Investment Q&A

• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
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• Capital Power Corporation (CPX $58.57)
  • $58.57 P/E (TTM): 18.26X Cap: $9.05B
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Q: Hi Peter

Would like your thoughts on both of these companies please, i know that cpx is more and pays more dividends, they are both utility stocks which one would you say as more upside to it and which one is less risky. Thanks again

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Read Answer Asked by wilson on December 10, 2019

• MCAN Mortgage Corporation (MKP $21.50)
  • $21.50 P/E (TTM): 11.7X Cap: $851M
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Q: Curious about your thoughts on MKP:CA as an income stock, it boasts a decent yield, but trading at a 52-week high right now. Been paying a decent dividend for along time now, but only has a "Sell" rating by one analyst and concerns over sustainability.

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Read Answer Asked by Darian on December 09, 2019

• Vermilion Energy Inc. (VET $10.53)
  • $10.53 Cap: $1.61B
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• Whitecap Resources Inc. (WCP $10.18)
  • $10.18 P/E (TTM): 6.99X Cap: $12.53B
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• Freehold Royalties Ltd. (FRU $13.42)
  • $13.42 P/E (TTM): 17.57X Cap: $2.20B
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• Surge Energy Inc. (SGY $7.10)
  • $7.10 P/E (TTM): 15.5X Cap: $703M
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Q: 5i
Oil represents about 5% of my portfolio and is comprised of Freehold, Vermillion, Surge and Whitecap. I cannot get a good feel as to where the price of oil is headed in the next 2 years. Appears to me there are conflicting views. Should I get out of the oil sector, invest in good dividend paying stocks that would be more stable and re enter the oil market or not at a later date. All my oil stocks do pay high dividends, are they sustainable. Appreciate your insight on both the oil market and potential stocks to invest in regardless of sector if you feel exiting the oil market may be the way to go.

W

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Read Answer Asked by Wayne on December 09, 2019

• iA Financial Corporation Inc. (IAG $149.56)
  • $149.56 P/E (TTM): 13.45X Cap: $14.01B
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Q: May have your updated opinion on this company. The last six months showing lot of upside. Thank you

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Read Answer Asked by kenneth on December 09, 2019

• Westshore Terminals Investment Corporation (WTE $25.43)
  • $25.43 P/E (TTM): 15.54X Cap: $1.57B
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Q: Would it be possible for Westshore Terminals to convert their Point Roberts terminal to fill oil tankers rather than coal haulers ?
Just wondering
Thanks D

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Read Answer Asked by Drew on December 09, 2019

• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
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• Hydro One Limited (H $50.57)
  • $50.57 P/E (TTM): 24.28X Cap: $30.33B
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Q: This has ran up lately and I am into profit, finally. I don't trust them too much. Any reasons to hand on other than 4.2% div. for me. I would prefer AQN and your opinion will be appreciated. Thx James

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Read Answer Asked by JAMES on December 09, 2019

• Medical Facilities Corporation (DR $14.54)
  • $14.54 P/E (TTM): 3.07X Cap: $274M
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Q: Dear 5i,
I would appreciate you comments on the following questions:
1. Does key management have meaningful share ownership in the company?
2. How long has key management been at the helm?
3. Would you expect any further dividend cuts?
4. Do you think their debt is manageable and reasonable?
5. Do they own any real estate. If yes, how much worth?

thanks

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Read Answer Asked by Ian on December 09, 2019

• Williams Companies Inc. (The) (WMB $56.83)
  • $56.83 P/E (TTM): 28.82X Cap: $69.39B
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• Enbridge Inc. (ENB $66.01)
  • $66.01 P/E (TTM): 23.31X Cap: $143.96B
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Q: Hello-I invested in both of the companies early this year. Williams share price has dropped and now yields an eye popping eight per cent. Is that sustainable? What are your thoughts on wmb. I am tempted to buy more. Also, Citibank gave a shout out to enbridge today and it’s current yields are also high. Your thoughts on enb please?

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Read Answer Asked by alex on December 09, 2019

• GasLog Partners LP representing limited partnership interests (GLOP)
  • P/E (TTM): 5.56X Cap: $276M
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Q: This shipper has taken a tumble, good entry point?

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Read Answer Asked by Pat on December 09, 2019

• TELUS Corporation (T $22.89)
  • $22.89 P/E (TTM): 35.84X Cap: $35.13B
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Q: Could you explain in simple terms the connection between Telus and Telus International, and how the TI purchase of the call center and potential IPO might affect Telus (T) shareholders. Good, bad or non-event?
Thank-you

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Read Answer Asked by grant on December 06, 2019

• Vanguard FTSE Developed Europe All Cap Index ETF (VE $42.57)
  • $42.57 P/E (TTM): 31.06X Cap: $418M
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• Vanguard FTSE Europe ETF (VGK $79.00)
  • $79.00 P/E (TTM): 24.32X Cap: $25.77B
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Q: May I please have your opinion of FDD - First Trust Dow Jones Stoxx European Select Dividend Index Fund for European Exposure. Thanks in advance.

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Read Answer Asked by Donna on December 06, 2019

• Vanguard International Dividend Appreciation ETF (VIGI $89.38)
  • $89.38 P/E (TTM): 10.52X Cap: $8.31B
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• iShares International Dividend Growth ETF (IGRO $78.95)
  • $78.95 P/E (TTM): 9.68X Cap: $1.17B
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• Brompton Global Dividend Growth ETF (BDIV $23.19)
  • $23.19 P/E (TTM): 69.96X Cap: $102M
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• CI International Quality Dividend Growth Index ETF (IQD $34.72)
  • $34.72 P/E (TTM): 0.05X Cap: $216M
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Q: Hello Crew
I'm looking for a Canadian domiciled etf similar to IGRO or VIGI.
thank you. gary

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Read Answer Asked by Gary on December 06, 2019

• Keyera Corp. (KEY $45.38)
  • $45.38 P/E (TTM): 19.02X Cap: $10.39B
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• Gibson Energy Inc. (GEI $26.08)
  • $26.08 P/E (TTM): 26.98X Cap: $4.26B
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Q: Could you compare Key and Gei in the sector ?

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Read Answer Asked by terrance on December 06, 2019

• Exchange Income Corporation (EIF $72.89)
  • $72.89 P/E (TTM): 28.96X Cap: $3.75B
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Q: Hi, could you please give the latest short positions on EIC . Thanks everyone and good weekend to all

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Read Answer Asked by Alan on December 06, 2019

• Emera Incorporated (EMA $65.95)
  • $65.95 P/E (TTM): 22.48X Cap: $19.73B
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• Algonquin Power & Utilities Corp. (AQN $8.02)
  • $8.02 Cap: $6.15B
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• Northland Power Inc. (NPI $22.28)
  • $22.28 Cap: $5.82B
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• Capital Power Corporation (CPX $58.57)
  • $58.57 P/E (TTM): 18.26X Cap: $9.05B
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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: Please rank these companies with a long term hold in mind.
Thanks

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Read Answer Asked by EVAN on December 06, 2019

• Labrador Iron Ore Royalty Corporation (LIF $26.95)
  • $26.95 P/E (TTM): 15.11X Cap: $1.72B
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Q: Hi Peter, Ryan and team,

What is your opinion on LIF at the current price for income and some growth? Would the share price go down significantly if there is a global economic slowdown?

Thanks for your insight.

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Read Answer Asked by Michel L on December 05, 2019

• PrairieSky Royalty Ltd. (PSK $23.84)
  • $23.84 P/E (TTM): 26.01X Cap: $5.61B
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• Freehold Royalties Ltd. (FRU $13.42)
  • $13.42 P/E (TTM): 17.57X Cap: $2.20B
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Q: I split a full position between these 2 recently. I was wondering if you preferred one to the other and if so, for what reasons?

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Read Answer Asked by Gerald on December 05, 2019

• Westshore Terminals Investment Corporation (WTE $25.43)
  • $25.43 P/E (TTM): 15.54X Cap: $1.57B
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Q: No debt, generating strong cash flow. Any specific reason for -7% today? Thank you

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Read Answer Asked by malcolm on December 05, 2019

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $20.50)
  • $20.50 Cap: $527M
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Q: May i have the positive and negatives for this company, its growth prospects, safety of dividend and if its debt is manageable. What 5i portfolio rating would you give it ?

Many thanks for your great service.

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Read Answer Asked by Doug on December 04, 2019

• Global X Active Global Dividend ETF (HAZ $39.72)
  • $39.72 P/E (TTM): 68.71X Cap: $526M
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.02)
  • $99.02 Cap: $2.12B
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• iShares International Dividend Growth ETF (IGRO $78.95)
  • $78.95 P/E (TTM): 9.68X Cap: $1.17B
  • View IGRO Profile
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Q: What ETF is best for unhedged global dividends I am currently looking at HAZ. I want to invest here, but not sure if it is my best option. Suggestion please.

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Read Answer Asked by John on December 04, 2019