Investment Q&A

• Canadian National Railway Company (CNR $144.93)
  • $144.93 P/E (TTM): 18.92X Cap: $88.52B
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Q: Please give me your thoughts on CNR's successful bid for Kansas City Southern. Is this good for CNR's stock in the short and long term. Any pertinent comments would be appreciated. Thanks

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Read Answer Asked by Brian on May 14, 2021

• Exchange Income Corporation (EIF $105.17)
  • $105.17 P/E (TTM): 36.03X Cap: $5.90B
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Q: thoughts on the quarter please?

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Read Answer Asked by blake on May 14, 2021

Q: Which of these two would be best suited for RRSP accounts vs Taxable accounts?

I would note that analyst price targets are quite wide ranging for BEP.UN. Can you please shed some light on why you think this is so?

Thanks for your insights.

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Read Answer Asked by Arthur on May 14, 2021

• Enbridge Inc. (ENB $75.40)
  • $75.40 P/E (TTM): 22.73X Cap: $164.54B
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Q: Good morning,

In light of the most recent overtures by the Michigan State governor, could you please offer some insights ? Is this a manageable event ?
Thank you.

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Read Answer Asked by Brad on May 14, 2021

• Superior Plus Corp. (SPB $6.53)
  • $6.53 P/E (TTM): 12.88X Cap: $1.42B
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Q: Your view on their latest quarter?
Thanks

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Read Answer Asked on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA $15.30)
  • $15.30 P/E (TTM): 16.24X Cap: $510M
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• Domino's Pizza Inc (DPZ $370.82)
  • $370.82 P/E (TTM): 20.52X Cap: $12.47B
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Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

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Read Answer Asked by Michael on May 14, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $46.60)
  • $46.60 Cap: $31.69B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.50)
  • $57.50 Cap: $8.16B
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Q: With the ongoing slide in share price for these equities, at what point would you recommend increasing one's holdings. Thank you.

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Read Answer Asked by Donald on May 13, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: What do make of INE s earnings this quarter as they reported May 11th? How much did the Texas storm effect them? many thanks

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Read Answer Asked by adam on May 12, 2021

• Dominion Energy Inc. (D $62.77)
  • $62.77 P/E (TTM): 17.99X Cap: $55.17B
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• NextEra Energy Inc. (NEE $93.15)
  • $93.15 P/E (TTM): 28.14X Cap: $194.24B
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• PPL Corporation (PPL $38.64)
  • $38.64 P/E (TTM): 24.13X Cap: $29.06B
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• Williams Companies Inc. (The) (WMB $72.00)
  • $72.00 P/E (TTM): 33.57X Cap: $88.04B
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Q: Looking to sell this US utility as the price appreciation is not there though I like the div. Can you name three possible replacement and would Dominion D be one of them.

Thanks

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Read Answer Asked by Mark on May 12, 2021

• Keyera Corp. (KEY $53.40)
  • $53.40 P/E (TTM): 27.93X Cap: $12.24B
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Q: Your thoughts on their 1/4 please, Thanks

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Read Answer Asked by Greg on May 12, 2021

• Slate Grocery REIT (SGR.UN $15.57)
  • $15.57 P/E (TTM): 0.07X Cap: $940M
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• DRI Healthcare Trust (DHT.UN $16.45)
  • $16.45 Cap: $916M
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Q: Can I get your thoughts on the DHT.un and SGR.un's quarterly report? Any "hit the sell button right away" red flags for sgr.un?

Thanks.

John

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Read Answer Asked by john on May 12, 2021

• Brookfield Business Partners L.P. (BBU.UN $44.00)
  • $44.00 Cap: $9.25B
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Q: Would you please give me your thoughts on BBU's monetization plans for Clarios and Westinghouse and the impact on the value of the stock.
Thanks
Bob Rose

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Read Answer Asked by Robert on May 11, 2021

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.76)
  • $48.76 P/E (TTM): 4.63X Cap: $27.14B
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Q: Hi, I have owned the three big Telcos BCE, Rogers and Telus for about four years now. Since I have owned these companies Bell and Telus have raised their dividends on an annual basis and semi annual basis as is the case with Telus. However, Rogers has not raised its dividend since January 2019. Do you have any idea why Rogers does no raise their dividend as often as BCE and Telus? Also, how would you rank the three of them in terms of preference on a total return basis where 1 is the most preferred. Many thanks.

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Read Answer Asked by Anthony on May 11, 2021

• Topaz Energy Corp. (TPZ $31.09)
  • $31.09 P/E (TTM): 39.75X Cap: $4.78B
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Q: I noticed that Topaz Energy is a subsiduary of Tourmaline with an interesting royalty model and a good dividend. It's a recent IPO.
I wondered what you think of its prospects.

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Read Answer Asked by Olga on May 11, 2021

• Algonquin Power & Utilities Corp. (AQN $8.65)
  • $8.65 Cap: $6.64B
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Q: I’m down approximately 7% on AQN at $19.20. What are your views on prospect of recovery? Is this a hold/sell/buy?

Thanks.

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Read Answer Asked by Ash on May 10, 2021

• Exxon Mobil Corporation (XOM $160.69)
  • $160.69 P/E (TTM): 24.0X Cap: $669.55B
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Q: I have received voting materials from XOM and there is a lot of discussion about a hedge fund called "Engine No. 1" that is trying to insert some directors on the board of XOM. This is interesting to me. Are you familiar with this effort? Can that even happen? And should I follow XOM's advice and vote along party lines?

Thanks.

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Read Answer Asked by Marilou on May 10, 2021

• Canadian Natural Resources Limited (CNQ $66.15)
  • $66.15 P/E (TTM): 12.5X Cap: $137.98B
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Q: Hi, please comment on latest quarterly results.
Thanks,
Dan

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Read Answer Asked by Daniel on May 10, 2021

• Fortis Inc. (FTS $79.02)
  • $79.02 P/E (TTM): 22.4X Cap: $40.09B
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• Northland Power Inc. (NPI $24.00)
  • $24.00 Cap: $6.27B
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Q: Hi

Do you think it is wise to exchange Fts for npi due to their recent trajectory. I have 2000 Fts thinking about selling500 and purchasing npi. What do you think about this strategy.

Thanks
Mike

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Read Answer Asked by Michael on May 10, 2021

• Labrador Iron Ore Royalty Corporation (LIF $29.67)
  • $29.67 P/E (TTM): 18.86X Cap: $1.89B
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Q: Would you please provide your thoughts regarding their quarterly report from Friday. Thank you. John

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Read Answer Asked by John Orlebar on May 10, 2021

• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 18.95X Cap: $120.33B
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• BCE Inc. (BCE $34.06)
  • $34.06 P/E (TTM): 5.19X Cap: $31.76B
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• TC Energy Corporation (TRP $88.16)
  • $88.16 P/E (TTM): 26.84X Cap: $91.83B
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Q: Of these 3 companies, what would the order in which you would invest (as of today)?

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Read Answer Asked by Eugene on May 10, 2021