Investment Q&A

• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
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• TC Energy Corporation (TRP $83.76)
  • $83.76 P/E (TTM): 26.74X Cap: $88.22B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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Q: If I decide to keep only one of the three stocks, could you please share which two you would recommend selling first and second? From my understanding, all three energy stocks have overlapping business characteristics.

Thank you very much,

Upvote 10

Read Answer Asked by Roger on April 10, 2026

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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Q: What is 5Ri take of PPL-T?

Upvote 7

Read Answer Asked by Tom on April 06, 2026

• Suncor Energy Inc. (SU $87.02)
  • $87.02 P/E (TTM): 18.4X Cap: $103.92B
  • View SU Profile
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• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
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  • View Reports on ENB
• Cenovus Energy Inc. (CVE $35.09)
  • $35.09 P/E (TTM): 16.88X Cap: $66.63B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
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• Whitecap Resources Inc. (WCP $14.48)
  • $14.48 P/E (TTM): 14.49X Cap: $17.34B
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Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave

Upvote 10

Read Answer Asked by Dave on March 31, 2026

• Suncor Energy Inc. (SU $87.02)
  • $87.02 P/E (TTM): 18.4X Cap: $103.92B
  • View SU Profile
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• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
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  • View Reports on ENB
• Manulife Financial Corporation (MFC $53.02)
  • $53.02 P/E (TTM): 16.9X Cap: $87.49B
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• Canadian Natural Resources Limited (CNQ $63.11)
  • $63.11 P/E (TTM): 12.51X Cap: $130.99B
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• Sun Life Financial Inc. (SLF $93.28)
  • $93.28 P/E (TTM): 14.86X Cap: $51.20B
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• National Bank of Canada (NA $200.73)
  • $200.73 P/E (TTM): 18.98X Cap: $77.05B
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• Fortis Inc. (FTS $78.07)
  • $78.07 P/E (TTM): 22.48X Cap: $39.90B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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• Tourmaline Oil Corp. (TOU $60.80)
  • $60.80 P/E (TTM): 85.47X Cap: $23.42B
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• Nutrien Ltd. (NTR $100.50)
  • $100.50 P/E (TTM): 34.0X Cap: $49.04B
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• BMO MSCI Canada IMI High Dividend Yield Index ETF (ZDIV $32.63)
  • $32.63 P/E (TTM): 15.2X Cap: $16M
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Q: Any thoughts on this ETF for income? Nice yield and low fees.

Upvote 5

Read Answer Asked by Samir on March 19, 2026

• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
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• TC Energy Corporation (TRP $83.76)
  • $83.76 P/E (TTM): 26.74X Cap: $88.22B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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• South Bow Corporation (SOBO $44.66)
  • $44.66 P/E (TTM): 15.85X Cap: $9.36B
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Q: Together these 4 companies have risen enough to comprise 14% of my RRSP portfolio. I have been thinking about doing some trimming. Could you please rank them in order from best to worst for an income portfolio?

Scott

Upvote 8

Read Answer Asked by scott on March 05, 2026

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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Q: Thoughts on their latest quarter.

Upvote 9

Read Answer Asked by don on February 27, 2026

• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
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  • View Reports on ENB
• TC Energy Corporation (TRP $83.76)
  • $83.76 P/E (TTM): 26.74X Cap: $88.22B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $49.64)
  • $49.64 P/E (TTM): 27.56X Cap: $11.52B
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Q: To what do you attribute the tear pipelines have been on YTD?

Thanks as always for your expertise.

Upvote 8

Read Answer Asked by Richard on February 10, 2026

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
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• Whitecap Resources Inc. (WCP $14.48)
  • $14.48 P/E (TTM): 14.49X Cap: $17.34B
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Q: What would be the safest for dividends and longer term growth, PPL or WCP.

Upvote 10

Read Answer Asked by nick on January 30, 2026

• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $49.64)
  • $49.64 P/E (TTM): 27.56X Cap: $11.52B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $58.74)
  • $58.74 Cap: $7.81B
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Q: Hello, I have these 3 pipeline cos plus BIPC and I would like to reduce these to 2 stocks (should be sufficient to cover the sector) among ENB, PPL and KEY. I want to keep BIPC. Which ones should I keep and why? I have held these 3 stocks for over 20 years and plan to hold 2 of these for at least another 5 years, possibly 10. Thanks

Upvote 7

Read Answer Asked by Martin on January 23, 2026

• Suncor Energy Inc. (SU $87.02)
  • $87.02 P/E (TTM): 18.4X Cap: $103.92B
  • View SU Profile
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• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $83.76)
  • $83.76 P/E (TTM): 26.74X Cap: $88.22B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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• Tourmaline Oil Corp. (TOU $60.80)
  • $60.80 P/E (TTM): 85.47X Cap: $23.42B
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• State Street Energy Select Sector SPDR ETF (XLE $55.97)
  • $55.97 P/E (TTM): 17.33X Cap: $38.42B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.68)
  • $59.68 Cap: $8.40B
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• BMO Clean Energy Index ETF (ZCLN $20.69)
  • $20.69 P/E (TTM): 35.25X Cap: $74M
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• South Bow Corporation (SOBO $44.66)
  • $44.66 P/E (TTM): 15.85X Cap: $9.36B
  • View SOBO Profile
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Q: Could you please share your recommendations regarding my energy sector investments? I feel like I have too many and some may be overlapping. Additionally, could you suggest a few investments inside this sector that are currently not being covered?

I aim for a balanced approach with a mix of growth and income, intending to hold these investments for more than two years.

Thank you,

Upvote 5

Read Answer Asked by Roger on January 17, 2026

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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• ARC Resources Ltd. (ARX $25.41)
  • $25.41 P/E (TTM): 11.85X Cap: $14.25B
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• Tourmaline Oil Corp. (TOU $60.80)
  • $60.80 P/E (TTM): 85.47X Cap: $23.42B
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• Freehold Royalties Ltd. (FRU $16.97)
  • $16.97 P/E (TTM): 30.25X Cap: $2.78B
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• Obsidian Energy Ltd. (OBE $13.12)
  • $13.12 Cap: $887M
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• PagerDuty Inc. (PD $6.22)
  • $6.22 P/E (TTM): 3.24X Cap: $494M
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• Headwater Exploration Inc. (HWX $12.16)
  • $12.16 P/E (TTM): 19.31X Cap: $2.87B
  • View HWX Profile
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Q: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?

Upvote 5

Read Answer Asked by lance on January 12, 2026

• Power Corporation of Canada Subordinate Voting Shares (POW $74.29)
  • $74.29 P/E (TTM): 32.24X Cap: $46.44B
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• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
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• Chartwell Retirement Residences (CSH.UN $21.14)
  • $21.14 P/E (TTM): 105.7X Cap: $6.64B
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• Descartes Systems Group Inc. (The) (DSG $99.87)
  • $99.87 P/E (TTM): 39.2X Cap: $8.10B
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• Thomson Reuters Corporation (TRI $128.36)
  • $128.36 P/E (TTM): 26.17X Cap: $53.80B
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• Savaria Corporation (SIS $28.78)
  • $28.78 P/E (TTM): 31.2X Cap: $6.60B
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• Ag Growth International Inc. (AFN $18.60)
  • $18.60 Cap: $352M
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.94)
  • $63.94 P/E (TTM): 80.63X Cap: $140.37B
  • View BN Profile
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.17)
  • $67.17 P/E (TTM): 30.76X Cap: $107.12B
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Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Upvote 7

Read Answer Asked by David on January 05, 2026

• Suncor Energy Inc. (SU $87.02)
  • $87.02 P/E (TTM): 18.4X Cap: $103.92B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $63.11)
  • $63.11 P/E (TTM): 12.51X Cap: $130.99B
  • View CNQ Profile
  • View Questions on CNQ
• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Tamarack Valley Energy Ltd. (TVE $11.17)
  • $11.17 Cap: $5.34B
  • View TVE Profile
  • View Questions on TVE

Q: Hello Peter,
Your opinion please.

With US going to 'run' Venezuelan heavy oil, what is the market reaction and impact to WCS, the producers and the pipelines that move Alberta oil to the USA? Is it time to go underweight on the energy sector for this year?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on January 05, 2026

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
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Q: What are you thought on taking a half position at current prices in my TFSA? I currently hold a very small 1/4 position in TCP which I would like to increase, but not at current prices. What are your thoughts? Is there a better buy within the sector?

Upvote 6

Read Answer Asked by Donald on December 18, 2025

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
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Q: Everytime PPL issues a press release the stock drops ! Was the guidance and business update that bad ? Why not just not do the release, and let the stock do its thing.

Upvote 4

Read Answer Asked by Thomas on December 17, 2025

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
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• Keyera Corp. (KEY $49.64)
  • $49.64 P/E (TTM): 27.56X Cap: $11.52B
  • View KEY Profile
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Q: What is the reason for the sell off over yesterday and today in key and ppl?

Upvote 4

Read Answer Asked by Terry on December 16, 2025

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL

Q: Pembina is lagging other pipeline companies this year yet some analysts continue to recommend it. What do you think of the company and do you see any catalysts that could help its profitability in 2026? Would you buy it at this level?

Upvote 5

Read Answer Asked by Les on December 16, 2025

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Peyto Exploration & Development Corp. (PEY $25.20)
  • $25.20 P/E (TTM): 12.38X Cap: $5.11B
  • View PEY Profile
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• Freehold Royalties Ltd. (FRU $16.97)
  • $16.97 P/E (TTM): 30.25X Cap: $2.78B
  • View FRU Profile
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Q: I am thinking about buying either PPL, FRU or PEY, mainly for the dividend. Which one is the best quality and has the best prospects of its share price rising?

Upvote 8

Read Answer Asked by Paul on December 15, 2025

• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Peyto Exploration & Development Corp. (PEY $25.20)
  • $25.20 P/E (TTM): 12.38X Cap: $5.11B
  • View PEY Profile
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Q: Hello for a 2-3 year hold, full position,which of these 2 would you pick for a total return,I already own TOU and ARX.
Thanks

Upvote 5

Read Answer Asked by Greg on December 12, 2025

• Bank of Nova Scotia (The) (BNS $103.04)
  • $103.04 P/E (TTM): 19.78X Cap: $126.47B
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• Enbridge Inc. (ENB $72.45)
  • $72.45 P/E (TTM): 22.48X Cap: $159.31B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ $63.11)
  • $63.11 P/E (TTM): 12.51X Cap: $130.99B
  • View CNQ Profile
  • View Questions on CNQ
• Power Corporation of Canada Subordinate Voting Shares (POW $74.29)
  • $74.29 P/E (TTM): 32.24X Cap: $46.44B
  • View POW Profile
  • View Questions on POW
• Pembina Pipeline Corporation (PPL $59.64)
  • $59.64 P/E (TTM): 21.84X Cap: $34.80B
  • View PPL Profile
  • View Questions on PPL
• Restaurant Brands International Inc. (QSR $108.75)
  • $108.75 P/E (TTM): 33.12X Cap: $49.38B
  • View QSR Profile
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• Emera Incorporated (EMA $72.13)
  • $72.13 P/E (TTM): 20.93X Cap: $21.87B
  • View EMA Profile
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• Exchange Income Corporation (EIF $106.20)
  • $106.20 P/E (TTM): 35.57X Cap: $6B
  • View EIF Profile
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• Nutrien Ltd. (NTR $100.50)
  • $100.50 P/E (TTM): 34.0X Cap: $49.04B
  • View NTR Profile
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
  • View ATD.A Profile
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Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.

Upvote 11

Read Answer Asked by Neil on November 27, 2025