Investment Q&A

• Restaurant Brands International Inc. (QSR $99.35)
  • $99.35 P/E (TTM): 26.26X Cap: $46.27B
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Q: Hi Peter and team. Could you please comment on latest earnings and your overall thoughts on the company. Thanks.

Ken

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Read Answer Asked by Ken on October 25, 2016

• Capital Power Corporation (CPX $63.42)
  • $63.42 P/E (TTM): 21.8X Cap: $9.86B
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Q: Can you comment on earnings.

Can you comment on earnings please.

CPX is about 2% of my portfolio. I have owned it for about three years approx and I am up slightly on my investment plus the dividends of course.

Is there positive consensus that they will get sufficient compensation for closing coal plant early?

What is your current rating on the company? I am a buy and hold guy.

Thank you
Stephane

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Read Answer Asked by Stephane on October 24, 2016

• AltaGas Ltd. (ALA $41.92)
  • $41.92 P/E (TTM): 16.76X Cap: $12.55B
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• AutoCanada Inc. (ACQ $21.70)
  • $21.70 P/E (TTM): 14.03X Cap: $502M
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Q: HI Peter,
I have small positions in the three companies: ECI, ALA, and ACQ. I would like to reduce my holdings to two. I am looking for income and capital appreciation. I was thinking of selling Enercare and putting the proceeds to Altagas and leaving ACQ the way it is. Please advise. Thank you.

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Read Answer Asked by umedali on October 24, 2016

• BMO Covered Call Canadian Banks ETF (ZWB $24.69)
  • $24.69 P/E (TTM): 11.7X
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Q: Would you comment on the advantages and disadvantages of using covered call ETFs like ZWU, ZWB and ZWH to increase your yield? Are these covered call ETFs offered by other institutions other than BMO? In a down market does this type of instrument reduce your risk?

Thanks for your advice!!

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Read Answer Asked by Bryan on October 24, 2016

• WisdomTree U.S. Total Dividend Fund (DTD $84.64)
  • $84.64 P/E (TTM): 20.56X Cap: $1.47B
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Q: Your opinion on etf : DTD (Wisdom Tree Total Dividend Fund) for a long term , and in RRSP portfolio.
Thank you.

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Read Answer Asked by pascal on October 24, 2016

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.88)
  • $20.88 P/E (TTM): 54.09X Cap: $733M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.87)
  • $43.87 P/E (TTM): 20.67X Cap: $491M
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Q: What ETFS or mutual funds do you like for European exposure?

Thank you

Paul

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Read Answer Asked by paul on October 24, 2016

• Bank of Nova Scotia (The) (BNS $99.39)
  • $99.39 P/E (TTM): 19.09X Cap: $123.40B
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• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 20.25X Cap: $35.45B
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• Algonquin Power & Utilities Corp. (AQN $8.00)
  • $8.00 Cap: $6.14B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.82)
  • $48.82 P/E (TTM): 54.03X Cap: $22.51B
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Q: Having an Income portfolio including the above companies, I'm unsure of the effects of a potential increase in US rates in say December 2016 when at the same time the Bank of Canada holds rates or even maintains dovish tone signally near term rate cut. Will holding Canadian interest rates steady offset what would otherwise be negative pressure of a US rate increase on Canadian dividend paying stocks? Thanks

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Read Answer Asked by Ian on October 24, 2016

• Alaris Equity Partners Income Trust (AD.UN $20.20)
  • $20.20 P/E (TTM): 5.43X Cap: $915M
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Q: Please recommend whether this is a hold or sell and your reasons.

Many thanks, Anne

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Read Answer Asked by Anne on October 21, 2016

• Bank of Nova Scotia (The) (BNS $99.39)
  • $99.39 P/E (TTM): 19.09X Cap: $123.40B
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• Exco Technologies Limited (XTC $6.79)
  • $6.79 P/E (TTM): 10.92X Cap: $257M
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Q: I am primarily building an income portfolio for retirement in 5-6 years. It will represent about 30-40% of my retirement income. Alongside this I like to invest in some equities for capital gains. My question revolves around the need for any value investments I have owned EFV for about 10 years and really has done nothing. I also own the Chou 100 and 102 funds. My question is whether or not you think to be properly diversified one should have some money in value investments. If so, what ones would you recommend.

Thank You

Paul

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Read Answer Asked by paul on October 21, 2016

• Canexus Corporation (CUS $1.64)
  • $1.64 P/E (TTM): 27.9X Cap: $1.66B
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Q: I would like to add some fixed income to my portfolio and am looking at Canexus Debenture "D" 6.5% due 12/31/21. What are your thoughts? How do debentures differ from bonds?
Thanks

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Read Answer Asked by Glen on October 21, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $39.23)
  • $39.23 Cap: $25.81B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: This stock has had a great run but its latest results, which seemed to be pretty solid, didn't move the stock. Do you think most of the growth is pretty much wrung out of it now and that it should be viewed as largely an income stock? The main reason for my question is that I am currently more interested in a stock that combines both growth and income such as FEZ or BEP.(sector not important)

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 21, 2016

• AltaGas Ltd. (ALA $41.92)
  • $41.92 P/E (TTM): 16.76X Cap: $12.55B
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Q: Can I have your thoughts on todays results.
Kind Regards
Stan

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Read Answer Asked by Stan on October 20, 2016

• BCE Inc. (BCE $32.38)
  • $32.38 P/E (TTM): 4.89X Cap: $30.19B
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• TELUS Corporation (T $18.54)
  • $18.54 Cap: $28.69B
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Q: Which of these two would be your current pick for a long term hold? (Looking at both growth and income.)

Thanks for your great service!

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Read Answer Asked by Jim on October 20, 2016

• BMO Covered Call Utilities ETF (ZWU $11.06)
  • $11.06 P/E (TTM): 18.74X Cap: $1.92B
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• BMO Equal Weight Utilities Index ETF (ZUT $25.17)
  • $25.17 P/E (TTM): 18.29X Cap: $812M
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Q: What is the difference between ZUT anx ZWU? Which would be better for income for a retiree.

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Read Answer Asked by Nancy on October 20, 2016

• Miscellaneous (MISC)
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Q: I have a small position (about 2%) in a LIRA account of Bissett Cdn Small Bond fund (TML1013) which is 8% under water. Would you recommend selling and if so what to replace it with?
Thank you.

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Read Answer Asked by Carlos on October 20, 2016

• Algonquin Power & Utilities Corp. (AQN $8.00)
  • $8.00 Cap: $6.14B
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Q: I am looking for yield but also growth, would you suggest Enercare or Algonquin? Thanks for your help,
Pierre

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Read Answer Asked by Pierre on October 20, 2016

• AltaGas Ltd. (ALA $41.92)
  • $41.92 P/E (TTM): 16.76X Cap: $12.55B
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Q: If you gave a rating to Altagas ALA what would it be.
Thanks PB

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Read Answer Asked by Peter on October 19, 2016

• Miscellaneous (MISC)
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Q: tck.b @$.00 vsn @ $7.00 is dundee reit getting close to being an ok long term hold. a disliked stock that is fundamentaly cheap with a n ok payout ratio that will soon have a lot of cash on hand which i like. your thoughts please or do you have other stocks you think are also good canidates with a good yield and cheap

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Read Answer Asked by Cliff on October 18, 2016

• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 20.25X Cap: $35.45B
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• Income Portfolio (Income)
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Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry

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Read Answer Asked by Gerry on October 18, 2016

• KeyCorp (KEY $19.39)
  • $19.39 P/E (TTM): 24.38X Cap: $21.19B
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• Enbridge Inc. (ENB $66.81)
  • $66.81 P/E (TTM): 25.46X Cap: $145.73B
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• AltaGas Ltd. (ALA $41.92)
  • $41.92 P/E (TTM): 16.76X Cap: $12.55B
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Q: Would you consider KEY a reasonable buy at today's prices to be held for dividend and some minor growth? Is there another company you would prefer for the same objectives of dividend and growth? Would you prefer KEY to ALA in view of the latter's potential current issues?

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Read Answer Asked by angus on October 18, 2016