Investment Q&A

• Pason Systems Inc. (PSI $11.67)
  • $11.67 P/E (TTM): 12.8X Cap: $948M
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Q: They reported today. I'm in on this stock at $7.00. Just wondering if a three year hold will give me some capital gain or would you just move on and put into something that will make a profit.

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Read Answer Asked by Helen on November 06, 2020

• Gibson Energy Inc. (GEI $26.08)
  • $26.08 P/E (TTM): 26.98X Cap: $4.26B
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Q: This stock has been tanking of late Third quarter results might be the cause of that. Is this a time to consider a leg in or wait for a technical signal Thanks.

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Read Answer Asked by John L on November 06, 2020

• 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 (BIPC $39.76)
  • $39.76 Cap: $5.25B
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Q: The BIP.UN and BIPC difference is approached $20. It seems that when BIP.UN goes up BIPC goes up twice as much. For a clear momentum stock, would you invest in BIPC instead of BIP.UN, thanks

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Read Answer Asked by Dennis on November 06, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.85)
  • $34.85 Cap: $22.92B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.46)
  • $46.46 Cap: $17.38B
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Q: Hi 5i
BEPC and BEP.UN together represent 8% of my portfolio currently (BEPC=5.6%, BEP.UN=2.4%). Both are doing well and it appears they will continue to provide nice gains over time. I am wondering about trimming BEPC. What would you consider to be a reasonable % holding for BEPC and BEP.UN together? Thanks!

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Read Answer Asked by Lois on November 06, 2020

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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• Saputo Inc. (SAP $33.90)
  • $33.90 Cap: $13.97B
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Q: Hi Guys,
BCE & SAP both reported today.
Rev is down from last yr.
Is it all priced in and would you start a position in a conservative portfolio?

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Read Answer Asked by Nick on November 06, 2020

• TC Energy Corporation (TRP $70.40)
  • $70.40 P/E (TTM): 17.55X Cap: $73.58B
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Q: Hello - Your thoughts on TRP earnings, and more importantly, your level of confidence of this company going forward. Does it deserve the current valuation?

Thanks.

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Read Answer Asked by James on November 06, 2020

• Pembina Pipeline Corporation (PPL $52.38)
  • $52.38 P/E (TTM): 17.77X Cap: $30.42B
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Q: Hi, could you please comment on Pembina’s earning particularly in view of dividend sustainability. Thanks.

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Read Answer Asked by Gary on November 06, 2020

• BCE Inc. (BCE $34.98)
  • $34.98 P/E (TTM): 76.61X Cap: $32.61B
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Q: Hi, could you please comment on Bell’s earnings including payout ratio and sustainability of dividend. Thanks.

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Read Answer Asked by Gary on November 06, 2020

• Alaris Equity Partners Income Trust (AD.UN $18.68)
  • $18.68 P/E (TTM): 6.08X Cap: $865M
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Q: Retired, dividend-income investor. Your thoughts on the Alaris Royalty latest quarter results? If you need to wait for the conference call, that's ok.

Thanks...Steve

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Read Answer Asked by Stephen on November 06, 2020

• Quarterhill Inc. (QTRH $1.12)
  • $1.12 Cap: $132M
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Q: Please comment on today's financial results.

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Read Answer Asked by Pierre on November 05, 2020

• TMX Group Limited (X $54.97)
  • $54.97 P/E (TTM): 36.82X Cap: $15.55B
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Q: Can I please have your comments and analysis on this company's recently announced earnings and do you see good things in the future for the TMX group?

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Read Answer Asked by Brian on November 05, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $34.85)
  • $34.85 Cap: $22.92B
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Q: May I have your comment on the November 4 report please.

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Read Answer Asked by Margot on November 05, 2020

• Keyera Corp. (KEY $45.38)
  • $45.38 P/E (TTM): 19.01X Cap: $10.41B
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Q: Transalta announced today that they will be changing their electrial coal fired power facilities to natural gas by the end of 2021. Will this benefit Keyera in any way

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Read Answer Asked by kenneth on November 05, 2020

• Superior Plus Corp. (SPB $7.33)
  • $7.33 P/E (TTM): 30.3X Cap: $1.64B
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Q: I havent had much luck with this stock over time. I sold it for a loss earlier this year just before Brookfield stepped in(sigh). Re-bought in 30 days thinking there might be opportunity for SPB rolling up small biz in the states. How big is this area in the US and does SPB have credibility as a divvy growth for doing this?

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Read Answer Asked by Gerald on November 05, 2020

• Diversified Royalty Corp. (DIV $3.41)
  • $3.41 P/E (TTM): 21.38X Cap: $578M
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Q: What is your impression on the recent Diversified Royalty Corp. report on Preliminary Q3 2020 Results for its Royalty Partners? I have sold half of my holdings in April, however, I still hold the balance in 2 different accounts. Should I hold on for improvement in 2021?

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Read Answer Asked by Edward on November 04, 2020

• Keyera Corp. (KEY $45.38)
  • $45.38 P/E (TTM): 19.01X Cap: $10.41B
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• Parkland Corporation (PKI $38.68)
  • $38.68 P/E (TTM): 22.7X Cap: $6.74B
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• goeasy Ltd. (GSY $209.64)
  • $209.64 P/E (TTM): 12.3X Cap: $3.36B
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Q: Can you please give us your thoughts on their 1/4ly releases, Thank You

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Read Answer Asked by Greg on November 04, 2020

• Wajax Corporation (WJX $23.56)
  • $23.56 P/E (TTM): 14.25X Cap: $512M
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Q: Wajax earnings are out, market seems to like the results, what's your opinion on the company and the last earnings

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Read Answer Asked by steve on November 04, 2020

• E Split Corp. Class A Shares (ENS $15.07)
  • $15.07 Cap: $257M
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Q: Looks very attractive here at this price. However 15+% dividend is concerning. Thoughts? Thank you

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Read Answer Asked by Keith on November 03, 2020

• Black Stone Minerals L.P. representing limited partner interests (BSM $12.30)
  • $12.30 P/E (TTM): 10.65X Cap: $2.60B
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Q: natural gas prices are on the rise
what do you think about Black Stone Minerals
thank you

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Read Answer Asked by JACK on November 03, 2020

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.12)
  • $38.12 P/E (TTM): 23.51X Cap: $10.36B
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Q: Hi, would you expect that CU’s disappointing results will be a precursor for other established utilities such as FTS, EMA and BEP? Thanks.

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Read Answer Asked by Gary on November 03, 2020