Investment Q&A

• Medical Facilities Corporation (DR $15.33)
  • $15.33 P/E (TTM): 8.44X Cap: $282M
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Q: Medical Facilities seem to be on a down trend. What can explain that and what do you suggest I do since I hold the stock? Do you expect that this weakness is temporary and that the stock should recover or is it a long term down trend?
Thanks
Michel

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Read Answer Asked by Michel on November 02, 2017

• TC Energy Corporation (TRP $74.62)
  • $74.62 P/E (TTM): 22.65X Cap: $77.51B
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Q: I need to sell for a RIF withdrawal.
Which would you sell - TRP, ALA, RPI.UN?
Your new site looks great but I am still a bit lost! (and still a new member)
Connie

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Read Answer Asked by Constance on November 02, 2017

• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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Q: Hi, please comment on ENF’s earnings. They appeared OK to me but stock is initially selling off, is it mainly in sympathy with ENB selloff? Thanks...

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Read Answer Asked by Gary on November 02, 2017

• Enbridge Inc. (ENB $64.53)
  • $64.53 P/E (TTM): 24.56X Cap: $141.04B
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• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.45B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Both AQN and ENB hit this morning with ENB reaching a yield over 5%. Have no pipelines and a 4% position in utility { KWH.UN } Considering a 4% position in each of the above. Is adding AQN over weighting utilities speculatively ? What is the reason for ENB's pullback of 3% today and do you approve of a purchase at today's prices. If I were to only add one which would it be ? Cash position currently 23%.
Thank you

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Read Answer Asked by Garth on November 02, 2017

• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.45B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: I have a full position in AQN and have become interested in INE due to their latest aquisition. Please compare the two for growth and income. Should I switch, or would a half position in each make sense? - Cheers, Ted

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Read Answer Asked by Edward on November 02, 2017

• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.45B
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Q: how do u view todays bought deal and how would u guess the market will react?

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Read Answer Asked by Tom on November 02, 2017

• Algonquin Power & Utilities Corp. (AQN $8.62)
  • $8.62 Cap: $6.45B
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Q: Hi 5i:
The new website looks great and I am finding it much more user friendly.
I would like your opinion with regards to yesterdays transaction on AQN's decision to diversify outside of North America and do you look favorably on the deal.
Thank you.

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Read Answer Asked by Dennis on November 02, 2017

• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $55.00)
  • $55.00 P/E (TTM): 20.55X Cap: $243M
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• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $105.42)
  • $105.42 P/E (TTM): 22.9X Cap: $11.41B
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Q: After reading why dividends are the most stable form of total returns, which ETF would be considered a “dividend aristocrat” in the US? I already own VYM high dividend yield, VGH dividend appreciation and VHT health care. I would replace or add to current etf. Thank you Kim

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Read Answer Asked by Kim on November 01, 2017

• Bank of Nova Scotia (The) (BNS $99.17)
  • $99.17 P/E (TTM): 24.62X Cap: $122.30B
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• Enbridge Inc. (ENB $64.53)
  • $64.53 P/E (TTM): 24.56X Cap: $141.04B
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• TC Energy Corporation (TRP $74.62)
  • $74.62 P/E (TTM): 22.65X Cap: $77.51B
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• TELUS Corporation (T $17.39)
  • $17.39 Cap: $26.99B
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• Emera Incorporated (EMA $66.89)
  • $66.89 P/E (TTM): 17.99X Cap: $20.10B
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Q: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R

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Read Answer Asked by Guy R. on November 01, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $36.88)
  • $36.88 Cap: $24.21B
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Q: Please comment on earnings. Thank you.

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Read Answer Asked by Dan on November 01, 2017

• PIMCO Monthly Income Fund (Canada) (PMIF $18.51)
  • $18.51 P/E (TTM): 3.53X Cap: $4.08B
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Q: Regarding Maurice's question about the estimated income for PMIF, as 5i has noted elsewhere it is an etf that duplicates the Pimco mutual fund PMO005. While the indicated yield is small, the average annual return of the latter is 6.62% after one year, 5.19% after three years, 6.42% after five years, and 10.95% since inception. These numbers far exceed the benchmark. Since the etf has less expenses, wouldn't the etf exceed the returns of the mutual fund? Thank you.

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Read Answer Asked by Jerry on November 01, 2017

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.09)
  • $66.09 P/E (TTM): 8.7X Cap: $2.81B
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Q: Please give an updated recommendation on Cogeco Communications.
The 12 month chart looks so much better than previous years.

The market is strong, but your recommendations still have a lot
to do with my success. Thank you!

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Read Answer Asked by claudette on November 01, 2017

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.69)
  • $37.69 P/E (TTM): 95.87X Cap: $5.89B
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Q: hello 5i:
Looking at CAR.UN, I see present AFFO is 22.3 vs a normal AFFO of 17.1. I note you're still recommending it when looking back at past questions. I'd like to add to my holdings; can you help justify the valuation?
thanks
Paul

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Read Answer Asked by Paul on November 01, 2017

• PIMCO Monthly Income Fund (Canada) (PMIF $18.51)
  • $18.51 P/E (TTM): 3.53X Cap: $4.08B
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Q: Is there an estimated income for this income fund?

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Read Answer Asked by Maurice on November 01, 2017

• Savaria Corporation (SIS $22.21)
  • $22.21 P/E (TTM): 25.31X Cap: $1.57B
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• goeasy Ltd. (GSY $126.85)
  • $126.85 P/E (TTM): 9.25X Cap: $2.01B
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• KP Tissue Inc. (KPT $10.33)
  • $10.33 P/E (TTM): 27.5X Cap: $104M
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Q: I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement?

Thank you

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Read Answer Asked by Stephen on October 31, 2017

• Alterra Power Corp. (AXY $7.74)
  • $7.74 Cap: $451M
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Q: hi ryan abything new on axy. akso how about a limit to 100 words on a question. thanx in advace cliff

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Read Answer Asked by cliff on October 31, 2017

• Superior Plus Corp. (SPB $7.15)
  • $7.15 P/E (TTM): 105.0X Cap: $1.59B
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Q: Could you please give your thoughts on SPB.

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Read Answer Asked by John on October 31, 2017

• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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Q: Which will have a bigger impact on the price and prospects of this company ? Interest rate hikes in Canada, or the general economic health of the Canadian economy ?

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Read Answer Asked by darcy on October 31, 2017

• Miscellaneous (MISC)
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Q: Peter and Ryan

Great work
Keep reminding people to stop looking at their bond returns.
Everything equity is going up but people email you about a small loss on their bonds. Smooth seas only last so long and those bonds are there when the storm hits.

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Read Answer Asked by ian on October 31, 2017

• Miscellaneous (MISC)
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Q: I have recently sold my cottage and wanted to know where to invest the money to get the best safe return. I already have reached my comfort level in stock investments so in today's low rate environment where would I find the highest rate of bond gic etc as I plan to retire in 3 years and this money is my safety net thanks.

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Read Answer Asked by Tyler on October 31, 2017