Investment Q&A

• Cenovus Energy Inc. (CVE $24.93)
  • $24.93 P/E (TTM): 14.34X Cap: $44.35B
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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 $25.01)
  • $25.01 P/E (TTM): 6.05X Cap: $14.39B
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• Tourmaline Oil Corp. (TOU $64.32)
  • $64.32 P/E (TTM): 17.85X Cap: $24.19B
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• Whitecap Resources Inc. (WCP $11.69)
  • $11.69 P/E (TTM): 9.9X Cap: $14.19B
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• Birchcliff Energy Ltd. (BIR $7.86)
  • $7.86 P/E (TTM): 27.96X Cap: $2.14B
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Q: I am planning to wind down my energy stocks over the next few months because they are now approaching 2014 highs and, historically, these highs are temporary. Which would you back out of soonest and why? Or would you disagree completely? Thanks in advance.
Jack

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Read Answer Asked by John on February 07, 2022

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.08)
  • $58.08 Cap: $21.61B
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Q: Do you see this as a reasonable entry point for a long-term hold of BEPC, for increasing dividend income and some capital growth? I hold BEPC in a taxable account, so I prefer BEPC over BEP.UN for tax reasons. Thank you!

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Read Answer Asked by Ian on February 07, 2022

• Algonquin Power & Utilities Corp. (AQN $8.55)
  • $8.55 Cap: $6.59B
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Q: I own some AQN and continue to watch it fall. Would you recommend adding more AQN at this price or buying Brookfield BEP-U?

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Read Answer Asked by Don on February 07, 2022

• Parex Resources Inc. (PXT $18.50)
  • $18.50 P/E (TTM): 11.45X Cap: $1.78B
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• Whitecap Resources Inc. (WCP $11.69)
  • $11.69 P/E (TTM): 9.9X Cap: $14.19B
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• Tamarack Valley Energy Ltd. (TVE $7.81)
  • $7.81 Cap: $385M
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Q: which one has the best chance for growth

thank you Lorraine

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Read Answer Asked by Lorraine on February 07, 2022

• Alaris Equity Partners Income Trust (AD.UN $20.12)
  • $20.12 P/E (TTM): 5.35X Cap: $912M
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Q: Peter your thoughts on Alaris please. I am looking for stable dividends. They are now investing with U.S. companies??? Is that a good thing, Thank you Ken

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Read Answer Asked by Ken on February 07, 2022

• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.8X Cap: $148.17B
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• Algonquin Power & Utilities Corp. (AQN $6.16)
  • $6.16 Cap: $4.69B
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• Manulife Financial Corporation (MFC $35.21)
  • $35.21 P/E (TTM): 15.33X Cap: $59.42B
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• Suncor Energy Inc. (SU $44.78)
  • $44.78 P/E (TTM): 14.15X Cap: $53.47B
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• BCE Inc. (BCE $23.51)
  • $23.51 P/E (TTM): 4.92X Cap: $21.95B
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• Bank of Nova Scotia (The) (BNS $69.29)
  • $69.29 P/E (TTM): 18.63X Cap: $85.80B
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Q: hello,
What would be your pick of six or seven Canadian names for a concentrated portfolio for "safe" and reliable income. Open to income trusts as well. Is my list "ok". What would you change? Aiming for better than 5% yield. Thanks

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Read Answer Asked by Carlo on February 07, 2022

• Clorox Company (The) (CLX $107.94)
  • $107.94 P/E (TTM): 16.53X Cap: $13.16B
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Q: 1-Your toughts about CLX after yesterday's drop.
2-Which ETF can I buy to be exposed to CLX?
Thank you

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Read Answer Asked by Serge on February 04, 2022

• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.8X Cap: $148.17B
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Q: Could ENB also be considered as a renewable energy play with its focus on renewables?

Thx

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Read Answer Asked by blake on February 04, 2022

• Algonquin Power & Utilities Corp. (AQN $8.55)
  • $8.55 Cap: $6.59B
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• Superior Plus Corp. (SPB $7.43)
  • $7.43 P/E (TTM): 107.17X Cap: $1.64B
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Q: Both stocks are categorized in Utilities sector, which company is a better buy today and why?

Thanks

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Read Answer Asked by Steve on February 04, 2022

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.08)
  • $58.08 Cap: $21.61B
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Q: I just read that Hydro Quebec has signed a forty year deal with Brookfield. Is this big news or just ho hum. thanks al

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Read Answer Asked by alex on February 04, 2022

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Topaz Energy Corp. (TPZ $28.28)
  • $28.28 P/E (TTM): 67.56X Cap: $4.34B
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Q: Hi Peter and Staff

PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on February 04, 2022

• Parex Resources Inc. (PXT $18.50)
  • $18.50 P/E (TTM): 11.45X Cap: $1.78B
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• Tamarack Valley Energy Ltd. (TVE $7.81)
  • $7.81 Cap: $385M
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• Headwater Exploration Inc. (HWX $8.92)
  • $8.92 P/E (TTM): 12.0X Cap: $2.10B
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Q: At present, I own HWX, I was thinking of buying one more energy stock and was looking at either PXT or TVE. What would be your choice and reason why. Also with the big rise in oil, is it too late in the game to make such a purchase. Thanks

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Read Answer Asked by Bruce on February 04, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $39.92)
  • $39.92 Cap: $26.47B
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Q: Hi, Can I get your analysis of this company? It has been on a severe downtrend for the last 2 years and shows some negative momentum. It seems the renewables are trending downwards and yet there is a push worldwide for more renewables. wondering if I should unload my shares to switch into bip and bam. Thanks

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Read Answer Asked by pietro on February 04, 2022

• Russel Metals Inc. (RUS $40.80)
  • $40.80 P/E (TTM): 14.25X Cap: $2.27B
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Q: Do you think Russell represents good value at this time? It has an almost 5% dividend and a P/E in the mid single digits.

Thanks

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Read Answer Asked by David on February 04, 2022

• Ready Capital Corporation (RC $2.53)
  • $2.53 Cap: $410M
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Q: Your comments on this stock. Would you buy here? Is the dividend safe?

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Read Answer Asked by Charles on February 03, 2022

• Aecon Group Inc. (ARE $27.28)
  • $27.28 P/E (TTM): 272.6X Cap: $1.72B
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• Russel Metals Inc. (RUS $40.80)
  • $40.80 P/E (TTM): 14.25X Cap: $2.27B
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Q: Got a bit of cash to invest for mid to long term in a non-secured account. . Looking at these two companies. The dividend and capital appreciation appear to be good. Your overall views? Thanks in advance.

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Read Answer Asked by Jacques on February 03, 2022

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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• MCAN Mortgage Corporation (MKP $21.98)
  • $21.98 P/E (TTM): 13.25X Cap: $887M
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Q: MKP this company seems to be a steady climber with a great dividend , is it one to buy or is there better ones in the same sector to pursue ? thanks

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Read Answer Asked by jim on February 03, 2022

• AbbVie Inc. (ABBV $227.70)
  • $227.70 P/E (TTM): 108.93X Cap: $402.36B
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• Verizon Communications Inc. (VZ $41.11)
  • $41.11 P/E (TTM): 8.74X Cap: $173.33B
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• Williams Companies Inc. (The) (WMB $60.93)
  • $60.93 P/E (TTM): 30.41X Cap: $74.40B
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Q: With a cash balance in a USD non-registered account, I would like to add a U. S. stock paying at least a 4% dividend. Any suggestions? Thank you.

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Read Answer Asked by Gerald on February 03, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $39.92)
  • $39.92 Cap: $26.47B
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• Algonquin Power & Utilities Corp. (AQN $8.55)
  • $8.55 Cap: $6.59B
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Q: Hello,
In the same vein as my question about BCE/T/RCI.B....
I own BIP.UN, BEP.UN and AQN in the same income-generating portfolio, around 16% of the total.
Does owning AQN simply duplicate the same space that BEP.UN does better, or is there some value to owning both?
Thanks again.

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Read Answer Asked by Roman on February 02, 2022

• Labrador Iron Ore Royalty Corporation (LIF $29.84)
  • $29.84 P/E (TTM): 17.24X Cap: $1.90B
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• Diversified Royalty Corp. (DIV $3.70)
  • $3.70 P/E (TTM): 21.47X Cap: $623M
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Q: these two companies pay high dividends, are either of them secure for their dividends going forward ? thanks

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Read Answer Asked by jim on February 02, 2022