Investment Q&A

• Bank of Nova Scotia (The) (BNS $89.60)
  • $89.60 P/E (TTM): 17.15X Cap: $111.24B
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• Sun Life Financial Inc. (SLF $83.01)
  • $83.01 P/E (TTM): 14.99X Cap: $47.18B
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• Thomson Reuters Corporation (TRI $224.00)
  • $224.00 P/E (TTM): 44.39X Cap: $100.95B
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• Fortis Inc. (FTS $49.28)
  • $49.28 P/E (TTM): 19.98X Cap: $24.80B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.38)
  • $46.38 Cap: $17.41B
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Q: I am mainly an income investor, looking for a dividend stock with preservation of capital being reasonably secure. Please a few suggestions would be appreciated.

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Read Answer Asked by Scott on November 02, 2021

• Brookfield Renewable Partners L.P. (BEP.UN $34.36)
  • $34.36 Cap: $22.60B
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Q: After looking at page 27 of the Q2 2021 Supplemental, would you use the Basic income (loss) per LP unit , in comparison to Normalized Funds From Operation per Unit, to determine the value it trades at, similar to how REITS are valued.?
I noticed a Loss of .13cents per unit, and normalized FFO of 0.53 cents per unit.
Thanks

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Read Answer Asked by Gordon on November 02, 2021

Q: Hi Peter
I have this company in my US portfolio RIF. Can I have your analysis of it . They seem to have reported good earnings but fell like a stone .in this space ,is this your favourite company? Fiserv was bought for me by my very conservative portfolio manager .any info you can give me would be most appreciated

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Read Answer Asked by Candi on November 02, 2021

• Thomson Reuters Corporation (TRI $224.00)
  • $224.00 P/E (TTM): 44.39X Cap: $100.95B
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Q: How sensitive do you think TRI will be to higher interest rates if those transpire?

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Read Answer Asked by JAMES on November 02, 2021

• SPDR S&P 500 ETF Trust (SPY $663.70)
  • $663.70 P/E (TTM): 26.87X Cap: $669.99B
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• Liberty All-Star Equity Fund (USA $6.53)
  • $6.53 Cap: $1.76B
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Q: greetings - as i move into retirement i have been taking a hard look at some of my portfolio. I inherited this stock many years ago and really haven't look at it too hard because of the nice US dividend. I need both us and cdn income in retirement. Given the high dividend how much risk is there. What are the downsides of continuing to own?

Thanks

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Read Answer Asked by kelly on November 02, 2021

• Bank of Nova Scotia (The) (BNS $89.60)
  • $89.60 P/E (TTM): 17.15X Cap: $111.24B
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• Sun Life Financial Inc. (SLF $83.01)
  • $83.01 P/E (TTM): 14.99X Cap: $47.18B
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• Magna International Inc. (MG $64.81)
  • $64.81 P/E (TTM): 11.0X Cap: $18.26B
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• Thomson Reuters Corporation (TRI $224.00)
  • $224.00 P/E (TTM): 44.39X Cap: $100.95B
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• goeasy Ltd. (GSY $204.51)
  • $204.51 P/E (TTM): 12.29X Cap: $3.28B
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• Global X Active Canadian Dividend ETF (HAL $24.36)
  • $24.36 P/E (TTM): 14.93X Cap: $123M
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• iShares Canadian Select Dividend Index ETF (XDV $36.02)
  • $36.02 P/E (TTM): 11.58X Cap: $1.94B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.78)
  • $39.78 P/E (TTM): 14.87X Cap: $1.03B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $34.08)
  • $34.08 P/E (TTM): 10.27X Cap: $2.97B
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Q: Please name half dozen of your top choices for an income portfolio.

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Read Answer Asked by Roy on November 02, 2021

• Nevada Copper Corp. (NCU $0.03)
  • $0.03 Cap: $42M
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Q: I am looking for a copper play. What happened to NCU? Is the drop in SP due more to issues with the company or the drop in commodity price? Would this be a worthwhile company to add although maybe riskier?

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Read Answer Asked by Henry on November 02, 2021

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: HCG has survived and appears to be doing well. Do you like it or can you suggest others that you would prefer.
Can we expect them to start a dividend.
Please look into your crystal ball.
PB

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Read Answer Asked by Peter on November 02, 2021

Q: Hi 5i,
I'm not sure this is an appropriate question to ask but, here goes.
I was considering purchasing AMT for my TFSA and NonReg accounts.
Can you help explain the taxation issues I need to be aware of for each account. (capital gains and losses, distributions, dividends etc.
I understand that the taxation issues for a US REIT may be different from a US stock.
Thanks

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Read Answer Asked by Ian on November 02, 2021

• Medtronic plc. (MDT $95.08)
  • $95.08 P/E (TTM): 26.48X Cap: $121.95B
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Q: I have a 2/3 position in MDT whose share price has fallen much more than I expected due to a product recall. Was the said recall bad enough to warrant such a drop? I am tempted to top up my position. I hesitate, thinking there must be some bad news out there that I am unaware of. Is there?

MDT seems to have high trailing P/E probably due to elective surgery being postponed. Do you have the following: PEG; fwd P/E; ROE; ROCI ?

I also wonder if my views towards MDT are biased because I see it on the AAII dividend model portfolio; on a BAC top picks (issued a couple of weeks ago); and because it seems to have been a reasonably good dividend grower.

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Read Answer Asked by Adam on November 02, 2021

Q: Any beaten down stocks that are in that state due to tax-loss selling that you'd be interested in at this time?

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Read Answer Asked by Danielle on November 02, 2021

• Parex Resources Inc. (PXT $18.70)
  • $18.70 P/E (TTM): 10.61X Cap: $1.82B
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• Tamarack Valley Energy Ltd. (TVE $5.89)
  • $5.89 P/E (TTM): 12.81X Cap: $2.98B
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Q: For energy exposure for the next 2 yrs or so which would you choose? Or, would you buy both? The other “conventional” energy names held are SU (recent) and VET (long time sufferer).

Thank you.

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Read Answer Asked by Tony on November 01, 2021

• Canada Nickel Company Inc. (CNC $0.82)
  • $0.82 Cap: $176M
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Q: What are your thoughts on the latest drilling results? For a long term high risk tolerance investor. What do you think about the future for CNC. Do you have a better suggestion for someone wanting exposure to ethical nickle ?

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Read Answer Asked by Richard on November 01, 2021

• George Weston Limited 5.80% Preferred Shares Series 1 (WN.PR.A $25.50)
  • $25.50 P/E (TTM): 10.8X Cap: $32.84B
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Q: just a follow up to your answer to cory. These preferreds have come off their premium lately. Wondering if there is an announcement of redemption that i have have missed. they have been out there for a long time!

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Read Answer Asked by kelly on November 01, 2021

• Equinox Gold Corp. (EQX $14.81)
  • $14.81 P/E (TTM): 103.87X Cap: $11.26B
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• Skeena Resources Limited (SKE $24.86)
  • $24.86 Cap: $2.85B
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Q: What are your thoughts on the above two companies comoaired to their peers?

I own eqx and someone told me about SKE because of its supposed quality and cost production. But if I'm not mistaken it's just one mine? Do you happen to know how much gold they actually have to mine, mining life?

Thanks for the great service. If you have better recommendations please list them. I'm a long term holder and high risk tolerance.

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Read Answer Asked by Richard on November 01, 2021

• Suncor Energy Inc. (SU $57.28)
  • $57.28 P/E (TTM): 12.64X Cap: $69.49B
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• Whitecap Resources Inc. (WCP $10.83)
  • $10.83 P/E (TTM): 7.49X Cap: $13.33B
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Q: hi 5i the fed is going to stop subsidizing the oil patch what will that mean to the pricing of these stocks.thanks brian w

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Read Answer Asked by brian on November 01, 2021

Q: Thanks for your answer but I was really looking for the best time to ‘sell’ not buy, as I have capital gains to shelter, and some ‘losers’ to offset them.

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Read Answer Asked by James on November 01, 2021

• StoneCo Ltd. (STNE $19.40)
  • $19.40 Cap: $5.26B
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Q: Your thoughts please on the Stone quarterly report and the impact on the future direction of the company.Thanks.

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Read Answer Asked by Maurice on November 01, 2021

• PlasCred Circular Innovations Inc Com (COVE)
  • Cap: $11M
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Q: Would appreciate a comment about the prospects of this company in the blockchain space with their recent acquisition. Many thanks .

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Read Answer Asked by James on November 01, 2021

• CrowdStrike Holdings Inc. (CRWD $502.55)
  • $502.55 Cap: $126.11B
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Q: Hello Team,
Could you comment on CRWD 10% drop since last week please. and Do you think it is a good time to add???
Thank you!

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Read Answer Asked by Issaku on November 01, 2021