Investment Q&A

• Westshore Terminals Investment Corporation (WTE $32.33)
  • $32.33 P/E (TTM): 23.41X Cap: $1.92B
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Q: Just read in the Globe and Mail that Jim Pattison bought an additional stake in WTE, costing him $9.4 million loonies. This caught my eye, aka attention...what does he see about the future of WTE? Me, wondering if it would be a good dividend investment going forward for the portfolio of income stocks. Keen to get 5iR's take.......Many thanks......Tom

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Read Answer Asked by Tom on May 12, 2022

• Leon's Furniture Limited (LNF $25.50)
  • $25.50 P/E (TTM): 16.51X Cap: $1.75B
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Q: Greetings 5i team and thank you for answering the phone during these rocky times.
The 30 Apr 22 Model Inc Portfolio has LNF at a 'B' whereas the 3 Sep 21 Report on LNF is 'B+'. Plse confirm LNF is a 'B+'. Also, if you were to write a report on LNF today would you be likely to maintain the 'B+'?
Thanks again
SP

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Read Answer Asked by Steve on May 11, 2022

• Icahn Enterprises L.P. (IEP $7.78)
  • $7.78 Cap: $4.87B
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• Cohen & Steers Quality Income Realty Fund Inc (RQI $12.63)
  • $12.63 Cap: $1.67B
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Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.

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Read Answer Asked by umedali on May 11, 2022

• TransAlta Corporation (TA $16.95)
  • $16.95 Cap: $5.07B
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Q: Follow-up question: : "The company noted it has reached its 40% renewables target." Does this include it's 60% ownership in Transalta renewable or is it in addition to.

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Read Answer Asked by Irwin on May 11, 2022

• Exchange Income Corporation (EIF $100.84)
  • $100.84 P/E (TTM): 33.58X Cap: $5.57B
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Q: Hi please comment on todays earnings release. Thanks a lot eh

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Read Answer Asked by Alan on May 11, 2022

• Superior Plus Corp. (SPB $6.64)
  • $6.64 P/E (TTM): 13.07X Cap: $1.43B
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• Alaris Equity Partners Income Trust (AD.UN $20.07)
  • $20.07 P/E (TTM): 5.63X Cap: $900M
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• Exchange Income Corporation (EIF $100.84)
  • $100.84 P/E (TTM): 33.58X Cap: $5.57B
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Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

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Read Answer Asked by Derek on May 11, 2022

• TransAlta Corporation (TA $16.95)
  • $16.95 Cap: $5.07B
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Q: Could you comment on transalta's first quarter results. What was it's cash flow/free cash flow per share. What are the cash flow/earnings per share estimates for the entire year. How do these compare to other companies in this sector.

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Read Answer Asked by Irwin on May 11, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW $67.03)
  • $67.03 P/E (TTM): 13.98X Cap: $42.20B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X
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Q: Hello Peter,
I would appreciate your comments on Enerplus results on May 5th. Is Powercorp a good long term hold for dividends and a bit of appreciation? Thanks very much.

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Read Answer Asked by umedali on May 10, 2022

• Intel Corporation (INTC $48.12)
  • $48.12 Cap: $228.62B
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• QUALCOMM Incorporated (QCOM $129.71)
  • $129.71 P/E (TTM): 26.17X Cap: $138.51B
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• AbbVie Inc. (ABBV $222.27)
  • $222.27 P/E (TTM): 93.08X Cap: $388.43B
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• Pfizer Inc. (PFE $26.67)
  • $26.67 P/E (TTM): 19.54X Cap: $151.19B
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• BCE Inc. (BCE $35.38)
  • $35.38 P/E (TTM): 5.27X Cap: $32.72B
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• Sun Life Financial Inc. (SLF $87.34)
  • $87.34 P/E (TTM): 14.01X Cap: $47.71B
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• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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• North West Company Inc. (The) (NWC $55.13)
  • $55.13 P/E (TTM): 18.61X Cap: $2.59B
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• Magna International Inc. (MG $76.87)
  • $76.87 P/E (TTM): 18.84X Cap: $21.30B
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• Exchange Income Corporation (EIF $100.84)
  • $100.84 P/E (TTM): 33.58X Cap: $5.57B
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Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.

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Read Answer Asked by Dave on May 10, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $52.17)
  • $52.17 P/E (TTM): 102.86X Cap: $23.87B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $64.87)
  • $64.87 Cap: $8.49B
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Q: Why are the price and yield different btw bipc.ca and bip.un:ca? Which one will be better for RRIF and TFSA account? Thanks

Alec

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Read Answer Asked by Alec on May 10, 2022

• Richards Packaging Income Fund (RPI.UN)
  • P/E (TTM): 16.45X Cap: $347M
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Q: Hi, Could you please comment on company’s earning release, its outlook and valuation. Thanks

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Read Answer Asked by rajeev on May 10, 2022

• ARC Resources Ltd. (ARX $27.64)
  • $27.64 P/E (TTM): 6.82X Cap: $15.73B
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Q: Your thoughts on the qtr and their arrangement with Cheniere?

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Read Answer Asked by Edgar on May 10, 2022

• Tourmaline Oil Corp. (TOU $66.11)
  • $66.11 P/E (TTM): 93.18X Cap: $25.97B
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Q: Tou announced a $1.50 special dividend payable May 19th. Do you have to own the stock up until it is paid, or only have to own on the day it was announced?

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Read Answer Asked by kenneth on May 10, 2022

• Suncor Energy Inc. (SU $82.50)
  • $82.50 P/E (TTM): 16.84X Cap: $97.12B
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• Canadian Natural Resources Limited (CNQ $66.46)
  • $66.46 P/E (TTM): 20.98X Cap: $138.73B
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Q: Please help me with this "Ginger" or Maryann" dilemma. For a two year hold potential combine upside, what's your choice between SU and CNQ? Thanks.

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Read Answer Asked by Victor on May 10, 2022

• Chemtrade Logistics Income Fund (CHE.UN $15.30)
  • $15.30 P/E (TTM): 17.73X Cap: $1.71B
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Q: Would appreciate your comments on their earnings.
With a payout ratio of 25% for the quarter and 48% for the year, do you see this as an attractive dividend stock at this time?
Thanks! ... Paul K

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Read Answer Asked by Paul on May 10, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.81)
  • $13.81 P/E (TTM): 6.96X Cap: $1.06B
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• BMO Aggregate Bond Index ETF (ZAG $13.73)
  • $13.73 Cap: $12.16B
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• BMO Covered Call Canadian Banks ETF (ZWB $25.32)
  • $25.32 P/E (TTM): 15.51X
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• BMO Equal Weight REITs Index ETF (ZRE $22.59)
  • $22.59 P/E (TTM): 25.68X Cap: $588M
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• BMO S&P 500 Index ETF (ZSP $100.47)
  • $100.47 P/E (TTM): 25.46X Cap: $20.64B
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• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.57)
  • $17.57 Cap: $673M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.05)
  • $102.05 Cap: $2.25B
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Q: Could you give me 7 diversified income etfs for 200000 rank them in order which ones you would pick up first etc. thanks

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Read Answer Asked by Ken on May 09, 2022

• Sylogist Ltd. (SYZ $3.72)
  • $3.72 Cap: $85M
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Q: Hi team. I have ~$15k for my TFSA and was wondering about SYZ and FIE for tax free income. I’m down quite a bit with SYZ in other RSP accounts but was wondering if it might be an opportunity now while waiting for some growth in the future. FIE has been good to me and the coupon is roughly the same as SYZ. Hate to be a dividend chaser. Should I buy now or buy something else? Appreciate your thoughts. Bill

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Read Answer Asked by William on May 09, 2022

• Pine Cliff Energy Ltd. (PNE $0.69)
  • $0.69 Cap: $247M
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• Marathon Oil Corporation (MRO)
  • P/E (TTM): 12.25X
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Q: can you comment on pine cliff and marathons earnings. they appear excellent but i value your opinion . dave

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Read Answer Asked by david on May 09, 2022

• VAALCO Energy Inc. (EGY $5.50)
  • $5.50 P/E (TTM): 19.96X Cap: $580M
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Q: Hi team,

Any views on Vaalco Energy ? Would you be a buyer now ? Or which energy stocks would you favor now for strong growth in the next two years ?

Gratefully,

Jacques IDS

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Read Answer Asked by Jacques on May 09, 2022

• Tourmaline Oil Corp. (TOU $66.11)
  • $66.11 P/E (TTM): 93.18X Cap: $25.97B
  • View TOU Profile
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Q: Your take on Tourmaline earnings?

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Read Answer Asked by hank on May 09, 2022