Investment Q&A

• Westshore Terminals Investment Corporation (WTE $25.52)
  • $25.52 P/E (TTM): 15.39X Cap: $1.57B
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Q: I bought into Westshore yesterday, on bad news and the dividend cut, for future yield. Good move or not?

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Read Answer Asked by John on October 30, 2015

• Cogeco Communications Inc. Subordinate Voting Shares (CCA $66.52)
  • $66.52 P/E (TTM): 8.52X Cap: $2.81B
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Q: Could you comment on their quarterly results?

Thanks Ian

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Read Answer Asked by ian on October 29, 2015

• Capital Power Corporation (CPX $61.33)
  • $61.33 P/E (TTM): 18.64X Cap: $9.48B
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Q: Peter, Do you still see capital power as a good stable performer? It appears to me that with coal being phased out by governments, probably sooner than we might have thought, it does not bode well for this company as it has many coal fired plants. Have owned it for years and really has been a poor performer. Thanks for your answer, Ken

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Read Answer Asked by Ken on October 29, 2015

• ATCO Ltd. Class I Non-voting Shares (ACO.X $48.15)
  • $48.15 P/E (TTM): 12.32X Cap: $5.41B
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Q: Hi guys,

Someone asked about you opinion of CU and FTS, and in your response you preferred CU.
Do you think ACO.X is a better way of getting exposure to CU, or would you just purchase CU directly.
Thanks.

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Read Answer Asked by Mike on October 29, 2015

• Fortis Inc. (FTS $67.52)
  • $67.52 P/E (TTM): 19.82X Cap: $34B
  • View FTS Profile
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Q: Hi Peter and 5i Team,

What is your opinion on Canadian Utilities (CU) and Fortis (FTS) at current prices. This would be for a safe long term investment. I am looking for income and some growth.

Thanks for the excellent service you provide.

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Read Answer Asked by Michel L on October 28, 2015

• Canadian Utilities Limited Class A Non-Voting Shares (CU $37.38)
  • $37.38 P/E (TTM): 22.84X Cap: $10.16B
  • View CU Profile
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Q: I hold some units of CU for income mainly. Mid day it is down 3.5%+. Do you have any insights on this. Would it be a good time to add a few more units? Thanks you.

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Read Answer Asked by Len on October 28, 2015

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $227.81)
  • $227.81 P/E (TTM): 74.91X Cap: $11.51B
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Q: You provided some very useful information on CIG today but it was posted within greg's question re DH.

Your comments are worth posting within a standalone CIG question on the 5i site so here's stub for you!

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Read Answer Asked by Richard on October 28, 2015

• Western Forest Products Inc. (WEF $13.32)
  • $13.32 Cap: $140M
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Q: What will be the impact on WEF with the expiration of the softwood lumber agreement? Thanks
Derek

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Read Answer Asked by Derek on October 27, 2015

Q: When comparing a bond ETF to a ladder of individual corporate bonds is the MER, in this case .46%, greater or less than the bid-ask spread of the individual bonds? or asked a different way - is it cheaper to own XCB or a ladder of individual corporates? Thank You

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Read Answer Asked by Ronald on October 26, 2015

Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks

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Read Answer Asked by rajeev on October 26, 2015

Q: Good morning!! I am using a margin account offshore to borrow CDN dollars and paying in $US...currency upside..I am looking for dividend stock as part of the portfolio to pay the interest charges...I am ideally looking at yield over 5.5%...I currently have many of the favored (WSP,BEP.UN,CSH.un,SIA,REITS, AD, ENB,SLF, TD)..i was thinking of adding VNR,IGM,WIN...or would you suggest adding to existing portfolio of "higher" yielding stocks...no tax issues...

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Read Answer Asked by Matthew on October 26, 2015

• Brookfield Renewable Partners L.P. (BEP.UN $34.91)
  • $34.91 Cap: $22.96B
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Q: Could you please comment why BEP has significantly underperformed most other renewable utility companies on a 3 month, YTD and YOY basis. Thanks.

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Read Answer Asked by Gary on October 26, 2015

• Dream Office Real Estate Investment Trust (D.UN $19.75)
  • $19.75 Cap: $306M
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Q: Sounds like the banks may be closing some branches over the next few years due to more digital banking- which REITS have a lot of bank tenants and may be affeected?
Thanks

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Read Answer Asked by Pat on October 26, 2015

• Whitecap Resources Inc. (WCP $10.93)
  • $10.93 P/E (TTM): 7.62X Cap: $13.46B
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Q: Hi,

It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.

Do you perceive any risk in the dividend?


Thanks,
IF

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Read Answer Asked by ishay on October 26, 2015

Q: Hi 5i Wish I had stayed with my chosen drip company a few years ago but didn't. Would like a suggestion of one or two companies, sector doesn't matter, that you might suggest buying for drip purposes that I can put away for many years. Would most likely be in a tfsa. Thx Gerry

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Read Answer Asked by Gerry on October 25, 2015

Q: I bought Cineplex for growth and have made a very nice gain on it. I wonder with it at over $50.00 if there is much more growth left in the short term and it might be time to sell for a better growth stock.
Thank you.
Maggie

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Read Answer Asked by Maggie on October 25, 2015

Q: Hi- what do you think of Rocky Mountain now? They seem to have more than enough earnings and cash flow to cover the dividend- might they swing their business at all to benefit from infrastructure spending? Are they in a trough here?
Thanks

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Read Answer Asked by Pat on October 25, 2015

Q: For each of the following sectors which 2 TSX dividend paying stocks would you chose for a 3 to 5 year hold
Cons Discr, Cons Staples, Info Tech, Utilities and Materials

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Read Answer Asked by Gerald on October 25, 2015

• TransAlta Corporation (TA $18.09)
  • $18.09 Cap: $5.36B
  • View TA Profile
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Q: I read that TA was near sale before the deal fell through. Can you guess possible price range that this company would be sold for or percent premium to present trading price. Thank-you
Best Regards
Harold

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Read Answer Asked by Harold on October 25, 2015

Q: hi Guys


Your thoughts on TPK? Do you see any catalysts for share price appreciation? Thanks

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Read Answer Asked by Dave on October 23, 2015