Investment Q&A

• Kinder Morgan Inc. (KMI $27.28)
  • $27.28 P/E (TTM): 21.71X Cap: $59.82B
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• ONEOK Inc. (OKE $73.46)
  • $73.46 P/E (TTM): 13.17X Cap: $45.82B
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• Williams Companies Inc. (The) (WMB $59.75)
  • $59.75 P/E (TTM): 30.19X Cap: $71.95B
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Q: What US Utilities do you like?

Thanks, Patrick

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Read Answer Asked by Patrick on November 28, 2019

• Fortis Inc. (FTS $70.94)
  • $70.94 P/E (TTM): 20.09X Cap: $35.58B
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• Brookfield Renewable Partners L.P. (BEP.UN $37.33)
  • $37.33 Cap: $24.69B
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• Algonquin Power & Utilities Corp. (AQN $8.54)
  • $8.54 Cap: $6.53B
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• Northland Power Inc. (NPI $17.64)
  • $17.64 Cap: $4.60B
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Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.

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Read Answer Asked by Steve on November 28, 2019

• Pason Systems Inc. (PSI $11.99)
  • $11.99 P/E (TTM): 15.11X Cap: $927M
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Q: 10+ year hold....would you be buyers at this point?

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Read Answer Asked by Lee on November 28, 2019

• CanWel Building Materials Group Ltd. (CWX)
  • P/E (TTM): 7.2X Cap: $750M
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Q: Hi 5i, please provide your updated view on CanWel. Stock is on a tear since their last earnings report. Is the 10% dividend sustainable? Do you recommend or do you prefer another name in the sector?
Thanks
Rob

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Read Answer Asked by Robert on November 27, 2019

• Brookfield Infrastructure Partners L.P. (BIP.UN $47.86)
  • $47.86 P/E (TTM): 53.52X Cap: $22.17B
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• BMO Global Infrastructure Index ETF (ZGI $51.51)
  • $51.51 P/E (TTM): 11.43X Cap: $436M
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Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce

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Read Answer Asked by Marcel on November 27, 2019

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: Is this a good entry point for this stock

Thanks

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Read Answer Asked by Sean on November 27, 2019

• Algonquin Power & Utilities Corp. (AQN $8.54)
  • $8.54 Cap: $6.53B
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Q: Did a large investor or insider sell a large block of shares? My BMO account shows over 30 million traded.

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Read Answer Asked by Robert on November 27, 2019

• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.33)
  • $42.33 P/E (TTM): 20.51X Cap: $11.41B
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Q: what do you think about this stock moving foward to next year

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Read Answer Asked by wilson on November 27, 2019

• H&R Real Estate Investment Trust (HR.UN $10.22)
  • $10.22 Cap: $2.86B
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• Nutrien Ltd. (NTR $87.13)
  • $87.13 P/E (TTM): 50.64X Cap: $41.66B
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Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.

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Read Answer Asked by Dennis on November 27, 2019

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: FN is down over 5% on a secondary offering. Can I get your take on this, and also on what you think of First National as an investment now? Is there a similar company you feel would make a better investment?

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Read Answer Asked by John on November 26, 2019

• CenturyLink Inc. (CTL)
  • P/E (TTM): 9.7X Cap: $12.07B
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Q: Century Link on NYSE has a nice dividend. Please give your opinion on this stock and on how safe the dividend is. Could you list a couple of US income type stocks that you like.

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Read Answer Asked by Mike on November 26, 2019

• Vermilion Energy Inc. (VET $11.31)
  • $11.31 Cap: $1.73B
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Q: Do you view cutting dividend in half a positive or negative-14 percent seems inevitable to cut

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Read Answer Asked by terrance on November 26, 2019

• TELUS Corporation (T $17.43)
  • $17.43 Cap: $26.93B
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Q: Hello Peter and Team,
I hold a large position in TELUS. But I'm concerned about the impact of a possible decision by the Canadian (or other) governments to refuse to accept the Huawei 5G system. Your thoughts? If I believe that Huawei will be rejected, would it be better to exit, or at least reduce, TELUS? Thanks in advance.

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Read Answer Asked by James on November 26, 2019

• CVR Energy Inc. (CVI $26.29)
  • $26.29 P/E (TTM): 16.8X Cap: $2.77B
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Q: Your thoughts on CVR Energy
Thanks

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Read Answer Asked by George on November 26, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.85)
  • $22.85 P/E (TTM): 11.17X Cap: $1.91B
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Q: I am down 50% on Tcl.a. Would you sell, take the loss for tax purpose for 2019 or wait for a recovery? Thank you for your advice.

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Read Answer Asked by Serge on November 26, 2019

• Fortis Inc. (FTS $70.94)
  • $70.94 P/E (TTM): 20.09X Cap: $35.58B
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Q: Hi, Fortis just announced a fairly large secondary offering. What's your view? Thanks

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Read Answer Asked by rajeev on November 26, 2019

• Fortis Inc. (FTS $70.94)
  • $70.94 P/E (TTM): 20.09X Cap: $35.58B
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Q: Peter;;Could you comment on the FTS financing- is it a war chest offering for another take over or a honest debt reduction etc and is it an opportunity to buy some more ? Thanks,
. Rod

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Read Answer Asked by Rodney on November 26, 2019

• Leon's Furniture Limited (LNF $28.30)
  • $28.30 P/E (TTM): 11.15X Cap: $1.93B
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• RH (RH $182.37)
  • $182.37 P/E (TTM): 31.26X Cap: $3.21B
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Q: Do RH and LNF have similarities..other than the pop which RH had when Warren Buffet purchased RH. Which would you consider buying?

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Read Answer Asked by Shyam on November 25, 2019

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $173.05)
  • $173.05 P/E (TTM): 17.4X Cap: $12.28B
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Q: What is the outlook for CTC.A and would you recommend it as a good choice for my TFSA?

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Read Answer Asked by Sharon on November 25, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: I've been reading your comments on MSI and that you like the stock. With a P/E of 109 and negative cash flow and ROE and ROC below 5 %. I don't understand what is good about this company.

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Read Answer Asked by Paul on November 25, 2019