Investment Q&A

• Brookfield Asset Management Inc Class A Limited (BAM)
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: Could you please explain to me why Bam. has such a small dividend at1.1%, compared to Bip. at 4.08 and Bep at 4.46. Also, which of the three might fare better in a downturn. Thanks, Ken

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Read Answer Asked by Ken on January 14, 2020

• Caldwell Partners International Inc. (The) (CWL)
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Q: I've been holding CWL for a few years. The dividend has been nice but the share price has remained pretty much static. Do you see any particular reason to continue to hold this company or is it time to move on to something with more upside potential?

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Read Answer Asked by Richard on January 13, 2020

• Enbridge Inc. (ENB)
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• TC Energy Corporation (TRP)
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• Inter Pipeline Ltd. (IPL)
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• Parkland Corporation (PKI)
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Q: Hi Peter, Ryan, and Team,

I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.

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Read Answer Asked by Jerry on January 13, 2020

• The Boeing Company (BA)
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• Exchange Income Corporation (EIF)
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Q: There is a lot of negative news out on Boeing and some companies ,GE for one hurting because of the falling investors are showing. Exchange (EIF) is also in the aeronautics business and do you think it could follow suit with a lets say sympathy drop??

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Read Answer Asked by Alan on January 12, 2020

• AT&T Inc. (T)
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• TELUS Corporation (T)
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Q: I was thinking of buying some AT&T for my RRSP and Telus for my TFSA. Your thoughts?

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Read Answer Asked by Nancy on January 12, 2020

• TELUS Corporation (T)
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• Fortis Inc. (FTS)
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Q: Looking to top up Fortis or Telus in the RRSP of a comfortably balanced overall portfolio for a 5-10 year hold. Which do you prefer?

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Read Answer Asked by Stan on January 10, 2020

• The AES Corporation (AES)
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Q: Good day your thoughts on AES:US

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Read Answer Asked by George on January 10, 2020

• Restaurant Brands International Inc. (QSR)
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Q: Thoughts on starting a position in this name for 3-5 year hold. One of few stocks that is trading closer to 52 week low than 52 week high - over time do you Think this will perform well.

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Read Answer Asked by Aleem on January 10, 2020

• Vermilion Energy Inc. (VET)
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Q: Hi ,

I am looking at adding VET for Dividend and Growth. How is their balance sheet ? Do you expect any pull back or good entry point ?

Do you think the dividend is safe here ?

I do have SU.to, WCP.to stocks.

Thanks,

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Read Answer Asked by Prakash on January 09, 2020

• Vermilion Energy Inc. (VET)
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Q: What is the mix of oil vs. gas revenues for Vermilion? Are there substantial revenues generated outside of oil & gas? Thanks.

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Read Answer Asked by Marco on January 09, 2020

• Canadian Pacific Kansas City Limited (CP)
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Q: Hello,
Your thoughts on CP rail, I am copying your balance portfolio and wonder if CP would be a fit for my portfolio.
thanks,
Jim

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Read Answer Asked by jim on January 09, 2020

• Nutrien Ltd. (NTR)
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Q: Do you think Nutrien is a buy here? I intend to hold for a while and I am looking for a reliable dividend. Cheers

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Read Answer Asked by Margot on January 09, 2020

• Westshore Terminals Investment Corporation (WTE)
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Q: What is the reason for the drop today? Would you view this as a buy op?

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Read Answer Asked by Brett on January 09, 2020

Q: My question is about Manhattan Bridge Capital Inc ( LOAN on NASDAQ).
The company pays a regular7.6% quarterly dividend and the stock trades in a range of $6.00 to $6.60. The company seems to have quite stable income but is highly leveraged. Nevertheless if the pundits are correct and we have low interest rates for 2020, would it make sense to borrow money at 5% to buy this stock? What could possibly go wrong?
Cheers
Ian

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Read Answer Asked by Ian on January 09, 2020

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: Is Andrew Pellar a Buy, hold or sell. My shares have slowly been declining.

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Read Answer Asked by William on January 08, 2020

• Exchange Income Corporation (EIF)
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Q: Please comment on Marc Cohones ( famed short seller) charges that EIF is essentially fraudulent. He claims they borrow money or dilute shares to pay their dividend among other misdeeds. In fact 2 years ago at the famed Grants’s conference he claimed several Canadian companies are fraudulent under a lax regulatory regime.

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Read Answer Asked by Frank on January 08, 2020

• Exchange Income Corporation (EIF)
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Q: Your thoughts on downgrade of Eif and forward analysis? Thanks

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Read Answer Asked by kenneth on January 08, 2020

• Enbridge Inc. (ENB)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Do you think there would be too much correlation investing in these three company's, or could they be different enough to buy all three, thanks?

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Read Answer Asked by Pat on January 08, 2020

• Exchange Income Corporation (EIF)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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Q: Hello, could you please give me your assessment of Chorus Aviation. I am considering it for inclusion in my TFSA after selling my Sentry Canadian Income (CIG50217). Also considering Exchange Income Corp. Please advise on both.
Thank you!
Doug Keene

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Read Answer Asked by Doug on January 08, 2020

• Information Services Corporation Class A Limited Voting Shares (ISV)
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Q: How would you rate ISV if looking for income with some growth in share price? Payout ratio?
Thanks,

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Read Answer Asked by Peter on January 07, 2020