Investment Q&A

• International Petroleum Corporation (IPCO $25.74)
  • $25.74 P/E (TTM): 67.07X Cap: $2.95B
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Q: Could you please provide your thoughts on IPCO, including outlook?
Thanks!

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Read Answer Asked by Chris on July 09, 2019

• Walmart Inc. (WMT $105.32)
  • $105.32 P/E (TTM): 37.82X Cap: $853.97B
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• Enbridge Inc. (ENB $67.60)
  • $67.60 P/E (TTM): 26.15X Cap: $148.61B
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• AltaGas Ltd. (ALA $43.47)
  • $43.47 P/E (TTM): 17.5X Cap: $12.99B
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• Algonquin Power & Utilities Corp. (AQN $8.39)
  • $8.39 Cap: $6.42B
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• Vermilion Energy Inc. (VET $12.56)
  • $12.56 Cap: $1.94B
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• Capital Power Corporation (CPX $59.69)
  • $59.69 P/E (TTM): 21.68X Cap: $9.34B
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• Chartwell Retirement Residences (CSH.UN $20.30)
  • $20.30 P/E (TTM): 92.86X Cap: $6.03B
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• NFI Group Inc. (NFI $13.35)
  • $13.35 Cap: $1.54B
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• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
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• Alaris Equity Partners Income Trust (AD.UN $19.18)
  • $19.18 P/E (TTM): 5.19X Cap: $857M
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• Western Forest Products Inc. (WEF $10.38)
  • $10.38 Cap: $109M
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• Savaria Corporation (SIS $21.03)
  • $21.03 P/E (TTM): 24.64X Cap: $1.49B
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• Exchange Income Corporation (EIF $76.63)
  • $76.63 P/E (TTM): 28.89X Cap: $4.17B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.27)
  • $5.27 Cap: $1.28B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.25)
  • $103.25 Cap: $2.23B
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.51)
  • $21.51 Cap: $551M
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• Kraken Robotics Inc. (PNG $5.36)
  • $5.36 P/E (TTM): 88.17X Cap: $1.59B
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• BeWhere Holdings Inc. (BEW $0.76)
  • $0.76 Cap: $68M
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• Teck Resources Ltd (TECK $39.88)
  • $39.88 P/E (TTM): 22.65X Cap: $19.59B
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• ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A $24.99)
  • $24.99 Cap: $6.14B
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Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.

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Read Answer Asked by Roy on July 09, 2019

• Vermilion Energy Inc. (VET $12.56)
  • $12.56 Cap: $1.94B
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Q: How does Vet compare to its peers on a price / cash flow ratio basis ? Would you recommend a 5 year position in the name ? Thank you

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Read Answer Asked by Pierre on July 08, 2019

• ARC Resources Ltd. (ARX $24.79)
  • $24.79 P/E (TTM): 6.25X Cap: $14.43B
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• Whitecap Resources Inc. (WCP $11.46)
  • $11.46 P/E (TTM): 10.02X Cap: $14.05B
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Q: If you had to own one of these which would you pick? Why? I have a full position in VET right now.

Thanks

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Read Answer Asked by EVAN on July 08, 2019

• Canadian Utilities & Telecom Income Fund (UTE.UN $10.10)
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Q: Dear Sir, What is your opinion about this company and if it the right time to invest in this company for income?

Thanks
Deepak

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Read Answer Asked by Deepak on July 08, 2019

• ARC Resources Ltd. (ARX $24.79)
  • $24.79 P/E (TTM): 6.25X Cap: $14.43B
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Q: I bought ARX on the recommendation of a couple individuals on BNN. I think I might have leapt before I looked. Doing some research I’m not impressed with the chart as well as the negativity on natural gas. I like to invest in stocks with a decent dividend and some opportunity for price appreciation. I’m not sure this fits. What’s your opinion?

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Read Answer Asked by Roy on July 05, 2019

• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: Can I please get your thoughts on the stability/financial health of INE and RNW, the sustainability of the dividends, and the growth outlook over the next 2 years. Thank you.

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Read Answer Asked by Marco on July 05, 2019

• Horizon North Logistics Inc. (HNL)
  • P/E (TTM): 4.2X Cap: $371M
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Q: With lng pipeline going ahead and hnl announcing contracts in bc the stock does not seem to be reacting well. Your thoughts

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Read Answer Asked by kenneth on July 05, 2019

• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
  • P/E (TTM): 40.7X Cap: $195.62B
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Q: Royal Dutch Shell has been heading down in the last little while.. what can you tell me about this company?
Thanks so much!

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Read Answer Asked by Susan on July 05, 2019

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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• Aimia Inc. (AIM $2.79)
  • $2.79 Cap: $250M
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Q: Good morning,

I've been shellacked by AIM and CPG and they each are about now only 0.25% of my holdings. Should I just cut my losses here and redeploy what's left of that cash?

Thanks,
Robert

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Read Answer Asked by Robert on July 04, 2019

• Crew Energy Inc. (CR $7.40)
  • $7.40 P/E (TTM): 9.38X Cap: $1.16B
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Q: At the current stock price is Crew a possible take over target, or would the current debt deter a suitor?

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Read Answer Asked by Kerry on July 04, 2019

• Inter Pipeline Ltd. (IPL $19.12)
  • $19.12 P/E (TTM): 17.07X Cap: $77.95B
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Q: IPL closed $1 up (almost 5%) Wednesday, 3 July on higher than normal volume. This seems rather sudden and I haven't seen/heard any news. Would you be able to posit an explanation? Thanks, as always. Michael

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Read Answer Asked by Michael on July 04, 2019

• ARC Resources Ltd. (ARX $24.79)
  • $24.79 P/E (TTM): 6.25X Cap: $14.43B
  • View ARX Profile
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Q: For information
Looking at your list of payout ratios, I noticed a 210.13 % payout ratio for Arc resources.
The actual payout ratio dividends + debt is 29%.
I encourage everybody interested in ARC RESOURCES TO GO TO THEIR WEBSITE and download their very informative investors presentation.

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Read Answer Asked by claude on July 03, 2019

• Pipestone Energy Corp. (PIPE)
  • P/E (TTM): 6.06X
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Q: Could I get your opinion on Pipestone Energy Corp.? Thank you.

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Read Answer Asked by Duayne on July 03, 2019

• North European Oil Royality Trust (NRT $5.74)
  • $5.74 P/E (TTM): 10.09X Cap: $52M
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Q: What do you think about this company as a long term income stock. Thank you, Hans

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Read Answer Asked by Hans on July 03, 2019

• Gibson Energy Inc. (GEI $25.02)
  • $25.02 P/E (TTM): 27.1X Cap: $4.14B
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Q: Can you update your outlook for GEI? There haven't been questions on it for a few months. Anything changed in your opinion? Would you hold or sell? Thanks!

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Read Answer Asked by TK on July 03, 2019

• Enbridge Inc. (ENB $67.60)
  • $67.60 P/E (TTM): 26.15X Cap: $148.61B
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Q: Even if ENB's scale of operations and growth profile make Michigan's lawsuit a small bump on the road, I would have expected the announcement to have had some impact on the share price - and it did: the price went up. What is the market's reasoning, here?

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Read Answer Asked by John on July 02, 2019

• Marathon Petroleum Corporation (MPC $190.62)
  • $190.62 P/E (TTM): 28.38X Cap: $56.47B
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• Phillips 66 (PSX $133.72)
  • $133.72 P/E (TTM): 36.25X Cap: $53.18B
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• Valero Energy Corporation (VLO $173.45)
  • $173.45 P/E (TTM): 36.88X Cap: $52.10B
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Q: Following the permanent closure of Phillidaphia Energy Solution refinner, which refiner would benefit the most from this supply shock (e.g. refining footprint in the eastern coast)? Thanks.

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Read Answer Asked by yun on July 02, 2019

• Questor Technology Inc. (QST $0.42)
  • $0.42 Cap: $9M
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• Parex Resources Inc. (PXT $18.60)
  • $18.60 P/E (TTM): 12.0X Cap: $1.79B
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Q: Hi there,

I currently own PXT and was thinking of switching to QST. What would your thoughts be on this switch. I was thinking QST could be a "better" play on the oil industry and one that is less exposed to the price of the resource and with better upside overall. Thoughts?

Thanks!

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Read Answer Asked by Michael on June 28, 2019

• Fortis Inc. (FTS $72.66)
  • $72.66 P/E (TTM): 20.76X Cap: $36.67B
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• Northland Power Inc. (NPI $17.02)
  • $17.02 Cap: $4.61B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
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Q: Can you tell me what companies operate electricity generation facilities in Manitoba, Alberta, and northern Quebec? If possible please indicate which facilities are renewable in nature. Thank you.

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Read Answer Asked by Marco on June 28, 2019