Investment Q&A

• Northland Power Inc. (NPI $22.96)
  • $22.96 Cap: $5.94B
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Q: Greetings, guys.

Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.

If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?

Thanks again.

John

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Read Answer Asked by john on August 10, 2017

• Algonquin Power & Utilities Corp. (AQN $7.70)
  • $7.70 Cap: $5.94B
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• Pure Industrial Real Estate Trust (AAR.UN $8.09)
  • $8.09 P/E (TTM): 7.2X
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Q: I'm elderly and invest for safety and income. I'm looking at adding half positions in AQN and AAR.UN,$12,500 each, to my portfolio. Your opinion on these two for safety and possible growth? Many thanks. - Ted

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Read Answer Asked by Edward on August 10, 2017

• Pizza Pizza Royalty Corp. (PZA $15.80)
  • $15.80 P/E (TTM): 22.64X Cap: $528M
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Q: Pizza pizza reported today and the stock is down, what do you think of their results.

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Read Answer Asked by don on August 10, 2017

• NextEra Energy Inc. (NEE $71.50)
  • $71.50 P/E (TTM): 25.05X Cap: $147.52B
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• Algonquin Power & Utilities Corp. (AQN $7.70)
  • $7.70 Cap: $5.94B
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Q: I already own BEP and was considering adding another renewable energy company. Was considering Nextera. Has a good growth profile and has consistently increased the dividend. Your thoughts on the company or should I go with FTS or AQN.

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Read Answer Asked by Paul on August 10, 2017

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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Q: I think I saw a big surprse on Q2 results. Any comments on this variation? What is your view of Innergex? Expanding on the question - your opinion relative to other players in the renewable sector.

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Read Answer Asked by Carl on August 10, 2017

• First National Financial Corporation (FN $48.10)
  • $48.10 P/E (TTM): 15.77X Cap: $2.88B
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• MCAN Mortgage Corporation (MKP $21.88)
  • $21.88 P/E (TTM): 12.2X Cap: $889M
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Q: Hello Peter, I am wondering what you think of First National (FN) and MCAN Mortgage Corp (MKP) for income. Would you hold both or do you prefer one over the other? Thanks for your advice.

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Read Answer Asked by Pamela on August 10, 2017

• Brookfield Select Opportunities Income Fund (BSO.UN $1.61)
  • $1.61 P/E (TTM): 13.2X Cap: $9M
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Q: Could I have your views on this security. The yield sounds to good to be true. Seems heavy energy, your thoughts on a fixed income portfolio would be appreciated.

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Read Answer Asked by Mark on August 09, 2017

• Medical Facilities Corporation (DR $14.84)
  • $14.84 P/E (TTM): 3.1X Cap: $280M
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Q: I have hung in through thick and thin with DR. The thick was this time last year at $23 a share. The thin is right now dipping below $12 this morning. I know about the CEO leaving and the possible impact of the idiot in the White House, but what is your current take on the company? Just about out of patience.

Thanks

Kim

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Read Answer Asked by Kim on August 09, 2017

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: I will appreciate your comments on IPL. The price keeps dropping although according to my broker's records there is no insider selling. Would you reccomend holding, selling or buying at these prices. Is the dividend sustainable?
Thanks

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Read Answer Asked by Terry on August 09, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.45)
  • $42.45 P/E (TTM): 1022.05X Cap: $19.55B
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Q: BIP is up over 5% this morning. This is a very unusual jump for BIP. Is there any news that may have sparked the share price?

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Read Answer Asked by Peter on August 08, 2017

• AltaGas Ltd. (ALA $41.94)
  • $41.94 P/E (TTM): 16.0X Cap: $12.49B
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• iShares Convertible Bond Index ETF (CVD $18.04)
  • $18.04 Cap: $100M
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Q: I am considering trading my small position in CVD for ALA.R. With higher dividend returns and being a depository receipt as you highlighted in an earlier blog. Does this trade make sense? I will have no tax implications as they are held in a LIRA account. Thanks. Shyam

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Read Answer Asked by Shyam on August 08, 2017

• BMO US High Dividend Covered Call ETF (ZWH $24.17)
  • $24.17 P/E (TTM): 18.48X Cap: $1.07B
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Q: I don't have any US exposure and would like to add 10% of my portfolio to ZWH in my Cash account (non registered). Are the dividends eligible for the dividend tax credit? Are they paid in US funds and would there be any withholding tax? Do you have a better suggestion to get US exposure with a decent yield.

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Read Answer Asked by Luca on August 08, 2017

• PPG Industries Inc. (PPG $109.45)
  • $109.45 P/E (TTM): 24.99X Cap: $24.98B
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• Thomson Reuters Corporation (TRI $235.79)
  • $235.79 P/E (TTM): 47.95X Cap: $107.93B
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Q: Hi all at 5i!! What are your thoughts of PPG industries and Thomson Reuters as long term holds? I am looking to invest a little cash in one or both of these companies. Thanks, Tamara

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Read Answer Asked by Tamara on August 08, 2017

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $135M
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Q: I have a 30% loss in my TSFA on this stock. Margins on the existing business are compressing and their two new acquisitions are an unknown. Sell and move to greener pasture or hold on. It's only a 1.28% weight on a large portfolio but locking in losses is always difficult. Thoughts?

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Read Answer Asked by Don on August 08, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,417.70)
  • $2,417.70 P/E (TTM): 8.63X Cap: $52.70B
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Q: What are your thoughts of FFH and its earnings ? Prem Watsa Canada's Warren Buffet. Do you like the stock long term ?
RAK

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Read Answer Asked by bob on August 08, 2017

• eBay Inc. (EBAY $90.36)
  • $90.36 P/E (TTM): 20.22X Cap: $41.49B
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Q: What do you think about the "baby bonds" EBAYL (Nasdaq) eBay Inc. 6% Notes due 2056 for income generation? I know it is thinly traded but currently provides interest payments at 5.5%. I believe it is issued by EBAY which should add some security. What other risks do you see in such a purchase?

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Read Answer Asked by Bob on August 08, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.45)
  • $42.45 P/E (TTM): 1022.05X Cap: $19.55B
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Q: Could you please comment on BIP's earnings results? Thanks.

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Read Answer Asked by Gary on August 04, 2017

• Gilead Sciences Inc. (GILD $112.54)
  • $112.54 P/E (TTM): 22.77X Cap: $141.15B
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• CVS Health Corporation (CVS $73.46)
  • $73.46 P/E (TTM): 20.91X Cap: $95.09B
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Q: I am looking at adding healthcare to my portfolio; I just purchased GUD but also looking to add a US healthcare stock. Would like to get your opinion on which is best to add mainly for income.

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Read Answer Asked by David on August 04, 2017

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP $20.74)
  • $20.74 P/E (TTM): 16.3X Cap: $1.22B
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Q: Hi Peter & Team,
Recently CARA price been drop some, and their dividend/distribution is quite low. Is it worth to hold on ? Your comment please !
By the way Peter are you leaving the company? I hope not !
Thanks as always,
Tak

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Read Answer Asked by Tak on August 04, 2017

• Viper Energy Inc. (VNOM $37.50)
  • $37.50 P/E (TTM): 11.16X Cap: $11.12B
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Q: I heard on BNN, where Americans aren't buying Canadian Oil & Gas stocks. Viper put out a statement where there production is up 23% over first quarter & 95% yoy. Average price $73.64 down 10% Quarter one, but because of increased production, their cash flow is up & increased dividend 10%. Stock price has basically traded sideways over this years spanned & didn't have any momentum on the announcement. Undoubtedly I am missing something again. Appreciate your comment on Viper. Thanks

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Read Answer Asked by Earl on August 04, 2017