Investment Q&A

• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 10.99X Cap: $232.43B
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• Brookfield Renewable Partners L.P. (BEP.UN $47.91)
  • $47.91 Cap: $32.58B
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• Emera Incorporated (EMA $73.95)
  • $73.95 P/E (TTM): 21.23X Cap: $22.40B
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• Premium Brands Holdings Corporation (PBH $85.40)
  • $85.40 P/E (TTM): 58.22X Cap: $4.45B
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• Vanguard Growth ETF Portfolio (VGRO $44.34)
  • $44.34 P/E (TTM): 10.85X Cap: $9.33B
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Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.

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Read Answer Asked by M.S. on January 14, 2019

• Great-West Lifeco Inc. (GWO $67.82)
  • $67.82 P/E (TTM): 15.46X Cap: $61.46B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.83X Cap: $50.01B
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• Superior Plus Corp. (SPB $6.41)
  • $6.41 P/E (TTM): 12.92X Cap: $1.40B
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Q: I'm looking to add to the above 3 as I'm not over-weight. Is now a reasonable time or do you have concerns with any of these.

Thanks,
Robert

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Read Answer Asked by Robert on January 14, 2019

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
  • $0.04 Cap: $6M
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Q: Would like your assessment of the results announced today.
Is it worth considering as a buy.

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Read Answer Asked by Douglas on January 14, 2019

• Brookfield Renewable Partners L.P. (BEP.UN $47.91)
  • $47.91 Cap: $32.58B
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• H&R Real Estate Investment Trust (HR.UN $10.31)
  • $10.31 Cap: $2.81B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $50.59)
  • $50.59 Cap: $23.29B
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Q: Hi, is the distributions received from these stocks classified as dividend or R.O.C. ? What is your thoughts or can you suggest some good stocks that payout roc as I have a high income from dividends. I understand that roc lowers book value and in turn can increase capital gain. Thx Jack.

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Read Answer Asked by Jack on January 14, 2019

• Aimia Inc. (AIM $2.73)
  • $2.73 Cap: $244M
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Q: When does the Air Canada transaction close? Do you think it’s possible that the company will wing up or sell some more assets then wind up?

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Read Answer Asked by Cory on January 14, 2019

Q: Peter,

Do you have an issue with either of the following bonds?

Ford Credit - due May 8,2023 YTM of 5.167%
Brookflield Properties Corp July 3,2013 - YTM 4.199 %
I see Brookfield Asset Management bond ( 2023 ) has a YTM of 3.615%. Any reason for the difference in yield?
Thank you

Paul

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Read Answer Asked by paul on January 14, 2019

• Methanex Corporation (MX $82.76)
  • $82.76 P/E (TTM): 51.63X Cap: $6.40B
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• Magna International Inc. (MG $80.02)
  • $80.02 P/E (TTM): 19.78X Cap: $22.55B
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Q: In your recent comments you highly recommend MX.
How about MG in this environment ?
Also if I buy in Us$ i get the cdn dividend tax credit because of domicile. T

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Read Answer Asked by Denis on January 14, 2019

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $23.20)
  • $23.20 P/E (TTM): 7.77X Cap: $543M
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Q: What do you think of todays news is this a buy now for income and some growth.

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Read Answer Asked by don on January 14, 2019

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $197.60)
  • $197.60 P/E (TTM): 23.2X Cap: $11.13B
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Q: Please comment on this stock as potential buy;
5 year horizon need dividend and low-moderate risk
Many thanks
Peter

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Read Answer Asked by Peter on January 14, 2019

• Alaris Equity Partners Income Trust (AD.UN $22.15)
  • $22.15 P/E (TTM): 11.79X Cap: $1B
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Q: alaris royalty, rocky mountain dealerships , div ersified royalty for a five year hold with a growing dividend aqn bce bep.un enb ppl also is their a stock out their that you think could be the next superstar company or companies tsgi?

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Read Answer Asked by cliff on January 14, 2019

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.33)
  • $13.33 P/E (TTM): 35.19X Cap: $3.89B
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Q: I have some money to deploy, and would like to concentrate on dividend paying stocks above. Do you think at the current price points I can buy in or would it be wise to wait for any to come down a bit? I am looking to create some dividend income.
Thanks

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Read Answer Asked by Marjorie on January 14, 2019

• AltaGas Ltd. (ALA $48.84)
  • $48.84 P/E (TTM): 19.47X Cap: $15.20B
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Q: If I understand correctly I would have to purchase ALA common shares no later than the close of business on Jan 23rd to get the monthly dividend as the stock goes ex-dividend on Jan 24th.
Since I sold the stock on December 24th I would count that as the first day I didn't own the stock. 30 days starting December 24th would take me to Jan 22nd, so provided I bought the stock on Jan 23rd, I could claim the capital loss and get January's dividend. Do you agree?
The stock has gone up nicely since I sold it on December 24th but it is "seller beware" so to speak! (Are the shorts getting squeezed)?
Thanks,
Jim

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Read Answer Asked by James on January 14, 2019

• Miscellaneous (MISC)
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Q: I’m wondering what is an optimal % of fixed income to hold … In my case, 15% of my portfolio is in CBO, CLF, CPD, and XHY .. for a 60 yr old, retired investor dependent on portfolio income, is this advisable? … optimal? … not really neccessary? Or, is there a good argument to be made for leaning less on fixed income and more on “a diversified portfolio of banks, pipelines, utilities, consumer stocks, and other dividend-paying equities” (John Heinzl in Sat.’s G&M) .. which i do have (but I could be even more diversified by holding less fixed income) .. I understand that fine-tuning these percentages will be a personal choice, but I would appreciate your perspective. thanks!

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Read Answer Asked by Patrik on January 14, 2019

• NFI Group Inc. (NFI $20.31)
  • $20.31 Cap: $2.41B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $6.07)
  • $6.07 P/E (TTM): 2.85X Cap: $489M
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Q: I am considering selling TCL and buying NFI to try and reduce downside risk while still having upside potential. Your thoughts please.

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Read Answer Asked by David on January 14, 2019

• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.83X Cap: $50.01B
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• Fortis Inc. (FTS $79.72)
  • $79.72 P/E (TTM): 22.72X Cap: $40.58B
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Q: Of the 2 mentioned above, which do you favour at the present
Thank you

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Read Answer Asked by Michael on January 14, 2019

• BCE Inc. (BCE $32.30)
  • $32.30 P/E (TTM): 4.86X Cap: $30.12B
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• TELUS Corporation (T $16.41)
  • $16.41 P/E (TTM): 24.26X Cap: $25.12B
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Q: Would you start a new position in BCE or Telus now or wait until the 5G/Huawei issue is resolved?

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Read Answer Asked by Alan on January 14, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: Hi 5I Team,
Can you please tell me the earnings per share for KWH.Un over the past year so I can calculate the pay out ratio on the 84 cents dividend to find
out if it is under or over 100% ?
Thank you
Eric

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Read Answer Asked by Eric on January 11, 2019

• Royal Bank of Canada (RY $237.86)
  • $237.86 P/E (TTM): 15.71X Cap: $332.17B
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• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 10.99X Cap: $232.43B
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• Enbridge Inc. (ENB $75.17)
  • $75.17 P/E (TTM): 23.0X Cap: $164.04B
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• Brookfield Renewable Partners L.P. (BEP.UN $47.91)
  • $47.91 Cap: $32.58B
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• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X
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Q: Hi,

I'm looking for two good dividend payers, with some growth, and minimal volatility over the next 2 years. If they perform, I'd prefer to hold them long term. What to do you recommend and why? I already own AQN. If theres a better choice I haven't mentioned, pease do.

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Read Answer Asked by Graeme on January 11, 2019

• BMO Monthly Income ETF (ZMI $19.09)
  • $19.09 P/E (TTM): 1.99X Cap: $224M
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Q: How is it that Zimbabwe can pay a dividend beyond (by quite a bit) what the underlying holdings seemingly pay. Does the covered call element really make up the difference or are they returning my capital in part?

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Read Answer Asked by Bryan on January 11, 2019

• BMO Aggregate Bond Index ETF (ZAG $13.71)
  • $13.71 Cap: $11.60B
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• BMO Mid Corporate Bond Index ETF (ZCM $15.63)
  • $15.63 Cap: $1.29B
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.83)
  • $22.83 Cap: $7.06B
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Q: I have a question about fixed income ETFs and the bond market. Is this the time to be putting large sums of money into fixed income ETFs like ZAG, VAB and ZCM? What risk do these ETFs pose in a rising interest rate environment? Should one even be concerned with the price fluctuations over a month, 6 months or a year?

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Read Answer Asked by Jeff on January 10, 2019