Investment Q&A

• Chartwell Retirement Residences (CSH.UN)
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Q: It seems interest-rate sensitive stocks might be a good place to be right now and my sense is REITS and the banks have been beaten up the most.
Not sure I'm ready to jump back into banks, but would consider it if you're bullish.
Would you give me your best ideas for REITs and possibly Dividend payers.
And do you think my theory is correct?

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Read Answer Asked by Kyle on May 23, 2019

• Medical Facilities Corporation (DR)
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Q: Can I get your opinion on DR? Seems to be on the downslope recently. Is this a good time to step in?

Thanks

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Read Answer Asked by Scott on May 23, 2019

• TELUS Corporation (T)
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Q: It seems that the Liberals will ban Or at least limit operations in Canada. If so,how might this impact TELUS? Thank you.

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Read Answer Asked by Steve on May 23, 2019

• Enbridge Inc. (ENB)
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Q: You seemed happy with ENB's last quarter. I notice it is one of the more shorted stocks. (Recent G&M article).Do you have thoughts on what the short argument would be?

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Read Answer Asked by michael on May 23, 2019

• Vodafone Group Plc (VOD)
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Q: Revisiting a question asked in February by Paul.
Vodafone?

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Read Answer Asked by Duane on May 23, 2019

• Alaris Equity Partners Income Trust (AD.UN)
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Q: "Alaris Royalty Corp. Announces A $100 Million Bought Deal Financing."
What does this do to their debt levels? Do you think this is a sign that all is not going so well at Alaris?

Thanks Always

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Read Answer Asked by Stephen on May 23, 2019

• Alaris Equity Partners Income Trust (AD.UN)
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Q: What do you think of the bought deal alaris is doing. Is this positive or negative.

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Read Answer Asked by don on May 23, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: For a energy utility for a long term hold in an rrsp does BEP.UN fit the bill or would Algonquin or Fortis be a better choice.

Thanks

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Read Answer Asked by Kolbi on May 22, 2019

• Loblaw Companies Limited (L)
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Q: Hello 5i,

What stocks can you suggest for Consumer cyclical and Consumer defense? Preferably stocks that pay a dividend .

Thanks Colette

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Read Answer Asked by Colette on May 22, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Can you please explain why there is tax withholding on these shares? Also, what percentage was withheld? Is the company domiciled in Bermuda?

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Read Answer Asked by Cory on May 22, 2019

• Restaurant Brands International Inc. (QSR)
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Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?

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Read Answer Asked by Aleem on May 21, 2019

• Power Financial Corporation (PWF)
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• Power Corporation of Canada Subordinate Voting Shares (POW)
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Q: My wife and I own POW and PWF respectively in our taxable accounts, both purchased earlier this year. There was an article in the Globe & Mail a couple of days ago about shareholder dissatisfaction with corporate governance, specifically referring to members of the Desmarais family.

https://www.theglobeandmail.com/business/article-power-corp-faces-shareholder-dissatisfaction-with-company-governance/

Any thoughts on this article? I get the feeling that this is not a new issue. Thanks.

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Read Answer Asked by Thomas on May 21, 2019

• Thomson Reuters Corporation (TRI)
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Q: Hi,

I own both versions of TRI stock and it does very well but I'm worried its momentum is unsustainable. If you look at a five year chart, it's becoming parabolic. Why is this company doing so well, has such a remarkable beta, and what are its prospects in the next five years?

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Read Answer Asked by Graeme on May 21, 2019

• Enbridge Inc. (ENB)
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• Inter Pipeline Ltd. (IPL)
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Q: Hi, was thinking of buying some IPL for some income and growth (50-50). What are your thoughts on company as far as debt,management ,and future stability, when we have a market correction.
Would hold for longer term 3-4+ years. Or would ENB be a better option with lower dividend.
Thanks

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Read Answer Asked by Brad on May 21, 2019

• Innergex Renewable Energy Inc. (INE)
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Q: Are you comfortable with the safety of Innergex common shares and the dividend? Debt and payout ratio seem high.

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Read Answer Asked by Carl on May 21, 2019

• Harvest Equal Weight Global Utilities Income ETF (HUTL)
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Q: Peter; I tried finding out what this etf holds but couldn’t find it on the TSX quote or the size etc. I assume it very new and do have an opinion on it for income? Thanks. Rod

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Read Answer Asked by Rodney on May 21, 2019

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: I need to free up some cash for investing and plan to reduce my Communication Services. I own both T and BCE. Which would you sell here?

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Read Answer Asked by Ross on May 21, 2019

• Alimentation Couche-Tard Inc. (ATD)
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• Diversified Royalty Corp. (DIV)
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Q: I have shares in these two companies in my TFSA. I have sold another position and would like to add the proceeds to one of these two. Which one do you believe has the greatest growth potential over a 5 year period? Thanks

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Read Answer Asked by Dennis on May 21, 2019

• AltaGas Ltd. (ALA)
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Q: how does this company rate

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Read Answer Asked by paul on May 21, 2019

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Emera Incorporated (EMA)
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• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: 10:15 AM 5/16/2019
1. Could you please provide the numbers for, and compare and comment on : debt levels, financial leverage, debt to cashflow, and payout ratios for EMA, FTS, AQN, BIP.UN, BEP.UN.
2. You seem to always rate EMA at the bottom of the list [Why?] but I believe EMA has sold off some significant assets [Emera Maine and others?, more to come?] so debt levels should be lower, so is it a secure buy now for long-term dividend income?
3. I worry that BIP and BEP both have extremely high payout ratios. You have suggested that a total of 15% of one's portfolio in these two would be acceptable. Are you still of that opinion?
Thank you........ Paul K

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Read Answer Asked by Paul on May 21, 2019