Investment Q&A

• Keg Royalties Income Fund (The) (KEG.UN $18.65)
  • $18.65 P/E (TTM): 169.64X Cap: $309M
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Q: Can you please provide your latest thoughts on this company. The stock has been performing very well.
I am thinking of making an initial investment in a TFSA. Looking for some growth in both stock price and dividend. It appears that the stars may be aligning for this company with capacity increasing and sadly the loss of many smaller restaurants.
Thanks for all your insights and ideas over the years!!!

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Read Answer Asked by Thomas on October 19, 2021

• Algonquin Power & Utilities Corp. (AQN $8.39)
  • $8.39 Cap: $6.48B
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• Northland Power Inc. (NPI $18.04)
  • $18.04 Cap: $4.63B
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• Capital Power Corporation (CPX $62.00)
  • $62.00 P/E (TTM): 21.78X Cap: $9.68B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $59.02)
  • $59.02 Cap: $22.38B
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Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

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Read Answer Asked by Chris on October 19, 2021

• Labrador Iron Ore Royalty Corporation (LIF $28.96)
  • $28.96 P/E (TTM): 16.88X Cap: $1.84B
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Q: LIF chosen as an example of a commodity stock and with connections to recovery expenditures.

Are we seeing a real drop in demand for the commodity, or a speculative dip on futures prices?

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Read Answer Asked by Danny on October 19, 2021

Q: What 5 companies would you recommend when starting a dividend portfolio?

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Read Answer Asked by Bill on October 18, 2021

Q: RDVY etf doesn't get brought up as much when compared with S&P500 (i.e. VOO). This ETF also has outperformed S&P500 over last 5 years. Would RDVY do better in an inflationary environment? What are you general thoughts?

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Read Answer Asked by Monu on October 18, 2021

• Rubellite Energy Corp. (RBY $2.44)
  • $2.44 P/E (TTM): 4.29X Cap: $229M
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Q: Good morning,

While it's early days for this company, do you have any insights. Also has Suzanne Riddell Rose enjoyed the same success in her companies as her husband ?

Thank you.

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Read Answer Asked by Brad on October 18, 2021

• AltaGas Ltd. (ALA $44.10)
  • $44.10 P/E (TTM): 17.29X Cap: $13.16B
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Q: I have a very small holding of ALA in a diversified portfolio. What's the outlook for ALA? Should I sell my small holding and replace with something else that you'd recommend.

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Read Answer Asked by Jacques on October 18, 2021

• Bank of Nova Scotia (The) (BNS $94.03)
  • $94.03 P/E (TTM): 18.2X Cap: $116.74B
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• BCE Inc. (BCE $32.07)
  • $32.07 P/E (TTM): 4.86X Cap: $30.03B
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• Enbridge Inc. (ENB $68.39)
  • $68.39 P/E (TTM): 25.66X Cap: $147.25B
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• Manulife Financial Corporation (MFC $47.66)
  • $47.66 P/E (TTM): 14.91X Cap: $80.30B
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• Canadian Imperial Bank Of Commerce (CM $118.19)
  • $118.19 P/E (TTM): 14.74X Cap: $111.52B
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• TELUS Corporation (T $19.02)
  • $19.02 Cap: $29.41B
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• Keyera Corp. (KEY $43.61)
  • $43.61 P/E (TTM): 18.16X Cap: $10.07B
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• Capital Power Corporation (CPX $62.00)
  • $62.00 P/E (TTM): 21.78X Cap: $9.68B
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• TFI International Inc. (TFII $115.41)
  • $115.41 P/E (TTM): 21.96X Cap: $9.49B
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• North West Company Inc. (The) (NWC $48.07)
  • $48.07 P/E (TTM): 16.97X Cap: $2.28B
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• Savaria Corporation (SIS $21.19)
  • $21.19 P/E (TTM): 25.67X Cap: $1.54B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.04)
  • $6.04 P/E (TTM): 24.24X Cap: $644M
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Q: Top 10 CAD Dividend Growth picks for RESP? 15 year time horizon.

If you have a link to such a portfolio would be happy to see.

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Read Answer Asked by Patrick on October 18, 2021

• Verizon Communications Inc. (VZ $41.19)
  • $41.19 P/E (TTM): 8.76X Cap: $174.89B
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• BCE Inc. (BCE $32.07)
  • $32.07 P/E (TTM): 4.86X Cap: $30.03B
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Q: In comparing the 2 which do you prefer and why?
Verizon has a higher, ROIC , cheaper forward P/E , and lower P/S but quite a bit higher PEG ratio. Interest coverage is also higher 7.6 compared to BCE at 4.41 x
Forecasted annual earnings growth 1-3 years for Verizon 1.6% compared to BCE at 7.2%
Thanks !

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Read Answer Asked by Gordon on October 18, 2021

• Suncor Energy Inc. (SU $63.25)
  • $63.25 P/E (TTM): 14.16X Cap: $75.92B
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• Cenovus Energy Inc. (CVE $25.68)
  • $25.68 P/E (TTM): 14.65X Cap: $46.37B
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• Keyera Corp. (KEY $43.61)
  • $43.61 P/E (TTM): 18.16X Cap: $10.07B
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• Peyto Exploration & Development Corp. (PEY $22.26)
  • $22.26 P/E (TTM): 12.9X Cap: $4.50B
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• Tourmaline Oil Corp. (TOU $61.91)
  • $61.91 P/E (TTM): 17.21X Cap: $23.55B
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• Vermilion Energy Inc. (VET $12.95)
  • $12.95 Cap: $1.96B
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• Whitecap Resources Inc. (WCP $11.72)
  • $11.72 P/E (TTM): 9.5X Cap: $14.09B
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• Freehold Royalties Ltd. (FRU $15.09)
  • $15.09 P/E (TTM): 19.32X Cap: $2.47B
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• Cardinal Energy Ltd. (CJ $9.15)
  • $9.15 P/E (TTM): 18.27X Cap: $1.45B
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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

• Pizza Pizza Royalty Corp. (PZA $14.57)
  • $14.57 P/E (TTM): 20.77X Cap: $482M
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Q: Hi, PZA continues to march along nicely while providing a high dividend. Technically it looks just fine. Your views on its outlook as a hold?

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Read Answer Asked by Jacques on October 18, 2021

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.49)
  • $13.49 P/E (TTM): 7.35X Cap: $1.06B
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• BMO Laddered Preferred Share Index ETF (ZPR $11.95)
  • $11.95 P/E (TTM): 4.72X Cap: $1.44B
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Q: I'm thinking of switching my CPD to ZPR because the return of ZPR has been significantly higher and the dividend is slightly higher. Curious what your thoughts are. Do you prefer one over the other? Any reason to own both - half in one, half in the other?

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Read Answer Asked by Carla on October 18, 2021

• Labrador Iron Ore Royalty Corporation (LIF $28.96)
  • $28.96 P/E (TTM): 16.88X Cap: $1.84B
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Q: Given diminishing growth in China, is it time to pull the pin on LIF? What are your general thoughts on this stock? Thank you.

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Read Answer Asked by Maureen on October 18, 2021

• Enbridge Inc. (ENB $68.39)
  • $68.39 P/E (TTM): 25.66X Cap: $147.25B
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• Pembina Pipeline Corporation (PPL $54.58)
  • $54.58 P/E (TTM): 18.92X Cap: $31.60B
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Q: Would you consider these two energy/pipeline stocks as a reasonable holding in one portfolio for several years? With the trends to devalue energy stocks due to climate changes and relevant government policies some investors or investment firms would start exiting such stocks. I myself , despite the all negative sentiment for energy stocks cannot see that combustion powered engines will disappear from roadways of North America ,Europe, Asia or Africa any time soon. Will they all be replaced by " inexpensive" electric engine driven vehicles? I can hardly see it. Perhaps in 50 years? What is your opinion on this matter?

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Read Answer Asked by Miroslaw on October 18, 2021

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
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Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?

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Read Answer Asked by Ron on October 15, 2021

• ARC Resources Ltd. (ARX $25.23)
  • $25.23 P/E (TTM): 6.11X Cap: $14.39B
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Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price

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Read Answer Asked by terrance on October 15, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $40.18)
  • $40.18 Cap: $26.28B
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• Algonquin Power & Utilities Corp. (AQN $8.39)
  • $8.39 Cap: $6.48B
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• Northland Power Inc. (NPI $18.04)
  • $18.04 Cap: $4.63B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Portfolio Analytics calls for 6% in the Utilities sector, at present made up of 33% Aqn, 33%, Bep.un, 20%Npi, 14% Rnw. Is this diversified enough, a good selection or do you have other suggestions ?
Thank you for your great investing service. Ian

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Read Answer Asked by Ian on October 15, 2021

• Enbridge Inc. (ENB $68.39)
  • $68.39 P/E (TTM): 25.66X Cap: $147.25B
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Q: Some analysts are wary of Enbridge's payout ratio vis a vis its dividend. Can you advise what the true payout ratio is, and in your view is there any concern it can't be met? Thanks, Bill.

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Read Answer Asked by Bill on October 15, 2021

• AT&T Inc. (T $25.27)
  • $25.27 P/E (TTM): 8.27X Cap: $181.48B
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• Verizon Communications Inc. (VZ $41.19)
  • $41.19 P/E (TTM): 8.76X Cap: $174.89B
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Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?

Thanks,
TJ

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Read Answer Asked by Travis on October 15, 2021

• Vanguard FTSE Emerging Markets ETF (VWO $53.92)
  • $53.92 P/E (TTM): 8.99X Cap: $101.11B
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• Vanguard Total International Stock (VXUS $73.16)
  • $73.16 P/E (TTM): 0.75X Cap: $105.40B
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• Vanguard FTSE Developed Markets ETF (VEA $59.71)
  • $59.71 Cap: $175.02B
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• WisdomTree International SmallCap Dividend Fund (DLS $76.61)
  • $76.61 P/E (TTM): 18.39X Cap: $965M
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• WisdomTree International MidCap Dividend Fund (DIM $76.59)
  • $76.59 P/E (TTM): 3.53X Cap: $156M
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Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.

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Read Answer Asked by Mark on October 14, 2021