Investment Q&A

• Suncor Energy Inc. (SU $55.91)
  • $55.91 P/E (TTM): 11.97X Cap: $67.40B
  • View SU Profile
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• Enbridge Inc. (ENB $65.63)
  • $65.63 P/E (TTM): 22.89X Cap: $143.31B
  • View ENB Profile
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  • View Reports on ENB

Q: I noticed that SU and ENB were mentioned by your team as safe in capital preservation and dividends. Some analysts do point out that ENB has a high debt and therefore they conclude it is not as safe. Is this correct ?. In terms of safety, and long term investment (at least 5 years) which one would you preffer ?
Would you allocate 5% to each in a conservative porfolio ?, or less than 5% ?,
thanks

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Read Answer Asked by Alejandro (Alex) on August 20, 2019

Q: Hi Gang
Great job you guys are doing
Can you give me the top 10 Canadian dividend stocks that pay 5% or more in your opinion
Thanks Mike B

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Read Answer Asked by Mike on August 19, 2019

Q: as the Oaktree Financial deal looks imminent,will it be immediately accretive?
Thanks
Bob Rose

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Read Answer Asked by Robert on August 19, 2019

• Boston Pizza Royalties Income Fund (BPF.UN $20.57)
  • $20.57 P/E (TTM): 12.84X Cap: $505M
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Q: What do you think of Boston Pizza UNITS ,would you buy it for growth.thanks PHIL

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Read Answer Asked by philip on August 19, 2019

• AT&T Inc. (T $24.81)
  • $24.81 P/E (TTM): 14.28X Cap: $176.47B
  • View T Profile
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• BCE Inc. (BCE $32.17)
  • $32.17 P/E (TTM): 71.28X Cap: $30.16B
  • View BCE Profile
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Q: Looking to journal bce over to the US side of my rrsp and replace it with at&t to get more in US divides as well as higher yield do you feel these two names hold the same safety and growth profiles going forward or is there another stock you can suggest.

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Read Answer Asked by dennis on August 19, 2019

• Exchange Income Corporation (EIF $77.21)
  • $77.21 P/E (TTM): 30.15X Cap: $3.94B
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Q: EIF: high debt., high payout ratio & just incr. dividend, I believe? What is you investment thesis on this company. I have looked at many times, but have never bought. Are they paying dividend from FCF and not debt.?

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Read Answer Asked by James on August 16, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 7.35X Cap: $1.06B
  • View CPD Profile
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Q: CPD is at a 52 week low, RSI oversold at 16, and yielding over 5%. It appears to be an ideal time to buy for income. Do you agree?
Thank you.

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Read Answer Asked by Dennis on August 16, 2019

• M Split Corp. $5.00 Class I Preferred Shares (XMF.PR.B $5.30)
  • $5.30 Cap: $1M
  • View XMF.PR.B Profile
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Q: XMF.PR.B is a preferred split share fund from Quadravest. It invests solely in shares of Manulife . The fund sells at about $5.10 and pays a 7.3% dividend monthly. My understanding is that it has never missed paying the dividend in over 10 years. The fund guarantees to buy back your share at $5.00 on the anniversary date, which is December 1st 2024. It would appear to have bond like characteristics with a high payout. Your input would be appreciated.

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Read Answer Asked by Guy R. on August 16, 2019

• Suncor Energy Inc. (SU $55.91)
  • $55.91 P/E (TTM): 11.97X Cap: $67.40B
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB $65.63)
  • $65.63 P/E (TTM): 22.89X Cap: $143.31B
  • View ENB Profile
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  • View Reports on ENB
• Vermilion Energy Inc. (VET $10.43)
  • $10.43 Cap: $1.59B
  • View VET Profile
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• Superior Plus Corp. (SPB $7.98)
  • $7.98 P/E (TTM): 31.91X Cap: $1.78B
  • View SPB Profile
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• Alaris Equity Partners Income Trust (AD.UN $19.57)
  • $19.57 P/E (TTM): 6.36X Cap: $889M
  • View AD.UN Profile
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• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.19)
  • $23.19 Cap: $594M
  • View CHR Profile
  • View Questions on CHR

Q: Could you please rate the below as to capital preservation and dividend safety. comment on you choices if possible.
ENB,SU,VET,CHR,AD,SPB,BPY.
Thanks
Yossi

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Read Answer Asked by JOSEPH on August 16, 2019

• Diversified Royalty Corp. (DIV $3.47)
  • $3.47 P/E (TTM): 21.5X Cap: $580M
  • View DIV Profile
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Q: Any ideas on the lastest stock movement?

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Read Answer Asked by Dennis on August 16, 2019

• Alaris Equity Partners Income Trust (AD.UN $19.57)
  • $19.57 P/E (TTM): 6.36X Cap: $889M
  • View AD.UN Profile
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• Diversified Royalty Corp. (DIV $3.47)
  • $3.47 P/E (TTM): 21.5X Cap: $580M
  • View DIV Profile
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Q: In the current lower interest rate environment the "cash cow" type of yield investments like AD and DIV should be thriving and yet both stocks are being sold off of late. What am I missing here? You view would be much appreciated. Thanks.

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Read Answer Asked by Victor on August 16, 2019

• Americold Realty Trust Inc. (COLD $12.58)
  • $12.58 Cap: $3.61B
  • View COLD Profile
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Q: I have a small position in this company and I am thinking of building on it. It seems to have nice moat and their business is growing. What are thoughts on it? Thanks

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Read Answer Asked by Kevin on August 16, 2019

• Exchange Income Corporation (EIF $77.21)
  • $77.21 P/E (TTM): 30.15X Cap: $3.94B
  • View EIF Profile
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Q: Hi,

Any idea why the sudden drop in value ? Could it be related to the new rules regarding foreign ownership ?

thanks

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Read Answer Asked by Guy on August 16, 2019

• Savaria Corporation (SIS $21.90)
  • $21.90 P/E (TTM): 28.34X Cap: $1.56B
  • View SIS Profile
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Q: What would consider as a few "relatively" good names to own thru a recession if we are in/approaching one? Would SIS qualify?

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Read Answer Asked by Tom on August 15, 2019

• Bank of Nova Scotia (The) (BNS $91.84)
  • $91.84 P/E (TTM): 17.52X Cap: $114.05B
  • View BNS Profile
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Q: Good morning, we all know BNS has underperformed. Now it seems like South America is as rocky as ever. Venezuela and now Argentina are economic disasters and Brazil is going through plenty of volatility as Balsanaro implements his agenda. I know BNS is not in the 3 countries mentioned but how impactful could the latest SA economic woes be to BNS?? I would love to buy more shares with the 5% dividend but cautious due to SA exposure.

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Read Answer Asked by Robert on August 15, 2019

• Chartwell Retirement Residences (CSH.UN $20.38)
  • $20.38 P/E (TTM): 92.64X Cap: $5.93B
  • View CSH.UN Profile
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Q: can you comment on the quarter - i see FFO dropped in the quarter. short term or longer term issue?

Thanks

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Read Answer Asked by kelly on August 15, 2019

• iShares Diversified Monthly Income ETF (XTR $11.63)
  • $11.63 P/E (TTM): 19.12X Cap: $360M
  • View XTR Profile
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Q: Can you explain when I look at the profile on XTR and look at the charts the 1,3,5 and 20 year charts all show if you held this you would have lost money on share price.
Are the charts accurate? Are the dividends making up for the share price drop?

Thanks

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Read Answer Asked by fwb181 on August 15, 2019

• SIR Royalty Income Fund (SRV.UN $14.80)
  • $14.80 P/E (TTM): 12.67X Cap: $123M
  • View SRV.UN Profile
  • View Questions on SRV.UN

Q: Hi Team,
SRV.un is worth to buy for income ?
Thanks as always.
Tak

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Read Answer Asked by Tak on August 14, 2019

• AirBoss of America Corp. (BOS $4.66)
  • $4.66 Cap: $126M
  • View BOS Profile
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Q: Hi, I do not see any recent question about BOS. Please provide your feedback about the company and how would you rate it for 1-3 year time frame.
Thanks

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Read Answer Asked by Harpinder on August 14, 2019

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.19)
  • $23.19 Cap: $594M
  • View CHR Profile
  • View Questions on CHR

Q: How did feel about the quarterly results? Did not seem to affect the share price and the dividend seems to remain safe.

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Read Answer Asked by Barry on August 14, 2019