Investment Q&A

• PPL Corporation (PPL $35.49)
  • $35.49 P/E (TTM): 27.01X Cap: $26.60B
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• Enbridge Inc. (ENB $67.25)
  • $67.25 P/E (TTM): 23.89X Cap: $146.67B
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• Alaris Equity Partners Income Trust (AD.UN $19.27)
  • $19.27 P/E (TTM): 6.28X Cap: $875M
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• Exchange Income Corporation (EIF $70.37)
  • $70.37 P/E (TTM): 27.68X Cap: $3.62B
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Q: I am coming up on the 30 day mark where I can repurchase shares that I sold to harvest some tax loses. Granted the market has been strong of late but I purchased some proxies on your recommendation and they have performed well. Which would you refer at this point AD or EIF and similarly PPL vs ENB?
Thank you for your continued support and guidance

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Read Answer Asked by Marty on May 11, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.12)
  • $31.12 P/E (TTM): 1022.05X Cap: $14.14B
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Q: At this time , would you prefer BIP over BAM to hold in a TFSA?

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Read Answer Asked by steve on May 11, 2020

• Suncor Energy Inc. (SU $59.15)
  • $59.15 P/E (TTM): 12.39X Cap: $71.76B
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• Canadian Natural Resources Limited (CNQ $45.28)
  • $45.28 P/E (TTM): 10.97X Cap: $94.57B
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Q: Outlook for CNQ vis a vis SU over the next year?

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Read Answer Asked by GEORGE on May 11, 2020

• TELUS Corporation (T $21.91)
  • $21.91 P/E (TTM): 34.53X Cap: $33.63B
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Q: Could you please comment on Telus earnings?

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Read Answer Asked by Geoffrey on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.79)
  • $42.79 P/E (TTM): 1022.05X Cap: $19.57B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.93)
  • $55.93 Cap: $7.36B
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Q: There is news that Brookfield Infrastructure LP reduced the dividend by 10%. I suspect this simply reflects the dividends declared on Brookfield Infrastructure Corp, not a real reduction for the enterprise as a whole. Is this correct?

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Read Answer Asked by Carl on May 08, 2020

• Nutrien Ltd. (NTR $78.03)
  • $78.03 P/E (TTM): 183.92X Cap: $38.21B
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Q: Hi folks, please get opinion on Q results for Nutrien, and guidance going forward. Would you be a buyer at $50sh, with nice dividend, or would a better option in Ag space be Mosaic mos/n or Ag Atn/t, thanks, jb Piedmont QC

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Read Answer Asked by John on May 08, 2020

• Nutrien Ltd. (NTR $78.03)
  • $78.03 P/E (TTM): 183.92X Cap: $38.21B
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Q: NTR: never seems to report EPS in-line with guidance, price taker for fertilizers & has high P.R.. Positive side: low debt., retail business with higher margins than commodities. Why was recent Q so bad? Would now be a good time to buy this stock & is dividend sustainable?

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Read Answer Asked by James on May 08, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.12)
  • $31.12 P/E (TTM): 1022.05X Cap: $14.14B
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Q: Could you please comment on BIP earnings?

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Read Answer Asked by Geoffrey on May 08, 2020

• Fortis Inc. (FTS $67.39)
  • $67.39 P/E (TTM): 20.11X Cap: $33.93B
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• Algonquin Power & Utilities Corp. (AQN $7.59)
  • $7.59 Cap: $5.91B
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Q: I am looking at buying a regulated gas and electric utility company. I am considering AQN and FTS. Which of these would be your favourite and why? Is there a company that you prefer more than these for a long-term hold?

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Read Answer Asked by David on May 08, 2020

• Algonquin Power & Utilities Corp. (AQN $7.59)
  • $7.59 Cap: $5.91B
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Q: Hi, Could you please comment on Algonquin Power earnings. Thanks

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Read Answer Asked by rajeev on May 08, 2020

• Enbridge Inc. (ENB $67.25)
  • $67.25 P/E (TTM): 23.89X Cap: $146.67B
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Q: Good morning,
Are you concerned about the $1.9 billion in derivatives losses taken in the last quarter?
Thanks,
George

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Read Answer Asked by George on May 08, 2020

• Enbridge Inc. (ENB $67.25)
  • $67.25 P/E (TTM): 23.89X Cap: $146.67B
  • View ENB Profile
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• TC Energy Corporation (TRP $71.64)
  • $71.64 P/E (TTM): 17.76X Cap: $74.45B
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Q: What is your preference ENB vs TRP and why?

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Read Answer Asked by Thomas on May 08, 2020

• Sienna Senior Living Inc. (SIA $17.96)
  • $17.96 P/E (TTM): 45.58X Cap: $1.68B
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Q: Hi 5i Team:

I own less than one percent market value of SIA in my portfolio, which is down 32%. I am thinking to take the loss and buy something else. What is your take to sell or hold.

Thank you.

L

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Read Answer Asked by LOUISA on May 08, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.79)
  • $42.79 P/E (TTM): 1022.05X Cap: $19.57B
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Q: Would appreciate your comments on this fund. In which type of account would it best be purchased in - rrsp, tfsa, non registered corporate or unreg cash? Why?
thank you for providing your support. Looking for dividend paying capital preservation fund.

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Read Answer Asked by Lorraine on May 08, 2020

• Canadian National Railway Company (CNR $131.54)
  • $131.54 P/E (TTM): 17.82X Cap: $81.93B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.00)
  • $129.00 P/E (TTM): 17.08X Cap: $28.94B
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• Fortis Inc. (FTS $67.39)
  • $67.39 P/E (TTM): 20.11X Cap: $33.93B
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• Magna International Inc. (MG $63.46)
  • $63.46 P/E (TTM): 10.9X Cap: $18.19B
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• Thomson Reuters Corporation (TRI $233.30)
  • $233.30 P/E (TTM): 47.95X Cap: $105.14B
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Q: Hi Peter,
Like many, I'm interested in possibly buying a couple of stocks that have been hit by COVID but that should recover well when the world gets back to normal. However, I want to do this in a conservative way - with larger, stable companies with low debt and strong balance sheets; assured 'survivors'. Can you please suggest six North American stocks (other than banks) that I might consider. And would you see CGI (GIB) qualifying under those terms? Thanks as always.

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Read Answer Asked by James on May 07, 2020

• Enbridge Inc. (ENB $67.25)
  • $67.25 P/E (TTM): 23.89X Cap: $146.67B
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Q: When does ENB go X Dividend?

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Read Answer Asked by Les on May 07, 2020

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.71)
  • $19.71 P/E (TTM): 9.56X Cap: $1.64B
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Q: I held this company a fair while before the big acquisition. I sold for tax loss in Dec. and then bought back in Jan. for $16/sh; then, CV-19. They are still a major printer; so, I am thinking that they are not doing as much with all the closures. Do you think this is baked into the stock? How much debt. have they been paying off and do you think the dividend is sustainable? I am thinking of adding to my position - a tiny % of my total holdings of approx. 30 stocks.

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Read Answer Asked by James on May 07, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.56)
  • $39.56 P/E (TTM): 5.55X Cap: $1.02B
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Q: Since this ETF holds companies that have been increasing their dividends for 5 years, I am concerned that they will have to sell a bunch of their holdings at a low price if they do not increase their dividends this year. How does this work and should I be concerned?

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Read Answer Asked by Maria on May 07, 2020

• KP Tissue Inc. (KPT $9.55)
  • $9.55 P/E (TTM): 21.43X Cap: $95M
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Q: Hello, what’s the outlook for KP Tissue, I would think one can « hide » in such a company, although it is a very small cap? What is the payout ratio? Thanks, Martin

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Read Answer Asked by Martin on May 07, 2020

• Enbridge Inc. (ENB $67.25)
  • $67.25 P/E (TTM): 23.89X Cap: $146.67B
  • View ENB Profile
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Q: Good Morning,

Your thoughts on Enbridge quarterly results please!

Thanks

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Read Answer Asked by David on May 07, 2020