Investment Q&A

• ARC Resources Ltd. (ARX $27.71)
  • $27.71 P/E (TTM): 12.33X Cap: $16.30B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Advantage Energy Ltd. (AAV $11.11)
  • $11.11 Cap: $1.87B
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Q: assuming current NG prices which of the above would do best. please add more stocks that might fit the theme.
thanks
Yossi

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Read Answer Asked by JOSEPH on February 25, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.53)
  • $39.53 P/E (TTM): 26.76X Cap: $10.60B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Descartes Systems Group Inc. (The) (DSG $147.94)
  • $147.94 P/E (TTM): 64.6X Cap: $12.59B
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• BRP Inc. Subordinate Voting Shares (DOO $72.28)
  • $72.28 Cap: $5.34B
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• Real Matters Inc. (REAL $5.22)
  • $5.22 P/E (TTM): 193.84X Cap: $390M
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• Bank Of Montreal (BMO $111.81)
  • $111.81 P/E (TTM): 13.84X Cap: $81.80B
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• Boyd Group Services Inc. (BYD $195.50)
  • $195.50 P/E (TTM): 232.83X Cap: $4.24B
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Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?

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Read Answer Asked by David on February 16, 2021

• Marathon Petroleum Corporation (MPC $171.63)
  • $171.63 P/E (TTM): 24.16X Cap: $53.89B
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• Suncor Energy Inc. (SU $54.97)
  • $54.97 P/E (TTM): 11.15X Cap: $67.76B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Vermilion Energy Inc. (VET $11.63)
  • $11.63 Cap: $1.82B
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• Whitecap Resources Inc. (WCP $10.72)
  • $10.72 P/E (TTM): 6.98X Cap: $6.30B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Surge Energy Inc. (SGY $7.57)
  • $7.57 Cap: $761M
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• Tamarack Valley Energy Ltd. (TVE $5.49)
  • $5.49 P/E (TTM): 11.34X Cap: $2.70B
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• Cardinal Energy Ltd. (CJ $7.41)
  • $7.41 P/E (TTM): 10.64X Cap: $1.19B
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Q: amusing oil and N/g priced stay in the current range ( +- 5%) Which of the above have most upside in share price (most first) could you comment on each briefly.
thanks

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Read Answer Asked by JOSEPH on February 12, 2021

• ARC Resources Ltd. (ARX $27.71)
  • $27.71 P/E (TTM): 12.33X Cap: $16.30B
  • View ARX Profile
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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Q: Hi, with the new agreement, which stock is the best to buy, at this time?

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Read Answer Asked by Dennis on February 12, 2021

• Tourmaline Oil Corp. (TOU $62.85)
  • $62.85 P/E (TTM): 18.64X Cap: $23.50B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Birchcliff Energy Ltd. (BIR $6.91)
  • $6.91 P/E (TTM): 13.94X Cap: $1.89B
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Q: What are your top 3 stock recommendations right now for purchase of Canadian energy companies predominately focused on natural gas exploration and production (ie. producers, not mid-stream players, and natural gas focus more so than oil). What is your rationale for each? Long term focus, dividend would be nice but not required.
Thanks - really appreciate all your good advice.

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Read Answer Asked by Brad on February 12, 2021

• ARC Resources Ltd. (ARX $27.71)
  • $27.71 P/E (TTM): 12.33X Cap: $16.30B
  • View ARX Profile
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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Q: What are your views on the merger of ARC and Seven Generations Energy? I've been a long-term investor in Arc, and have kept with ARC because of its management. Do you think this will be good news?

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Read Answer Asked by Michael on February 11, 2021

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Can you please comment on the combination with Arc Resources. Thx

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Read Answer Asked by Patrick on February 11, 2021

• Peyto Exploration & Development Corp. (PEY $19.86)
  • $19.86 P/E (TTM): 13.45X Cap: $3.96B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Birchcliff Energy Ltd. (BIR $6.91)
  • $6.91 P/E (TTM): 13.94X Cap: $1.89B
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Q: Hi esteemed analysts of 5i. Love your work and advice.
Now that natural gas prices seem to be moving upward lately, can you suggest which of these 3 gas producers in Western Canada would be the best choice for buying today, and why?
Thanks!

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Read Answer Asked by hank on February 08, 2021

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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Q: Hello, with the recent announcements around the vaccine there has been an uptick with energy related equities including Seven Generations. What are your thoughts, would this be a good entry point for this stock? Thanks!

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Read Answer Asked by Neeraj on December 14, 2020

• Covalon Technologies Ltd. (COV $2.57)
  • $2.57 P/E (TTM): 18.36X Cap: $70M
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• Methanex Corporation (MX $45.92)
  • $45.92 P/E (TTM): 11.44X Cap: $3.14B
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Vermilion Energy Inc. (VET $11.63)
  • $11.63 Cap: $1.82B
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Q: With a 75% loss in the above companies, is it advisable to hold for a five year period for a good return on the present value as the sale proceeds would be quite small.

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Read Answer Asked by Thomas on July 27, 2020

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Whitecap Resources Inc. (WCP $10.72)
  • $10.72 P/E (TTM): 6.98X Cap: $6.30B
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Q: Currently hold both (1.5% position) and down a lot despite having good management teams. Thinking of selling for a tax loss as I have some gains taken earlier this year pushed forward from last year. Outlook for both in this depressed market with prospect of $20 oil and whether they can weather their debt levels. Buy, hold or sell?

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Read Answer Asked by William Ross on March 17, 2020

• Cenovus Energy Inc. (CVE $20.91)
  • $20.91 P/E (TTM): 13.93X Cap: $38.09B
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• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• ARC Resources Ltd. (ARX $27.71)
  • $27.71 P/E (TTM): 12.33X Cap: $16.30B
  • View ARX Profile
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• Tourmaline Oil Corp. (TOU $62.85)
  • $62.85 P/E (TTM): 18.64X Cap: $23.50B
  • View TOU Profile
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Vermilion Energy Inc. (VET $11.63)
  • $11.63 Cap: $1.82B
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• MEG Energy Corp. (MEG $27.60)
  • $27.60 P/E (TTM): 11.83X Cap: $7.03B
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• Parex Resources Inc. (PXT $16.08)
  • $16.08 P/E (TTM): 13.66X Cap: $1.47B
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• Whitecap Resources Inc. (WCP $10.72)
  • $10.72 P/E (TTM): 6.98X Cap: $6.30B
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• Baytex Energy Corp. (BTE $2.97)
  • $2.97 P/E (TTM): 7.55X Cap: $2.32B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Kelt Exploration Ltd. (KEL $7.43)
  • $7.43 P/E (TTM): 29.8X Cap: $1.47B
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• NuVista Energy Ltd. (NVA $14.71)
  • $14.71 P/E (TTM): 8.01X Cap: $2.97B
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• Surge Energy Inc. (SGY $7.57)
  • $7.57 Cap: $761M
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• TORC Oil & Gas Ltd. (TOG $3.21)
  • $3.21 Cap: $714M
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• Tamarack Valley Energy Ltd. (TVE $5.49)
  • $5.49 P/E (TTM): 11.34X Cap: $2.70B
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• Yangarra Resources Ltd. (YGR $1.09)
  • $1.09 P/E (TTM): 4.91X Cap: $108M
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Q: In a recent answer to a question on an oil company, you mentioned that it is hard to be optimistic on a company if you don't like the management team. So my question is, which of the management teams in the oil sector would you want to align yourself with, and why? Alternatively, which of the management teams would you not align yourself with? Please deduct as many credits as necessary to fully answer my question. Thank You.

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Read Answer Asked by dean on November 22, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
  • View Questions on VII

Q: HI
I am thinking of easing into VII. Should I begin or wait a little longer?
thanks
Joe

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Read Answer Asked by Joe on November 19, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
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• Vermilion Energy Inc. (VET $11.63)
  • $11.63 Cap: $1.82B
  • View VET Profile
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Q: For the sake of argument let's assume that oil & gas stocks are at their lows. What 3 companies in the sector would you want to invest in, EXCLUDING SU and CNQ, to take advantage of the coming renewed interest in Canadian oil & gas?

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Read Answer Asked by John on November 07, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Ovintiv Inc. (OVV $58.28)
  • $58.28 P/E (TTM): 18.37X Cap: $15.39B
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Q: An article in In today's Wall Street Journal suggested that if Elizabeth Warren is elected president and bans fracking on Federal lands ( she actually wants to ban it totally, but I don't think she has jurisdiction to do that ) then Canadian shale drillers would be the big winners. Which ones might that be: Encana, Seven Generations? others?

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Read Answer Asked by Murray on October 25, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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Q: Looking for your thoughts on VII following today's bounce.

Thank you.

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Read Answer Asked by Darren on August 01, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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• Whitecap Resources Inc. (WCP $10.72)
  • $10.72 P/E (TTM): 6.98X Cap: $6.30B
  • View WCP Profile
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• Kelt Exploration Ltd. (KEL $7.43)
  • $7.43 P/E (TTM): 29.8X Cap: $1.47B
  • View KEL Profile
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Q: Looking at starting positions back into Canadian oil. Could you give me your thoughts on these three and your preference with reasoning. Thx

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Read Answer Asked by Todd on June 04, 2019

• Peyto Exploration & Development Corp. (PEY $19.86)
  • $19.86 P/E (TTM): 13.45X Cap: $3.96B
  • View PEY Profile
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• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
  • View Questions on VII
• Kelt Exploration Ltd. (KEL $7.43)
  • $7.43 P/E (TTM): 29.8X Cap: $1.47B
  • View KEL Profile
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• Secure Waste Infrastructure Corp. (SES $15.35)
  • $15.35 P/E (TTM): 20.0X Cap: $3.74B
  • View SES Profile
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Q: Hi Peter, any thoughts in this 4 co. Would like to get back into oil and gas. Would you buy any of this co today? How would you rate them? And is Peyto dividend safe if oil drops to $45.00. . Thanks. Alnoor

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Read Answer Asked by Alnoor on April 09, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
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Q: Seven Generations recently reported what I felt were pretty good results plus they appear to have great proven reserves and continually seem to be able to keep production costs below industry averages. What is your position on this stock? Buy, hold, sell?

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Read Answer Asked by Don on March 05, 2019

• Seven Generations Energy Ltd. class A common shares (VII $8.45)
  • $8.45 Cap: $2.81B
  • View VII Profile
  • View Questions on VII

Q: Hi Team,
Can you comment on VII which drop 10% today to $9.50.
Is it worth to add or sell my 600 holding (.5%)
Thanks as always,
Regards, Tak

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Read Answer Asked by Tak on February 28, 2019