Investment Q&A

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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Q: Stocks like EMA and FTS have declined about 10-12% during the last four months whereas the TSX is up by about 12%. Are there any fundamental issues with these companies? Or the rotation of funds from utilities to riskier companies is causing the decline of the utilities?
Thank you for your insight.

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Read Answer Asked by Terry on February 22, 2021

• Superior Plus Corp. (SPB)
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Q: Is SPB now in a position to work with BAM to acquire a large size U.S.propane distributor such as Ferrellgas?
Thanks
Bob Rose

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Read Answer Asked by Robert on February 22, 2021

• WSP Global Inc. (WSP)
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• Jacobs Solutions Inc. (J)
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Q: May you please compare these two stocks and advise if you have a preference between the two of them, with an explanation as to why.

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Read Answer Asked by Christopher on February 22, 2021

• Algonquin Power & Utilities Corp. (AQN)
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• Innergex Renewable Energy Inc. (INE)
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• Boralex Inc. Class A Shares (BLX)
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• Brookfield Renewable Partners L.P. (BEP)
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Q: Do you have a preference between these stocks for a long term investment? Would you recommend purchasing an etf instead of a few stocks for exposure to the renewable energy sector?

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Read Answer Asked by Gary on February 22, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Business Partners L.P. (BBU.UN)
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• Brookfield Asset Management Inc Class A Limited (BAM)
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Q: I own a cross section of the Brookfield companies for a long term play. would you consider them a economy recovery theme?

Doug

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Read Answer Asked by Doug on February 22, 2021

• Brookfield Business Partners L.P. (BBU.UN)
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Q: If you where to choose currently .....with a view to one year horizon...which offers more potential return? Bam.a or Bbu.un?Why?

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Read Answer Asked by Kim on February 22, 2021

• Superior Plus Corp. (SPB)
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Q: Could you please give me a break down as to what this company does.
Thank you

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Read Answer Asked by Bill on February 22, 2021

• Ares Commercial Real Estate Corporation (ACRE)
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Q: I currently hold NWH.un in the REIT space and have been very happy with its overall return. Disregarding the more advantageous tax treatment accorded Canadian dividends, would you add ACRE to an otherwise pipeline, bank, lifeco, and phoneco-oriented income portfolio?

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Read Answer Asked by David on February 22, 2021

• Fortis Inc. (FTS)
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Q: Hello 5i: I ask about Fortis and know you continue to like it but I question the continued trend down and what will it take for it to reverse this action. Thank you Barb

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Read Answer Asked by Barbara on February 22, 2021

• Hydro One Limited (H)
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• Solar Alliance Energy Inc. (SOLR)
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Q: Hi,
Your comments on SOLR and H, please.
Thank you.

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Read Answer Asked by Thomas on February 22, 2021

• Capital Power Corporation (CPX)
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Q: Can you provide any insights on Capital Power's earnings, released this morning? Does today's news strengthen or weaken the thesis in investing in CPX?

Thanks.

John

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Read Answer Asked by john on February 22, 2021

• Capital Power Corporation (CPX)
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Q: What's up with the big miss on eps this quarter?

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Read Answer Asked by Robert on February 19, 2021

• TC Energy Corporation (TRP)
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• Power Corporation of Canada Subordinate Voting Shares (POW)
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Q: For an RSP retiree wanting reliable yield, which of these companies would you pick or would you have some of both in the portfolio?
Thnx

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Read Answer Asked by David on February 19, 2021

Q: We know of dividend increases when a company reports earning but is there a site that shows recent dividend increases buy all companies? Not sure if anyone / site tracks that.
Please advise.

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Read Answer Asked by Michael on February 19, 2021

• SNC-Lavalin Group Inc. (SNC)
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Q: I have decided to sell most of my SNC shares, which is a large holding in my portfolio.  The stock is in a strong uptrend with 9 bullish and 1 bearish technical 'events' in just the past 6 weeks.  Are there any other catalysts on the horizon that will influence the stock?  What would be your advice re divesting this particular stock?  I can see 3 options - sell in one shot and move on, put in a trailing stop limit order at say 10% below the current price to try and ride it higher, or stagger the sales over a 2-3 month period?  Or is there another approach that you would recommend? I appreciate your guidance.  Thank you.

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Read Answer Asked by Glenn on February 19, 2021

• Superior Plus Corp. (SPB)
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Q: Can I pls give me your updated view including stability of dividend?
Thank

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Read Answer Asked by Bill on February 19, 2021

• Superior Plus Corp. (SPB)
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Q: Good day everyone! With the sale of it's Chemical division PFB is now back to a pure play energy distributor. Currently owning a position in ENB this seems sufficient to me. Can you comment if I should stick with this one or suggest another Chemical/Industrial play here ? Thank you.

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Read Answer Asked by Roger on February 19, 2021

• Superior Plus Corp. (SPB)
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Q: Hi 5i gang,

Can I have your take on the sale of SPB's Specialty Chemical Business? I also noticed that M&B has purchased an addition 3 mm shares, now holding 22.175 mm as of Feb 12th. Can you tell me what % they hold vs BAMs, and possibly what their end game is?

Thx

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Read Answer Asked by Christopher on February 19, 2021

• Enbridge Inc. (ENB)
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Q: I have a held 4.7% position in Enbridge for 5yrs+, the average dividend yield over the period is 5.52% it will generate 5k in income for us this year. I would like to continue to hold all things being equal and the dividend not under serious risk. It would seem to me to keep the company strong they have to make a bigger push into renewable energy if this low carbon world is the future. Can you comment if you see Enbridge taking part this transition on the scale that's necessary and still keep the dividend reasonably secure.

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Read Answer Asked by Thomas on February 18, 2021

• Exchange Income Corporation (EIF)
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Q: Can you comment on earnings and outlook?

Thanks!

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Read Answer Asked by Denis on February 18, 2021