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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter, Ryan, and Team,

We have a 2.5% position in CN, and are a bit underweight in the industrial sector. Would the ongoing rail line blockade and slight decline in share price represents a buying opportunity? Or would a new investment into WSP, for example, be a better strategy? (Our other industrials are CAE, SIS, and TFII). Thanks in advance for your valued advice.
Read Answer Asked by Jerry on February 14, 2020
Q: Your last report on this company had FWD EV/EBITDA at about 13. What is that ratio now? I am concerned the stock has appreciated well past its fair value and is due for a sharp correction.

The 5 year chart shows an incredible change in trend starting in 2019. I have rarely seen this type of chart continue higher.

I am considering selling the position and buying back in $5 or $10 lower. Is this getting too cute or prudent profit taking.
Read Answer Asked by Chris on February 14, 2020
Q: Utilities seem to go parabolic since December 2018 with no sign of slowing down. Since interest rates seem to remain low for a foreseeable future, is this a new secular trend emerging from improved interest in green energy. ZUT in particular includes many renewable power generator companies. So I basically have 2 questions: If this is a new secular trend should one increase their utility allocation ? 2: Is there still life for oil and gas companies ?
Read Answer Asked by Yves on February 13, 2020
Q: I intend to diversify away a bit from the Brookfield family as I already have BEP.UN and BIP.UN.

Within my RRSP I intend to sell BYP.UN and am interested in buying AW.UN. It appears that A & W's debt is under control. Dividend growth appears to lack a bit of consistency though.

How good is their management?
Would you expect about 7 or 8% total return going forward?
Morningstar Fair Value is about $35. Would you agree?
Would a 5% position be too much for this type of stock if we were to go into a recession?
Do you have any concerns over the 20% drop from its highs?

Thanks.
Read Answer Asked by James on February 13, 2020
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