Investment Q&A

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Exchange Income Corporation (EIF $82.40)
  • $82.40 P/E (TTM): 30.34X Cap: $4.47B
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Q: I have been thinking of replacing PKI with EIF in my RRIF over the last few months. During this time PKI has been steadily rising ( in a weak/ declining market) while EIF has been following the market down. The EIF decline has been quite substantial from what I see is a strong company with good prospects. Is there something wrong with the company that us retail investors don’t know about. ? Is there a rerating of the company going on ? Several analysts have been more positive on PKI. Should one expect strength in this stock to continue. ? Trying to figure out when ( and if ) I should make the switch. My gut says to wait this out. Your thoughts are appreciated. Thanks. Derek.

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Read Answer Asked by Derek on September 27, 2023

• Decisive Dividend Corporation (DE $7.10)
  • $7.10 P/E (TTM): 25.47X Cap: $142M
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Q: Please comment on Decisive Dividend.Tried to access search of previous questions but could not access that feature of your website.Thanks.

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Read Answer Asked by Maurice on September 27, 2023

• Crown Castle Inc. (CCI $90.96)
  • $90.96 Cap: $39.61B
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Q: Crown Castle inc has gone lower recently.What is your opinions for the stock ?Is it a hold, buy or sell ?
Thank you !

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Read Answer Asked by Nancy on September 26, 2023

• SIR Royalty Income Fund (SRV.UN $14.12)
  • $14.12 P/E (TTM): 16.41X Cap: $117M
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Q: Would appreciate your thoughts on SRV.UN. Is the distributions safe. When was distribution last increased? Is there any growth potential and what if any are the catalysts? Would you buy at the current price?

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Read Answer Asked by David on September 26, 2023

• Toronto-Dominion Bank (The) (TD $125.80)
  • $125.80 P/E (TTM): 10.62X Cap: $214.76B
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• Sun Life Financial Inc. (SLF $83.16)
  • $83.16 P/E (TTM): 20.28X Cap: $46.35B
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• TMX Group Limited (X $51.43)
  • $51.43 P/E (TTM): 31.53X Cap: $14.30B
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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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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.08)
  • $12.08 P/E (TTM): 27.6X Cap: $3.49B
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Q: Can you comment on your current top 5 Canadian dividend stocks?

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Read Answer Asked by Joe on September 26, 2023

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: Hi, I’m overweight Telus, and although I like it, I feel it is stuck in this low range until it gets much better quarterly results. Do you agree?
So as a dividend investor I would like to sell part to a more reasonable weight, and would like 3 suggestion for another dividend replacement.( sector not a big issue). Thanks

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Read Answer Asked by Brad on September 26, 2023

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A $5.14)
  • $5.14 P/E (TTM): 15.12X Cap: $224M
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Q: Would you finally pull a plug on ADW.A:CA since its value has been relentlessly going south ? Your hopes expressed in May 2023 report have not materialized in the stock valuation. Having lost over 50% of its value in my portfolio I am not longer optimistic about it recovery in foreseeable future.

Upvote 1

Read Answer Asked by Miroslaw on September 26, 2023

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.01)
  • $14.01 P/E (TTM): 18.89X Cap: $387M
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Q: Is this stock is investable at this time after its decline has reversed in few months? Thanks.

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Read Answer Asked by Miroslaw on September 25, 2023

• Ares Capital Corporation (ARCC $20.85)
  • $20.85 P/E (TTM): 10.57X Cap: $14.93B
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Q: Hello,

Can I please get your thoughts on Aries Capital (ARCC). Thanks

Dave

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Read Answer Asked by David on September 25, 2023

• Ecopetrol S.A. American Depositary Shares (EC $9.73)
  • $9.73 P/E (TTM): 5.53X Cap: $20.16B
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Q: Hi 5i Team,

How do you feel about this company as an income play? It has a high yield but being that oil and gas is a nationalized industry in Colombia does this make the company very high risk?

Would you be buyers for a small income position or would you stay away?

Thanks for all you do!

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Read Answer Asked by Wes on September 25, 2023

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.87)
  • $49.87 P/E (TTM): 3.98X Cap: $27.01B
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• Rogers Communications Inc. Class A Shares (RCI.A $50.00)
  • $50.00 P/E (TTM): 3.98X Cap: $27.01B
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Q: I am thinking of buying Rogers Communications for future growth in the share price. My investment horizon is more than 10 years. Would you say that Rogers is a better choice than BCE or Telus? Please explain the reasoning.

Also, is the current share price of RCI at a good price to buy it or would you wait for it to drop some more?

And what class of shares would be better to buy (Class A or Class B)? Please explain why. Thank you for your insights.

Upvote 3

Read Answer Asked by Cathy on September 25, 2023

• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 19.8X Cap: $35.45B
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Q: 8:22 AM 9/21/2023
Hello.. I really like the idea of a nicely balanced "mom" equity portfolio. You mentioned FTS for example. Could you please suggest what stocks you would put in it mainly for dividend income [hopefully yielding 4.5% or better] and enough growth to counter inflation over the long term.
Thank you............ Paul W K.

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Read Answer Asked by Paul on September 22, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.93)
  • $5.93 P/E (TTM): 23.72X Cap: $632M
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Q: Your opinion please on whether or not this is worth holding for the dividend and a future recovery for the financials sector. Thank you.

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Read Answer Asked by Barbara on September 21, 2023

• Fortis Inc. (FTS $70.16)
  • $70.16 P/E (TTM): 19.8X Cap: $35.45B
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Q: I note today that two analysts show FTS as a sell. Would like your opinion on how this might be justified, and your thoughts on the stock. I consider it a core dividend payer in my holdings.

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Read Answer Asked by Robert on September 21, 2023

• TELUS Corporation (T $17.63)
  • $17.63 Cap: $27.29B
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Q: Morning
It has been said
Buy a good company and hold on to it through market ups and downs
Would this saying apply to TELUS
Thank you

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Read Answer Asked by Michael on September 21, 2023

• BMO Canadian Dividend ETF (ZDV $27.20)
  • $27.20 P/E (TTM): 13.11X Cap: $1.40B
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• iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.25)
  • $32.25 P/E (TTM): 4.66X Cap: $2.75B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.46)
  • $40.46 P/E (TTM): 14.68X Cap: $1.08B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.52)
  • $61.52 P/E (TTM): 5.9X Cap: $5.41B
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• Global X Canadian High Dividend Index Corporate Class ETF (HXH $66.21)
  • $66.21 Cap: $183M
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Q: Good morning, I’m wondering if you could provide a list of a few dividend ETFs for a TFSA. Looking to contribute every two weeks. Currently hold XEI. Thanks

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Read Answer Asked by Seamus on September 20, 2023

• Firm Capital Mortgage Investment Corporation (FC $11.69)
  • $11.69 P/E (TTM): 11.3X Cap: $429M
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Q: Your opinion please

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Read Answer Asked by Bill on September 20, 2023

• McDonald's Corporation (MCD $316.72)
  • $316.72 P/E (TTM): 26.5X Cap: $225.55B
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• North West Company Inc. (The) (NWC $48.10)
  • $48.10 P/E (TTM): 16.74X Cap: $2.28B
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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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• Domino's Pizza Inc (DPZ $431.73)
  • $431.73 P/E (TTM): 24.48X Cap: $14.58B
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Q: In a Rif account, looking for steady and increasing dividends over time. Of the two, which has better metrics for long term sustainability. Brief recap of metrics also on the chosen one also

Thank you

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Read Answer Asked by Harry on September 20, 2023

• Bank of Nova Scotia (The) (BNS $100.17)
  • $100.17 P/E (TTM): 19.27X Cap: $124.36B
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• BCE Inc. (BCE $32.62)
  • $32.62 P/E (TTM): 4.81X Cap: $30.06B
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• Sun Life Financial Inc. (SLF $83.16)
  • $83.16 P/E (TTM): 20.28X Cap: $46.35B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.44)
  • $38.44 Cap: $25.47B
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• AltaGas Ltd. (ALA $41.79)
  • $41.79 P/E (TTM): 16.4X Cap: $12.42B
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• goeasy Ltd. (GSY $122.28)
  • $122.28 P/E (TTM): 9.15X Cap: $1.96B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
  • $47.83 P/E (TTM): 53.39X Cap: $22.28B
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• Exchange Income Corporation (EIF $82.40)
  • $82.40 P/E (TTM): 30.34X Cap: $4.47B
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• Atco (ACOY)
  • P/E (TTM): 10.6X
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Q: I am considering adding to a number of these Income Generating names. I know you are generally not a fan of averaging down but is there an entry point that you would add to these names in the current market.

Thanks
Tim

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Read Answer Asked by Timothy on September 20, 2023

• Canadian National Railway Company (CNR $134.71)
  • $134.71 P/E (TTM): 18.39X Cap: $82.91B
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• BCE Inc. (BCE $32.62)
  • $32.62 P/E (TTM): 4.81X Cap: $30.06B
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• Enbridge Inc. (ENB $65.46)
  • $65.46 P/E (TTM): 24.91X Cap: $142.78B
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• Canadian Pacific Kansas City Limited (CP $103.36)
  • $103.36 P/E (TTM): 22.47X Cap: $93.10B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.18)
  • $13.18 P/E (TTM): 19.67X Cap: $902M
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Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James

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Read Answer Asked by JAMES on September 19, 2023