Investment Q&A

• Sun Life Financial Inc. (SLF $83.78)
  • $83.78 P/E (TTM): 15.23X Cap: $47.36B
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Q: Will I get the dividend if I buy on Nov 21 with shareholders of record on Nov 23.
I know that the processing date will be Nov 21, but the settlement date is about 4 days later, which would be after the shareholders of record date. I would appreciate if you would explain (again)
Thank You!
Albert

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Read Answer Asked by ALBERT on November 21, 2022

• BMO Aggregate Bond Index ETF (ZAG $13.78)
  • $13.78 Cap: $11.16B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.13)
  • $28.13 Cap: $8.18B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.70)
  • $18.70 Cap: $832M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.93)
  • $22.93 Cap: $5.67B
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• iShares Core U.S. Aggregate Bond ETF (AGG $99.30)
  • $99.30 Cap: $128.73B
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• iShares 20+ Year Treasury Bond ETF (TLT $88.37)
  • $88.37 Cap: $48.13B
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Q: For price appreciation in the next 12-24 months, would you prefer a long-term ETF like XLB/TLT or an ETF with shorter duration like XBB/ZAG. Or a bit of both?
Thanks.

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Read Answer Asked by Denise on November 18, 2022

• Olympia Financial Group Inc. (OLY $126.85)
  • $126.85 P/E (TTM): 12.75X Cap: $305M
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Q: Can I please get your take on q3 numbers and dividend raise for Olympia?
This company seems to be doing well but doesn’t get much coverage. Thanks

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Read Answer Asked by Scott on November 18, 2022

• Sylogist Ltd. (SYZ $9.26)
  • $9.26 Cap: $217M
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• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.25B
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• Superior Plus Corp. (SPB $6.90)
  • $6.90 P/E (TTM): 74.08X Cap: $1.60B
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• Alaris Equity Partners Income Trust (AD.UN $18.60)
  • $18.60 P/E (TTM): 4.48X Cap: $843M
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.59)
  • $6.59 P/E (TTM): 20.34X Cap: $703M
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• Evertz Technologies Limited (ET $12.11)
  • $12.11 P/E (TTM): 15.41X Cap: $910M
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• Diversified Royalty Corp. (DIV $3.28)
  • $3.28 P/E (TTM): 20.44X Cap: $553M
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• Dividend 15 Split Corp. Class A Shares (DFN $6.41)
  • $6.41 P/E (TTM): 16.58X Cap: $768M
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Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.

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Read Answer Asked by Dave on November 18, 2022

• Supremex Inc. (SXP $4.18)
  • $4.18 Cap: $101M
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Q: the stock continues to perform well what is your updated opinion

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Read Answer Asked by terrance on November 18, 2022

• Algonquin Power & Utilities Corp. (AQN $8.35)
  • $8.35 Cap: $6.25B
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Q: What does your crystal ball say about the potential of a large activist investor getting involved in aqn and shqking things up?

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Read Answer Asked by Todd on November 18, 2022

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.83)
  • $4.83 Cap: $1.18B
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Q: What did you think of the latest report from NWH.UN & their new medical REIT in the UK? Will this add to their profit or be a drag on their operations?
Thanks
Dave

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Read Answer Asked by Dave on November 18, 2022

Q: What date would you consider the height of tax loss selling.

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Read Answer Asked by lynn on November 18, 2022

• Brookfield Renewable Partners L.P. (BEP.UN $36.23)
  • $36.23 Cap: $23.46B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.43)
  • $47.43 Cap: $17.48B
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Q: I plan on journalling these stocks to my US account because the dividends are paid in $US. However, I am confused as to the appropriate listing name for BEP.UN on the NYSE as it appears to be the same as the one for BEPC, namely BEP. Is that correct?

Secondly, can you switch BEP.CA to BEP.UN:CA (or vice versa) in a non-registered account without the transaction being considered a disposition for tax purposes?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on November 18, 2022

• Starbucks Corporation (SBUX $89.85)
  • $89.85 P/E (TTM): 31.47X Cap: $102.05B
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• AbbVie Inc. (ABBV $198.90)
  • $198.90 P/E (TTM): 83.43X Cap: $348.31B
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• Illinois Tool Works Inc. (ITW $255.10)
  • $255.10 P/E (TTM): 22.21X Cap: $73.91B
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• United Parcel Service Inc. (UPS $85.86)
  • $85.86 P/E (TTM): 12.34X Cap: $71.99B
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• Sun Life Financial Inc. (SLF $83.78)
  • $83.78 P/E (TTM): 15.23X Cap: $47.36B
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• Brookfield Renewable Partners L.P. (BEP.UN $36.23)
  • $36.23 Cap: $23.46B
  • View BEP.UN Profile
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• Magna International Inc. (MG $57.21)
  • $57.21 P/E (TTM): 10.41X Cap: $16.35B
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• Premium Brands Holdings Corporation (PBH $86.45)
  • $86.45 P/E (TTM): 33.0X Cap: $3.91B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• goeasy Ltd. (GSY $182.82)
  • $182.82 P/E (TTM): 11.92X Cap: $2.98B
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• Leon's Furniture Limited (LNF $27.55)
  • $27.55 P/E (TTM): 11.81X Cap: $1.86B
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• EQB Inc. (EQB $102.97)
  • $102.97 P/E (TTM): 10.54X Cap: $3.93B
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• Stag Industrial Inc. (STAG $34.91)
  • $34.91 P/E (TTM): 27.08X Cap: $6.51B
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• OFG Bancorp (OFG $42.05)
  • $42.05 P/E (TTM): 10.02X Cap: $1.87B
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• W.R. Berkley Corporation (WRB $70.20)
  • $70.20 P/E (TTM): 16.07X Cap: $26.73B
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• Bank of Nova Scotia (The) (BNS $55.72)
  • $55.72 P/E (TTM): 16.04X Cap: $69.73B
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• NextEra Energy Partners LP representing limited partner interests (NEP)
  • P/E (TTM): 5.97X Cap: $1.10B
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• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

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Read Answer Asked by Pat on November 18, 2022

• Magellan Aerospace Corporation (MAL $17.13)
  • $17.13 P/E (TTM): 24.6X Cap: $983M
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Q: Could you tell me how you view MAL. Are the company's troubles temporary or more long term? Do you see the stock price and dividend eventually recovering with the overall market, or is this long term troubles specific to the company? Do you see the company recovering post Ukraine war? Is this a stock you would definitely be selling? Thanks.

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Read Answer Asked by Pat on November 18, 2022

• Wheaton Precious Metals Corp. (WPM $135.36)
  • $135.36 P/E (TTM): 67.71X Cap: $57.67B
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• VanEck Rare Earth/Strategic Metals ETF (REMX $51.11)
  • $51.11 P/E (TTM): 52.92X Cap: $528M
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• MP Materials Corp. (MP $66.14)
  • $66.14 Cap: $10.69B
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Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.

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Read Answer Asked by Colleen on November 18, 2022

• Palo Alto Networks Inc. (PANW $170.53)
  • $170.53 P/E (TTM): 98.79X Cap: $114.02B
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• Rapid7 Inc. (RPD $20.41)
  • $20.41 P/E (TTM): 50.9X Cap: $1.33B
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• CrowdStrike Holdings Inc. (CRWD $444.45)
  • $444.45 Cap: $113.37B
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Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?

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Read Answer Asked by Mary on November 18, 2022

• Mega Uranium Ltd. (MGA $0.28)
  • $0.28 Cap: $101M
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• Energy Fuels Inc. (EFR $13.52)
  • $13.52 Cap: $2.57B
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• First Uranium Resources Ltd Com (URNM)
  • Cap: $8M
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• Global X Uranium ETF (URA $39.88)
  • $39.88 P/E (TTM): 106.14X Cap: $3.98B
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Q: Please comments on mega Uranium and Efr, sell or hold?

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Read Answer Asked by Hue on November 18, 2022

Q: It looks like FED and BOC will keep on rising Interest rate and recession will follow,reducing income for many companies and their stocks will go down like in last recession. This is how I think,what is your opinion.2022 has been a tough year and hope for 2023 is in question.

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Read Answer Asked by Nizar on November 18, 2022

• Real Matters Inc. (REAL $5.50)
  • $5.50 P/E (TTM): 197.85X Cap: $398M
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Q: Hi 5i,

Could I please get your thoughts on REAL latest quarter.

Thank you,

Greg

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Read Answer Asked by GREGORY on November 18, 2022

• Bank of Nova Scotia (The) (BNS $76.77)
  • $76.77 P/E (TTM): 16.04X Cap: $95.32B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.79)
  • $171.79 P/E (TTM): 97.92X Cap: $212.29B
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Q: Would you say tax loss selling is mostly done with these 2?

Thx

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Read Answer Asked by blake on November 18, 2022

• Meta Platforms Inc. (META $767.51)
  • $767.51 P/E (TTM): 29.32X Cap: $1.95T
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• PayPal Holdings Inc. (PYPL $67.86)
  • $67.86 P/E (TTM): 15.08X Cap: $64.97B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.88)
  • $16.88 Cap: $2.33B
  • View LSPD Profile
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Q: lspd meta pypl are the worst performers in my portfolio . is any of these worth keeping long term .
Is aqn a buy at tthheselevel

i

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Read Answer Asked by thambirajah on November 18, 2022

• Alvopetro Energy Ltd. (ALV $5.82)
  • $5.82 P/E (TTM): 9.16X Cap: $214M
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Q: Great news release yesterday….
No debt, 50% dividend increase, NCIB

https://alvopetro.com/News-Events

Why would they want to purchase shares when the float is only 35m and very thinly traded to start with?

Thank you

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Read Answer Asked by JACK on November 18, 2022

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.59)
  • $14.59 P/E (TTM): 21.05X Cap: $411M
  • View CSW.A Profile
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Q: Good afternoon,

Can you confirm if CSW.A reduced their dividend over the last few days?

If they did is it a hold for income or time to abandon ship? I have no intention of buying more.

Thanks for your help.

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Read Answer Asked by Dave on November 18, 2022