Investment Q&A

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $40.96)
  • $40.96 P/E (TTM): 12.22X Cap: $9.32B
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• Rogers Communications Inc. Class A Shares (RCI.A $51.85)
  • $51.85 P/E (TTM): 18.41X Cap: $28.01B
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Q: I would like to increase my holdings in telecom stocks. I currently have BCE and would like to know if you would recommend buying more BCE. Or buy one or two other telecom stocks, such as T, RCI.a, QBR.b, or etc? Again, primary aim is income and secondary is balance equity. I plan hold them for more than 5 years. Thanks, Roger

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Read Answer Asked by Roger on May 16, 2022

• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.44X Cap: $144.66B
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• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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• Pembina Pipeline Corporation (PPL $52.38)
  • $52.38 P/E (TTM): 17.77X Cap: $30.42B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
  • $42.69 P/E (TTM): 1025.34X Cap: $19.68B
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Q: what is your favorite pipeline today? cash account

thanks help

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Read Answer Asked by brian on May 16, 2022

• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
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• JPMorgan Chase & Co. (JPM $294.90)
  • $294.90 P/E (TTM): 14.3X Cap: $814.58B
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• 3M Company (MMM $155.85)
  • $155.85 P/E (TTM): 21.47X Cap: $84.15B
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• Realty Income Corporation (O $58.21)
  • $58.21 P/E (TTM): 53.56X Cap: $53.22B
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• Verizon Communications Inc. (VZ $44.23)
  • $44.23 P/E (TTM): 10.36X Cap: $186.48B
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Q: Hi, I would appreciate if you can recommend some dividend paying companies with strong balance sheet, steady dividend increase and have not cut dividend in past. I am looking for names which have sold with general market and are at attractive valuations.
Thanks.

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Read Answer Asked by Harpinder on May 13, 2022

• Pizza Pizza Royalty Corp. (PZA $16.26)
  • $16.26 P/E (TTM): 35.52X Cap: $542M
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Q: What do you think of pza earnings. What do you think has more upside pza or eif.

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Read Answer Asked by don on May 13, 2022

• Labrador Iron Ore Royalty Corporation (LIF $26.95)
  • $26.95 P/E (TTM): 14.92X Cap: $1.72B
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Q: Hi Peter
LIF has fallen significantly from its peak. Is it a good buy at this level for income purposes ? Is it possible it may drop even further?

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Read Answer Asked by Greyhair on May 13, 2022

• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
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Q: Hi Could you please comment on AQN earnings release. Do you see stock being rerated in near future ? Thanks

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Read Answer Asked by rajeev on May 13, 2022

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.56X Cap: $3.37T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• Labrador Iron Ore Royalty Corporation (LIF $26.95)
  • $26.95 P/E (TTM): 14.92X Cap: $1.72B
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
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Q: Sadly, APPS is down 65% since I purchased it and now is a mere pittance of my TFSA (.65% of my entire portfolio). Should I hang on and hope for better things? Or sell and use the proceeds to top up an existing holding? If the latter, would you top up NVDA or APPL?

I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.

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Read Answer Asked by Maureen on May 13, 2022

• Fortis Inc. (FTS $69.59)
  • $69.59 P/E (TTM): 20.77X Cap: $35.27B
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Q: Please recommend two to three utility stocks to hold for over 5 years with around 5% yields, and having some long term growth and security. Please provide your perspectives on your selections. AQN, FTS, EMA, CPX, H, BEP.un, BLX, ACO.x, CU. Not sure if BIP.un should be included with this list. Thanks, Roger

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Read Answer Asked by Roger on May 13, 2022

• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
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Q: Good Morning,

Just curious to what Telus payout ratio is for the dividend. a friend of mine read an article where it said Telus is paying out way more than they are earning. Can you comment on the safety of the dividend? I know they just recently raised it.

Thanks
Jimmy

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Read Answer Asked by Jimmy on May 13, 2022

• Westshore Terminals Investment Corporation (WTE $25.43)
  • $25.43 P/E (TTM): 15.53X Cap: $1.57B
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Q: Just read in the Globe and Mail that Jim Pattison bought an additional stake in WTE, costing him $9.4 million loonies. This caught my eye, aka attention...what does he see about the future of WTE? Me, wondering if it would be a good dividend investment going forward for the portfolio of income stocks. Keen to get 5iR's take.......Many thanks......Tom

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Read Answer Asked by Tom on May 12, 2022

• Leon's Furniture Limited (LNF $30.46)
  • $30.46 P/E (TTM): 12.83X Cap: $2.08B
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Q: Greetings 5i team and thank you for answering the phone during these rocky times.
The 30 Apr 22 Model Inc Portfolio has LNF at a 'B' whereas the 3 Sep 21 Report on LNF is 'B+'. Plse confirm LNF is a 'B+'. Also, if you were to write a report on LNF today would you be likely to maintain the 'B+'?
Thanks again
SP

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Read Answer Asked by Steve on May 11, 2022

• Icahn Enterprises L.P. (IEP $8.37)
  • $8.37 Cap: $4.79B
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• Cohen & Steers Quality Income Realty Fund Inc (RQI $12.49)
  • $12.49 Cap: $1.67B
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Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.

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Read Answer Asked by umedali on May 11, 2022

• TransAlta Corporation (TA $16.85)
  • $16.85 Cap: $4.99B
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Q: Follow-up question: : "The company noted it has reached its 40% renewables target." Does this include it's 60% ownership in Transalta renewable or is it in addition to.

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Read Answer Asked by Irwin on May 11, 2022

• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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Q: Hi please comment on todays earnings release. Thanks a lot eh

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Read Answer Asked by Alan on May 11, 2022

• Superior Plus Corp. (SPB $7.33)
  • $7.33 P/E (TTM): 30.3X Cap: $1.64B
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• Alaris Equity Partners Income Trust (AD.UN $18.68)
  • $18.68 P/E (TTM): 6.08X Cap: $865M
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• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

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Read Answer Asked by Derek on May 11, 2022

• TransAlta Corporation (TA $16.85)
  • $16.85 Cap: $4.99B
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Q: Could you comment on transalta's first quarter results. What was it's cash flow/free cash flow per share. What are the cash flow/earnings per share estimates for the entire year. How do these compare to other companies in this sector.

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Read Answer Asked by Irwin on May 11, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW $58.07)
  • $58.07 P/E (TTM): 13.72X Cap: $37.04B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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Q: Hello Peter,
I would appreciate your comments on Enerplus results on May 5th. Is Powercorp a good long term hold for dividends and a bit of appreciation? Thanks very much.

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Read Answer Asked by umedali on May 10, 2022

• Intel Corporation (INTC $24.55)
  • $24.55 Cap: $107.45B
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• QUALCOMM Incorporated (QCOM $156.42)
  • $156.42 P/E (TTM): 14.89X Cap: $170.49B
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• AbbVie Inc. (ABBV $207.55)
  • $207.55 P/E (TTM): 90.0X Cap: $366.64B
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• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.75X Cap: $142.93B
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• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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• Sun Life Financial Inc. (SLF $80.51)
  • $80.51 P/E (TTM): 14.93X Cap: $46.31B
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• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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• North West Company Inc. (The) (NWC $50.34)
  • $50.34 P/E (TTM): 17.98X Cap: $2.40B
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• Magna International Inc. (MG $64.03)
  • $64.03 P/E (TTM): 10.48X Cap: $18.04B
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• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.

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Read Answer Asked by Dave on May 10, 2022

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.69)
  • $42.69 P/E (TTM): 1025.34X Cap: $19.68B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.16)
  • $55.16 Cap: $7.28B
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Q: Why are the price and yield different btw bipc.ca and bip.un:ca? Which one will be better for RRIF and TFSA account? Thanks

Alec

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Read Answer Asked by Alec on May 10, 2022

• Richards Packaging Income Fund (RPI.UN $32.71)
  • $32.71 P/E (TTM): 16.0X Cap: $362M
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Q: Hi, Could you please comment on company’s earning release, its outlook and valuation. Thanks

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Read Answer Asked by rajeev on May 10, 2022