Investment Q&A

• Income Portfolio (Income)
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Q: Which stocks in the Income Portfolio would likely underperform in a rising interest rate environment?

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Read Answer Asked by Mike on November 06, 2021

• K-Bro Linen Inc. (KBL $36.26)
  • $36.26 P/E (TTM): 22.08X Cap: $471M
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Q: Held KBL is a number of years. Has a nice dividend but it seems to be going nowhere. Noticed one analyst had price target of $53. Your thoughts?

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Read Answer Asked by Albert on November 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.45)
  • $53.45 P/E (TTM): 6.05X Cap: $3.91B
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• iShares Russell 2000 Growth ETF (IWO $337.45)
  • $337.45 P/E (TTM): 22.36X Cap: $13.31B
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• BMO Aggregate Bond Index ETF (ZAG $14.00)
  • $14.00 Cap: $12.27B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $54.28)
  • $54.28 P/E (TTM): 18.19X Cap: $26.78B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.53)
  • $43.53 P/E (TTM): 15.96X Cap: $1.13B
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• Purpose International Dividend Fund (PID $32.87)
  • $32.87 P/E (TTM): 24.8X Cap: $169M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.90)
  • $47.90 P/E (TTM): 20.67X Cap: $629M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $48.35)
  • $48.35 P/E (TTM): 6.44X Cap: $3.78B
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• iShares Biotechnology ETF (IBB $176.36)
  • $176.36 P/E (TTM): 20.63X Cap: $8.72B
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• State Street SPDR S&P 500 ETF Trust (SPY $687.35)
  • $687.35 P/E (TTM): 26.17X Cap: $698.67B
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• INVESCO QQQ Trust (QQQ $607.87)
  • $607.87 P/E (TTM): 30.22X Cap: $397.12B
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Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

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Read Answer Asked by Ben on November 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $43.97)
  • $43.97 Cap: $28.76B
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• Algonquin Power & Utilities Corp. (AQN $9.31)
  • $9.31 Cap: $7.15B
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• Northland Power Inc. (NPI $20.06)
  • $20.06 Cap: $5.24B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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• Boralex Inc. Class A Shares (BLX $27.24)
  • $27.24 Cap: $2.79B
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Q: If you were to rate the above renewable energy stocks (including the ones you're aware of but not listed above) for yield+growth potential what would be your order of ranking? Thanks.

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Read Answer Asked by Victor on November 05, 2021

• Enbridge Inc. (ENB $71.80)
  • $71.80 P/E (TTM): 26.98X Cap: $156.66B
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Q: Can you comment on Enbridge earnings?

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Read Answer Asked by Jamie on November 05, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $43.97)
  • $43.97 Cap: $28.76B
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Q: Hi,

Your comments on this company's results.

Thanks

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Read Answer Asked by Guy on November 05, 2021

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: With its recent wind farm issues in New Brunswick, is its current low price a good time to buy in? Do recent problems suggest the dividend may be at risk?

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Read Answer Asked by Jean on November 05, 2021

• BCE Inc. (BCE $35.69)
  • $35.69 P/E (TTM): 5.3X Cap: $33.28B
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Q: thoughts on the quarter please?


Thx

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Read Answer Asked by blake on November 05, 2021

• Parex Resources Inc. (PXT $22.23)
  • $22.23 P/E (TTM): 13.98X Cap: $2.14B
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Q: The stock price is at 22.90 as I am writing this. Where do believe the stock price should be today now that the q3 is out. If they meet there production guidance in 2022 and oil stays between 70 to 80 where do you see the price moving to.

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Read Answer Asked by Steve on November 04, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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Q: Looking at AW.UN for income. Are there any particular tax benefits or tax issues related to income received from a Royalty Income Fund such as AW.UN? How are taxes treated compared to regular dividend income? Would you hold AW.UN in registered or non registered? Thank you,

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Read Answer Asked by Patrick on November 04, 2021

• QUALCOMM Incorporated (QCOM $144.78)
  • $144.78 P/E (TTM): 28.81X Cap: $154.47B
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• AbbVie Inc. (ABBV $228.44)
  • $228.44 P/E (TTM): 171.61X Cap: $403.92B
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• JPMorgan Chase & Co. (JPM $297.30)
  • $297.30 P/E (TTM): 15.53X Cap: $801.82B
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• Realty Income Corporation (O $66.52)
  • $66.52 P/E (TTM): 61.24X Cap: $61.19B
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• Verizon Communications Inc. (VZ $49.86)
  • $49.86 P/E (TTM): 12.13X Cap: $210.29B
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• Williams Companies Inc. (The) (WMB $73.50)
  • $73.50 P/E (TTM): 37.81X Cap: $89.75B
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Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard

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Read Answer Asked by Howard on November 04, 2021

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $67.19)
  • $67.19 Cap: $8.87B
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Q: What happens to my IPL stock if I did not select any option to liquidate the shares from Brookfield when the sale completed on Nov. 1

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Read Answer Asked by Kevin on November 04, 2021

• Labrador Iron Ore Royalty Corporation (LIF $31.27)
  • $31.27 P/E (TTM): 17.96X Cap: $2B
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Q: LIF has been dropping steadily since September. Where do you see a floor for the stock price given current economic conditions here and abroad?

Thank you.

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Read Answer Asked by Chris on November 04, 2021

• Keyera Corp. (KEY $52.08)
  • $52.08 P/E (TTM): 38.38X Cap: $11.94B
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Q: Keyera is down big today was their quarter that bad.

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Read Answer Asked by don on November 04, 2021

• Enbridge Inc. (ENB $71.80)
  • $71.80 P/E (TTM): 26.98X Cap: $156.66B
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• Pembina Pipeline Corporation (PPL $60.67)
  • $60.67 P/E (TTM): 20.91X Cap: $35.25B
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Q: Could you advise on what 5I would consider to be one of your most secure 6% dividend with the most share price stability? Tks. Larry

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Read Answer Asked by Larry on November 04, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $43.97)
  • $43.97 Cap: $28.76B
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Q: I want to put money into TFSA's in the New Year. Thinking of transferring shares of BEP.UN from open account to TFSA's since they do not receive the dividend tax credit - but wondering if this is a good idea or bad for taxes?
It will trigger capital gains - but any stocks transferred from open to TFSA will do the same.

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Read Answer Asked by Stephen on November 04, 2021

• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X
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Q: Peter; Is ERF mainly a gas or oil producer? Thanks. Rod

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Read Answer Asked by Rodney on November 03, 2021

• Algonquin Power & Utilities Corp. (AQN $9.31)
  • $9.31 Cap: $7.15B
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• Capital Power Corporation (CPX $64.02)
  • $64.02 P/E (TTM): 22.31X Cap: $9.96B
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Q: CPX accounts for 2.31% and AQN represents 4.63% of my unregistered portfolio. I was thinking of switching AQN into CPX or rebalancing so that each would be equal. Would there be another dividend producing utility that you would prefer over these two. I already own BEP(2.81%), BIP(2.23%), SPB(1.74%)and F(1.56%). Perhaps putting some of the AQN into one of the latter four mentioned? I do like the nice dividend that CPX provides. I am retired and have a decent pension and my portfolio is geared to dividend income.

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Read Answer Asked by Kevin on November 03, 2021

• Artis Real Estate Investment Trust Preferred Units Series E (AX.PR.E)
  • Cap: $920M
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• Birchcliff Energy Ltd. cumulative redeemable preferred shares series C (BIR.PR.C $24.97)
  • $24.97 P/E (TTM): 93.29X
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• Power Financial Corporation 6.00% Non-Cumulative 1st Pref Series I (PWF.PR.I $24.99)
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• Dividend 15 Split Corp. II Preferred Shares (DF.PR.A $10.50)
  • $10.50 Cap: $248M
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Q: I am hoping for three perpetual preferred shares trading near par with a yield of at least 4.5%.

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Read Answer Asked by Cory on November 03, 2021

• Gilead Sciences Inc. (GILD $147.64)
  • $147.64 P/E (TTM): 23.44X Cap: $183.17B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• AbbVie Inc. (ABBV $228.44)
  • $228.44 P/E (TTM): 171.61X Cap: $403.92B
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• Duke Energy Corporation (Holding Company) (DUK $128.46)
  • $128.46 P/E (TTM): 20.02X Cap: $99.89B
  • View DUK Profile
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• KeyCorp (KEY $21.00)
  • $21.00 P/E (TTM): 28.1X Cap: $22.88B
  • View KEY Profile
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• Realty Income Corporation (O $66.52)
  • $66.52 P/E (TTM): 61.24X Cap: $61.19B
  • View O Profile
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• Ventas Inc. (VTR $86.43)
  • $86.43 P/E (TTM): 159.15X Cap: $41.05B
  • View VTR Profile
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• Verizon Communications Inc. (VZ $49.86)
  • $49.86 P/E (TTM): 12.13X Cap: $210.29B
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• Lazard Inc. (LAZ $50.34)
  • $50.34 P/E (TTM): 20.31X Cap: $5.62B
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Q: Top USD stocks for dividend income please. Thanks.

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Read Answer Asked by Peter on November 03, 2021