Investment Q&A

• BMO S&P 500 Index ETF (ZSP $103.25)
  • $103.25 P/E (TTM): 25.8X Cap: $21.35B
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• BMO Equal Weight Banks Index ETF (ZEB $63.18)
  • $63.18 P/E (TTM): 15.44X Cap: $5.24B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.80)
  • $53.80 P/E (TTM): 18.19X Cap: $27.98B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.43)
  • $64.43 P/E (TTM): 54.87X Cap: $670M
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.58)
  • $43.58 P/E (TTM): 16.81X Cap: $1.14B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $68.71)
  • $68.71 P/E (TTM): 12.53X Cap: $6.97B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $40.16)
  • $40.16 P/E (TTM): 11.93X Cap: $4.62B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $112.22)
  • $112.22 P/E (TTM): 32.57X Cap: $1.77B
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Q: Could you please provide your top 5 Canadian ETFS and top 3 dividend Canadian ETFs.  Rank the ETFs as well

Upvote 7

Read Answer Asked by Don on April 08, 2025

• Duke Energy Corporation (Holding Company) (DUK $131.79)
  • $131.79 P/E (TTM): 20.92X Cap: $102.54B
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• NextEra Energy Inc. (NEE $94.08)
  • $94.08 P/E (TTM): 28.51X Cap: $196.18B
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• American Water Works Company Inc. (AWK $137.22)
  • $137.22 P/E (TTM): 24.12X Cap: $26.79B
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• State Street Utilities Select Sector SPDR ETF (XLU $46.96)
  • $46.96 P/E (TTM): 23.28X Cap: $24.86B
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• Invesco Water Resources ETF (PHO $69.42)
  • $69.42 P/E (TTM): 27.46X Cap: $2.06B
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• Atmos Energy Corporation (ATO $190.36)
  • $190.36 P/E (TTM): 24.82X Cap: $31.37B
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Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks

Upvote 3

Read Answer Asked by alex on April 08, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $47.91)
  • $47.91 Cap: $32.58B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $50.81)
  • $50.81 P/E (TTM): 133.71X Cap: $13.82B
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• Enbridge Inc (ENB $54.32)
  • $54.32 P/E (TTM): 22.92X Cap: $118.67B
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• Fortis Inc. (FTS $57.60)
  • $57.60 P/E (TTM): 22.84X Cap: $29.36B
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• TC Energy Corporation (TRP $63.83)
  • $63.83 P/E (TTM): 27.45X Cap: $66.60B
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• Banco Latinoamericano de Comercio Exterior S.A. (BLX $54.36)
  • $54.36 Cap: $1.99B
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Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!

Upvote 3

Read Answer Asked by Michel on April 07, 2025

• Algonquin Power & Utilities Corp. (AQN $6.39)
  • $6.39 Cap: $4.92B
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Q: i picked up some algonquin yesterday. does the stock pay US dividends & should i journal it over to my USD side of my investment account

Upvote 1

Read Answer Asked by steve on April 07, 2025

• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 11.15X Cap: $232.43B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.62X Cap: $124.29B
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• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.41X Cap: $133.83B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.68X Cap: $50.01B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.51)
  • $96.51 P/E (TTM): 12.94X Cap: $20.72B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 69.7X Cap: $48.63B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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• Tourmaline Oil Corp. (TOU $61.20)
  • $61.20 P/E (TTM): 85.0X Cap: $23.69B
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• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.74X Cap: $17.17B
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• Miscellaneous (MISC)
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.28X Cap: $520M
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• EQB Inc. (EQB $113.28)
  • $113.28 P/E (TTM): 18.97X Cap: $4.14B
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• D2L Inc. Subordinate Voting Shares (DTOL $8.05)
  • $8.05 P/E (TTM): 34.81X Cap: $437M
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• Brookfield Corporation Class A Limited Voting Shares (BN $58.35)
  • $58.35 P/E (TTM): 79.44X Cap: $130.53B
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Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks

Upvote 47

Read Answer Asked by S on April 04, 2025

• Freehold Royalties Ltd. (FRU $17.15)
  • $17.15 P/E (TTM): 30.09X Cap: $2.81B
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Q: Hi
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks

Upvote 1

Read Answer Asked by Carlo on April 03, 2025

• WESCO International Inc. (WCC $303.51)
  • $303.51 P/E (TTM): 23.26X Cap: $14.76B
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Q: May I have your current opinion of this company; quality of management and growth. Thanks

Upvote 1

Read Answer Asked by Gerry on April 02, 2025

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $44.86)
  • $44.86 P/E (TTM): 4.14X Cap: $25.52B
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Q: Some brokers are downgrading RCI.B from Sector Outperform to Sector Perform and decreasing the target for this stock by almost 15%.
What is your insight for RCI.B looking forward ? Hold, sell or buy?
Any comments on the sustainability of the dividend will be appreciated.
Thanks again for your valuable comments.

Upvote 5

Read Answer Asked by Terry on April 02, 2025

• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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Q: why are analysts advising or hold or sell when Fortis is close to a 52 week high? I know there are probably as many opinions as there are analysts, but presumably they are informed opinions.

Upvote 6

Read Answer Asked by M.S. on April 02, 2025

• Pizza Pizza Royalty Corp. (PZA $15.79)
  • $15.79 P/E (TTM): 16.8X Cap: $526M
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Q: Hi 5i Team,
Pls comment on Pizza Pizza Royalty Corp. 4th qtr earning , same store sales keeps declining again,
Should I still hold it for income.?

Thanks for your guidance as always.

Upvote 3

Read Answer Asked by Pui on April 02, 2025

• RB Global Inc. (RBA $142.82)
  • $142.82 P/E (TTM): 53.03X Cap: $26.52B
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Q: What are your thoughts on RB Global prospects in the current environment given trade war and recession themes?

Upvote 5

Read Answer Asked by Doug on April 01, 2025

• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $50.81)
  • $50.81 P/E (TTM): 133.71X Cap: $13.82B
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• Emera Incorporated (EMA $73.95)
  • $73.95 P/E (TTM): 21.37X Cap: $22.40B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $72.19)
  • $72.19 P/E (TTM): 54.28X Cap: $8.10B
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• TransAlta Corporation (TA $19.36)
  • $19.36 Cap: $5.75B
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.55X Cap: $35.35B
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Q: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!

Upvote 10

Read Answer Asked by Doug on March 31, 2025

• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 11.15X Cap: $232.43B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.62X Cap: $124.29B
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• Canadian Natural Resources Limited (CNQ $64.16)
  • $64.16 P/E (TTM): 12.41X Cap: $133.83B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.68X Cap: $50.01B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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Q: I have lots of interest income and I know, although the money is 100% safe, I am paying top tax dollar. Do you have safe dividend alternatives to suggest??

Upvote 14

Read Answer Asked by Brenda on March 31, 2025

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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Q: I have heard advisors say that private credit (MICs like maybe Capital Direct) can be considered as part of a portfolio’s fixed income allocation. Would the same thing apply to publicly traded MICs such as Atrium, Mcan etc) as the distributions they pay out are considered interest income.

Upvote 1

Read Answer Asked by Paul on March 31, 2025

• TELUS Corporation (T $16.41)
  • $16.41 P/E (TTM): 22.79X Cap: $25.12B
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Q: If Telus is successful in selling a minority position in its tower network, will the proceeds be enough to "right the ship" in terms of its ability to continue paying its stated dividend, its debt/equity ratio and any other metric used to evaluate whether the company is investable at this time?

Would you buy Telus today with the idea that if such a deal does go through that is merely a potentially added benefit and if so at what price would you initiate a position?

Thanks for the great service.

Ian

Upvote 5

Read Answer Asked by Ian on March 31, 2025

• TELUS Corporation (T $16.41)
  • $16.41 P/E (TTM): 22.79X Cap: $25.12B
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Q: If telus sells it's towers, will they have to pay "rent" or lease them back?. What would be the net results to their earnings, since the sale would be a one time event to pay down the debt, I hope.

Thanks

Upvote 6

Read Answer Asked by auftar on March 31, 2025

• Magna International Inc. (MG $80.02)
  • $80.02 P/E (TTM): 19.94X Cap: $22.55B
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Q: How safe do you think Magna’s dividend is?

Current earnings/cash flow seem to cover the dividend quite well, and buybacks could always be stopped/reduced if needed to maintain the dividend.

Even if it takes a few years for the auto industry to recover, Magna’s over 5% dividend yield at least pays us to be patient (assuming Magna can adapt to whatever the future of the auto industry looks like)?

Upvote 4

Read Answer Asked by Patrick on March 31, 2025

• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 11.15X Cap: $232.43B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.62X Cap: $124.29B
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• Enbridge Inc. (ENB $75.17)
  • $75.17 P/E (TTM): 22.92X Cap: $164.04B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.68X Cap: $50.01B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.84X Cap: $40.58B
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• Enghouse Systems Limited (ENGH $16.50)
  • $16.50 P/E (TTM): 12.41X Cap: $899M
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• Magna International Inc. (MG $80.02)
  • $80.02 P/E (TTM): 19.94X Cap: $22.55B
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• Open Text Corporation (OTEX $28.83)
  • $28.83 P/E (TTM): 12.47X Cap: $7.22B
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• goeasy Ltd. (GSY $31.37)
  • $31.37 P/E (TTM): 2.28X Cap: $520M
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• Leon's Furniture Limited (LNF $26.24)
  • $26.24 P/E (TTM): 17.04X Cap: $1.80B
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• Hydro One Limited (H $58.94)
  • $58.94 P/E (TTM): 26.55X Cap: $35.35B
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Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.

Upvote 23

Read Answer Asked by Art on March 28, 2025

• A & W Food Services of Canada Inc. (AW $37.18)
  • $37.18 P/E (TTM): 16.24X Cap: $892M
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Q: Hello, I have noticed that AW has moved up $2 over the last 2 days which seems like a lot for a stock that has been moving down for the last 4 months. Other than an RBC target price of $34 has there been anything else to get this stock moving? Thanks,

Upvote 2

Read Answer Asked by Mark on March 28, 2025

• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 34.44X Cap: $49.36B
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Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al

Upvote 2

Read Answer Asked by alex on March 27, 2025