Investment Q&A

• Boardwalk Real Estate Investment Trust (BEI.UN $71.54)
  • $71.54 P/E (TTM): 11.15X Cap: $3.81B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.80)
  • $4.80 Cap: $1.19B
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Q: I am seeking dividends. I have room to add a new REIT. Currently, hold CSH.UN and DIR.UN. What is the highest dividend paying REIT that you would be comfortable starting a new position with?
Thanks

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Read Answer Asked by David on October 08, 2019

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: Looking for your expert analysis of MIC and do you see any tailwinds for them as they approach their earnings call at the end of this month or another negative report?
Buy, sell or hold
Thx Gary

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Read Answer Asked by Gary on October 08, 2019

• Peyto Exploration & Development Corp. (PEY $18.98)
  • $18.98 P/E (TTM): 12.96X Cap: $3.79B
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Q: It seems Peyto has continued to drop from the levels mentioned in a lot of previous questions on the company. I understand why investor sentiment is low on sector but it seems way overdone at this point for Peyto. Do you see any new obstacles management is ignoring? Also see that the consensus '20 earnings are forecast at $0.20 for the year but I just can't seem to figure out why they would be that low. Have a recent position and thinking of averaging down or adding to another portfolio.

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Read Answer Asked by Graham on October 08, 2019

• Algonquin Power & Utilities Corp. (AQN $8.11)
  • $8.11 Cap: $6.22B
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Q: Hi, Has the company set a price and date for the secondary offering of 21.5 mln shares ? Do you see any impact on current share price and is it worth buying the secondary ? Thanks

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Read Answer Asked by rajeev on October 08, 2019

• Enterprise Products Partners L.P. (EPD $31.19)
  • $31.19 P/E (TTM): 11.67X Cap: $67.73B
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Q: I hold Enterprise Product Partners in my RRSP account. I own this because the US seems less risky to pipelines in general. They announced further expansion with added capacity into 2021 and 2022. I know you don't cover US stocks but wonder if you could comment on debt levels, dividend coverage, etc.

Thanks for the fine service you provide

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Read Answer Asked by Rudy on October 08, 2019

• AltaGas Ltd. (ALA $41.30)
  • $41.30 P/E (TTM): 21.59X Cap: $12.35B
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Q: Would you consider ala for tax loss selling. If sell is your recommendation what would you replace it with or buy back in 30 days. In a balanced portfolio.

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Read Answer Asked by chris on October 08, 2019

• BRP Inc. Subordinate Voting Shares (DOO $70.80)
  • $70.80 Cap: $5.13B
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• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: I know those 2 stocks are not in the same sector, but which one will you pick for growth for short period of time ±1 year and which one for growth for a long terme 5-10 years+

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Read Answer Asked by Olivier on October 08, 2019

• Suburban Propane Partners L.P. (SPH $17.47)
  • $17.47 P/E (TTM): 12.44X Cap: $1.13B
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Q: Would appreciate an analysis of SPH in regards to dividend safety, growth expectations and any upcoming tail or headwinds. Buy,sell or hold and do you see any resemblance to Superior Plus.
Thx Gary

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Read Answer Asked by Gary on October 08, 2019

• Purpose US Cash Fund (PSU.U $100.11)
  • $100.11 Cap: $781M
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Q: I’m having trouble buying this product
I’m using Rbc direct investing
It’s looking like they don’t offer it ?
If so how would I go about buying ?
Thanks for the help
Sam

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Read Answer Asked by Sam on October 08, 2019

• Antero Midstream Corporation (AM $18.46)
  • $18.46 P/E (TTM): 21.26X Cap: $8.83B
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Q: Am very curious about Antero. It will be removed from the CIBC Atlas MLP index this friday and was looking for your analysis of these guys as a short term bottom feeder with its juicy dividend. Much appreciated for your expert advice.
Thx Gary

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Read Answer Asked by Gary on October 08, 2019

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Can you comment on the company News Release yesterday

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Read Answer Asked by David on October 08, 2019

• Knight Therapeutics Inc. (GUD $6.40)
  • $6.40 P/E (TTM): 62.08X Cap: $626M
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Q: Reuters is reporting that Knight and Eurofarma have teamed up and entered into talks to take a controlling interest in Brazilian pharma company Biotoscana. Might this acquisition be the big one everybody has been waiting for or is it just more tuck-in activity?
People are holding their breath.

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Read Answer Asked by Don on October 08, 2019

• North American Palladium Ltd. (PDL $19.73)
  • $19.73 P/E (TTM): 6.3X Cap: $1.15B
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Q: Considering the ownership change in North American Palladium, can you see any downside risk / upside potential?
Thank you

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Read Answer Asked by Martin on October 08, 2019

• Husky Energy Inc. (HSE $6.76)
  • $6.76 Cap: $6.79B
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• Tidewater Midstream and Infrastructure Ltd. (TWM $0.22)
  • $0.22 Cap: $92M
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Q: Hello,
I'm looking for your thoughts on husky energy. What do you think about the 5 year scenario? Is it a candidate for a takeover and if so what would the target share price be? Secondly, if sold will it affect Tidewaters operation and share price?
Thank you,
Dave

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Read Answer Asked by David on October 08, 2019

• Pinnacle Renewable Energy Inc. (PL $11.29)
  • $11.29 Cap: $376M
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Q: Wow that was quite the drop in the last few weeks. Was up 10% and all of a sudden down 25%. Need your thoughts on this one as far as going forward with growth and dividend. Was the drop way overdone or should i cut my losses and run.
Thx Gary

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Read Answer Asked by Gary on October 08, 2019

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $30.27)
  • $30.27 P/E (TTM): 524.69X Cap: $20.23B
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Q: Hi. Sorry to flog this one but curious as to why BIP didn’t convert completely to a Corp. Is it for tax reasons ?

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Read Answer Asked by Scott on October 08, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $42.72)
  • $42.72 P/E (TTM): 62.77X Cap: $7.17B
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• Killam Apartment Real Estate Investment Trust (KMP.UN $17.92)
  • $17.92 P/E (TTM): 3.49X Cap: $2.14B
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Q: Which Canadian REIT(s) have the highest exposure to apartment buildings used to produce rental income?

Thanks for all you do,

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Read Answer Asked by Paul on October 08, 2019

• Canadian National Railway Company (CNR $127.07)
  • $127.07 P/E (TTM): 17.85X Cap: $80.76B
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Q: My friend inherited a number of CN stocks. He does no trading and has only mutual funds. What are your suggestions for his selling of these stocks. This is a one time thing and any suggestions are much appreciated! thanks Gord

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Read Answer Asked by gord on October 08, 2019

• Canopy Growth Corporation (WEED $1.45)
  • $1.45 Cap: $154M
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• Aurora Cannabis Inc. (ACB $5.78)
  • $5.78 P/E (TTM): 63.4X Cap: $325M
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• The Flowr Corporation (FLWR)
  • P/E (TTM): -0.1X Cap: $10M
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Q: 5i, The stocks above, have they found the bottom, Is it a good time to buy one of these?, will this boost prices -> "New cannabis products — like edibles, beverages, topicals and extracts — will be for sale legally in Canada in mid-December."
Thanks

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Read Answer Asked by Fernando on October 08, 2019

• Signet Jewelers Limited (SIG $75.25)
  • $75.25 P/E (TTM): 83.59X Cap: $3.12B
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Q: Have been watching signet for a few months now and it looks like it has good momentum and fundamentals. Am thinking of taking profit in Blackstone and redeploying the cash for dividends and growth. What is your assessment of SIG and would appreciate a few more names to replace BX.
Thanks as always Gary

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Read Answer Asked by Gary on October 08, 2019