Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.09)
  • $50.09 P/E (TTM): 99.74X Cap: $22.61B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.91)
  • $56.91 Cap: $7.54B
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Q: Can you give me an idea of the relative value of the two Brookfield Infrastructures? Seems like BIPC is somewhat expensive and buying focus should be on the units (bearing in mind the tax issues)? Thanks

Upvote 4

Read Answer Asked by Michael on March 19, 2026

• BCE Inc. (BCE $35.35)
  • $35.35 P/E (TTM): 5.35X Cap: $32.99B
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Q: I'm looking to move on from BCE in a taxable income-seeking account after a trading gain as I don't think the long-term growth prospects are all that compelling. I already own Telus, Royal Bank and 3 pipelines along with CPX. Would you have a few recommendations for a decent dividend along with some growth to compliment my portfolio? Thanks.

Upvote 4

Read Answer Asked by Michael on March 19, 2026

Q: What are 5 beaten down high dividend paying stocks with great value that you would invest in today?

Upvote 15

Read Answer Asked by Judith on March 18, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.09)
  • $50.09 P/E (TTM): 99.74X Cap: $22.61B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $56.91)
  • $56.91 Cap: $7.54B
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Q: Why the sizeable price drop today?
Thanks

Upvote 3

Read Answer Asked by Gary on March 18, 2026

• BCE Inc. (BCE $35.35)
  • $35.35 P/E (TTM): 5.35X Cap: $32.99B
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Q: Your thoughts please on the news from BCE today ?

Thx

Upvote 8

Read Answer Asked by blake on March 17, 2026

• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• Fortis Inc. (FTS $77.22)
  • $77.22 P/E (TTM): 22.87X Cap: $40.09B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $47.97)
  • $47.97 P/E (TTM): 128.32X Cap: $13.32B
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• Emera Incorporated (EMA $71.82)
  • $71.82 P/E (TTM): 19.79X Cap: $22.08B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $66.88)
  • $66.88 P/E (TTM): 50.39X Cap: $7.56B
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Q: Really a question of safe low growth dividend stock prices. All these utility stocks are at 52 week highs. Are they worth it at these prices or are they simply a place for people to hide out until Trumps latest crazy ego trip comes to an end. Thanks

Upvote 10

Read Answer Asked by Stephen on March 17, 2026

• ATCO Ltd. Class I Non-voting Shares (ACO.X $66.88)
  • $66.88 P/E (TTM): 50.39X Cap: $7.56B
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Q: ACO.X: lots of debt., very low ROE and seems fully valued - Morning Star. I don't see much to make this a buy for the long-tern. What say you? At all time high maybe because considered a HALO stocK?

Upvote 4

Read Answer Asked by James on March 17, 2026

• TransAlta Corporation (TA $17.04)
  • $17.04 Cap: $5.08B
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.73)
  • $53.73 P/E (TTM): 80.1X Cap: $120.55B
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Q: Is this a good time for Brookfield to takeover TA?

Upvote 8

Read Answer Asked by Robert on March 16, 2026

• Bristol-Myers Squibb Company (BMY $58.11)
  • $58.11 P/E (TTM): 17.26X Cap: $120.90B
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• Kimberly-Clark Corporation (KMB $98.58)
  • $98.58 P/E (TTM): 16.55X Cap: $32.76B
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• Merck & Company Inc. (MRK $114.20)
  • $114.20 P/E (TTM): 15.92X Cap: $283.08B
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• Pfizer Inc. (PFE $27.41)
  • $27.41 P/E (TTM): 20.18X Cap: $155.40B
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• Procter & Gamble Company (The) (PG $144.84)
  • $144.84 P/E (TTM): 22.44X Cap: $340.95B
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• Philip Morris International Inc (PM $163.37)
  • $163.37 P/E (TTM): 23.81X Cap: $256.33B
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• Williams Companies Inc. (The) (WMB $74.06)
  • $74.06 P/E (TTM): 34.43X Cap: $88.92B
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• Rio Tinto Plc (RIO $85.65)
  • $85.65 P/E (TTM): 14.77X Cap: $110.17B
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• VICI Properties Inc. (VICI $27.98)
  • $27.98 P/E (TTM): 10.97X Cap: $30.03B
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• Nestle SA ADR (NSRGY $96.91)
  • $96.91 P/E (TTM): 1.82X Cap: $255.78B
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• Amcor plc (AMCR $38.69)
  • $38.69 P/E (TTM): 26.64X Cap: $18.41B
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• JPMorgan Equity Premium Income ETF (JEPI $56.68)
  • $56.68 P/E (TTM): 25.63X Cap: $43.16B
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• Verizon CDR (CAD Hedged) (VZ $21.03)
  • $21.03 P/E (TTM): 12.44X Cap: $294.79B
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Q: Hi . Looking for your favourite US/International dividend payers is USD. Can you make 5 or 6 suggestions?

Upvote 3

Read Answer Asked by Rachel on March 16, 2026

• Bird Construction Inc. (BDT $34.81)
  • $34.81 P/E (TTM): 21.31X Cap: $1.97B
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Q: I was very disappointed in Birds Q4 report out yesterday. I was expecting growth, but instead they had a 62 million impairment as well as project delays. Are you still positive on thiere growth prospects? Is it a buy, hold or sell?

Upvote 3

Read Answer Asked by arnold on March 16, 2026

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.09)
  • $50.09 P/E (TTM): 99.74X Cap: $22.61B
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Q: I bought a 1000 shares in 2016 at $48.00 and now have 2250 due to share (units) distribution by BIP.UN. My adjusted cost base including distributions is now $1.00.
Sell or hold? Not a big appreciation of capital over this time other than the unit distributions?

Upvote 7

Read Answer Asked by James on March 12, 2026

• Hemisphere Energy Corporation (HME $2.62)
  • $2.62 P/E (TTM): 8.8X Cap: $253M
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• Toronto-Dominion Bank (The) (TD $128.64)
  • $128.64 P/E (TTM): 10.52X Cap: $216.13B
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• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• TELUS Corporation (T $18.08)
  • $18.08 P/E (TTM): 25.53X Cap: $28.51B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.81)
  • $43.81 Cap: $29.56B
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• Cardinal Energy Ltd. (CJ $10.93)
  • $10.93 P/E (TTM): 22.25X Cap: $1.74B
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• Olympia Financial Group Inc. (OLY $120.14)
  • $120.14 P/E (TTM): 14.58X Cap: $291M
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• Purpose Enhanced Dividend Fund (PDIV $9.26)
  • $9.26 P/E (TTM): 16.33X Cap: $86M
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Q: I hold the above dividend stocks and looking at adding one more with some cash I have, (GSY was my other holding). I would like at least a 5+% dividend. Can you give me a few options of your favourite holdings you would suggest? Thanks.

Upvote 8

Read Answer Asked by Kevin on March 12, 2026

• Alaris Equity Partners Income Trust (AD.UN $20.04)
  • $20.04 P/E (TTM): 5.73X Cap: $919M
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Q: Alaris reported Q4 results yesterday and they were mixed. Although they recently increased the dividend by 9%, and reported increased revenues in Q4, distributable csh flow was down significantly. They give reasons for that, but I am left wondering how genuine they are. Are you worried about the reduced cash flow or are you ok with their explanation? i have a full position and a nice profit in it, but i am wondering if I should reduce my holding. Is it a buy, hold or should I reduce my position?

Upvote 6

Read Answer Asked by arnold on March 10, 2026

• Alaris Equity Partners Income Trust (AD.UN $20.04)
  • $20.04 P/E (TTM): 5.73X Cap: $919M
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Q: Could you provide comments on their quarter. What metrics are more important to watch when evaluating their quarterly Financials?

Upvote 2

Read Answer Asked by Harry on March 10, 2026

• Boralex Inc. Class A Shares (BLX $28.65)
  • $28.65 Cap: $2.95B
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Q: What is your opinion on boralax? Is it a buy?

Thanks

Upvote 1

Read Answer Asked by Chant on March 10, 2026

Q: With the current pull back in the market,
In your opinion, what Cdn companies, that pay a dividend, would be a good opportunity to buy?
Thanks

Upvote 17

Read Answer Asked by Homer on March 09, 2026

• Algonquin Power & Utilities Corp. (AQN $8.87)
  • $8.87 Cap: $6.81B
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Q: Can you comment on the quarter and if the sell off is warranted?

Upvote 2

Read Answer Asked by fwb181 on March 06, 2026

• ATCO Ltd. Class I Non-voting Shares (ACO.X $66.88)
  • $66.88 P/E (TTM): 50.39X Cap: $7.56B
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• Parex Resources Inc. (PXT $27.13)
  • $27.13 P/E (TTM): 7.39X Cap: $2.55B
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• Alcon Inc. (ALC $75.01)
  • $75.01 Cap: $37.84B
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• MCAN Mortgage Corporation Rights (MKP.RT $0.03)
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Q: Thanks for all the good service. My question is which of the following Canadian dividend stocks would you recommend; ALC,ACO.X,PXT, MKP?

Upvote 3

Read Answer Asked by David on March 06, 2026

• Enbridge Inc. (ENB $74.18)
  • $74.18 P/E (TTM): 28.29X Cap: $159.48B
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• TC Energy Corporation (TRP $88.18)
  • $88.18 P/E (TTM): 27.2X Cap: $87.60B
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• Pembina Pipeline Corporation (PPL $61.33)
  • $61.33 P/E (TTM): 21.71X Cap: $34.94B
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• South Bow Corporation (SOBO $46.12)
  • $46.12 P/E (TTM): 20.34X Cap: $9.54B
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Q: Together these 4 companies have risen enough to comprise 14% of my RRSP portfolio. I have been thinking about doing some trimming. Could you please rank them in order from best to worst for an income portfolio?

Scott

Upvote 7

Read Answer Asked by scott on March 05, 2026

• Exchange Income Corporation (EIF $100.83)
  • $100.83 P/E (TTM): 34.73X Cap: $5.78B
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Q: I have owned this stock for a long time and it now accounts for 6% of my portfolio. I normally trim around that percentage unless the stock is seen as having continued growth and reasonable stability. I see that it is over 6% in the 5i income portfolio. However, I still bear the battle scars from a couple of past short reports on this company and although it has obviously recovered from those attacks, I can't help but wonder if something/someone is lurking in the weeds. I know you don't have a crystal ball but given its history, would you be comfortable letting this company grow to a 7% level which is about the max for me?

Appreciate your insight.

Paul F.

Upvote 4

Read Answer Asked by Paul on March 05, 2026