Investment Q&A

• Russel Metals Inc. (RUS $47.59)
  • $47.59 P/E (TTM): 15.4X Cap: $2.59B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X
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Q: Please comment on the recent quarter and the prospects for 2019 for VNR and RUS.
Regards,
Rob

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Read Answer Asked by Robert on February 11, 2019

Q: Peter; Just for those looking to park money for up to 3 years - BMO now has cashable GIC’s for 1,2and 3 years terms. Obviously the rate is adjusted for the cashability but the $100,000. guarantee is there. Publish if you wish.Rod

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Read Answer Asked by Rodney on February 11, 2019

• BCE Inc. (BCE $35.32)
  • $35.32 P/E (TTM): 5.32X Cap: $33.03B
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• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X
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• TELUS Corporation (T $18.10)
  • $18.10 P/E (TTM): 25.06X Cap: $28.16B
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• Power Corporation of Canada Subordinate Voting Shares (POW $66.03)
  • $66.03 P/E (TTM): 13.69X Cap: $41.05B
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Q: Hello 5i,
I am down 11% in each Power Corp (POW.TO) and Power Financial (PWF.TO) I am holding each for the dividend as a value investor at 72 years with a 10 year outlook. You had suggested replacing them with BCE or something else in answer to someone else's question. Would that apply in my circumstance or should I just keep holding for dividend?
thank you
Stanley

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Read Answer Asked by STANLEY on February 11, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: The last KWH.UN dividend was paid on January 15th. Will the final dividend be paid on April 15th or at a later date, depending on the closing date? Thanks.

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Read Answer Asked by Steven on February 11, 2019

• Chemtrade Logistics Income Fund (CHE.UN $15.30)
  • $15.30 P/E (TTM): 17.44X Cap: $1.68B
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Q: National Bank added to all stars portfolio, i ve avoided putting on my team.What are they seeing ,?

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Read Answer Asked by terrance on February 11, 2019

• Enbridge Inc. (ENB $74.35)
  • $74.35 P/E (TTM): 28.04X Cap: $160B
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• TC Energy Corporation (TRP $87.61)
  • $87.61 P/E (TTM): 26.99X Cap: $86.90B
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Q: I am looking for exposure to utilities to my portfolio. I am wanting income with some capital appreciation growth. Would you prefer ENB or TRP?

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Read Answer Asked by Robert on February 11, 2019

• Goldman Sachs CDR (CAD Hedged) (GS $39.97)
  • $39.97 P/E (TTM): 20.07X Cap: $329.45B
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Q: Was there a specific reason for the 10% pop last week?
Thanks

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Read Answer Asked by David on February 11, 2019

• Enbridge Inc. (ENB $74.35)
  • $74.35 P/E (TTM): 28.04X Cap: $160B
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Q: thoughts on growth and future am I buying at the top here|??with its huge size can this power on with less concern of it doing an alta gas? crash and burn

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Read Answer Asked by cliff on February 11, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: I am assuming, all things being equal, that one should hold till closing and receive the dividend together with the possibility of a competing bid?

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Read Answer Asked by David on February 08, 2019

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X
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Q: I am thinking about purchasing this stock. What is your opinion of it ?

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Read Answer Asked by trent on February 08, 2019

• Alaris Equity Partners Income Trust (AD.UN $20.39)
  • $20.39 P/E (TTM): 5.65X Cap: $904M
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• Lucara Diamond Corp. (LUC $0.27)
  • $0.27 P/E (TTM): 1.5X Cap: $401M
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• Goldman Sachs CDR (CAD Hedged) (GS $39.97)
  • $39.97 P/E (TTM): 20.07X Cap: $329.45B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: What are the ten highest yielding Canadian stocks which have a sustainable dividend ?As always, thanks for your expert guidance.

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Read Answer Asked by Norman on February 08, 2019

• BCE Inc. (BCE $35.32)
  • $35.32 P/E (TTM): 5.32X Cap: $33.03B
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• TELUS Corporation (T $18.10)
  • $18.10 P/E (TTM): 25.06X Cap: $28.16B
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Q: I understand that Telus and Bell are the most heavily invested in Huawei; would a decision not to use their 5G equipment in Canada affect them

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Read Answer Asked by steve on February 08, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: Hi there, regarding KWH.un, what are the chances of a competing bid for KWH? A few names that would compete against Vistra would be appreciated. Any of those that would better fit with KWH assets then Vistra? What would be your best guess/estimate be as to what KWH assets are really worth?
Thanks!

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Read Answer Asked by Hussein on February 08, 2019

• Canadian Banc Corp. Class A Shares (BK $13.55)
  • $13.55 P/E (TTM): 14.42X Cap: $320M
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Q: I hold the common shares of BK & PVD the split product issued by Quadravest and have been happy for about 12 years even when they suspended pay out for a while.
I would like to know your take on their preferreds. BK.PR.A & PVD.PR.A as to their distribution safety compared to their underlining assets ( banks and insurance companies). Would you advise holding or buy some of the preferred or would see holding a bank ETF as better. Your overall view of the above would be appreciated.

Thanks
Yossi

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Read Answer Asked by JOSEPH on February 07, 2019

• Diversified Royalty Corp. (DIV $4.04)
  • $4.04 P/E (TTM): 22.65X Cap: $658M
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Q: Could you comment on results ?

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Read Answer Asked by terrance on February 07, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: Am I correct in assuming that BPY-N's dividend will also be received by BPY.un holders? Thanks

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Read Answer Asked by David on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: Can you believe the take over offer? Roll my eyes 🙄.

Sheldon

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Read Answer Asked by Sheldon on February 07, 2019

• Canoe EIT Income Fund (EIT.UN $16.30)
  • $16.30 P/E (TTM): 17.26X Cap: $2.55B
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Q: How can EIT.Un have a yield of 10.74% given its portfolio? Dividend is $1.20 and the EPS .65, P/E 17.2. Unable to calculate cash flow. You’re comment.

What REITs would you recommend.

Thank you

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Read Answer Asked by Donald on February 07, 2019

• Andrew Peller Limited/Andrew Peller Limitee Class B Voting Shares (ADW.B $6.46)
  • $6.46 P/E (TTM): 12.0X Cap: $230M
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Q: Hi there.

Can you give your opinion on their latest results. Looks like growth is slowing. Your thoughts.

Thanks

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Read Answer Asked by kelly on February 07, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: If I hold on to KWN how long do you think it will take until the announced deal is finalized and I get the cash offered by Vistra? Also, what are the likelihoods of the deal collapsing?

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Read Answer Asked by Mahdi on February 07, 2019