Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.51)
  • $49.51 P/E (TTM): 103.08X Cap: $23.11B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $57.26)
  • $57.26 Cap: $7.81B
  • View BIPC Profile
  • View Questions on BIPC

Q: Why the sizeable price drop today?
Thanks

Upvote 3

Read Answer Asked by Gary on March 18, 2026

• BCE Inc. (BCE $35.27)
  • $35.27 P/E (TTM): 5.32X Cap: $33.22B
  • View BCE Profile
  • View Questions on BCE

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 $73.46)
  • $73.46 P/E (TTM): 28.54X Cap: $161.44B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $79.11)
  • $79.11 P/E (TTM): 22.95X Cap: $40.50B
  • View FTS Profile
  • View Questions on FTS
• Canadian Utilities Limited Class A Non-Voting Shares (CU $48.82)
  • $48.82 P/E (TTM): 129.45X Cap: $13.26B
  • View CU Profile
  • View Questions on CU
• Emera Incorporated (EMA $72.93)
  • $72.93 P/E (TTM): 19.84X Cap: $22.18B
  • View EMA Profile
  • View Questions on EMA
• ATCO Ltd. Class I Non-voting Shares (ACO.X $67.00)
  • $67.00 P/E (TTM): 50.68X Cap: $7.53B
  • View ACO.X Profile
  • View Questions on ACO.X

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 $67.00)
  • $67.00 P/E (TTM): 50.68X Cap: $7.53B
  • View ACO.X Profile
  • View Questions on ACO.X

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 $17.25)
  • $17.25 Cap: $5.09B
  • View TA Profile
  • View Questions on TA
• Brookfield Corporation Class A Limited Voting Shares (BN $54.48)
  • $54.48 P/E (TTM): 78.81X Cap: $122.32B
  • View BN Profile
  • View Questions on BN

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 $59.46)
  • $59.46 P/E (TTM): 17.26X Cap: $121.59B
  • View BMY Profile
  • View Questions on BMY
• Kimberly-Clark Corporation (KMB $98.08)
  • $98.08 P/E (TTM): 16.52X Cap: $33.35B
  • View KMB Profile
  • View Questions on KMB
• Merck & Company Inc. (MRK $114.55)
  • $114.55 P/E (TTM): 15.86X Cap: $286.47B
  • View MRK Profile
  • View Questions on MRK
• Pfizer Inc. (PFE $27.21)
  • $27.21 P/E (TTM): 19.57X Cap: $156.14B
  • View PFE Profile
  • View Questions on PFE
• Procter & Gamble Company (The) (PG $147.64)
  • $147.64 P/E (TTM): 22.54X Cap: $352.03B
  • View PG Profile
  • View Questions on PG
• Philip Morris International Inc (PM $167.26)
  • $167.26 P/E (TTM): 24.07X Cap: $269.04B
  • View PM Profile
  • View Questions on PM
• Williams Companies Inc. (The) (WMB $72.78)
  • $72.78 P/E (TTM): 34.53X Cap: $90.01B
  • View WMB Profile
  • View Questions on WMB
• Rio Tinto Plc (RIO $88.97)
  • $88.97 P/E (TTM): 14.78X Cap: $112.78B
  • View RIO Profile
  • View Questions on RIO
• VICI Properties Inc. (VICI $28.27)
  • $28.27 P/E (TTM): 10.97X Cap: $30.59B
  • View VICI Profile
  • View Questions on VICI
• Nestle SA ADR (NSRGY $98.89)
  • $98.89 P/E (TTM): 1.82X Cap: $268.86B
  • View NSRGY Profile
  • View Questions on NSRGY
• Amcor plc (AMCR $40.46)
  • $40.46 P/E (TTM): 26.57X Cap: $19.63B
  • View AMCR Profile
  • View Questions on AMCR
• JPMorgan Equity Premium Income ETF (JEPI $57.26)
  • $57.26 P/E (TTM): 25.63X Cap: $43.16B
  • View JEPI Profile
  • View Questions on JEPI
• Verizon CDR (CAD Hedged) (VZ $21.49)
  • $21.49 P/E (TTM): 12.55X Cap: $294.79B
  • View VZ Profile
  • View Questions on VZ

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 $35.56)
  • $35.56 P/E (TTM): 20.92X Cap: $2B
  • View BDT Profile
  • View Questions on BDT

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 $49.51)
  • $49.51 P/E (TTM): 103.08X Cap: $23.11B
  • View BIP.UN Profile
  • View Questions on BIP.UN

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 $2.66)
  • $2.66 P/E (TTM): 8.63X Cap: $249M
  • View HME Profile
  • View Questions on HME
• Toronto-Dominion Bank (The) (TD $130.83)
  • $130.83 P/E (TTM): 10.43X Cap: $219.31B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $73.46)
  • $73.46 P/E (TTM): 28.54X Cap: $161.44B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TELUS Corporation (T $18.25)
  • $18.25 P/E (TTM): 25.4X Cap: $28.69B
  • View T Profile
  • View Questions on T
• Brookfield Renewable Partners L.P. (BEP.UN $43.58)
  • $43.58 Cap: $29.05B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Cardinal Energy Ltd. (CJ $10.79)
  • $10.79 P/E (TTM): 22.03X Cap: $1.71B
  • View CJ Profile
  • View Questions on CJ
• Olympia Financial Group Inc. (OLY $121.32)
  • $121.32 P/E (TTM): 14.65X Cap: $289M
  • View OLY Profile
  • View Questions on OLY
• Purpose Enhanced Dividend Fund (PDIV $9.40)
  • $9.40 P/E (TTM): 16.33X Cap: $87M
  • View PDIV Profile
  • View Questions on PDIV

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 $20.22)
  • $20.22 P/E (TTM): 5.73X Cap: $917M
  • View AD.UN Profile
  • View Questions on AD.UN

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 $20.22)
  • $20.22 P/E (TTM): 5.73X Cap: $917M
  • View AD.UN Profile
  • View Questions on AD.UN

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 $28.88)
  • $28.88 Cap: $2.95B
  • View BLX Profile
  • View Questions on BLX

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 $8.93)
  • $8.93 Cap: $6.91B
  • View AQN Profile
  • View Questions on AQN

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 $67.00)
  • $67.00 P/E (TTM): 50.68X Cap: $7.53B
  • View ACO.X Profile
  • View Questions on ACO.X
• Parex Resources Inc. (PXT $26.16)
  • $26.16 P/E (TTM): 7.28X Cap: $2.52B
  • View PXT Profile
  • View Questions on PXT
• Alcon Inc. (ALC $76.21)
  • $76.21 Cap: $38.86B
  • View ALC Profile
  • View Questions on ALC
• MCAN Mortgage Corporation Rights (MKP.RT $0.03)
  • View MKP.RT Profile
  • View Questions on MKP.RT

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 $73.46)
  • $73.46 P/E (TTM): 28.54X Cap: $161.44B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TC Energy Corporation (TRP $87.16)
  • $87.16 P/E (TTM): 27.3X Cap: $87.60B
  • View TRP Profile
  • View Questions on TRP
• Pembina Pipeline Corporation (PPL $60.15)
  • $60.15 P/E (TTM): 21.93X Cap: $35.08B
  • View PPL Profile
  • View Questions on PPL
• South Bow Corporation (SOBO $45.81)
  • $45.81 P/E (TTM): 20.45X Cap: $9.63B
  • View SOBO Profile
  • View Questions on SOBO

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 $102.52)
  • $102.52 P/E (TTM): 34.08X Cap: $5.76B
  • View EIF Profile
  • View Questions on EIF

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

• Canada Packers Inc. (CPKR $20.47)
  • $20.47 Cap: $611M
  • View CPKR Profile
  • View Questions on CPKR

Q: What are your thoughts on CPKR's most recent results? Do you think it represents good value at this price?

Upvote 5

Read Answer Asked by Irwin on March 04, 2026

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.35)
  • $5.35 P/E (TTM): 17.17X Cap: $562M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Your thoughts please on the latest quarter?

Thx

Upvote 3

Read Answer Asked by blake on March 03, 2026

• WSP Global Inc. (WSP $223.60)
  • $223.60 P/E (TTM): 30.25X Cap: $30.37B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc (STN $89.32)
  • $89.32 P/E (TTM): 28.78X Cap: $10.26B
  • View STN Profile
  • View Questions on STN
• Waste Connections Inc. (WCN $227.04)
  • $227.04 P/E (TTM): 40.26X Cap: $59.05B
  • View WCN Profile
  • View Questions on WCN
• Berkshire Hathaway Inc. (BRK.B $487.96)
  • $487.96 P/E (TTM): 0.04X Cap: $1.06T
  • View BRK.B Profile
  • View Questions on BRK.B
• AtkinsRéalis Group Inc. (ATRL $92.32)
  • $92.32 P/E (TTM): 6.11X Cap: $15.67B
  • View ATRL Profile
  • View Questions on ATRL

Q: If you owned BRK.B and were thinking about moving out and adding two other companies such as ATRL & WCN to a portfolio what would your thoughts be?

Upvote 6

Read Answer Asked by Michael on March 03, 2026