Investment Q&A

• Power Corporation of Canada Subordinate Voting Shares (POW $55.96)
  • $55.96 P/E (TTM): 13.45X Cap: $35.92B
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Q: seem to have a lot of questions about the safety of dividends and will they be cut.
I thought I would add another one to the fire and ask you power corp. and power financial became one company now and the management said it would raise dividend 10% in second quarter. do you see this being in jeopardy now with the market tanking day after day. do you also see banks possibly not raising dividends anymore this year [Canadian] until things get better hopefully.

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Read Answer Asked by hans on March 17, 2020

• Power Corporation of Canada Subordinate Voting Shares (POW $55.96)
  • $55.96 P/E (TTM): 13.45X Cap: $35.92B
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• IGM Financial Inc. (IGM $44.93)
  • $44.93 P/E (TTM): 11.32X Cap: $10.64B
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Q: Could you comment on the suitability of IGM and POW for a long-term hold. Would you have a preference between the two?
Thank you for considering my question

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Read Answer Asked by Gail on March 17, 2020

• Invesco Canadian Dividend Index ETF (PDC $36.38)
  • $36.38 P/E (TTM): 16.76X Cap: $829M
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Q: I am thinking of buying Invescom Can Div ETF (PDC):
- is your opinion favourable?
- the volume is 30/40,000 out of capitalization of about $500 million. Do you agree that this is low liquidity?
- Is there a rule of thumb to apply in this case as to the number of shares to place a buy order with such low volume?

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Read Answer Asked by Carl on March 17, 2020

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $43.73)
  • $43.73 P/E (TTM): 62.47X Cap: $7.18B
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• Chartwell Retirement Residences (CSH.UN $17.69)
  • $17.69 P/E (TTM): 84.24X Cap: $5B
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• InterRent Real Estate Investment Trust (IIP.UN $13.17)
  • $13.17 Cap: $1.84B
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• iShares S&P/TSX Capped REIT Index ETF (XRE $15.68)
  • $15.68 P/E (TTM): 29.82X Cap: $1.46B
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Q: Would you buy a REIT today? What would be your top choice?

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Read Answer Asked by Allen on March 17, 2020

• Miscellaneous (MISC)
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Q: Investing in this market:
- You mentioned in a recent answer that one should buy slowly into this market. What constitutes "slow"?
- You mentioned in the same answer that shares down 40% can drop another 40%. Has this ever happened overall in a bear market other than 1929?

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Read Answer Asked by Carl on March 17, 2020

• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN $5.92)
  • $5.92 Cap: $59M
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Q: Can you please give me some guidance on MFR.UN. I hold it for income but after the recent collapse in value I am wondering if I should still continue to hold. What would you replace it with?
Thank you

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Read Answer Asked by Francisco on March 17, 2020

Q: I was wondering if it would be possible to get a list of the CDN O & G companies that would be at risk of cutting dividends. Most have high debt levels and if O & G stays low for a long time, they will have to conserve capital and pay back debt.

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Read Answer Asked by James on March 17, 2020

Q: With regard to Martin's question about the safety of accounts of over $100k your response was that amounts above this were not guaranteed. My understanding is that the $100k limit applied to bank accounts, which are guaranteed by the Canadian Deposit Insurance Corporation (CDIC). Investment/brokerage accounts, however, are protected by the CIPF (Canadian Investor Protection Fund) up to $1 million. Is that not correct?

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Read Answer Asked by John on March 17, 2020

• Suncor Energy Inc. (SU $53.86)
  • $53.86 P/E (TTM): 10.88X Cap: $66.11B
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• Canadian Natural Resources Limited (CNQ $42.72)
  • $42.72 P/E (TTM): 11.97X Cap: $89.42B
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Q: With WCS below $20, can these oil sands producers still make money?

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Read Answer Asked by Allen on March 17, 2020

• Air Lease Corporation Class A (AL $54.73)
  • $54.73 P/E (TTM): 9.5X Cap: $6.07B
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Q: What's your present thought on this co.? Thank you, Fooklin

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Read Answer Asked by Fooklin on March 17, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: How would you rate BIP as an investment for the next couple of years (In comparison to other large caps) and would you put money into it today?

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Read Answer Asked by John on March 17, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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Q: I know you have been favorable on this company recently, can you comment on this new acquisition and the sustainability of the dividend.
Thanks for all your advice

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Read Answer Asked by Keith on March 17, 2020

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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Q: Any comments on the acquisition made last night by BEP? Interesting time to make an acquisition?!

Jason

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Read Answer Asked by Jason on March 17, 2020

• Fidelity MSCI Information Technology Index ETF (FTEC $202.70)
  • $202.70 P/E (TTM): 87.8X Cap: $13.68B
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Q: Please give me your opinion about this etf FTEC for info tech. Would you have reasons for recommending this for growth in an RRSP? Thanks.

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Read Answer Asked by K on March 17, 2020

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Any specific reason that Chesswood has fallen so significantly this morning? Thanks!

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Read Answer Asked by Gregory on March 17, 2020

• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.16)
  • $19.16 Cap: $1.61B
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• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.81)
  • $46.81 Cap: $65M
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Q: This short term bond ETF has declined significantly in the past three days. Any idea what is going on, and if it will continue. I have cash parked in this ETF. Should I sell, or perhaps buy more?

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Read Answer Asked by Jack on March 17, 2020

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.82)
  • $21.82 Cap: $577M
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Q: Is the leasing business of CHR.CA a separate entente. Can they mitigate the damage of this part of the business.
OR
Can they limit the damage if they need to because this is a separate subsidiary or is it connected and the whole company suffers.
How do you view this company today.

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Read Answer Asked by JOSEPH on March 17, 2020

• Costco Wholesale Corporation (COST $957.04)
  • $957.04 P/E (TTM): 55.64X Cap: $422.42B
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• Clorox Company (The) (CLX $124.25)
  • $124.25 P/E (TTM): 22.06X Cap: $15.17B
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• The Campbell's Company (CPB $32.47)
  • $32.47 P/E (TTM): 21.47X Cap: $9.56B
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• Walmart Inc. (WMT $99.08)
  • $99.08 P/E (TTM): 42.09X Cap: $785.99B
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• Loblaw Companies Limited (L $223.56)
  • $223.56 P/E (TTM): 27.63X Cap: $67.45B
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Q: Hi team
As a trade would Clorox fit the bill. Can you suggest a few more of possible in these volatile months ahead. ? It would be my TFSA
Thankyou to alk of you for your sage guidance.
Happy St Patties

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Read Answer Asked by El-ann on March 17, 2020

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA $25.73)
  • $25.73 P/E (TTM): 40.95X Cap: $198M
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $19.68)
  • $19.68 P/E (TTM): 50.74X Cap: $653M
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Q: I hear that those who make covered call ETF(s) are having a problem with the level of volatility. Do you understand what that means and whether that could cause some less liquid ones to dissapear, perhaps under a condition in their prospectus? I suppose black swan events like this one can make complicated products even more complicated to manage. Thank you.

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Read Answer Asked by Matt on March 17, 2020

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $90.19)
  • $90.19 P/E (TTM): 27.96X Cap: $1.12B
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• Vanguard Industrials ETF (VIS $286.76)
  • $286.76 P/E (TTM): 22.62X Cap: $5.30B
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• Industrial Select Sector SPDR (XLI $150.39)
  • $150.39 P/E (TTM): 22.94X Cap: $22.60B
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• First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG $55.99)
  • $55.99 P/E (TTM): 46.63X Cap: $41M
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• TD Global Technology Leaders Index ETF (TEC $47.68)
  • $47.68 P/E (TTM): 52.94X Cap: $3.09B
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Q: Please recommend a CAD unhedged US tech ETF and CAD unhedged US industrial ETF or any ETF which has a combination of both and would you buy at this time? Long term hold (10+ years) and medium to high risk. Thanks.

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Read Answer Asked by K on March 17, 2020