Investment Q&A

• Fortis Inc. (FTS)
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• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Q: If my first objective is capital appreciation, how would you rank these three? Second question, my perception is that FTS isn't as "renewable" compared to BEP and AQN. How would you compare FTS to the other two in this regard?
Thanks.

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Read Answer Asked by Albert on August 04, 2020

• Exchange Income Corporation (EIF)
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Q: Just curious as to your opinion about the acquisition. It is purportedly immediately acretious and seems like a good fit for them, yet EIF is down on a generally up day.
Thanks!
Paul K.

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Read Answer Asked by Paul on August 04, 2020

• TransAlta Renewables Inc. (RNW)
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Q: What do you make of Trans Alta Renewables? It has a payout ratio of 235%, Profit Margin of 25%, and ROE of 5%. It is funding a lot of new projects with debt.

Operation’s are in Canada, US, and Australia.

Thanks

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Read Answer Asked by David Michael on August 04, 2020

• Enbridge Inc. (ENB)
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• TC Energy Corporation (TRP)
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Q: Hi, would you consider TRP overall less risk than ENB given it pipes more natural gas than oil and it has less growth projects and therefore execution risk?

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Read Answer Asked by Gary on August 04, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hello 5i,
Could you give me your long term analysis of Air Canada, it’s Covid response and where it should be in 5 -10 years.
Cheers,
Rick

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Read Answer Asked by Rick on August 04, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi 5i,

Can you provide your assessment of AC's 2nd quarter results.

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Read Answer Asked by Vinod on August 04, 2020

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: I have some cash to deploy in RRSP and wonder if now would be a good time to go a little overweight on these banks. The prices look good to me but are they really being undervalued or is the real impact of the pandemic on banks going to be bad.

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Read Answer Asked by David on August 04, 2020

• BCE Inc. (BCE)
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Q: What does SpaceX and Starling mean for Bell and Rogers?

Thx
John

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Read Answer Asked by john on August 04, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I purchased BEP.UN on July 30, 2020. On that day, the CFRA report available through my bank's investorline site had it down as a 'hold'. Then, the next day (July 31st ), CFRA had it down as a 'buy' and then on Aug 2nd as a 'sell'. I usually sell when CFRA advises to sell. My questions are:
1) How can CFRA ratings change this quickly?
2) How reliable are CFRAs ratings?
3) Should I sell?
Thanks for your help

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Read Answer Asked by Mary on August 04, 2020

• Primo Water Corporation (PRMW)
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Q: Good morning folks. What are the anticipated earnings expected on upcoming release?
Are earnings expected to increase over the next year.? What will the driver of any increase in earnings over the next year?
Thank you kind people

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Read Answer Asked by Alan on August 04, 2020

• Maple Leaf Foods Inc. (MFI)
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Q: What are your thoughts on Maple Leaf Foods? Would you buy, hold or sell?

Thank you

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Read Answer Asked by Donna on July 31, 2020

• Capital Power Corporation (CPX)
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Q: Hi, could you please comment on CPX’s earnings and dividend increase. Was the increase necessary or prudent given an already elevated dividend yield. Was CPX’s earnings/ outlook that good?

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Read Answer Asked by Gary on July 31, 2020

• Cineplex Inc. (CGX)
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Q: You've previously stated that CGX presents too much risk given its current debt load.

Given the recent ruling that they can open again with up to 50 patrons per screen (believe previous plan was 50 max per theatre) and Canada's success in controlling the virus, would you give them a 2nd look?

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Read Answer Asked by Tom on July 31, 2020

• Keyera Corp. (KEY)
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Q: Could I have your opinion on Keyera. Is it a buy now and is the dividend safe.

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Read Answer Asked by John on July 31, 2020

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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Q: Is the PPL dividend reasonably safe? Which dividend is safer ENB or PPL?
Appreciate your service.

Howard

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Read Answer Asked by Howard on July 31, 2020

• Pizza Pizza Royalty Corp. (PZA)
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Q: Hi Peter, wondering about your views post-covid and now sports slowly coming back (i.e. demand for pizza 73)? Do you still see same store sales anemic? Not stock price great last 3 years and back to its 2008 low ... how has management & financials ( i.e. earnings per share) responded this post-covid (i.e. was it similar or better than what they did in 08 comparisons)? Would you classify this company undervalued (i.e. enough cash flow, assets doing well or not vs debt)? Thanks!

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Read Answer Asked by Michael on July 31, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Property Partners L.P. (BPY.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Hello 5i. Please list the best Brookfield Groups in order of preference for growth in a TFSA.

Thanks
Dave

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Read Answer Asked by Dave on July 30, 2020

• Loblaw Companies Limited (L)
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Q: Not a question but further to your comments on Loblaw's recent results, they were viewed favourably within the investment community as CIBC raised their target to $85.00 while RBC bumped their target from $90.00 to $105.00.

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Read Answer Asked by karl on July 30, 2020

• Algonquin Power & Utilities Corp. (AQN)
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Q: Peter; Could the recent share issue be for the new deal with Chevron Thanks . Rod

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Read Answer Asked by Rodney on July 30, 2020

• Alaris Equity Partners Income Trust (AD.UN)
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Q: Your comments And recommendations please on Alaris latest earning.
Thank you

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Read Answer Asked by Marty on July 30, 2020