Investment Q&A

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $36.09)
  • $36.09 P/E (TTM): 55.33X Cap: $16.56B
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• Brookfield Infrastructure Corporation (BIPC $45.65)
  • $45.65 Cap: $6B
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Q: Hi guys,

Any recent for the recent drop in BIP?

Thanks

Upvote 3

Read Answer Asked by Ken on February 28, 2024

• Enbridge Inc. (ENB $67.60)
  • $67.60 P/E (TTM): 25.65X Cap: $147.16B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.05)
  • $42.05 P/E (TTM): 20.7X Cap: $11.45B
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Q: I will be making a case to our investment club to replace CU with ENB..The portfolio mandate is conservative growth with above average dividends. How would you compare these two companies, what metrics would you use, how would you frame the presentation ?
Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on February 28, 2024

• Labrador Iron Ore Royalty Corporation (LIF $29.67)
  • $29.67 P/E (TTM): 17.1X Cap: $1.89B
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Q: Lif is trading near 1yr low.So far been paying a decent Div on average.China is weak so likely have a negative impact on price of Iron Ore and by extension price of Lif. Is it timely to buy Lif and what is a good entry [price. Please comment.Txs for u usual great advices & services

Upvote 3

Read Answer Asked by Peter on February 28, 2024

• Whitecap Resources Inc. (WCP $11.63)
  • $11.63 P/E (TTM): 9.79X Cap: $14.05B
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Q: Hi 5i
With reference to brians question, is it Whitecaps intention to continue to pay down debt? At the current rate when would they expect to be debt free ? What happens then with share price ect assuming oil continues on the current path.
thx

Upvote 5

Read Answer Asked by jim on February 28, 2024

• Brookfield Corporation Class A Limited (BN $46.59)
  • $46.59 P/E (TTM): 92.7X Cap: $104.62B
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Q: What interlisted stocks have an ex dividend coming up soon? I know BN is March 12th, what other stocks are before March 12th? Thank you.

Upvote 2

Read Answer Asked by Cheryl on February 28, 2024

• Northland Power Inc. (NPI $16.73)
  • $16.73 Cap: $4.30B
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Q: Thoughts on the quarterly report please. Do you feel they are making the correct adjustments to improve their outlook? Do you continue to see them as a cautious hold? Thanks.

Upvote 1

Read Answer Asked by Robert on February 28, 2024

• Enbridge Inc. (ENB $67.60)
  • $67.60 P/E (TTM): 25.65X Cap: $147.16B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $57.36)
  • $57.36 Cap: $21.61B
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Q: Which one is a better buy today ? Thanks a lot.

Upvote 7

Read Answer Asked by Lai Kuen on February 28, 2024

• Fortis Inc. (FTS $73.31)
  • $73.31 P/E (TTM): 20.99X Cap: $37.19B
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• Hydro One Limited (H $54.87)
  • $54.87 P/E (TTM): 25.52X Cap: $32.93B
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Q: Recently retired and looking for growth and income and looking for suggestions with FTS. Have owned for 5 years and currently up 10.48 % over that time. One of my weakest performers in my rrsp. What would you do with this? Sell outright and replace with? I’m considering H as I own both and H has outperformed with 69.86% over the same time period. Which would you prefer for the next 5 years? H? FTS? ( is there hope for FTS) or something else and which would be buyable today?
Thanks for all your guidance

Upvote 4

Read Answer Asked by Craig on February 28, 2024

• Decisive Dividend Corporation (DE $7.09)
  • $7.09 P/E (TTM): 26.41X Cap: $142M
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Q: is it a buy?

Upvote 2

Read Answer Asked by Gary on February 27, 2024

• Supremex Inc. (SXP $3.69)
  • $3.69 Cap: $89M
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Q: According to the files, the last mention of sxp was November, they recently announced financials. A more current response would be great. Maybe you haven’t changed your opinion and have no replacement idea???
Thanks

Upvote 2

Read Answer Asked by Bill on February 26, 2024

• Whitecap Resources Inc. (WCP $11.63)
  • $11.63 P/E (TTM): 9.79X Cap: $14.05B
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Q: Thoughts on whitecap's quarter and year end? please note this is not a private question

Upvote 8

Read Answer Asked by Brian on February 26, 2024

• Superior Plus Corp. (SPB $7.34)
  • $7.34 P/E (TTM): 106.58X Cap: $1.60B
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Q: SPB is close to its 52 wks lows,I would sell this stock if there were a significant risk for the Cie and/or its dividend,and keep it if the Cie still looks safe , would you consider it as a Buy,hold,or sell in this perspective? thanks

Upvote 6

Read Answer Asked by Jean-Yves on February 26, 2024

• Brookfield Renewable Corporation Class A Subordinate (BEPC $41.15)
  • $41.15 Cap: $15.39B
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• Constellation Energy Corporation (CEG $359.09)
  • $359.09 P/E (TTM): 40.27X Cap: $112.14B
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Q: Looking to build a position in renewable. You often suggested Brookfield but digging the sector, results of Constellation seem more impressive. I don't know what to do. Your analysis and advice will be appreciated;

Thanks

Upvote 2

Read Answer Asked by Daniel on February 26, 2024

• ATCO Ltd. Class I Non-voting Shares (ACO.X $55.16)
  • $55.16 P/E (TTM): 14.53X Cap: $6.17B
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Q: I am looking at ATCO for a slow and steady grower with a solid, safe dividend.

What are your current thoughts ?

Ken

Upvote 3

Read Answer Asked by Ken on February 26, 2024

• Exchange Income Corporation (EIF $80.04)
  • $80.04 P/E (TTM): 29.12X Cap: $4.33B
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Q: Hi did anyone listen to the conference call and we’re there any noteworthy tidbits? Cheers

Upvote 3

Read Answer Asked by Alan on February 26, 2024

• Birchcliff Energy Ltd. (BIR $7.54)
  • $7.54 P/E (TTM): 27.59X Cap: $2.06B
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• Tamarack Valley Energy Ltd. (TVE $7.65)
  • $7.65 Cap: $381M
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• Chord Energy Corporation (CHRD $92.27)
  • $92.27 P/E (TTM): 34.28X Cap: $5.24B
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Q: Hi 5i
WRT howards question on takeover targets, what percentage would you expect to effect a successful acquisition of either of these two....how would determine this, back of envelope calculation?

What was the chord offer for ERF

Thx

Upvote 2

Read Answer Asked by jim on February 23, 2024

• BCE Inc. (BCE $32.81)
  • $32.81 P/E (TTM): 4.88X Cap: $30.40B
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• Superior Plus Corp. (SPB $7.34)
  • $7.34 P/E (TTM): 106.58X Cap: $1.60B
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Q: If you have to invest new money today with a 3/5 years view (appreciation + dividend), which one will be your choice, Superior or Bell?

Upvote 4

Read Answer Asked by Daniel on February 23, 2024

• Exchange Income Corporation (EIF $80.04)
  • $80.04 P/E (TTM): 29.12X Cap: $4.33B
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Q: Your thoughts on their results please.

Upvote 5

Read Answer Asked by Bill on February 23, 2024

Q: 23% of my portfolio is invested in utilities (carefully selected stocks+ETFs + covered call ETfs (and some leveraged ETFs) for the following reasons: 1) dividends as revenue + various tax advantages 2) its seems to me that utilities are quite "essentials" in a society during crisis, even if interests are high 3) covered calls for revenue + to compensate for the actual high volatility + some protection for potentially down markets. Your opinion on this approach ,as any suggestion , shall be greatly appreciated ! regards Jean-Yves

Upvote 4

Read Answer Asked by Jean-Yves on February 23, 2024

• Devon Energy Corporation (DVN $36.40)
  • $36.40 P/E (TTM): 8.43X Cap: $22.83B
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• Enerplus Corporation (ERF $26.78)
  • $26.78 P/E (TTM): 10.81X Cap: $5.44B
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• Chord Energy Corporation (CHRD $92.27)
  • $92.27 P/E (TTM): 34.28X Cap: $5.24B
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Q: Txsfor u great view to my Q on ERF on Feb 5.After market close today announcement that Chord is acquring ERF and it rose close to 10% on its US listed shares in after hours. Devon was the rumored suitor in early Feb.Please comment and advise me what to do,Reports Q on Feb 22 after close.Txs for u usual great services & views

Upvote 3

Read Answer Asked by Peter on February 22, 2024