Investment Q&A

• Whitecap Resources Inc. (WCP $15.64)
  • $15.64 P/E (TTM): 14.48X Cap: $18.59B
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Q: Hey 5i: I am overweight with whitecap and down 5% in the 9$ range ,could use for tax loss but like the dividend. Would definitely sell at 10$ but also would be fine breaking even because I may need this money in the next 8months to a year.With this in mind do you like it as a hold considering needing the money is not a certainty. Tough call but appreciate your input.Tks. Larry

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Read Answer Asked by Larry on August 17, 2022

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $56.89)
  • $56.89 P/E (TTM): 9.06X Cap: $12.64B
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• Quebecor Inc. Class A Multiple Voting Shares (QBR.A $55.00)
  • $55.00 P/E (TTM): 9.06X Cap: $12.64B
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Q: Can 5i give a brief clarification explaining why two listings for Quebecor, is there a preference, and in general, thoughts on Quebecor as an investment right now for medium term, please?

Upvote 1

Read Answer Asked by Stephen on August 17, 2022

• Chemtrade Logistics Income Fund (CHE.UN $17.00)
  • $17.00 P/E (TTM): 13.34X Cap: $1.89B
  • View CHE.UN Profile
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• Exchange Income Corporation (EIF $102.98)
  • $102.98 P/E (TTM): 34.76X Cap: $5.79B
  • View EIF Profile
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Q: Can you please give me you opinion on these companies as well as their financial status.
Would you consider CHE.UN a buy at these levels or what entry point.
What are your thoughts about the EIF bought deal that was just announced and would you think that this dip is a good buying opportunity?

Thanks
Joe

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Read Answer Asked by Joe on August 17, 2022

• BMO Long Corporate Bond Index ETF (ZLC $15.03)
  • $15.03 Cap: $340M
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Q: What is the FTSE index and is it a decent method for an investor to allocate some bond exposure through an applicable ETF?

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Read Answer Asked by Greg on August 16, 2022

• Chesapeake Energy Corporation (CHK)
  • Cap: $125M
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Q: How does CHK's dividend sustainability, improved debt situation and general outlook compare to other dividend-paying energy companies worldwide?

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Read Answer Asked by David on August 16, 2022

• Russel Metals Inc. (RUS $51.72)
  • $51.72 P/E (TTM): 17.34X Cap: $2.87B
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Q: Please, your take on RUS's results. Their NCIB announcement suggests considerable confidence in the near-term outlook; do you share this view?

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Read Answer Asked by John on August 16, 2022

• Algonquin Power & Utilities Corp. (AQN $8.55)
  • $8.55 Cap: $6.61B
  • View AQN Profile
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Q: Hi, What are your thoughts on AQN results ? Stock performance has been frustrating compared to the sector and its peers for several years. Though , there has been a bit of strength over past few weeks, does it look like, it's sustainable and stock could go back up to $20-22 level, over 12-24 months ? Thanks

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Read Answer Asked by rajeev on August 16, 2022

• Exchange Income Corporation (EIF $102.98)
  • $102.98 P/E (TTM): 34.76X Cap: $5.79B
  • View EIF Profile
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Q: I've held this for 5 years and done OK, i.e. as in a safe dividend payer. Does this new offering weaken them? What are your thoughts on management? Thanks

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Read Answer Asked by Stephen on August 16, 2022

• Whitecap Resources Inc. (WCP $15.64)
  • $15.64 P/E (TTM): 14.48X Cap: $18.59B
  • View WCP Profile
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• Freehold Royalties Ltd. (FRU $17.66)
  • $17.66 P/E (TTM): 30.44X Cap: $2.86B
  • View FRU Profile
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• ReNew Energy Global plc (RNW $5.06)
  • $5.06 Cap: $1.91B
  • View RNW Profile
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Q: What are your thoughts on RNW? It's lagged a lot of the other renewables and I'm thinking to sell and break even and add to my WCP and FRU positions. I have a long term horizon and am an income investor

Thanks

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Read Answer Asked by Robert on August 16, 2022

• Canadian Natural Resources Limited (CNQ $63.14)
  • $63.14 P/E (TTM): 11.74X Cap: $128.14B
  • View CNQ Profile
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Q: By what date do I have to buy the shares in order to receive the special dividend.

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Read Answer Asked by KIM on August 16, 2022

• Pizza Pizza Royalty Corp. (PZA $15.66)
  • $15.66 P/E (TTM): 16.88X Cap: $521M
  • View PZA Profile
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Q: Can I have your thoughts on earnings? And are there any developments in the Mexico expansion? Thank-you.

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Read Answer Asked by Alex on August 15, 2022

• Northland Power Inc. (NPI $23.86)
  • $23.86 Cap: $6.21B
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Q: Hi, I own CPX, BLX and BEPC. Is it too late or too similar to buy NPI today?

Upvote 0

Read Answer Asked by Graeme on August 15, 2022

• Exchange Income Corporation (EIF $102.98)
  • $102.98 P/E (TTM): 34.76X Cap: $5.79B
  • View EIF Profile
  • View Questions on EIF

Q: Please comment on latest Q & going forward. It is at a all time high and pays a 4.9% Div.Thanks for u usual great views & services

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Read Answer Asked by Peter on August 15, 2022

• Maple Leaf Foods Inc. (MFI $30.09)
  • $30.09 P/E (TTM): 7.32X Cap: $3.69B
  • View MFI Profile
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Q: Once MFI settles down would you consider this a good by as a slight income play with a bit of growth? Are they able to keep up with price increases vs raising input food costs?

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Read Answer Asked by Dean on August 12, 2022

• Algonquin Power & Utilities Corp. (AQN $8.55)
  • $8.55 Cap: $6.61B
  • View AQN Profile
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Q: May I please have your opinion on AQN's Q2?
With appreciation,
Ed

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Read Answer Asked by Ed on August 12, 2022

• K-Bro Linen Inc. (KBL $37.78)
  • $37.78 P/E (TTM): 26.43X Cap: $490M
  • View KBL Profile
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Q: Hello, your thoughts on the qtr, business performance going forward, price vs valuation - many thanks
Patrick

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Read Answer Asked by Patrick on August 12, 2022

Q: Why have these stock prices been declining, as I believe they are leading firms in their industry, and the industry is buoyant?
thanks in advance

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Read Answer Asked by Julia on August 11, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW $74.73)
  • $74.73 P/E (TTM): 32.61X Cap: $46.65B
  • View POW Profile
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• BMO US High Dividend Covered Call ETF (ZWH $25.36)
  • $25.36 P/E (TTM): 20.61X Cap: $1.06B
  • View ZWH Profile
  • View Questions on ZWH

Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

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Read Answer Asked by Keith on August 11, 2022

• Chemtrade Logistics Income Fund (CHE.UN $17.00)
  • $17.00 P/E (TTM): 13.34X Cap: $1.89B
  • View CHE.UN Profile
  • View Questions on CHE.UN

Q: Please comment on the earnings that came out.

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Read Answer Asked by Murray on August 11, 2022

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
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• Premium Brands Holdings Corporation (PBH $83.10)
  • $83.10 P/E (TTM): 56.99X Cap: $4.32B
  • View PBH Profile
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  • View Reports on PBH

Q: Retired, dividend-income investor....balanced portfolio. I have almost full positions in both PBH and PLC. If I was to top up only one of these, which one would you choose and why? It appears the analysts favor PLC as having more upside. This is TFSA money. Your opinion?
Thxs.

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Read Answer Asked by Stephen on August 11, 2022