Investment Q&A

• Costco Wholesale Corporation (COST $894.33)
  • $894.33 P/E (TTM): 64.54X Cap: $392.70B
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• Procter & Gamble Company (The) (PG $148.49)
  • $148.49 P/E (TTM): 22.03X Cap: $346.98B
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• Verizon Communications Inc. (VZ $40.59)
  • $40.59 P/E (TTM): 8.81X Cap: $171.14B
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• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.50B
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• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
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• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
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• Loblaw Companies Limited (L $63.02)
  • $63.02 P/E (TTM): 7.79X Cap: $75.33B
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• Sun Life Financial Inc. (SLF $84.37)
  • $84.37 P/E (TTM): 21.0X Cap: $47.02B
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• TELUS Corporation (T $18.28)
  • $18.28 Cap: $28.29B
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• Fortis Inc. (FTS $73.25)
  • $73.25 P/E (TTM): 20.82X Cap: $37.02B
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Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H

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Read Answer Asked by Harry on August 24, 2021

• TransAlta Corporation (TA $19.74)
  • $19.74 Cap: $5.87B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Greetings 5i team.

Last comparison was back in March/21. Can you review and update based on most recent results of both Co's and stock price action?
RNW still your preferred of the two today and looking forward?
For Alberta specific, any others you might throw in the mix?

Thanks for your help.

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Read Answer Asked by Arthur on August 24, 2021

• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.55B
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• Royal Bank Of Canada (RY $152.22)
  • $152.22 P/E (TTM): 15.99X Cap: $210.49B
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Q: Hello Team.. I am over weight in banks and considering selling either RY, BMO or BNS and starting a position in MG. I am considering magna as a play on the EV space-does this sound reasonable? Thank You and Best Regards. gary

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Read Answer Asked by Gary on August 23, 2021

• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.55B
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Q: Bought MG about two months ago and down 15%. I suspect in part it's due to the global chip shortage. If this is indeed the case, I am not reassured by NVDA's recent comment that they anticipate the chip shortage to last through to the end of 2022. To what do you attribute the decline...and when - and why - would you anticipate a turnaround? Is MG a buy, sell or hold? Thank you.

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Read Answer Asked by Maureen on August 23, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.13)
  • $6.13 P/E (TTM): 24.84X Cap: $653M
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• Exchange Income Corporation (EIF $78.63)
  • $78.63 P/E (TTM): 28.38X Cap: $4.12B
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Q: can you compare eif and fsz for diversity and long term income. are there any other that you would suggest

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Read Answer Asked by David on August 23, 2021

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $63.21)
  • $63.21 Cap: $8.17B
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Q: What is the strategic value of BIPC acquiring IPL? Most pipelines have under performed (stock price performance) the past 5 years. Oil is not a growth industry. Why not buy a renewable energy name like NPI instead? Also, how significant is the deal relative to its entire portfolio? Is there anyway to get a % revenue/earnings breakdown of the industries BIPC is involved with?

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Read Answer Asked by Albert on August 23, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Hi team
the stock plummet in the last 2 days, any particular reasons? thought that the earnings in the last quarter was OK
I have a position, mainly for income and hope of secondary appreciation

should I hold or add more or sell? PKI is the symbol, thanks
Michael

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Read Answer Asked by Michael on August 23, 2021

• Keyera Corp. (KEY $44.33)
  • $44.33 P/E (TTM): 33.04X Cap: $10.16B
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Q: Seems to be getting sold off ,despite decent results and guidance.Is this sector weakness and a buying opt to add?

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Read Answer Asked by terrance on August 20, 2021

• Labrador Iron Ore Royalty Corporation (LIF $29.42)
  • $29.42 P/E (TTM): 16.87X Cap: $1.87B
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Q: Hi folks
Iron ore is plummeting. Im thinking of selling then getting back in when demand starts to pick up again. It is in a non registered account and part in my TFSA. Or do you feel this may be short lived and just hang in for the dividend?
Much thanks

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Read Answer Asked by El-ann on August 20, 2021

• Enbridge Inc. (ENB $67.08)
  • $67.08 P/E (TTM): 25.85X Cap: $146.31B
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• Pembina Pipeline Corporation (PPL $53.61)
  • $53.61 P/E (TTM): 18.83X Cap: $31.03B
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• AltaGas Ltd. (ALA $42.70)
  • $42.70 P/E (TTM): 17.25X Cap: $12.93B
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Q: between these 3 pipelines, how would you rank them for adding to my investments, on a capital and dividend increase over time.
Thanks

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Read Answer Asked by auftar on August 20, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.40B
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• Algonquin Power & Utilities Corp. (AQN $8.57)
  • $8.57 Cap: $6.45B
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• Northland Power Inc. (NPI $16.24)
  • $16.24 Cap: $4.37B
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• Boralex Inc. Class A Shares (BLX $24.99)
  • $24.99 Cap: $2.52B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.54)
  • $58.54 Cap: $21.48B
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Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks

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Read Answer Asked by Ian on August 19, 2021

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: Could you comment on recent acquisitions and debt level etc .?

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Read Answer Asked by terrance on August 18, 2021

• Evertz Technologies Limited (ET $13.30)
  • $13.30 P/E (TTM): 16.19X Cap: $1B
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Q: Hi, could you please clarify your position on ET. In your recent article on Reliable Retirement Streams you endorse it but in your answer to Chris on July 16th you said you would like to avoid it altogether. Thanks

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Read Answer Asked by Gary on August 18, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.40B
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• Northland Power Inc. (NPI $16.24)
  • $16.24 Cap: $4.37B
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Q: NPI has recently stumbled but is still likely a takeover candidate while BEP.un is a great all-around company. For new $, would you choose one over the other or a bit of both? Thanks!

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Read Answer Asked by Michael on August 18, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $39.85)
  • $39.85 Cap: $26.40B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.54)
  • $58.54 Cap: $21.48B
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Q: All things be considered, would you buy BEPC OR BEP.UN today for a registered Canadian account. Please explain.

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Read Answer Asked by Les on August 18, 2021

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: I've just been looking at Parkland and it's chart is basically flat for the last 3 years. I see you are positive about it going forward, but would you suggest someone well along into retirement stick with it or retreat to something else? (suggestions?)

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Read Answer Asked by M.S. on August 18, 2021

• SmartCentres Real Estate Investment Trust (SRU.UN $26.20)
  • $26.20 P/E (TTM): 18.64X Cap: $4.67B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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Q: Please give me your thoughts on these two laggards in my portfolio. Do I keep them for dividends or replace them with more potential.

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Read Answer Asked by John on August 18, 2021

• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
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• TELUS Corporation (T $18.28)
  • $18.28 Cap: $28.29B
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Q: I live off my dividends. Telus' dividend is not covered by its earnings...either eps or cash flow. Is the dividend eventually going to be cut? Should I sell and add to BCE?


Paul and worried

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Read Answer Asked by PAUL on August 18, 2021

• CES Energy Solutions Corp. (CEU $11.60)
  • $11.60 P/E (TTM): 14.74X Cap: $2.46B
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Q: Could you please tell me if Canadian Energy Services has reinstated its dividend, and if so, what is it exactly? TD shows it as $0.02/month. Doesn't sound right.
What are your thoughts on the company short term and long term?

Thank you,

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Read Answer Asked by Carlo on August 18, 2021

• Labrador Iron Ore Royalty Corporation (LIF $29.42)
  • $29.42 P/E (TTM): 16.87X Cap: $1.87B
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Q: Hi folks...will the special dividend of 14% plus go back to 10% or so next payout.?
Thankyou

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Read Answer Asked by El-ann on August 16, 2021