Investment Q&A

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: Your opinion on Toumaline, please. thanks. fooklin

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Read Answer Asked by Fooklin on November 26, 2021

• Suncor Energy Inc. (SU $58.92)
  • $58.92 P/E (TTM): 12.69X Cap: $71.48B
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• Canadian Natural Resources Limited (CNQ $44.89)
  • $44.89 P/E (TTM): 11.49X Cap: $93.76B
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• Cenovus Energy Inc. (CVE $24.07)
  • $24.07 P/E (TTM): 17.02X Cap: $43.87B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Whitecap Resources Inc. (WCP $10.94)
  • $10.94 P/E (TTM): 7.62X Cap: $13.47B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• NuVista Energy Ltd. (NVA $15.39)
  • $15.39 P/E (TTM): 9.05X Cap: $3.03B
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Q: Could you please recommend your top picks for the energy sector- top 2-3 large cap exposure and top 2-3 smaller cap.
Also what is your view overall for the 3-5 year outlook of the sector in general
Thank you!

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Read Answer Asked by Kyle on November 25, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Next Hydrogen Solutions Inc. (NXH $0.50)
  • $0.50 Cap: $11M
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Q: hi guys I hold shares in arx and tou and do you think they have any more up side or would you move on? also what is your feelings on nxh thanks abunch larry

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Read Answer Asked by Larry on November 19, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
  • View ARX Profile
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Advantage Energy Ltd. (AAV $11.32)
  • $11.32 Cap: $1.89B
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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Q: Prior to the above companies announcing 3rd. quarter earnings you indicated that bir probably had the most upside. Now that they have all reported is your view still the same. I hold all of the above, but feel free to recommend other companies in the oil and gas sector. Thanks for excellent service. Ken

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Read Answer Asked by kenneth on November 15, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Whitecap Resources Inc. (WCP $10.94)
  • $10.94 P/E (TTM): 7.62X Cap: $13.47B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Cardinal Energy Ltd. (CJ $7.75)
  • $7.75 P/E (TTM): 14.07X Cap: $1.24B
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Q: When do these companies report their next quarter. Thanks

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Read Answer Asked by Don on November 12, 2021

• Suncor Energy Inc. (SU $58.92)
  • $58.92 P/E (TTM): 12.69X Cap: $71.48B
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• Enbridge Inc. (ENB $67.78)
  • $67.78 P/E (TTM): 23.64X Cap: $147.82B
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• Imperial Oil Limited (IMO $129.70)
  • $129.70 P/E (TTM): 14.42X Cap: $66.02B
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• Canadian Natural Resources Limited (CNQ $44.89)
  • $44.89 P/E (TTM): 11.49X Cap: $93.76B
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• Cenovus Energy Inc. (CVE $24.07)
  • $24.07 P/E (TTM): 17.02X Cap: $43.87B
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• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Peyto Exploration & Development Corp. (PEY $18.23)
  • $18.23 P/E (TTM): 11.11X Cap: $3.64B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Parex Resources Inc. (PXT $18.64)
  • $18.64 P/E (TTM): 10.64X Cap: $1.81B
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

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Read Answer Asked by Savalai on November 09, 2021

• Suncor Energy Inc. (SU $58.92)
  • $58.92 P/E (TTM): 12.69X Cap: $71.48B
  • View SU Profile
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
  • View TOU Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $54.42)
  • $54.42 P/E (TTM): 97.72X Cap: $26.83B
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• Nutrien Ltd. (NTR $77.59)
  • $77.59 P/E (TTM): 181.4X Cap: $37.69B
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Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated

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Read Answer Asked by treva on October 28, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: I am up 200% on TOU. With the potential of The liberal Gov’t changing the rules on capital gains, would I be wise to swap TOU for ARX for 30 days to trigger the capital gain and protect my win? I will switch back in December.

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Read Answer Asked by Donald on October 22, 2021

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: Peter & 5i team. I remember asking a question about holding TOU around $8.00 I believe. Well guess what it came back and more than performed. XBC who knows the market . Also we cannot outguess the market and winners & losers have been around. 5i has provided good information over the years Thank you

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Read Answer Asked by Guy on October 21, 2021

• Suncor Energy Inc. (SU $58.92)
  • $58.92 P/E (TTM): 12.69X Cap: $71.48B
  • View SU Profile
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• Cenovus Energy Inc. (CVE $24.07)
  • $24.07 P/E (TTM): 17.02X Cap: $43.87B
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• Keyera Corp. (KEY $45.07)
  • $45.07 P/E (TTM): 18.9X Cap: $10.32B
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• Peyto Exploration & Development Corp. (PEY $18.23)
  • $18.23 P/E (TTM): 11.11X Cap: $3.64B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Vermilion Energy Inc. (VET $10.80)
  • $10.80 Cap: $1.66B
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• Whitecap Resources Inc. (WCP $10.94)
  • $10.94 P/E (TTM): 7.62X Cap: $13.47B
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• Freehold Royalties Ltd. (FRU $13.62)
  • $13.62 P/E (TTM): 17.66X Cap: $2.23B
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• Cardinal Energy Ltd. (CJ $7.75)
  • $7.75 P/E (TTM): 14.07X Cap: $1.24B
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• Athene Holding Ltd. Class A (ATH $83.33)
  • $83.33 Cap: $16.98B
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Q: 1 Which Of the following will likely initiate or increase their dividend. ARX,ATH,CJ,CVE,FRU,KEY,PEY,SU, TOU,WCP. Please rate in order of likelihood.
2. in order of likelihood which well have the most potential for share price increase.
3. in order of likelihood which is the safest of the above
thanks as always
Yossi

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Read Answer Asked by JOSEPH on October 18, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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• Antero Resources Corporation (AR $31.90)
  • $31.90 P/E (TTM): 22.88X Cap: $10.14B
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Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

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Read Answer Asked by Paula on October 15, 2021

• ARC Resources Ltd. (ARX $24.87)
  • $24.87 P/E (TTM): 5.86X Cap: $14.54B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
  • View TOU Profile
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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• Antero Resources Corporation (AR $31.90)
  • $31.90 P/E (TTM): 22.88X Cap: $10.14B
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Q: what are your best your best stock ideas in the natural gas sector

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Read Answer Asked by Pierre on September 28, 2021

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: Can you tell me how sensitive North American nat gas is to general economic conditions? It seems to me heating and cooking demand won't suffer, power generation shouldn't suffer too much unless it is for industry.
I guess I'm asking is there some safety in Tourmaline if we get a serious correction?

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Read Answer Asked by Tim on September 23, 2021

• Peyto Exploration & Development Corp. (PEY $18.23)
  • $18.23 P/E (TTM): 11.11X Cap: $3.64B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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Q: Do u believe Nat gas continues to go higher going into the winter season? If so …what are your top 5 stocks in this sector to look at

Thanks

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Read Answer Asked by Kendall on September 16, 2021

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• CAE Inc. (CAE $37.20)
  • $37.20 P/E (TTM): 28.81X Cap: $11.93B
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Q: What is your view on CAE and TOU, do they still have a lot of growth?

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Read Answer Asked by Mark on September 16, 2021

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Topaz Energy Corp. (TPZ $25.63)
  • $25.63 P/E (TTM): 62.59X Cap: $3.94B
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Q: Does it make sense to own both-TOU for growth and TPZ for income?
Or is it putting too many eggs in one basket?
Thanks.

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Read Answer Asked by Sam on September 13, 2021

• Peyto Exploration & Development Corp. (PEY $18.23)
  • $18.23 P/E (TTM): 11.11X Cap: $3.64B
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: what is your view on this company? prospects for natural gas in North America ?

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Read Answer Asked by Neelesh on August 25, 2021

• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• Birchcliff Energy Ltd. (BIR $5.95)
  • $5.95 P/E (TTM): 21.32X Cap: $1.62B
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• Ovintiv Inc. (OVV $57.96)
  • $57.96 P/E (TTM): 18.62X Cap: $14.89B
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Q: Will you please recommend some natural gas producers, preferably with strong and growing dividends.

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Read Answer Asked by James on August 12, 2021

• Canadian Natural Resources Limited (CNQ $44.89)
  • $44.89 P/E (TTM): 11.49X Cap: $93.76B
  • View CNQ Profile
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• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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Q: Do you think there is a possibility Canadian Natural Resources and Tourmaline will increase their dividends sometime in the next 12 months given the amount of free cash flow each seems to be generating at current commodity prices? Or continue aggressively paying down debt? I am also particularly interested in your comments on Tourmaline's earnings release yesterday and what you see for CNQ earnings release.

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Read Answer Asked by Brad on July 29, 2021

• Suncor Energy Inc. (SU $58.92)
  • $58.92 P/E (TTM): 12.69X Cap: $71.48B
  • View SU Profile
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• Enbridge Inc. (ENB $67.78)
  • $67.78 P/E (TTM): 23.64X Cap: $147.82B
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  • View Reports on ENB
• Tourmaline Oil Corp. (TOU $61.89)
  • $61.89 P/E (TTM): 15.46X Cap: $23.18B
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• WSP Global Inc. (WSP $285.77)
  • $285.77 P/E (TTM): 46.41X Cap: $37.30B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $54.42)
  • $54.42 P/E (TTM): 97.72X Cap: $26.83B
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• TFI International Inc. (TFII $130.16)
  • $130.16 P/E (TTM): 21.53X Cap: $10.80B
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• ATS Corporation (ATS $38.92)
  • $38.92 Cap: $3.80B
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• BRP Inc. Subordinate Voting Shares (DOO $87.45)
  • $87.45 Cap: $6.38B
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• Magna International Inc. (MG $65.28)
  • $65.28 P/E (TTM): 10.93X Cap: $18.39B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.74)
  • $209.74 P/E (TTM): 82.16X Cap: $272.52B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $88.90)
  • $88.90 P/E (TTM): 43.41X Cap: $10.20B
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• CCL Industries Inc. Unlimited Class A Voting Shares (CCL.A $77.29)
  • $77.29 P/E (TTM): 17.33X Cap: $13.47B
  • View CCL.A Profile
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• Topicus.com Inc. (TOI $161.26)
  • $161.26 P/E (TTM): 77.0X Cap: $13.39B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.19)
  • $6.19 Cap: $1.72B
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Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

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Read Answer Asked by John on July 26, 2021