89B
  • View IMO Profile
  • View Questions on IMO
• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Tourmaline Oil Corp. (TOU $61.14)
  • $61.14 P/E (TTM): 15.52X Cap: $22.90B
  • View TOU Profile
  • View Questions on TOU
• iShares S&P/TSX Capped Energy Index ETF (XEG $18.68)
  • $18.68 P/E (TTM): 1.65X Cap: $1.28B
  • View XEG Profile
  • View Questions on XEG

Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!

Upvote 8

Read Answer Asked by James on July 04, 2024

• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
  • View Questions on MEG
• Whitecap Resources Inc. (WCP $10.81)
  • $10.81 P/E (TTM): 7.49X Cap: $13.31B
  • View WCP Profile
  • View Questions on WCP
• Freehold Royalties Ltd. (FRU $13.94)
  • $13.94 P/E (TTM): 18.49X Cap: $2.28B
  • View FRU Profile
  • View Questions on FRU
• Tamarack Valley Energy Ltd. (TVE $6.19)
  • $6.19 P/E (TTM): 13.49X Cap: $3.13B
  • View TVE Profile
  • View Questions on TVE
• iShares S&P/TSX Capped Energy Index ETF (XEG $18.68)
  • $18.68 P/E (TTM): 1.65X Cap: $1.28B
  • View XEG Profile
  • View Questions on XEG
• Headwater Exploration Inc. (HWX $7.63)
  • $7.63 P/E (TTM): 10.06X Cap: $1.81B
  • View HWX Profile
  • View Questions on HWX

Q: Good morning,

I currently own a number of different energy stocks of which most are in the OIL sector. In this current investment environment, the Gas sector seems to offer a better risk reward ratio and I would like to better balance my Oil/Gas stock split.

Question 1. Do you agree that Natural Gas stocks currently offer a better potential return than OIL stocks over the next few years?

Question 2. If so, which of the these OIL stocks would you replace with Natural Gas stocks?

Question 3. Which Natural Gas stocks are currently your best ideas?

Thank you for your sage advice.

Upvote 11

Read Answer Asked by Francesco on June 13, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: I currently own cnq and cve in the energy sector of my portfolio. I am wondering about adding tou or perhaps replacing cve with tou. I am keeping cnq for its size but looking for advice on the other two names for thr best bet in growth over the next 5 years and would appreciate your thoughts...thank you.

Upvote 7

Read Answer Asked by Peter on June 10, 2024

• Toronto-Dominion Bank (The) (TD $112.02)
  • $112.02 P/E (TTM): 9.48X Cap: $191.24B
  • View TD Profile
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• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.06X Cap: $146.82B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: I'm wondering which of these stocks would be best to move from a RRIF into a CDN TFSA? Thanks.

Upvote 4

Read Answer Asked by Ann on June 03, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: Is CVE:CA a buy ?And why? Thank you

Upvote 7

Read Answer Asked by Yves on May 02, 2024

• Imperial Oil Limited (IMO $123.56)
  • $123.56 P/E (TTM): 13.76X Cap: $62.89B
  • View IMO Profile
  • View Questions on IMO
• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• TC Energy Corporation (TRP $73.90)
  • $73.90 P/E (TTM): 18.55X Cap: $76.80B
  • View TRP Profile
  • View Questions on TRP
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• Pembina Pipeline Corporation (PPL $55.62)
  • $55.62 P/E (TTM): 19.21X Cap: $32.31B
  • View PPL Profile
  • View Questions on PPL
• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
  • View VRN Profile
  • View Questions on VRN
• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
  • View Questions on MEG
• Parkland Corporation (PKI $38.78)
  • $38.78 P/E (TTM): 23.02X Cap: $6.76B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
  • View Questions on ERF

Q: Which 3 Canada Energy stocks (besides SU and ENB) do you currently favour for a 5-10+ year hold?

Please feel free to suggest a company not present in the stock list.

Upvote 8

Read Answer Asked by David on May 01, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
  • View Questions on MEG
• Athabasca Oil Corporation (ATH $7.03)
  • $7.03 P/E (TTM): 8.06X Cap: $3.53B
  • View ATH Profile
  • View Questions on ATH

Q: your favorite small cap heavy oil producers in canada.
thank you

Upvote 4

Read Answer Asked by howard on April 02, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: Your thoughts on CVE's latest Q, please.

Upvote 4

Read Answer Asked by basil on February 16, 2024

• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: Has CVE filed to do any pref share buybacks?

As CVE reduces profit, would their prefs be consideration? In what order might they target their debt reduction?

Thank you

Upvote 2

Read Answer Asked by Dominic on February 14, 2024

• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.06X Cap: $146.82B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE

Q: What is the estimate for this quarter on enbridge? Your thoughts on the next 1 to 2 years for cve? cheers
Further to my question on enb re quarterly earnings on the 9th. The stock is down the last week and traded over 15 million shares today. Would this possibly be an indication of a not so good earnings? cheers

Upvote 10

Read Answer Asked by kenneth on February 08, 2024

• Suncor Energy Inc. (SU $56.65)
  • $56.65 P/E (TTM): 12.23X Cap: $68.73B
  • View SU Profile
  • View Questions on SU
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• MEG Energy Corp. (MEG $30.50)
  • $30.50 P/E (TTM): 6.73X Cap: $7.75B
  • View MEG Profile
  • View Questions on MEG
• Athabasca Oil Corporation (ATH $7.03)
  • $7.03 P/E (TTM): 8.06X Cap: $3.53B
  • View ATH Profile
  • View Questions on ATH

Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.

Best regards,

Tom

Upvote 11

Read Answer Asked by Thomas on February 01, 2024

• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.56X Cap: $95.83B
  • View CNQ Profile
  • View Questions on CNQ
• Cenovus Energy Inc. (CVE $25.36)
  • $25.36 P/E (TTM): 17.4X Cap: $46.22B
  • View CVE Profile
  • View Questions on CVE
• ARC Resources Ltd. (ARX $26.46)
  • $26.46 P/E (TTM): 6.32X Cap: $15.47B
  • View ARX Profile
  • View Questions on ARX
• Keyera Corp. (KEY $45.15)
  • $45.15 P/E (TTM): 19.38X Cap: $10.34B
  • View KEY Profile
  • View Questions on KEY
• Peyto Exploration & Development Corp. (PEY $19.79)
  • $19.79 P/E (TTM): 12.1X Cap: $3.95B
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU $61.14)
  • $61.14 P/E (TTM): 15.52X Cap: $22.90B
  • View TOU Profile
  • View Questions on TOU
• Gibson Energy Inc. (GEI $24.82)
  • $24.82 P/E (TTM): 26.06X Cap: $4.06B
  • View GEI Profile
  • View Questions on GEI
• Parex Resources Inc. (PXT $18.80)
  • $18.80 P/E (TTM): 10.62X Cap: $1.83B
  • View PXT Profile
  • View Questions on PXT
• Baytex Energy Corp. (BTE $3.59)
  • $3.59 P/E (TTM): 7.6X Cap: $2.75B
  • View BTE Profile
  • View Questions on BTE
• Birchcliff Energy Ltd. (BIR $5.99)
  • $5.99 P/E (TTM): 21.61X Cap: $1.63B
  • View BIR Profile
  • View Questions on BIR
• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
  • View ERF Profile
  • View Questions on ERF
• Surge Energy Inc. (SGY $7.37)
  • $7.37 P/E (TTM): 16.72X Cap: $730M
  • View SGY Profile
  • View Questions on SGY
• Ovintiv Inc. (OVV $54.88)
  • $54.88 P/E (TTM): 17.88X Cap: $14.10B
  • View OVV Profile
  • View Questions on OVV
• Tamarack Valley Energy Ltd. (TVE $6.19)
  • $6.19 P/E (TTM): 13.49X Cap: $3.13B
  • View TVE Profile
  • View Questions on TVE
• Topaz Energy Corp. (TPZ $25.28)
  • $25.28 P/E (TTM): 63.85X Cap: $3.88B
  • View TPZ Profile
  • View Questions on TPZ

Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.

Upvote 10

Read Answer Asked by Frank on January 30, 2024