Investment Q&A

• Methanex Corporation (MX $63.75)
  • $63.75 P/E (TTM): 15.68X Cap: $4.97B
  • View MX Profile
  • View Questions on MX
• Alaris Equity Partners Income Trust (AD.UN $21.69)
  • $21.69 P/E (TTM): 5.84X Cap: $979M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: What is their debt? Can they survive if there is prolonged recession?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on March 12, 2020

• CI U.S. Quality Dividend Growth Index ETF (DGR.B $59.38)
  • $59.38 P/E (TTM): 23.62X Cap: $472M
  • View DGR.B Profile
  • View Questions on DGR.B

Q: I found this ETF when looking at some of the top ETF providers by AUM in Canada and noticed CI First asset was #5... this looks like a blend of ZUQ and VGG, what do you think compared to some of the other US dividend ETFs trading in Canada? Would you recommend it, and what would be your opinion on CAD Hedge vs Unhedged given where our dollar is trading currently and future outlook
Thank you for the great service

Upvote 0

Read Answer Asked by Kyle on March 12, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $35.15)
  • $35.15 P/E (TTM): 54.07X Cap: $16.22B
  • View BIP Profile
  • View Questions on BIP

Q: Hi can you explain how this stock swap is going to work the market sure don’t like it a 20% drop since the announcement

Upvote 0

Read Answer Asked by Stan on March 12, 2020

• Whitecap Resources Inc. (WCP $11.63)
  • $11.63 P/E (TTM): 9.91X Cap: $14.08B
  • View WCP Profile
  • View Questions on WCP
• TORC Oil & Gas Ltd. (TOG $3.21)
  • View TOG Profile
  • View Questions on TOG

Q: What is the debt for these companies? What are the investing risks with either of these companies?
Thank you

Upvote 0

Read Answer Asked by Donna on March 11, 2020

• Pembina Pipeline Corporation (PPL $53.58)
  • $53.58 P/E (TTM): 18.94X Cap: $31.43B
  • View PPL Profile
  • View Questions on PPL
• Keyera Corp. (KEY $43.23)
  • $43.23 P/E (TTM): 33.83X Cap: $10.31B
  • View KEY Profile
  • View Questions on KEY

Q: Both of these stocks are getting hammered - yesterday and today. Is the market concerned about counterparty risk here? If so, which company is more exposed to customer default?

Upvote 0

Read Answer Asked by David on March 11, 2020

Q: What would be your top 10 or so "safe" high dividend payers to consider buying in this market?

Upvote 0

Read Answer Asked by Dustin on March 11, 2020

• BMO Covered Call Utilities ETF (ZWU $11.15)
  • $11.15 P/E (TTM): 18.74X Cap: $1.97B
  • View ZWU Profile
  • View Questions on ZWU

Q: I am looking for something to invest in our $6K annual TFSA contribution with 3-4 year time line. ZWU just reached a 52-week low and yield around 6% - would this be acceptable or can you make another recommendation?
Thanks!

Upvote 0

Read Answer Asked by Grant on March 11, 2020

• Exchange Income Corporation (EIF $93.35)
  • $93.35 P/E (TTM): 33.75X Cap: $4.94B
  • View EIF Profile
  • View Questions on EIF

Q: As compared to othe rstocks in your higher risk income portfolio any reasons why EIF has held up as compared to AD NFI and TCL to name but a few?

Upvote 0

Read Answer Asked by blake on March 11, 2020

• Canadian Natural Resources Limited (CNQ $48.05)
  • $48.05 P/E (TTM): 15.08X Cap: $99.55B
  • View CNQ Profile
  • View Questions on CNQ

Q: CNQ is now yielding 10%. Based on your analysis and current oil prices can they keep paying it?

Upvote 0

Read Answer Asked by Chad on March 11, 2020

• Ovintiv Inc. (DE) (OVV $39.69)
  • $39.69 P/E (TTM): 43.62X Cap: $10.06B
  • View OVV Profile
  • View Questions on OVV

Q: Hi can you please explain what the prospectus filing on March 6/2020 for OVV means, they will be selling common shares and securities? Reading some of the Sedar's filings but not totally clear to me, does this mean they are delisting the stock or just selling their portion of shareholder equity (shares and debt)?

I own these shares in a TFSA and Canadian non-registered account, would there be tax implications?

Thanks

Upvote 0

Read Answer Asked by Kimberely on March 11, 2020

• Enbridge Inc. (ENB $65.95)
  • $65.95 P/E (TTM): 25.3X Cap: $144.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: What do you think of adding 1/3% to ENB in this environment? ENB is currently 3.3% of my portfolio with an average cost of $45.75. Their record of dividend increases is impressive.

Also, is ENB adding many / any Wind or Solar assets to their mix? They hint at this in some communications.

Upvote 0

Read Answer Asked by Robert on March 11, 2020

• Bank of Montreal (BMO $188.64)
  • $188.64 P/E (TTM): 15.64X Cap: $134.55B
  • View BMO Profile
  • View Questions on BMO
• Enghouse Systems Limited (ENGH $19.10)
  • $19.10 P/E (TTM): 14.6X Cap: $1.06B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Aecon Group Inc. (ARE $34.18)
  • $34.18 P/E (TTM): 338.1X Cap: $2.13B
  • View ARE Profile
  • View Questions on ARE
• goeasy Ltd. (GSY $129.03)
  • $129.03 P/E (TTM): 9.78X Cap: $2.15B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Nutrien Ltd. (NTR $92.29)
  • $92.29 P/E (TTM): 53.98X Cap: $44.60B
  • View NTR Profile
  • View Questions on NTR

Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!

Upvote 0

Read Answer Asked by Bruce on March 11, 2020

Q: I have $87,000 to invest in my RRIF. At the age of 85, my required annual deduction is high. Could you recommend 4 or 5 stocks with good yields and a reasonable degree of safety to hold in my RRIF? Would any REITs be suitable for that purpose?

Upvote 0

Read Answer Asked by George on March 11, 2020

• Vermilion Energy Inc. (VET $12.14)
  • $12.14 Cap: $1.86B
  • View VET Profile
  • View Questions on VET

Q: Hello, how high is the risk of VET going bankrupt? Is VET could become a takeover target? Is another dividend cut possible? If it goes bankrupt, do we automatically loose all the money we still have in the company's stocks? Thanks, Gervais

Upvote 0

Read Answer Asked by Gervais on March 11, 2020

• Occidental Petroleum Corporation (OXY $42.70)
  • $42.70 P/E (TTM): 31.4X Cap: $42.06B
  • View OXY Profile
  • View Questions on OXY
• BP p.l.c. (BP $35.38)
  • $35.38 P/E (TTM): 22.68X Cap: $92.57B
  • View BP Profile
  • View Questions on BP

Q: In your opinion is the dividend at risk with BP PLC ADS?

Upvote 0

Read Answer Asked by BRYAN on March 11, 2020

• Exxon Mobil Corporation (XOM $129.89)
  • $129.89 P/E (TTM): 18.88X Cap: $547.76B
  • View XOM Profile
  • View Questions on XOM
• Methanex Corporation (MX $63.75)
  • $63.75 P/E (TTM): 15.68X Cap: $4.97B
  • View MX Profile
  • View Questions on MX

Q: Would you recommend selling Exxon and buying Methanex?
Thanks.

Upvote 0

Read Answer Asked by Joel on March 11, 2020

• Enbridge Inc. (ENB $65.95)
  • $65.95 P/E (TTM): 25.3X Cap: $144.33B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL $53.58)
  • $53.58 P/E (TTM): 18.94X Cap: $31.43B
  • View PPL Profile
  • View Questions on PPL
• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
  • View IPL Profile
  • View Questions on IPL

Q: The above pipeline companies are still declining. With declining interest rates I might have expected them to recover at least somewhat after the recent sharp declines. What is your perspective on these continuing price declines? Do you think the dividends are reasonably secure?

Upvote 0

Read Answer Asked by JAMES on March 10, 2020

• Pembina Pipeline Corporation (PPL $53.58)
  • $53.58 P/E (TTM): 18.94X Cap: $31.43B
  • View PPL Profile
  • View Questions on PPL

Q: I would appreciate your thoughts on PPL preferred shares. I own the G series, which have dropped significantly over the past few weeks.

Thanks,
John

Upvote 0

Read Answer Asked by John on March 10, 2020

• K-Bro Linen Inc. (KBL $34.50)
  • $34.50 P/E (TTM): 21.24X Cap: $455M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: KBL seems to be holding up better than most.
Do you think it is considered attractive?

Upvote 0

Read Answer Asked by Warren on March 10, 2020

• Marathon Petroleum Corporation (MPC $175.63)
  • $175.63 P/E (TTM): 18.43X Cap: $52.79B
  • View MPC Profile
  • View Questions on MPC
• Valero Energy Corporation (VLO $183.46)
  • $183.46 P/E (TTM): 37.52X Cap: $55.95B
  • View VLO Profile
  • View Questions on VLO
• Suncor Energy Inc. (SU $69.44)
  • $69.44 P/E (TTM): 16.15X Cap: $83.01B
  • View SU Profile
  • View Questions on SU

Q: Would you buy these and in what order?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on March 10, 2020