Investment Q&A

• ATCO Ltd. Class I Non-voting Shares (ACO.X $65.91)
  • $65.91 P/E (TTM): 50.0X Cap: $7.37B
  • View ACO.X Profile
  • View Questions on ACO.X

Q: Atco lost more than 20% over the last year. Could you comment? Your thoughts would be appreciated.
Thank you.

Upvote 0

Read Answer Asked by Serge on May 14, 2018

• BCE Inc. (BCE $35.88)
  • $35.88 P/E (TTM): 5.32X Cap: $32.78B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 25.89X Cap: $29B
  • View T Profile
  • View Questions on T

Q: Hi, I have been thinking for quite awhile to sell Bell,as it is not looking great, and buy Telus, for income first and growth second.
I would like to do this for a 4-5 year hold. Would you agree that I would be better off with Telus in the long run with a little more growth, as i’am fine with 4.5% dividend?
Thanks Brad

Upvote 0

Read Answer Asked by Brad on May 14, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.98)
  • $42.98 P/E (TTM): 16.81X Cap: $1.13B
  • View CDZ Profile
  • View Questions on CDZ

Q: I asked about a replacement for SIN.UN. You suggested CDZ. That wouldn't be suitable for me. I already have XDV. I was looking for something with a higher rate of return. Would ZWU or ZWC be suitable?

Upvote 0

Read Answer Asked by Ron on May 14, 2018

• Restaurant Brands International Inc. (QSR $97.76)
  • $97.76 P/E (TTM): 31.62X Cap: $45.86B
  • View QSR Profile
  • View Questions on QSR
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN

Q: QSR or AW.UN or both and why?

Upvote 0

Read Answer Asked by Carla on May 11, 2018

• Enbridge Inc. (ENB $72.96)
  • $72.96 P/E (TTM): 28.1X Cap: $159.94B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• AltaGas Ltd. (ALA $47.24)
  • $47.24 P/E (TTM): 18.37X Cap: $14.87B
  • View ALA Profile
  • View Questions on ALA

Q: Have a loss in ALA (and ALA-R) and am considering selling it and replacing with ENB. Could always use the tax loss. Do you think this is worthwhile strategy. Do you prefer ENB to ALA. If so why or why not? Growth is more important than income at this time in our life. We follow your balanced portfolio but had ALA prior to joining and have not switched it out.

Upvote 0

Read Answer Asked by Paul on May 11, 2018

• Aritzia Inc. Subordinate Voting Shares (ATZ $112.72)
  • $112.72 Cap: $13.01B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ

Q: Please comment on Aritzia results, i’m 15% at loss, should I sell or wait for another quarter.

Upvote 0

Read Answer Asked by Svetlana on May 11, 2018

• Cascades Inc. (CAS $11.75)
  • $11.75 Cap: $1.19B
  • View CAS Profile
  • View Questions on CAS

Q: Hi 5i, can I have your opinion on Cascades specifically with thoughts of starting a position with the decline. Is there more downside possible. Will be a long term hold in a balanced reg acct

Upvote 0

Read Answer Asked by Harry on May 11, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.81)
  • $13.81 P/E (TTM): 6.96X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Equal Weight REITs Index ETF (ZRE $22.65)
  • $22.65 P/E (TTM): 25.68X Cap: $596M
  • View ZRE Profile
  • View Questions on ZRE
• Mackenzie Floating Rate Income ETF (MFT $15.58)
  • $15.58 P/E (TTM): 90.29X Cap: $329M
  • View MFT Profile
  • View Questions on MFT

Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

Upvote 0

Read Answer Asked by Stephen on May 11, 2018

• Alaris Equity Partners Income Trust (AD.UN $20.69)
  • $20.69 P/E (TTM): 6.27X Cap: $967M
  • View AD.UN Profile
  • View Questions on AD.UN

Q: I understand that Alaris wrote off the debt on the two companies but has it accounted for the original preferreds? In other words, are there still more write-offs possible for these two companies or have they really cleared the deck?

Thanks
Peter

Upvote 0

Read Answer Asked by Peter on May 11, 2018

Q: what is the best way to keep your cash and get highiest interest as of today, , thanks

Upvote 0

Read Answer Asked by Aysel on May 11, 2018

• K-Bro Linen Inc. (KBL $35.04)
  • $35.04 P/E (TTM): 21.32X Cap: $462M
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: What do you think about KBL's recent earnings?

Upvote 0

Read Answer Asked by andrew on May 11, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.59)
  • $5.59 P/E (TTM): 19.3X Cap: $599M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Good morning 5i!
Your opinion on Fiera Q1 2018 report would be much appreciated.
Thank you!

Upvote 0

Read Answer Asked by Stéphane on May 11, 2018

• TELUS Corporation (T $18.62)
  • $18.62 P/E (TTM): 25.89X Cap: $29B
  • View T Profile
  • View Questions on T

Q: I am low in my Telecommunications sector and need to add to either my current holdings; BCE, RCI.B, T or add something new. Income with growth is always preferred. What would you suggest? Thanks

Upvote 0

Read Answer Asked by Lyle on May 11, 2018

• Alaris Equity Partners Income Trust (AD.UN $20.69)
  • $20.69 P/E (TTM): 6.27X Cap: $967M
  • View AD.UN Profile
  • View Questions on AD.UN
• Rogers Sugar Inc. (RSI $6.59)
  • $6.59 P/E (TTM): 11.86X Cap: $843M
  • View RSI Profile
  • View Questions on RSI

Q: Both these stocks have dropped substantially in just a few days. What is wrong?

Upvote 0

Read Answer Asked by Bob on May 11, 2018

• AltaGas Ltd. (ALA $47.24)
  • $47.24 P/E (TTM): 18.37X Cap: $14.87B
  • View ALA Profile
  • View Questions on ALA
• Crius Energy Trust (KWH.UN $8.80)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: KWH.UN or ALA and why?

Upvote 0

Read Answer Asked by Carla on May 11, 2018

• Algonquin Power & Utilities Corp. (AQN $8.39)
  • $8.39 Cap: $6.44B
  • View AQN Profile
  • View Questions on AQN

Q: Results look good to me. I currently hold a 4% weighting.
I have a long time frame and high risk tolerance. If the stock performs well is it ok to carry to a 7% weighting before rebalancing.
2nd question is I like to set targets like 7% above and let the target dictate rather then the emotion that may play in the moment.
3rd question is 7% to high.
My overall comfort perfect portfolio target is 4% but I know there is times to overweight. When I do overweight I prefer it be less speculative which I consider Aqn to fit.
Thanks
John

Upvote 0

Read Answer Asked by John on May 11, 2018

• Medical Facilities Corporation (DR $16.80)
  • $16.80 P/E (TTM): 9.38X Cap: $311M
  • View DR Profile
  • View Questions on DR

Q: Hi Guys,
Any thought on DR's earnings,report today?
Thanks Bob

Upvote 0

Read Answer Asked by Robert on May 10, 2018

• RioCan Real Estate Investment Trust (REI.UN $19.15)
  • $19.15 P/E (TTM): 85.46X Cap: $5.59B
  • View REI.UN Profile
  • View Questions on REI.UN
• TransAlta Corporation (TA $17.31)
  • $17.31 Cap: $5.10B
  • View TA Profile
  • View Questions on TA
• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
  • View RNW Profile
  • View Questions on RNW

Q: Hello
Could you comment on REI.UN and (TA & RNW) quarterly earnings?
Thank you.
Stephane

Upvote 0

Read Answer Asked by Stephane on May 10, 2018

• Boralex Inc. Class A Shares (BLX $27.40)
  • $27.40 Cap: $2.80B
  • View BLX Profile
  • View Questions on BLX

Q: Could you please comment on the latest results. They look pretty reasonable to me which presumably is why they saw fit to raise their dividend. But at least the initial reaction from the market is negative.

Upvote 0

Read Answer Asked by karl on May 10, 2018

• BMO Covered Call Utilities ETF (ZWU $12.08)
  • $12.08 P/E (TTM): 16.11X Cap: $2.13B
  • View ZWU Profile
  • View Questions on ZWU

Q: Hi 5i,

Could I get your thoughts on ZWU.
Would it be a good time to pick some up?

Thanks

Upvote 0

Read Answer Asked by Stephen on May 10, 2018