Investment Q&A

• Keyera Corp. (KEY $43.87)
  • $43.87 P/E (TTM): 18.36X Cap: $10.05B
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Q: Hi Peter, Ryan, & Co.,
Keyera sold off today, I assume after the market reacted to the latest earnings reported yesterday. Can you comment on the most recent quarter's results? I've watched other energy infrastructure companies like IPL, ENB & ALA sell off considerably recently - are these great buys now, or is the entire sector in long-term decline?
Thanks,
Brian

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Read Answer Asked by Brian on August 11, 2017

• Stella-Jones Inc. (SJ $81.27)
  • $81.27 P/E (TTM): 13.71X Cap: $4.48B
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• TMX Group Limited (X $51.20)
  • $51.20 P/E (TTM): 33.68X Cap: $14.23B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $48.11)
  • $48.11 P/E (TTM): 1151.44X Cap: $22.18B
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Q: Was about to enter positions in these names but they all took off 5 percent or greater after earning release. Would you wait for them to settle before starting a position? Other then a major market correction when is the best time to buy?

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Read Answer Asked by Thomas on August 11, 2017

• PPL Corporation (PPL $37.23)
  • $37.23 P/E (TTM): 27.8X Cap: $27.53B
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Q: PPL's share price has been falling for the last month or so and pipelines as a group (TRP, ENB, KEY and IPL) are facing similar pressure though by different degrees. Where does this headwind come from and what was he cause? Thanks.

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Read Answer Asked by Victor on August 11, 2017

• Medical Facilities Corporation (DR $13.93)
  • $13.93 P/E (TTM): 2.91X Cap: $262M
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Q: What are your thoughts on DRs results? up over 10% already today, could this be the start of a turn around in the stock price? thanks.

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Read Answer Asked by EVAN on August 10, 2017

• Medical Facilities Corporation (DR $13.93)
  • $13.93 P/E (TTM): 2.91X Cap: $262M
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Q: Would you please provide an overview on DR results released this morning. Thanks

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Read Answer Asked by Gordon on August 10, 2017

• Northland Power Inc. (NPI $24.86)
  • $24.86 Cap: $6.50B
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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 $8.11)
  • $8.11 Cap: $6.22B
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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 $15.36)
  • $15.36 P/E (TTM): 21.94X Cap: $512M
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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 $83.35)
  • $83.35 P/E (TTM): 29.14X Cap: $171.64B
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• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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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 $47.93)
  • $47.93 P/E (TTM): 15.72X Cap: $2.87B
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• MCAN Mortgage Corporation (MKP $20.43)
  • $20.43 P/E (TTM): 11.1X Cap: $809M
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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 $13.93)
  • $13.93 P/E (TTM): 2.91X Cap: $262M
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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 $48.11)
  • $48.11 P/E (TTM): 1151.44X Cap: $22.18B
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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 $42.62)
  • $42.62 P/E (TTM): 16.21X Cap: $12.75B
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• iShares Convertible Bond Index ETF (CVD $18.21)
  • $18.21 Cap: $105M
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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 $24.40)
  • $24.40 P/E (TTM): 19.44X Cap: $1.05B
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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 $98.48)
  • $98.48 P/E (TTM): 22.23X Cap: $22.22B
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• Thomson Reuters Corporation (TRI $212.03)
  • $212.03 P/E (TTM): 42.45X Cap: $95.55B
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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 $1.07)
  • $1.07 Cap: $125M
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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 $2,446.96)
  • $2,446.96 P/E (TTM): 8.65X Cap: $52.83B
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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