Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN $41.13)
  • $41.13 Cap: $27.24B
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Q: how do you feel about BEP.UN latest results and current valuation?

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Read Answer Asked by Douglas on May 05, 2017

• Crius Energy Trust (KWH.UN $8.80)
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Q: Thoughts on KWH moving forward

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Read Answer Asked by Barry on May 05, 2017

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Please let me know your thoughts on Morneau's latest earnings?

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Read Answer Asked by Gregory on May 05, 2017

• Franklin Core ETF Portfolio (CBL $23.70)
  • $23.70 P/E (TTM): 12.4X Cap: $2M
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Q: Have owned CBL for quite some time and based on the potential sale value (indicated 18-22.00) I don't get that investors would bail on the stock after reporting a weak quarter. If the company is not sold, do you think it would be worthwhile to continue holding?

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Read Answer Asked by Rudy on May 05, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: Can I have your thought on RNW in general but with attention to recent earnings, the longer term outlook, implications of the debt, sustainability of the dividend and anything else that you think is relevant. Thank-you.

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Read Answer Asked by Alex on May 04, 2017

• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: Hi Peter why thoughts on raw results?
Kind regards
Stan

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Read Answer Asked by Stan on May 04, 2017

• Exchange Income Corporation (EIF $98.82)
  • $98.82 P/E (TTM): 36.39X Cap: $5.45B
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Q: Hi 5i,

Love your service.

Generally the Q&A answer my questions to my satisfaction.

I have about an 8% holding of EIF in my TSFA and a long term holding horizon. I have held it for a long time and it has been good to me. Given the current pullback and "short" concerns, I am thinking of reducing my risk by selling 1/2 position. Is this something you would recommend, or would you be in the "ride it out" category.

Thanks !

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Read Answer Asked by Jim on May 04, 2017

• Uni-Select Inc. (UNS $47.96)
  • $47.96 P/E (TTM): 20.77X
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Q: Could you please comment on UNS last quarter ?

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Read Answer Asked by Sébastien on May 04, 2017

• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $83.51)
  • $83.51 P/E (TTM): 412.13X Cap: $59.30B
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Q: Curious why you picked a medium term (5-10 year) US bond etf to recomend to me in the last question i asked. do you think this is preferable to short or long?

you also recommended GOVT. Were you thinking I should put half in each?

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Read Answer Asked by Carla on May 04, 2017

• Rogers Sugar Inc. (RSI $6.39)
  • $6.39 P/E (TTM): 13.26X Cap: $804M
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Q: What is your current take on RSI? Would you buy here or is there another equity that you would recommend instead

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Read Answer Asked by David on May 04, 2017

• Just Energy Group Inc. (JE $0.21)
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• Crius Energy Trust (KWH.UN $8.80)
  • View KWH.UN Profile
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Q: Can you explain the difference between what kwh.un does and je ( just energy ) does.

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Read Answer Asked by Drew on May 04, 2017

• Bank of Nova Scotia (The) (BNS $102.15)
  • $102.15 P/E (TTM): 25.26X Cap: $127.59B
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• Canadian National Railway Company (CNR $135.40)
  • $135.40 P/E (TTM): 17.75X Cap: $81.02B
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Q: Good Morning,
Some recent pressure on Canadian bank stocks lately, do you see this continuing in the near term? I would like to add some BNS to a taxable account, what are your thoughts. This will be a long term hold. Have TD and RY in TFSA and RRSP.
Also what are your thoughts on CNR for a long term investment in a taxable account.
Thank you

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Read Answer Asked by Kyle on May 04, 2017

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
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Q: Hi Peter:

Why would analysts raise their targets on Veresen to $20 this morning?

Thanks

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Read Answer Asked by John on May 03, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $41.13)
  • $41.13 Cap: $27.24B
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Q: Could I please have your comments on the recently announced earnings of this company? Thanks

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Read Answer Asked by Brian on May 03, 2017

• Atrium Mortgage Investment Corporation (AI $11.68)
  • $11.68 P/E (TTM): 11.15X Cap: $550M
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Q: Hi Team

Can you give me your opinion on Ai

Thanks Mike B

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Read Answer Asked by Mike on May 03, 2017

• Brookfield Business Partners L.P. (BBU.UN $49.00)
  • $49.00 Cap: $10.17B
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Q: I currently own BIP.UN and done well. I am looking to add a position in BBU.UN. It's a fairly new company and I like the space that they are in. Can you please give your recommendation.

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Read Answer Asked by Al on May 03, 2017

• AltaGas Ltd. (ALA $42.59)
  • $42.59 P/E (TTM): 16.52X Cap: $12.60B
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Q: I purchased Altagas subscription recipts when you provided the info about a buying opportunity. How long would you suggest holding this for the objectives to materialise. I am in no hurry to sell this but just wanted to know. Thanks again for your excellent service.
Shyam

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Read Answer Asked by Shyam on May 03, 2017

• Aimia Inc. (AIM $3.07)
  • $3.07 Cap: $274M
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Q: In your opinion, is the dividend from AIM "safe" if I'm contemplating a purchase or is it better to wait to see the 1st quarter results next week?

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Read Answer Asked by Chris on May 03, 2017

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Your thoughts on ER? Looks solid to me. Thanks.

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Read Answer Asked by Iskandar on May 03, 2017

• Capital Power Corporation (CPX $57.78)
  • $57.78 P/E (TTM): 20.42X Cap: $9.12B
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Q: How would you compare CPX and Gibson Energy going forward for the dividend and some growth.

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Read Answer Asked by terrance on May 03, 2017