Investment Q&A

• Toronto-Dominion Bank (The) (TD $144.11)
  • $144.11 P/E (TTM): 11.54X Cap: $242.66B
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• Bank of Nova Scotia (The) (BNS $103.78)
  • $103.78 P/E (TTM): 20.41X Cap: $129.27B
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• Enbridge Inc. (ENB $70.98)
  • $70.98 P/E (TTM): 21.98X Cap: $155.64B
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• Intact Financial Corporation (IFC $261.33)
  • $261.33 P/E (TTM): 14.16X Cap: $46.68B
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• Alimentation Couche-Tard Inc. (ATD $79.45)
  • $79.45 P/E (TTM): 20.69X Cap: $72.82B
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• Hydro One Limited (H $57.47)
  • $57.47 P/E (TTM): 26.26X Cap: $34.97B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.88)
  • $65.88 P/E (TTM): 32.54X Cap: $109.59B
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Q: Please recommend several Canadian stocks for an elderly investor with a focus on preservation of capital and a return of 5%+. Thank you in advance.

Upvote 26

Read Answer Asked by Helen on August 20, 2024

• Canadian Natural Resources Limited (CNQ $60.55)
  • $60.55 P/E (TTM): 11.38X Cap: $126.30B
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• Cenovus Energy Inc. (CVE $35.00)
  • $35.00 P/E (TTM): 15.6X Cap: $65.78B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Athabasca Oil Corporation (ATH $11.13)
  • $11.13 P/E (TTM): 21.41X Cap: $5.18B
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Q: I am overweight in oil and I am looking to trim. What is your assessment of the companies above? Which of the companies would you least favor for long term potential and therefore trim from the most? As always, thank you for your excellent service.

Upvote 7

Read Answer Asked by Calvin on August 20, 2024

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Whitecap Resources Inc. (WCP $14.44)
  • $14.44 P/E (TTM): 13.66X Cap: $17.15B
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Q: Are these two companies too similar to own both? At what price does each become compelling for a trade? Which would you rather own?

Upvote 8

Read Answer Asked by Donald on August 20, 2024

• Northland Power Inc. (NPI $21.97)
  • $21.97 Cap: $5.81B
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Q: Peter; I’m baffled by the trading in NPI. Last earnings beat estimates by a substantial margin. All the pundits recommendations re price are well above the current price. Could they be planning a large secondary issue - or ? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on August 20, 2024

• American Electric Power Company Inc. (AEP $131.89)
  • $131.89 P/E (TTM): 20.07X Cap: $72.44B
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• Edison International (EIX $69.73)
  • $69.73 P/E (TTM): 6.13X Cap: $27.16B
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• NiSource Inc (NI $46.93)
  • $46.93 P/E (TTM): 24.77X Cap: $22.63B
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• Capital Power Corporation (CPX $63.77)
  • $63.77 P/E (TTM): 84.14X Cap: $10.30B
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Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.

Thank you

Upvote 2

Read Answer Asked by J Stephen on August 20, 2024

• Toronto-Dominion Bank (The) (TD $144.11)
  • $144.11 P/E (TTM): 11.54X Cap: $242.66B
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• Suncor Energy Inc. (SU $85.73)
  • $85.73 P/E (TTM): 17.22X Cap: $101.75B
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• Canadian Natural Resources Limited (CNQ $60.55)
  • $60.55 P/E (TTM): 11.38X Cap: $126.30B
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• Fortis Inc. (FTS $76.44)
  • $76.44 P/E (TTM): 22.33X Cap: $39.18B
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• Restaurant Brands International Inc. (QSR $107.62)
  • $107.62 P/E (TTM): 33.47X Cap: $49.08B
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• North West Company Inc. (The) (NWC $51.79)
  • $51.79 P/E (TTM): 17.48X Cap: $2.46B
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• Magna International Inc. (MG $84.32)
  • $84.32 P/E (TTM): 20.34X Cap: $23.88B
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• Premium Brands Holdings Corporation (PBH $84.36)
  • $84.36 P/E (TTM): 58.12X Cap: $4.41B
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• Hydro One Limited (H $57.47)
  • $57.47 P/E (TTM): 26.26X Cap: $34.97B
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• Nutrien Ltd. (NTR $99.29)
  • $99.29 P/E (TTM): 32.07X Cap: $46.82B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.88)
  • $65.88 P/E (TTM): 32.54X Cap: $109.59B
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Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).

What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?

Upvote 27

Read Answer Asked by Ernest on August 19, 2024

• Superior Plus Corp. (SPB $7.37)
  • $7.37 P/E (TTM): 12.26X Cap: $1.56B
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Q: At what price does SPB become compelling?

Upvote 7

Read Answer Asked by Donald on August 19, 2024

• Pizza Pizza Royalty Corp. (PZA $15.78)
  • $15.78 P/E (TTM): 17.05X Cap: $529M
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Q: Has your June 03, 2024 outlook on PZA changed? Is it reasonable to step into it now?

Upvote 2

Read Answer Asked by Jacques on August 16, 2024

• BCE Inc. (BCE $23.90)
  • $23.90 P/E (TTM): 4.86X Cap: $22.26B
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Q: I suppose you are now used to your subscribers thinking you have the answer to absolutely everything financial and often otherwise. It's partially your own fault because you do such a good job of replying to the questions. So let me join the club of way-out speculators seeking your views on this headline in the Financail Post today:

CRTC expands ruling to allow smaller internet providers access to Bell and Telus fibre networks

Can you put your gage on this throbbing issue and speculate on the financial impact on the two internet service providers?

Many thanks.

Upvote 11

Read Answer Asked by TOM on August 16, 2024

• Birchcliff Energy Ltd. (BIR $5.79)
  • $5.79 P/E (TTM): 24.33X Cap: $1.58B
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Q: Can you comment on their latest earnings? If you already owned it in a modest amount, would you hold or sell?

Upvote 6

Read Answer Asked by Donald on August 16, 2024

• Kinder Morgan Inc. (KMI $31.57)
  • $31.57 P/E (TTM): 23.37X Cap: $71.06B
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• Plains GP Holdings L.P. (PAGP $22.84)
  • $22.84 P/E (TTM): 39.81X Cap: $4.49B
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Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

Q: Utilities seem to have gone up considerably over the last month. why is that ?

Upvote 3

Read Answer Asked by Ernest on August 14, 2024

• Extendicare Inc. (EXE $27.98)
  • $27.98 P/E (TTM): 26.22X Cap: $2.64B
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Q: please comment on the current results. This company has never seemed very attractive to me but it's results caused me to re-examine it.

Upvote 1

Read Answer Asked by Murray on August 14, 2024

• BCE Inc. (BCE $32.68)
  • $32.68 P/E (TTM): 4.86X Cap: $30.47B
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• TELUS Corporation (T $16.82)
  • $16.82 P/E (TTM): 23.6X Cap: $25.78B
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Q: How safe is the dividend of Telus and BCE?

Upvote 8

Read Answer Asked by Danny on August 13, 2024

• Exchange Income Corporation (EIF $103.23)
  • $103.23 P/E (TTM): 35.66X Cap: $5.81B
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Q: Your thoughts on earnings and growth prospects for next 1-3 years

Upvote 7

Read Answer Asked by Bill on August 13, 2024

• Bank of Nova Scotia (The) (BNS $103.78)
  • $103.78 P/E (TTM): 20.41X Cap: $129.27B
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• BCE Inc. (BCE $32.68)
  • $32.68 P/E (TTM): 4.86X Cap: $30.47B
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• Enbridge Inc. (ENB $70.98)
  • $70.98 P/E (TTM): 21.98X Cap: $155.64B
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• TC Energy Corporation (TRP $82.21)
  • $82.21 P/E (TTM): 25.75X Cap: $86.49B
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Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.

Upvote 10

Read Answer Asked by Danny on August 13, 2024

• Rogers Sugar Inc. (RSI $6.41)
  • $6.41 P/E (TTM): 11.45X Cap: $821M
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Q: Could you comment on results?

Upvote 2

Read Answer Asked by terrance on August 13, 2024

• Sienna Senior Living Inc. (SIA $22.51)
  • $22.51 P/E (TTM): 47.27X Cap: $2.27B
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Q: Have held Sienna for about 4 years, and despite some ups and downs, currently have some decent capital gains on top of the nice dividend. I have been considering selling it, but now notice there is a new issue. Could you comment on the purpose of the new issue and if you consider Sienna a hold or sell. This is in an RSP, so no tax implications.
Thank-you

Upvote 1

Read Answer Asked by grant on August 13, 2024

• PRO Real Estate Investment Trust (PRV.UN $6.66)
  • $6.66 P/E (TTM): 20.12X Cap: $457M
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• Stella-Jones Inc. (SJ $82.90)
  • $82.90 P/E (TTM): 13.77X Cap: $4.54B
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• Enghouse Systems Limited (ENGH $17.20)
  • $17.20 P/E (TTM): 13.17X Cap: $942M
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• Alimentation Couche-Tard Inc. (ATD $79.45)
  • $79.45 P/E (TTM): 20.69X Cap: $72.82B
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Q: The following stocks were in your Stock Screener Canadian Dividend Machines. Please give me you thoughts on them. Would you buy them at current levels? How would you rank them for combination of growth and dividend for the next two years?

Upvote 2

Read Answer Asked by David on August 12, 2024

• Exchange Income Corporation (EIF $103.23)
  • $103.23 P/E (TTM): 35.66X Cap: $5.81B
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Q: Hello 5i,
What is your take on EIF’s results/conference call? Do you see any “red flags” in there?
Thanks for your insights!!
Cheers,
Mike

Upvote 3

Read Answer Asked by Mike on August 12, 2024