Investment Q&A

• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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Q: Thank you sharing your insight answering my most recent questions.

BCE is getting quite a working over and I have a few questions (please deduct as necessary).

BCE next reports on May 2 (I believe) and +ive perf. is likely essential

1) How accurate has BCE been on its reporting historically?

2) How far in advance of the "official" report do they provide guidance or their anticipated performance?

3) What would some early indicators of a dividend cut or worse be? (Prior to May 2).

I suppose Telus would be subject to similar forces and in the same boat.

Thank you

Upvote 10

Read Answer Asked by Delbert on March 19, 2024

• Alaris Equity Partners Income Trust (AD.UN $21.78)
  • $21.78 P/E (TTM): 5.84X Cap: $987M
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Q: May I have your thoughts on their most recent results pls & thx.

Upvote 1

Read Answer Asked by Christopher on March 19, 2024

• CME Group Inc. (CME $293.07)
  • $293.07 P/E (TTM): 28.01X Cap: $104.85B
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• Nasdaq Inc. (NDAQ $87.71)
  • $87.71 P/E (TTM): 34.48X Cap: $55.27B
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• Visa Inc. (V $328.93)
  • $328.93 P/E (TTM): 31.55X Cap: $639.64B
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• Royal Bank of Canada (RY $232.75)
  • $232.75 P/E (TTM): 15.72X Cap: $325.89B
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• Toronto-Dominion Bank (The) (TD $130.20)
  • $130.20 P/E (TTM): 10.88X Cap: $222.27B
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• Bank of Nova Scotia (The) (BNS $102.77)
  • $102.77 P/E (TTM): 25.01X Cap: $127.59B
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• Bank of Montreal (BMO $193.03)
  • $193.03 P/E (TTM): 15.27X Cap: $136.84B
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• Manulife Financial Corporation (MFC $51.91)
  • $51.91 P/E (TTM): 16.31X Cap: $87.46B
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• Power Corporation of Canada Subordinate Voting Shares (POW $68.04)
  • $68.04 P/E (TTM): 14.49X Cap: $43.34B
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• Cboe Global Markets Inc. (CBOE $268.68)
  • $268.68 P/E (TTM): 28.5X Cap: $27.61B
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• Tradeweb Markets Inc. (TW $99.48)
  • $99.48 P/E (TTM): 35.3X Cap: $24.37B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.83)
  • $60.83 P/E (TTM): 89.22X Cap: $143.07B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $64.53)
  • $64.53 P/E (TTM): 30.77X Cap: $103.94B
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Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Upvote 6

Read Answer Asked by DAVID on March 19, 2024

• Evertz Technologies Limited (ET $14.69)
  • $14.69 P/E (TTM): 17.42X Cap: $1.10B
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Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

• Metro Inc. (MRU $93.11)
  • $93.11 P/E (TTM): 19.52X Cap: $19.84B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $47.19)
  • $47.19 P/E (TTM): 15.08X Cap: $10.66B
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• North West Company Inc. (The) (NWC $50.94)
  • $50.94 P/E (TTM): 16.59X Cap: $2.36B
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Q: Empire is hitting new 52 week lows, is it a buy at here levels? Would you recommend this as buy for a consumer staple holding?

DON

Upvote 4

Read Answer Asked by Donald on March 18, 2024

• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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Q: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.

Upvote 4

Read Answer Asked by TOM on March 18, 2024

• Information Services Corporation Class A Limited Voting Shares (ISV)
  • P/E (TTM): 23.54X Cap: $482M
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Q: Your comments on Information Services earnings please

Upvote 3

Read Answer Asked by Margot on March 18, 2024

• Tourmaline Oil Corp. (TOU $60.87)
  • $60.87 P/E (TTM): 18.46X Cap: $23.79B
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• MEG Energy Corp. (MEG $30.89)
  • $30.89 P/E (TTM): 6.87X Cap: $7.85B
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• Whitecap Resources Inc. (WCP $12.45)
  • $12.45 P/E (TTM): 10.62X Cap: $15.11B
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• Birchcliff Energy Ltd. (BIR $7.12)
  • $7.12 P/E (TTM): 27.11X Cap: $1.94B
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Q: I’m interested in investing in 2 of the above O&G producers. I would appreciate 5i’s recommendation and possibly a brief description of reasonings.
Thank you

Upvote 5

Read Answer Asked by Les on March 18, 2024

• Pfizer Inc. (PFE $25.77)
  • $25.77 P/E (TTM): 15.37X Cap: $151.58B
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• Verizon Communications Inc. (VZ $46.25)
  • $46.25 P/E (TTM): 9.51X Cap: $188.09B
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Q: If buying one of these two for a 3 to 5 year hold, which would you choose and why? Thanks. ram

Upvote 2

Read Answer Asked by Ray on March 18, 2024

• Westshore Terminals Investment Corporation (WTE $29.92)
  • $29.92 P/E (TTM): 21.83X Cap: $1.84B
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Q: Hi there,

Can you tell me a little bit about WTEs’ business and how you feel about it in terms of an income investment.

Thanks.

Upvote 3

Read Answer Asked by Dave on March 15, 2024

• Vanguard Dividend Appreciation FTF (VIG $225.33)
  • $225.33 P/E (TTM): 25.07X Cap: $102.58B
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Q: Hi,

For total return, long term, do you prefer VIG or DGRW (not in database?) and why please? Thank you. Michael

Upvote 4

Read Answer Asked by Michael on March 15, 2024

• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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Q: In addition to several recent Q's / A's concerning BCE, I note that yesterday, 14 March, was also ex-dividend date which might have added to the pain; some owners may have picked this date to lock in a tax loss and intend on repurchasing in 30 days.
SP

Upvote 6

Read Answer Asked by Steve on March 15, 2024

• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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Q: If BCE profit is dropping and is laying people off, why did they raise the dividend today? ( according to tmx money) Does this show they are confident in the future ?

Upvote 6

Read Answer Asked by nick on March 15, 2024

• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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Q: Hello. What caused the sudden drop in the price of BCE? Thanks

Upvote 5

Read Answer Asked by Esther on March 15, 2024

• Labrador Iron Ore Royalty Corporation (LIF $29.91)
  • $29.91 P/E (TTM): 17.16X Cap: $1.91B
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Q: I am considering buying LIF, mainly for the income. What price would be a good entry point, given the fluctuation of iron prices? I plan to hold the shares for at least 5 years. And would it be a good holding for an RRSP account and also a non-registered account? Thank you for your input.

Upvote 5

Read Answer Asked by Cathy on March 15, 2024

• Realty Income Corporation (O $61.46)
  • $61.46 P/E (TTM): 56.63X Cap: $55.68B
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• Pfizer Inc. (PFE $25.77)
  • $25.77 P/E (TTM): 15.37X Cap: $151.58B
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• Verizon Communications Inc. (VZ $46.25)
  • $46.25 P/E (TTM): 9.51X Cap: $188.09B
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Q: Hi 5i,

I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.

Upvote 1

Read Answer Asked by Mark on March 15, 2024

• Chevron Corporation (CVX $178.04)
  • $178.04 P/E (TTM): 24.88X Cap: $350.41B
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• DTE Energy Company (DTE $135.67)
  • $135.67 P/E (TTM): 20.18X Cap: $28.17B
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• Edison International (EIX $61.48)
  • $61.48 P/E (TTM): 8.13X Cap: $23.65B
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• NextEra Energy Inc. (NEE $88.82)
  • $88.82 P/E (TTM): 27.99X Cap: $184.97B
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• NiSource Inc (NI $43.96)
  • $43.96 P/E (TTM): 23.43X Cap: $21.18B
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• DBA Sempra (SRE $87.00)
  • $87.00 P/E (TTM): 26.69X Cap: $56.27B
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Q: What US dividend stocks do you like right now for income that are good dividend growers and have a yield of at least 2.5%? Thanks.

Upvote 3

Read Answer Asked by Robert on March 15, 2024

• Park Lawn Corporation (PLC $26.48)
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• BCE Inc. (BCE $35.58)
  • $35.58 P/E (TTM): 5.29X Cap: $32.91B
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• Brookfield Renewable Partners L.P. (BEP.UN $41.40)
  • $41.40 Cap: $26.84B
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Q: Park Lawn, BCE and BEP taking a tidy beating in the wife’s income portfolio. While we enjoy the divs, the red ink is off-putting to be fair.

We are a few years away from drawing on her account, so at what point would you consider averaging down on these. There is a fairly large cash balance waiting to be deployed.

Upvote 3

Read Answer Asked by Kelly on March 15, 2024

• Enbridge Inc. (ENB $67.27)
  • $67.27 P/E (TTM): 25.42X Cap: $146.73B
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• TC Energy Corporation (TRP $80.97)
  • $80.97 P/E (TTM): 24.49X Cap: $84.28B
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• Pembina Pipeline Corporation (PPL $56.95)
  • $56.95 P/E (TTM): 19.81X Cap: $32.54B
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• AltaGas Ltd. (ALA $42.08)
  • $42.08 P/E (TTM): 16.3X Cap: $12.46B
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Q: I own all of the above. I am up with PPL and ALA and about break even with ENB and TRP. I feel too much pipeline exposure??
Which two would you keep?

Thanks for everything

Dave.

Public Question.

Upvote 9

Read Answer Asked by David on March 15, 2024

• Labrador Iron Ore Royalty Corporation (LIF $29.91)
  • $29.91 P/E (TTM): 17.16X Cap: $1.91B
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• Westshore Terminals Investment Corporation (WTE $29.92)
  • $29.92 P/E (TTM): 21.83X Cap: $1.84B
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Q: Am retired so my cash portfolio is full of banks, utilities, Brookfield cos, etc.. No materials , so looking at dipping my toe into this sector with either LIF or WTE. Re LIF : the metrics for iron ore are good ,China slowdown negative, US infrastructure program positive ?
Re WTE : Jimmy Patterson a strong shareholder , well run operator, moving more potash, less coal through its terminal ?
What is your opinion on these two companies ?
Balance sheet strength ? Would you recommend one over the other , both or neither for my purpose ? Thanks. Derek

Upvote 2

Read Answer Asked by Derek on March 15, 2024