Investment Q&A

• Suncor Energy Inc. (SU $59.09)
  • $59.09 P/E (TTM): 13.78X Cap: $70.98B
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• Canadian Natural Resources Limited (CNQ $44.96)
  • $44.96 P/E (TTM): 13.88X Cap: $93.65B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
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• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.13X Cap: $23.85B
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• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.66X Cap: $13.99B
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• Tamarack Valley Energy Ltd. (TVE $8.03)
  • $8.03 Cap: $405M
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Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael

Upvote 1

Read Answer Asked by Michael on December 24, 2025

• Pembina Pipeline Corporation (PPL $51.87)
  • $51.87 P/E (TTM): 17.83X Cap: $30.13B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Freehold Royalties Ltd. (FRU $15.32)
  • $15.32 P/E (TTM): 18.77X Cap: $2.51B
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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 7

Read Answer Asked by Paul on December 15, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.66X Cap: $13.99B
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Q: Peyton or Whitecap. For a dividend portfolio which do you prefer and why?

Upvote 5

Read Answer Asked by Robert on December 15, 2025

• ARC Resources Ltd. (ARX $25.76)
  • $25.76 P/E (TTM): 6.3X Cap: $14.83B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
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• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.13X Cap: $23.85B
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• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.66X Cap: $13.99B
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• Advantage Energy Ltd. (AAV $11.80)
  • $11.80 P/E (TTM): 35.0X Cap: $1.96B
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• Birchcliff Energy Ltd. (BIR $7.56)
  • $7.56 P/E (TTM): 26.89X Cap: $2.06B
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• Tamarack Valley Energy Ltd. (TVE $8.03)
  • $8.03 Cap: $405M
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Q: Hello, I am considering adding to my oil & gas exposure and of the list which ones have the highest growth potential, a clean balance sheet, and have insiders buying? And, which one(s) would be a take over target or sold?
Thanks
Carlo

Upvote 12

Read Answer Asked by Carlo on December 15, 2025

• Pembina Pipeline Corporation (PPL $51.87)
  • $51.87 P/E (TTM): 17.83X Cap: $30.13B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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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

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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Q: Since the last question on Peyto in mid November the stock continues to increase. At the time you indicated nothing specific regarding the company but an industry increase. Is the rationale the same and would you add at this point.

As always thank you

Jim

Upvote 5

Read Answer Asked by Jim on December 04, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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Q: Why is Peyto on fire today? Earnings was a few days ago. Do you think it has much upside? I'm asking because I'm sitting on a nice gain, and wondering if I should take partial profits. Thanks.

Upvote 5

Read Answer Asked by Donald on November 19, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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Q: What do you think of their latest quarter.

Upvote 5

Read Answer Asked by don on November 17, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Logan Energy Corp. (LGN $0.84)
  • $0.84 P/E (TTM): 21.0X Cap: $500M
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Q: Hi there, what is expected of PEY and LGN for 3Q?

Also, your thoughts of 3Q results for both, after they report today and tomorrow?

Thanks!

Upvote 3

Read Answer Asked by Hussein on November 13, 2025

• ARC Resources Ltd. (ARX $25.76)
  • $25.76 P/E (TTM): 6.3X Cap: $14.83B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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Q: Over one year period PEY has had a much better, and even an opposite performance versus ARX wich seems to go "nowhere",even though it is a much larger ( and safer?) Cie ..I have an significant position on ARX , is there a better choice , should I diversifie in this sector with other Cies, or should I be more patient ? Since I wish to own a safe position for in the natural gaz sector for mid-long term ,thanks for always appreciated clarifications .

Upvote 6

Read Answer Asked by Jean-Yves on October 28, 2025

• Devon Energy Corporation (DVN $36.34)
  • $36.34 P/E (TTM): 8.43X Cap: $22.79B
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• EOG Resources Inc. (EOG $103.99)
  • $103.99 P/E (TTM): 10.28X Cap: $56.42B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.13X Cap: $23.85B
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Q: If bullish on natual gas, what are two canadian and two US names that you would see as good opportunities?

Upvote 4

Read Answer Asked by George on October 22, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.13X Cap: $23.85B
  • View TOU Profile
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• Advantage Energy Ltd. (AAV $11.80)
  • $11.80 P/E (TTM): 35.0X Cap: $1.96B
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• Birchcliff Energy Ltd. (BIR $7.56)
  • $7.56 P/E (TTM): 26.89X Cap: $2.06B
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Q: Hi, I would appreciate if you can provide your recommendations for Natural Gas and why in Canada for 2-5 year time frame.

Upvote 5

Read Answer Asked by Harpinder on September 29, 2025

• ARC Resources Ltd. (ARX $25.76)
  • $25.76 P/E (TTM): 6.3X Cap: $14.83B
  • View ARX Profile
  • View Questions on ARX
• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU $61.64)
  • $61.64 P/E (TTM): 17.13X Cap: $23.85B
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• Vermilion Energy Inc. (VET $11.31)
  • $11.31 Cap: $1.73B
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• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.66X Cap: $13.99B
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• Advantage Energy Ltd. (AAV $11.80)
  • $11.80 P/E (TTM): 35.0X Cap: $1.96B
  • View AAV Profile
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• Birchcliff Energy Ltd. (BIR $7.56)
  • $7.56 P/E (TTM): 26.89X Cap: $2.06B
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• Kelt Exploration Ltd. (KEL $7.70)
  • $7.70 P/E (TTM): 26.93X Cap: $1.53B
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• NuVista Energy Ltd. (NVA $17.75)
  • $17.75 P/E (TTM): 11.01X Cap: $3.43B
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• Paramount Resources Ltd. Class A Common Shares (POU $24.63)
  • $24.63 P/E (TTM): 2.57X Cap: $3.53B
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Q: Please rank these natural gas producers from buy, hold and sell and your reasons why.

Upvote 15

Read Answer Asked by Jean on August 25, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
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• Logan Energy Corp. (LGN $0.84)
  • $0.84 P/E (TTM): 21.0X Cap: $500M
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Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Upvote 3

Read Answer Asked by Hussein on August 15, 2025

• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY

Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Upvote 3

Read Answer Asked by Victor on August 15, 2025

• Great-West Lifeco Inc. (GWO $67.47)
  • $67.47 P/E (TTM): 15.37X Cap: $62.32B
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• Cenovus Energy Inc. (CVE $22.97)
  • $22.97 P/E (TTM): 13.39X Cap: $41.14B
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• AltaGas Ltd. (ALA $42.17)
  • $42.17 P/E (TTM): 16.3X Cap: $12.62B
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• Element Fleet Management Corp. (EFN $36.54)
  • $36.54 P/E (TTM): 24.7X Cap: $14.61B
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• iA Financial Corporation Inc. (IAG $178.80)
  • $178.80 P/E (TTM): 14.7X Cap: $16.47B
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $11.53)
  • $11.53 P/E (TTM): 9.66X Cap: $13.99B
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• goeasy Ltd. (GSY $130.49)
  • $130.49 P/E (TTM): 9.6X Cap: $2.09B
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• Bird Construction Inc. (BDT $29.14)
  • $29.14 P/E (TTM): 17.08X Cap: $1.61B
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• Tamarack Valley Energy Ltd. (TVE $8.03)
  • $8.03 Cap: $405M
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• TerraVest Industries Inc. (TVK $164.36)
  • $164.36 Cap: $3.56B
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  • View Reports on TVK

Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks

Upvote 7

Read Answer Asked by David on July 28, 2025

• ARC Resources Ltd. (ARX $25.76)
  • $25.76 P/E (TTM): 6.3X Cap: $14.83B
  • View ARX Profile
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY

Q: Peyto has been significantly outperforming Arc over the last year and beyond. Which company is likely to outperform in terms of total return over the medium term and why?
Thanks, Hugh

Upvote 6

Read Answer Asked by Hugh on July 22, 2025

• Canadian Natural Resources Limited (CNQ $44.96)
  • $44.96 P/E (TTM): 13.88X Cap: $93.65B
  • View CNQ Profile
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• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY

Q: I'm considering a switch from CNQ to PEY, would you make that change? PEY has been doing well in recent years and CNQ has been lagging behind. What's your thought on that idea? Thanks.

Upvote 6

Read Answer Asked by Victor on June 27, 2025

• ARC Resources Ltd. (ARX $25.76)
  • $25.76 P/E (TTM): 6.3X Cap: $14.83B
  • View ARX Profile
  • View Questions on ARX
• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY
• NuVista Energy Ltd. (NVA $17.75)
  • $17.75 P/E (TTM): 11.01X Cap: $3.43B
  • View NVA Profile
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Q: How would you rank nat gas stocks for total return, upside potential and safety?

Upvote 4

Read Answer Asked by Craig on June 04, 2025

• Canadian Natural Resources Limited (CNQ $44.96)
  • $44.96 P/E (TTM): 13.88X Cap: $93.65B
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY $22.88)
  • $22.88 P/E (TTM): 12.21X Cap: $4.60B
  • View PEY Profile
  • View Questions on PEY
• Celestica Inc. (CLS $415.77)
  • $415.77 P/E (TTM): 49.03X Cap: $48.51B
  • View CLS Profile
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• Magna International Inc. (MG $73.79)
  • $73.79 P/E (TTM): 14.79X Cap: $20.79B
  • View MG Profile
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  • View Reports on MG
• goeasy Ltd. (GSY $130.49)
  • $130.49 P/E (TTM): 9.6X Cap: $2.09B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Vitalhub Corp. (VHI $9.14)
  • $9.14 P/E (TTM): 178.04X Cap: $576M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• Construction Partners Inc. (ROAD $111.99)
  • $111.99 P/E (TTM): 61.57X Cap: $6.33B
  • View ROAD Profile
  • View Questions on ROAD
• Cellebrite DI Ltd. (CLBT $18.88)
  • $18.88 Cap: $4.52B
  • View CLBT Profile
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• Propel Holdings Inc. (PRL $24.88)
  • $24.88 P/E (TTM): 11.49X Cap: $979M
  • View PRL Profile
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  • View Reports on PRL

Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,

Upvote 25

Read Answer Asked by Karim on May 20, 2025