Investment Q&A

Q: Hi,
I apologize if this has been answered before. Occasionally I have temporary cash balances in my Canadian registered and unregistered investment accounts. However, my broker does not pay any interest on those balances. Do you have any recommendations for short-duration money-market or bond-style or alternative etf's that earn interest and either pay out or increase in value? My only objective, besides earning a return, is that the etf units should maintain their value and not be subject to declines due to credit, interest rate or other risks (understanding that there is no such thing as entirely risk-free).
Thanks,
Derek

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Read Answer Asked by Derek on July 27, 2018

• Pembina Pipeline Corporation (PPL $54.61)
  • $54.61 P/E (TTM): 19.21X Cap: $31.72B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.25B
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• Capital Power Corporation (CPX $71.25)
  • $71.25 P/E (TTM): 22.48X Cap: $11.20B
  • View CPX Profile
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• Freehold Royalties Ltd. (FRU $13.56)
  • $13.56 P/E (TTM): 18.49X Cap: $2.28B
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• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
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Q: Strictly for income and safety purpose how they compare,i'm 74
Thank You
Dan

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Read Answer Asked by DANIEL on July 27, 2018

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.97)
  • $4.97 Cap: $1.23B
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Q: Can you explain free cash flow with NWH.UN. What is the pay out ratio.

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Read Answer Asked by roland on July 26, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I am thinking of buying this company for income. Is there a short thesis for this stock? I would be curious as to the concerns of the shorts? Can you share any information on the short concerns.
Thx

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Read Answer Asked by Giuseppe on July 26, 2018

• AltaGas Ltd. (ALA $42.62)
  • $42.62 P/E (TTM): 16.35X Cap: $12.75B
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Q: For the last 5 years I have been holding about 3% of ALA in my portfolio. It is down about 20% from then. Is it time to switch into something else, if so, what do you suggest.
John

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Read Answer Asked by John on July 26, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: If you did not already own a position in KWH.UN, would you initiate a position? If so, would it be a full position or a 1/2 position?
Thanks for your service

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Read Answer Asked by Ozzie on July 25, 2018

• AltaGas Ltd. (ALA $42.62)
  • $42.62 P/E (TTM): 16.35X Cap: $12.75B
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Q: Any comments on the CEO resignation?

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Read Answer Asked by Dan on July 25, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
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Q: Can I please get your opinion on HCLP? Recently announced a significant increase to their distribution.

Thanks!

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Read Answer Asked by George on July 25, 2018

• Enbridge Inc. (ENB $66.77)
  • $66.77 P/E (TTM): 24.06X Cap: $146.82B
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Q: WE OWN BOTH IPL AND ALTA GAS AND ARE THINKING OF SELLING ONE TO BUY ENBRIDGE WHICH YOU APPEAR TO LIKE BETTER AND WE ALSO CAN TRIGGER A CAPITAL LOSS. WHICH WOULD YOU SELL TO DO THIS? THANKYOU

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Read Answer Asked by John on July 25, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: Following on from my previous question about Crius Energy Trust (KWH.UN:CA), would you say that it is safe to add a bit more at these levels?

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Read Answer Asked by John on July 25, 2018

• Atrium Mortgage Investment Corporation (AI $11.36)
  • $11.36 P/E (TTM): 11.06X Cap: $547M
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Q: I have held this company for several years and lately it has risen quite a bit. Why is this? Also from time to time they issue new stock at prices lower that the stock is trading at. Which really irks me. Although the stock has always recovered. Why do they issue stock at less than what it is trading at?

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Read Answer Asked by Bob on July 25, 2018

• TELUS Corporation (T $21.34)
  • $21.34 P/E (TTM): 33.09X Cap: $32.63B
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Q: When Darren Entwistle eventually steps down as the CEO of Telus... what do you think the impact will be? See https://www.theglobeandmail.com/business/rob-magazine/article-will-telus-ceo-darren-entwistle-ever-let-go/

Also, what do you see as the strengths of Telus are and threats to Telus?

Thanks!

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Read Answer Asked by Robert on July 25, 2018

• Toromont Industries Ltd. (TIH $157.24)
  • $157.24 P/E (TTM): 26.75X Cap: $12.72B
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Q: Can you please comment on their earnings and what is the short term impact on the stock price.

Thanks Valter

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Read Answer Asked by Valter on July 24, 2018

• Canadian National Railway Company (CNR $132.24)
  • $132.24 P/E (TTM): 18.53X Cap: $83.61B
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Q: Can you please comment on their earnings and what is the likely short term impact on the stock price.

Thanks Valter

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Read Answer Asked by Valter on July 24, 2018

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
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Q: I see that Crius Energy Trust (KWH.UN:CA) is still continuing a slight downward trend after that uptick last week.
It pays an extraordinary dividend and if the payout ratio is only 77%, I am assuming the dividend is reasonably safe.
Do you have any further thoughts on the situation?

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Read Answer Asked by John on July 24, 2018

• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?

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Read Answer Asked by richard on July 24, 2018

• Alaris Equity Partners Income Trust (AD.UN $17.96)
  • $17.96 P/E (TTM): 6.06X Cap: $828M
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Q: Can you comment on their recent earnings release ? Joe

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Read Answer Asked by Joseph on July 24, 2018

• Tidewater Midstream and Infrastructure Ltd. (TWM $6.05)
  • $6.05 Cap: $130M
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Q: Just like to get your thoughts on Tidewater it’s been around it’s 52 week low now for a couple of months do you think there is value here and what could drive that,could they possibly be a benefactor if the large LNG project goes through in northern B.C.
Thanks as always

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Read Answer Asked by Greg on July 24, 2018

• Boston Pizza Royalties Income Fund (BPF.UN $20.70)
  • $20.70 P/E (TTM): 13.05X Cap: $507M
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Q: Hi 5i - whats your take on BPF.UN at the current price? I have a 1.5% position and was thinking of adding. Thanks, Neil

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Read Answer Asked by Neil on July 24, 2018

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Hydro One Limited (H $50.54)
  • $50.54 P/E (TTM): 23.7X Cap: $29.97B
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Q: I'm going to start shifting my holdings toward 5I's income portfolio over the next several months. Which two stocks from that portfolio are the most compelling buys at the moment?

I hold Brookfield Renewable and Enbridge.

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Read Answer Asked by Sylvia on July 24, 2018