Investment Q&A

• PPL Corporation (PPL $38.86)
  • $38.86 P/E (TTM): 24.3X Cap: $29.12B
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• AT&T Inc. (T $28.04)
  • $28.04 P/E (TTM): 9.32X Cap: $197.77B
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• Canadian Imperial Bank of Commerce (CM $98.25)
  • $98.25 P/E (TTM): 13.95X Cap: $89.15B
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• Enbridge Inc (ENB $54.38)
  • $54.38 P/E (TTM): 22.99X Cap: $116.97B
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• Fabrinet (FN $557.72)
  • $557.72 P/E (TTM): 53.45X Cap: $19.86B
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• Manulife Financial Corporation (MFC $35.22)
  • $35.22 P/E (TTM): 15.98X Cap: $58.83B
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• Toronto Dominion Bank (The) (TD $96.99)
  • $96.99 P/E (TTM): 10.61X Cap: $159.62B
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• TC Energy Corporation (TRP $63.44)
  • $63.44 P/E (TTM): 27.38X Cap: $65.09B
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• Royal Bank Of Canada (RY $165.39)
  • $165.39 P/E (TTM): 15.25X Cap: $229.06B
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• BCE Inc. (BCE $23.83)
  • $23.83 P/E (TTM): 5.02X Cap: $22.57B
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• Bank Of Montreal (BMO $138.17)
  • $138.17 P/E (TTM): 14.93X Cap: $97.39B
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• Bank of Nova Scotia (The) (BNS $69.90)
  • $69.90 P/E (TTM): 19.0X Cap: $86.34B
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Q: Hello - I am an income investor. My view has been to construct my portfolio with companies that pay growing dividends as a way to offset inflation. With BCE’s announcement of reduced expected dividend growth in the future I am considering shifting that portion of my portfolio somewhere else. Can you please provide the stated expected ranges of dividend growth (as a %) of these companies? Please take all the credits you wish. Thank you

Upvote 11

Read Answer Asked by Mark on February 12, 2024

• Fortis Inc. (FTS $79.58)
  • $79.58 P/E (TTM): 22.64X Cap: $39.99B
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Q: May I please have your thoughts on their most recent quarter. My RBC discount brokerage describes them as being overvalued with a rate of return estimate of -17%. How do you view their current valuation?

Upvote 4

Read Answer Asked by Peter on February 12, 2024

• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 5.02X Cap: $31.49B
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• TELUS Corporation (T $17.44)
  • $17.44 P/E (TTM): 24.89X Cap: $27.94B
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Q: In the past you had a slight preference for BCE over Telus in terms of a long term investment. After the latest results from the 2 companies, do you still have a preference for BCE?

Upvote 12

Read Answer Asked by André on February 12, 2024

• BTB Real Estate Investment Trust (BTB.UN $3.83)
  • $3.83 P/E (TTM): 14.73X Cap: $342M
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Q: On your site it says that BTB's dividend growth is -100%, which I presume means that it has been cancelled. Is this correct? I can find no corroborating information.

Thank-you,

Upvote 1

Read Answer Asked by Alex on February 12, 2024

• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 5.02X Cap: $31.49B
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• TELUS Corporation (T $17.44)
  • $17.44 P/E (TTM): 24.89X Cap: $27.94B
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Q: For a RRIF would you be a buyer of either of these companies now. If so which would you prefer.
Also can you suggest 3 or 4 other dividend paying stocks as well. Thank you.

Upvote 10

Read Answer Asked by Rose on February 12, 2024

• TMX Group Limited (X $49.81)
  • $49.81 P/E (TTM): 33.3X Cap: $13.79B
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• BCE Inc. (BCE $23.83)
  • $23.83 P/E (TTM): 5.02X Cap: $22.57B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.08)
  • $61.08 P/E (TTM): 30.33X Cap: $100.86B
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Q: I purchased BCE awhile back for its very good dividend and some modest growth, thinking it was more “bond” like.
Now with the recent news I am not so sure this is the case. I am overweight in it and wondering what to do with it, whether to keep it and collect the dividend, or if it would be better to sell it or at least some of it.
I could use the loss to offset some of my gains I guess, but I am unsure what is the best move. I don’t need the money, so would probably reinvest the money in another stock.
I am asking for your advice on this investment.
Thanks so much for your past service, it has always been most helpful.

Upvote 10

Read Answer Asked by Shirley on February 12, 2024

• Fortis Inc. (FTS $79.58)
  • $79.58 P/E (TTM): 22.64X Cap: $39.99B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $69.03)
  • $69.03 P/E (TTM): 51.79X Cap: $7.75B
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• Capital Power Corporation (CPX $67.13)
  • $67.13 P/E (TTM): 83.95X Cap: $10.47B
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Q: I’m considering switching from aco.x to cpx to free up cash and maintain total annual dividend amount. Will you please provide opinion regarding the safety of the dividend and long-term capital appreciation. Is there a better company in any sector I should consider at this time to achieve the same objective. Thank you

Upvote 3

Read Answer Asked by David on February 12, 2024

• Suncor Energy Inc. (SU $92.79)
  • $92.79 P/E (TTM): 18.87X Cap: $109.02B
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• Canadian Natural Resources Limited (CNQ $68.23)
  • $68.23 P/E (TTM): 12.79X Cap: $140.23B
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Q: Two questions:

(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.

Upvote 3

Read Answer Asked by Jerry on February 12, 2024

• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 5.02X Cap: $31.49B
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• TELUS Corporation (T $17.44)
  • $17.44 P/E (TTM): 24.89X Cap: $27.94B
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Q: Compare and contrast BCE and Telus’s results.

Upvote 6

Read Answer Asked by Cory on February 12, 2024

• ARC Resources Ltd. (ARX $27.79)
  • $27.79 P/E (TTM): 12.63X Cap: $15.72B
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Q: Please give your opinion of ARC Resources Y/E earnings from last night. Thank you.

Upvote 4

Read Answer Asked by hank on February 09, 2024

• Enbridge Inc. (ENB $75.56)
  • $75.56 P/E (TTM): 22.99X Cap: $163.19B
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Q: Thoughts on the quarter please?

Thx

Upvote 15

Read Answer Asked by blake on February 09, 2024

• Capital Power Corporation (CPX $67.13)
  • $67.13 P/E (TTM): 83.95X Cap: $10.47B
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Q: With the pause in Alberta on renewables and Cpx has had a steady downturn from it's highs where do you think this is going ,the affect etc .

Upvote 4

Read Answer Asked by terrance on February 09, 2024

• Capital Power Corporation (CPX $67.13)
  • $67.13 P/E (TTM): 83.95X Cap: $10.47B
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Q: Good Evening
Many analysts are downgrading CPX and some indicate that the pay out ratio is 109% putting the dividend in jeopardy.
I will appreciate your insight going forward.
Is the dividend safe, is it a hold or sell ?
Thanks as always for your comments.

Upvote 4

Read Answer Asked by Terry on February 09, 2024

• Birchcliff Energy Ltd. (BIR $6.54)
  • $6.54 P/E (TTM): 28.0X Cap: $1.83B
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Q: Hi 5i
Do you have news associated with recent uptick in BIR, almost 18% in last two days.

thx

Upvote 3

Read Answer Asked by jim on February 08, 2024

• Alvopetro Energy Ltd. (ALV $9.16)
  • $9.16 P/E (TTM): 11.39X Cap: $337M
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Q: What happened to alv? Going down daily.

Upvote 1

Read Answer Asked by victor on February 08, 2024

• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.39X Cap: $48.98B
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Q: What are your thoughts on SLF earnings

Thanks for the great service

Upvote 4

Read Answer Asked by Hector on February 08, 2024

• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 5.02X Cap: $31.49B
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Q: Sorry for another question about BCE. I'm surprised that the generally good results and the workforce reduction initiatives they announced today aren't having a positive effect on the share price. In fact, at this moment, it's down 4.24%. Your assessment? Thanks!

Upvote 16

Read Answer Asked by Jerry on February 08, 2024

• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 5.02X Cap: $31.49B
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Q: In light of the announced layoffs, will Bce cut dividends as well?

Upvote 9

Read Answer Asked by Valdis on February 08, 2024

• Whitecap Resources Inc. (WCP $15.31)
  • $15.31 P/E (TTM): 14.75X Cap: $18.43B
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Q: Hi

Would you add to WCP at this price range? The steady decline is worrying me, to be honest. But then I try to flip the argument and ask whether now is the time to purchase more.

Your thoughts.

Upvote 5

Read Answer Asked by Robert on February 08, 2024

• Enbridge Inc. (ENB $75.56)
  • $75.56 P/E (TTM): 22.99X Cap: $163.19B
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• Cenovus Energy Inc. (CVE $37.78)
  • $37.78 P/E (TTM): 17.18X Cap: $70.38B
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Q: What is the estimate for this quarter on enbridge? Your thoughts on the next 1 to 2 years for cve? cheers
Further to my question on enb re quarterly earnings on the 9th. The stock is down the last week and traded over 15 million shares today. Would this possibly be an indication of a not so good earnings? cheers

Upvote 10

Read Answer Asked by kenneth on February 08, 2024