Investment Q&A

• Canadian National Railway Company (CNR)
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Q: A highly rated analyst has rated CNR a "sell" according to TD. I've held it a long time - should I sell it? If so, what would you suggest to replace it? Thanks.

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Read Answer Asked by Bill on April 20, 2020

• Intertape Polymer Group Inc. (ITP)
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Q: Has your view of ITP changed based on their supply of the materials needed to make hospital gowns and the potential shift to making these in canada in the long run. I see that Stanfield has re-opened its manufacturing facility in Truro to make the gowns but the material is coming from ITP. Does this part of their business offset the slowdown on other items.

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Read Answer Asked by kelly on April 20, 2020

• Gibson Energy Inc. (GEI)
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Q: Hello 5i Team. Is this a good time to buy Gibson Energy for a 3-5 year hold?
Thank-you.

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Read Answer Asked by Antonio on April 20, 2020

• Capital Power Corporation (CPX)
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Q: I want to add another utility stock to my portfolio (already own AQN) and was looking at Capital Power since it has an attractive dividend. Could I get your thoughts on this company?

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Read Answer Asked by Dan on April 20, 2020

• Keg Royalties Income Fund (The) (KEG.UN)
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Q: What is your opinion on the medium to long term outlook on the Keg?

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Read Answer Asked by Charles on April 17, 2020

• Whitecap Resources Inc. (WCP)
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Q: My simple reading of the financials, looks like the total number of shares outstanding, X the existing price, is less than the net assets. The expressed book value is also much higher. Does this Company scrap, for more than it trades for ?

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Read Answer Asked by Cacey on April 17, 2020

• Pembina Pipeline Corporation (PPL)
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Q: I own ENB and PPL. PPL was purchased for stability and safety of the dividend. The position is now way down. Would you recommend selling PPL and replacing it with TRP? Or is PPL seriously mispriced at this point and better to sit tight and wait for recovery?

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Read Answer Asked by Joel on April 17, 2020

• TELUS Corporation (T)
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• Algonquin Power & Utilities Corp. (AQN)
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• North West Company Inc. (The) (NWC)
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• Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B)
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Q: I am looking for safe dividends and believe all of these companies meet that criteria (although recognizing that nothing is for sure these days). I would like to buy 2 companies. Which 2 would you pick from this list?

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Read Answer Asked by David on April 17, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: After the BIP.UN spinoff I now own shares of both of these. For simplicity, I only want to hold one. Selling BIP.UN and buying BIPC in non-registered account will have tax consequences so, on the surface, it seems I should sell BIPC and buy more BIP.UN. Do you see any reason in a long term hold to own one vs the other?

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Read Answer Asked by Ross on April 17, 2020

• Enbridge Inc. (ENB)
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Q: Hi.. What is the likelihood of Enbridge to cut its dividend? Thanks

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Read Answer Asked by Esther on April 17, 2020

• IGM Financial Inc. (IGM)
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Q: Looking for a company to hold long term and IGM has a great yield right now.....
Thoughts?
Thanks
Warren

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Read Answer Asked by Warren on April 16, 2020

• Algoma Central Corporation (ALC)
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Q: What is your opinion of ALC as a safer dividend paying stock?

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Read Answer Asked by Michael on April 16, 2020

• Inter Pipeline Ltd. (IPL)
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Q: With the world awash in oil, is this not a net positive for IPL in terms of their global storage and domestic pipelines?

One would believe that a full capacity storage business would be helpful with thier eventual sale of the storage business.

Thanks,

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Read Answer Asked by JAIME on April 16, 2020

• TELUS Corporation (T)
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• Exchange Income Corporation (EIF)
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Q: Your forward outlook on these 2 companies and are the divs safe. Thank you

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Read Answer Asked by kenneth on April 16, 2020

Q: Looking for a few ideas in an oversold dividend payer stock or etf that has a reasonable chance of maintaining the dividend with capital appreciation over the long term?

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Read Answer Asked by Charles on April 16, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: you recently ranked XEI more highly than CDZ. Could you offer a comparison between the 2? I have read elsewhere that CDZ, which I own, holds too many high yield/high risk
stocks. Would substituting XEI address that, or would it create its own issues?

Thanks

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Read Answer Asked by M.S. on April 16, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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Q: In a recent question you said that CDZ could not do well because of dividend cuts, so, i am asking whether or not you would consider XEI to be the same or not as it has a larger amount of companies that pay dividends...Gene

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Read Answer Asked by gene on April 16, 2020

• Freehold Royalties Ltd. (FRU)
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Q: Could you comment please on the prospects for buying FRU after the dividend cut and discontinuance of forward guidance.
Thanks
Bob Rose

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Read Answer Asked by Robert on April 15, 2020

• Norbord Inc. (OSB)
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Q: Hi 5i ... please comment on the prospects for Norbord in this environment, currently at about $17 ... (for a young investor thinking long-term hold, interested in the sector, the dividend, and some growth) ... thx.

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Read Answer Asked by Patrik on April 15, 2020

• Keyera Corp. (KEY)
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Q: Good afternoon,

Keyera currently has a 12% dividend yield- do you feel this can be supported by their balance sheet and is it sustainable?

Thank you.

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Read Answer Asked by Brad on April 15, 2020