Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $44.29)
  • $44.29 Cap: $29.13B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.09)
  • $48.09 P/E (TTM): 1138.07X Cap: $22.17B
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Q: Can you explain why these companies always appear to lose money ? Is there another way of gauging if these are companies that should be owned ?

Thanks,
Robbie

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Read Answer Asked by Robbie on March 04, 2021

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $20.53)
  • $20.53 P/E (TTM): 12.88X Cap: $503M
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Q: Hi gang, what would be your choice between pizza& burgers? Looking for a long term hold 4-5 years. Thanks
Alnoor

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Read Answer Asked by Alnoor on March 03, 2021

• Miscellaneous (MISC)
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Q: 10/15 div stocks that would be best in a market melt down (maintain div)
10/15 div sticks that would be best in inflation run up (no/low debt)
No consideration for sector or concentration needed.
US and Canadian stocks ok prefer Candian if there is a tie
Use credits as needed

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Read Answer Asked by Lorne on March 02, 2021

• Fortis Inc. (FTS $69.99)
  • $69.99 P/E (TTM): 20.74X Cap: $35.24B
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• IGM Financial Inc. (IGM $54.71)
  • $54.71 P/E (TTM): 13.16X Cap: $12.72B
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Q: Since Fortis is currently selling at a reduced price, I am considering selling my holdings in IGM in order to add to my holdings in Fortis. I would appreciate hearing your thoughts

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Read Answer Asked by Ronald on March 02, 2021

• Capital Power Corporation (CPX $73.59)
  • $73.59 P/E (TTM): 24.83X Cap: $11.45B
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• CT Real Estate Investment Trust (CRT.UN $16.16)
  • $16.16 P/E (TTM): 16.99X Cap: $3.83B
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Q: Which of these two would you favour?
Thank you

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Read Answer Asked by Reg on March 02, 2021

• PPL Corporation (PPL $36.41)
  • $36.41 P/E (TTM): 27.27X Cap: $27B
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Q: Your thoughts on Pembina Pipeline Corporation please. Both in terms of latest financial results and long term prospects for income and growth.

Thanks very much.

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Read Answer Asked by Dave on March 01, 2021

• TELUS Corporation (T $20.50)
  • $20.50 P/E (TTM): 32.05X Cap: $31.46B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: I was going to increase my position in TELUS. Thinking that I should take a small position in TIXT.CA. instead. Would be in a registered account for 3 to 5 years. Your thoughts,

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Read Answer Asked by David on March 01, 2021

• Boralex Inc. Class A Shares (BLX $27.95)
  • $27.95 Cap: $2.87B
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Q: Could I have your views on the latest quarter's earnings. Tnx

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Read Answer Asked by Jacques on March 01, 2021

• AltaGas Ltd. (ALA $41.02)
  • $41.02 P/E (TTM): 15.77X Cap: $12.28B
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Q: What do you think of their latest quarter and this company going forward.

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Read Answer Asked by don on March 01, 2021

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.07)
  • $0.07 Cap: $18M
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Q: Is this a buy hold or sell at the present price?

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Read Answer Asked by Dick on March 01, 2021

• Canadian Utilities Limited Class A Non-Voting Shares (CU $39.36)
  • $39.36 P/E (TTM): 23.95X Cap: $10.69B
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Q: Why does FTS always out-perform CU? Bought CU because of the higher dividend years ago and have a good capital gain. Now have some new money and want ( but not need) income so would you add more to CU or start a new position in FTS? As always, thanks for the pragmatic advice. Ron

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Read Answer Asked by Ronald on March 01, 2021

• Enbridge Inc. (ENB $65.52)
  • $65.52 P/E (TTM): 22.99X Cap: $142.89B
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• Pembina Pipeline Corporation (PPL $52.95)
  • $52.95 P/E (TTM): 17.91X Cap: $30.76B
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• Tidewater Midstream and Infrastructure Ltd. (TWM $5.97)
  • $5.97 Cap: $128M
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• Surge Exploration Inc. (SUR)
  • P/E (TTM): -1.2X Cap: $8M
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Q: I know the first three in RRSP's and down on them, was considering sellimg them and getting Enbridge in place for it's dividend mostly, is it likey to not be affected negatively in the new furure, good time to step in, what are your thoughts.
Regards

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Read Answer Asked by Don on March 01, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $44.29)
  • $44.29 Cap: $29.13B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $61.87)
  • $61.87 Cap: $23.11B
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Q: The drop in price in the last couple weeks for these two stocs has been considerable. Is there something more than the Texas problem involved here? Is its present price attractive for the next few years? I sorryfully missed your praise for Magna a couple months ago by bidding somwhat lower when it was $68.

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Read Answer Asked by GEORGE on March 01, 2021

• Maple Leaf Foods Inc. (MFI $26.58)
  • $26.58 P/E (TTM): 18.99X Cap: $3.29B
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Q: The earnings were a beat and I know that there is growing US interest in the company. Your thoughts on whether it is worth a long term hold. It also pays a dividend which it increased this year.

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Read Answer Asked by Murray on March 01, 2021

• Pembina Pipeline Corporation (PPL $52.95)
  • $52.95 P/E (TTM): 17.91X Cap: $30.76B
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Q: Your thoughts on their 1/4ly report and their future prospects.

Thanks

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Read Answer Asked by Greg on February 26, 2021

• QUALCOMM Incorporated (QCOM $180.72)
  • $180.72 P/E (TTM): 17.48X Cap: $194.99B
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• General Motors Company (GM $68.22)
  • $68.22 P/E (TTM): 13.31X Cap: $64.95B
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• JPMorgan Chase & Co. (JPM $309.35)
  • $309.35 P/E (TTM): 15.95X Cap: $850.63B
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• Verizon Communications Inc. (VZ $39.47)
  • $39.47 P/E (TTM): 8.49X Cap: $166.42B
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Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.

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Read Answer Asked by Peter on February 26, 2021

• BCE Inc. (BCE $31.88)
  • $31.88 P/E (TTM): 69.7X Cap: $29.72B
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• Enbridge Inc. (ENB $65.52)
  • $65.52 P/E (TTM): 22.99X Cap: $142.89B
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• Loblaw Companies Limited (L $55.71)
  • $55.71 P/E (TTM): 6.89X Cap: $66.23B
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• Fortis Inc. (FTS $69.99)
  • $69.99 P/E (TTM): 20.74X Cap: $35.24B
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Q: Any rationale why these solid dividend growers are unloved right now? They are all well off their highs and 3 of the 4 pay very good divs. Is it 'risk on' causing these to be ignored? I am tempted to add to all of them with the expectation that at some point in the next 2-3 years we will hit a 'risk off' market and these will recovery nicely

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Read Answer Asked by Greg on February 25, 2021

• iShares Core High Dividend ETF (HDV $118.22)
  • $118.22 P/E (TTM): 19.84X Cap: $11.17B
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• State Street SPDR S&P Dividend ETF (SDY $136.08)
  • $136.08 P/E (TTM): 21.35X Cap: $19.75B
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Q: The question is what ETF is the best match for me based on

1. my normal stock selection is large blue chip dividend paying companies
2. this ETF is in my RRSP, I am assuming it should be purchased in American funds. (unless you say otherwise.) US or Canadian ?
3. I am thinking a broad based ETF, possibly a "dividend aristocrat" or just whole market but not sure of what the difference would be.

thanks

Ernie

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Read Answer Asked by Ernest on February 25, 2021

• Algonquin Power & Utilities Corp. (AQN $7.82)
  • $7.82 Cap: $6B
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• Capital Power Corporation (CPX $73.59)
  • $73.59 P/E (TTM): 24.83X Cap: $11.45B
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• Boralex Inc. Class A Shares (BLX $27.95)
  • $27.95 Cap: $2.87B
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Q: Peter; It seems to me that there is a general selling of the renewable area, AQN,CPX,BLX etc, . Just profit taking after the huge run up or a back to the past oil switch to the energy sector? Thanks,
Rod

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Read Answer Asked by Rodney on February 25, 2021

• Exchange Income Corporation (EIF $77.73)
  • $77.73 P/E (TTM): 30.25X Cap: $4B
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• BMO Premium Yield ETF (ZPAY $32.88)
  • $32.88 P/E (TTM): 29.76X Cap: $367M
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Q: Straight up, which of these two investments would you prefer, would there be too much correlation or would they compliment each other, thanks?

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Read Answer Asked by Pat on February 25, 2021