Investment Q&A

• Superior Plus Corp. (SPB $7.32)
  • $7.32 P/E (TTM): 14.57X Cap: $1.63B
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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 $14.22)
  • $14.22 P/E (TTM): 14.73X Cap: $479M
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• Domino's Pizza Inc (DPZ $323.73)
  • $323.73 P/E (TTM): 18.75X Cap: $11.03B
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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 $46.46)
  • $46.46 Cap: $31.17B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $50.67)
  • $50.67 Cap: $18.83B
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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 $61.97)
  • $61.97 P/E (TTM): 18.25X Cap: $55.39B
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• NextEra Energy Inc. (NEE $95.04)
  • $95.04 P/E (TTM): 28.94X Cap: $200.77B
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• PPL Corporation (PPL $37.10)
  • $37.10 P/E (TTM): 23.77X Cap: $28.09B
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• Williams Companies Inc. (The) (WMB $73.78)
  • $73.78 P/E (TTM): 35.24X Cap: $93.09B
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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 $49.60)
  • $49.60 P/E (TTM): 28.18X Cap: $11.26B
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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 $16.38)
  • $16.38 P/E (TTM): 0.07X Cap: $961M
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• DRI Healthcare Trust (DHT.UN $16.16)
  • $16.16 Cap: $889M
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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 $49.46)
  • $49.46 P/E (TTM): 4.37X Cap: $26.96B
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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 $31.63)
  • $31.63 P/E (TTM): 41.5X Cap: $4.91B
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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 $8.58)
  • $8.58 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 $147.25)
  • $147.25 P/E (TTM): 22.94X Cap: $641.96B
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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 $62.18)
  • $62.18 P/E (TTM): 12.52X Cap: $136.13B
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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 $76.76)
  • $76.76 P/E (TTM): 22.21X Cap: $39.88B
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• Northland Power Inc. (NPI $23.26)
  • $23.26 Cap: $6.06B
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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 $28.13)
  • $28.13 P/E (TTM): 17.83X Cap: $1.76B
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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 $106.96)
  • $106.96 P/E (TTM): 20.29X Cap: $128.62B
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• BCE Inc. (BCE $32.85)
  • $32.85 P/E (TTM): 4.8X Cap: $30.61B
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• TC Energy Corporation (TRP $89.60)
  • $89.60 P/E (TTM): 27.93X Cap: $90.33B
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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

• Manulife Financial Corporation (MFC $54.51)
  • $54.51 P/E (TTM): 17.25X Cap: $89.75B
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• TC Energy Corporation (TRP $89.60)
  • $89.60 P/E (TTM): 27.93X Cap: $90.33B
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Q: Hi Folks,
I have MFC in my RRSP account and it's been relatively flat since I bought it despite a good earnings report - I am thinking of switching to TRP - can I have your opinion please. Stick with MFC or go with TRP?
Thanks

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Read Answer Asked by JOHN on May 10, 2021

• Labrador Iron Ore Royalty Corporation (LIF $28.13)
  • $28.13 P/E (TTM): 17.83X Cap: $1.76B
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Q: Hi, LIFs quarterly results looked pretty decent to me but the market did respond well selling off close to 4% so far today? Thanks.

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Read Answer Asked by Gary on May 10, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.71)
  • $5.71 P/E (TTM): 18.6X Cap: $600M
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Q: hi. looking to add a name for income ( and hopefully some capital gain ). long term hold scenario. are you still ok with fiera? thoughts on dividend sustainability in rising interest rate market, and are rising rates good, bad, or neutral for fiera overall ?

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Read Answer Asked by chris on May 10, 2021

• Algonquin Power & Utilities Corp. (AQN $8.58)
  • $8.58 Cap: $6.64B
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Q: Dear 5i,

AQN pays a common share dividend defaulted in USD.
Is this an "eligible dividend" for Canadian investors?
AQN announcement says Canadian investors can request to receive it in CAD.
Can you help explain how to do this if I hold it in a Canadian brokerage account.

thanks

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Read Answer Asked by Ian on May 10, 2021