Investment Q&A

• Intertape Polymer Group Inc. (ITP)
  • View ITP Profile
  • View Questions on ITP
• ZCL Composites Inc. (ZCL)
  • View ZCL Profile
  • View Questions on ZCL

Q: Your preference between Intertape Polynmer (ITP) and ZCL Composites (ZCL).

Consensus eps estimates has ITP earning $1.16 in 2017 and $1.23 in 2018. Not all that inspiring but the business seems stable enough and its in a sector where, I think, if the US economy picks up I can envision the company beating those eps estimates.

ZCL is cheaper using 2017 eps estimates for comparative purposes and seems to have a little better growth going forward. However with ZCL their business seems a little more difficult to predict.

Your opinions are appreciated.

Thanks.

John

Upvote 0

Read Answer Asked by john on February 02, 2017

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: BIP.UN and BEP.UN both released their Q4 results in the last two days and both raised their payouts. I currently hold both stocks. If I'm to increase my investment in only one of them, which one would you prefer in terms of longer term growth and further payout increases down the road? Thanks for your insight.

Upvote 0

Read Answer Asked by Victor on February 02, 2017

• Element Fleet Management Corp. (EFN)
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: Good Morning.
I wanted to make room for GSY in my RRSP. Would you endorse a switch from ECN/EFN? Or do you see this alternative unnecessary?
Thank you

Upvote 0

Read Answer Asked by Marty on February 02, 2017

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• Boralex Inc. Class A Shares (BLX)
  • View BLX Profile
  • View Questions on BLX

Q: I am looking to add renewable energy companies to both my US and Canadian portfolios. Buy and hold for 5-10-20 years. Can you make some reccomendations?

Upvote 0

Read Answer Asked by Thomas on February 02, 2017

• Maxar Technologies Inc. (MAXR)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Hi, Looks like MDA is quietly making a comeback. What do you think of its prospects going forward. Is the Canadian govt contract a big boost? Should I think of adding it into my portfolio for the industrial sector(I already have Brk.b, Sis, WSP and SNC).Thanks.

Upvote 0

Read Answer Asked by Shyam on February 02, 2017

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
  • View CU Profile
  • View Questions on CU

Q: Healthy dividend increase recently announced. Any concerns about adding to a small position at these levels? Any major concerns around debt, operations, interest rates, gov't policy, etc?

Upvote 0

Read Answer Asked by Richard on February 02, 2017

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE

Q: Hi Ryan can I pls have your comments on BCE 2016 results .
Market no likey.
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on February 02, 2017

• ONEX Corporation Subordinate Voting Shares (ONEX)
  • View ONEX Profile
  • View Questions on ONEX
• KKR & Co. Inc. (KKR)
  • View KKR Profile
  • View Questions on KKR

Q: if you had to pick at current pricing -which of the three -kkr-bam -or Onex -would you feel most attractive?

Upvote 0

Read Answer Asked by Kim on February 02, 2017

• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF
• Acadian Timber Corp. (ADN)
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN

Q: Can you recommend one or two lumber names that are a good pick right now? thanks

Upvote 0

Read Answer Asked by Ron on February 02, 2017

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: What is Michael J. Fallquist background?

If it's business is in the USA, why is the head office in Canada and why would it be registered on the TSX?

Thanks.

Upvote 0

Read Answer Asked by Ross on February 02, 2017

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: In Crius's distribution, what percentage might be foreign income? Also, would you classified the stock as "consumer" or "energy"?Thanks very much again Henry

Upvote 0

Read Answer Asked by Henry on February 02, 2017

• BMO Canadian Dividend ETF (ZDV)
  • View ZDV Profile
  • View Questions on ZDV
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
  • View CDZ Profile
  • View Questions on CDZ

Q: Hi Team 5I - Sooo many dividend ETF's how do you feel about ZDV and/or do you have another CDN ETF that you favour?

Upvote 0

Read Answer Asked by DOUG on February 02, 2017

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA

Q: Altagas Limited ( ALA ) is selling subscription receipts at a price of $31, and I have committed to a purchase. My prime reason for doing so it to enjoy the relatively generous current dividend of about 6.4%. What is your opinion as to whether the company can continue to pay this dividend and the future stock price outlook?

Upvote 0

Read Answer Asked by doug on February 02, 2017

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Appreciate u recommendation of KWH.UN.Up 2.25% today.Today RY set $11 tp with sector oerform

Upvote 0

Read Answer Asked by Peter on February 02, 2017

• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: Hi Ryan
Thx for the assessment on kwh a great addition
Kind Regards
Stan

Upvote 0

Read Answer Asked by Stan on February 01, 2017

• Macquarie Infrastructure Holdings LLC (MIC)
  • View MIC Profile
  • View Questions on MIC

Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe

Upvote 0

Read Answer Asked by Joseph on February 01, 2017

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA

Q: I hold ALA:T shares. Recently they announced $2.8-bil public offering 2 31/=. Do you thing I should sell the stock and put a buy order for this subscription issue which will participate is dividend also whenever they are on call? How good or accretive is WGL Holding acquisition is and based on this should I acquire more or exit the position now and enter after 6 to 10 months? I have 3% of my portfolio.
Thanks

Upvote 0

Read Answer Asked by Piyush on February 01, 2017

• Noranda Income Fund (NIF.UN)
  • View NIF.UN Profile
  • View Questions on NIF.UN

Q: News release: In light of the prevailing market conditions now facing the Fund, it is necessary for available cash, if any, to be used to augment reserves. The Board of Trustees has announced the suspension of future monthly distributions to unitholders. The previously declared January distribution will be paid on February 27, 2017. There is no assurance that monthly distributions will resume in the future.

Upvote 0

Read Answer Asked by Kurt W on January 31, 2017

• Diversified Royalty Corp. (DIV)
  • View DIV Profile
  • View Questions on DIV

Q: What is your opinion on DIV? Is the dividend safe?

Upvote 0

Read Answer Asked by George on January 30, 2017

• iShares iBoxx USD High Yield Corporate Bond ETF (HYG)
  • View HYG Profile
  • View Questions on HYG

Q: I have a question about USD corporate bond ETFs

I have some funds in USD that I want to use to buy a US corporate bond ETF with.

Can you give me your opinion on HYG? ishares

Also can you tell me if HYG is considered a <Junk Bond ETF> ?

Lastly if you could also suggest another USD corporate bond ETF that has slightly lower yield than HYG.

Thank you

Regards
Stephane

Upvote 0

Read Answer Asked by Stephane on January 30, 2017