Investment Q&A

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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• Capital Power Corporation (CPX $72.44)
  • $72.44 P/E (TTM): 21.8X Cap: $11.26B
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Q: Which company do you think has better long term growth potential?
Thanks

Upvote 4

Read Answer Asked by Curtis on September 17, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Hi Peter & Team,

Our new PM frequently mentions modular housing as a way to rapidly build up Canada's housing supply. Since ATCO is apparently a large player in modular housing, do you believe that this could provide some tailwinds to ATCO stock? Your insight is highly valued.

Upvote 3

Read Answer Asked by Jerry on May 15, 2025

• Fortis Inc. (FTS $70.18)
  • $70.18 P/E (TTM): 20.69X Cap: $35.40B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.66)
  • $38.66 P/E (TTM): 23.68X Cap: $10.54B
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• Emera Incorporated (EMA $67.06)
  • $67.06 P/E (TTM): 22.78X Cap: $20.05B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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• TransAlta Corporation (TA $21.89)
  • $21.89 Cap: $6.45B
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• Hydro One Limited (H $49.98)
  • $49.98 P/E (TTM): 23.72X Cap: $29.65B
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Q: What order would you place these for buying right now...and maybe a bullet point as to why or why not for each? Many thanks!

Upvote 10

Read Answer Asked by Doug on March 31, 2025

• Manulife Financial Corporation (MFC $44.78)
  • $44.78 P/E (TTM): 14.17X Cap: $77.19B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,458.04)
  • $2,458.04 P/E (TTM): 8.63X Cap: $53.29B
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• Power Corporation of Canada Subordinate Voting Shares (POW $62.45)
  • $62.45 P/E (TTM): 14.46X Cap: $39.59B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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• Whitecap Resources Inc. (WCP $10.81)
  • $10.81 P/E (TTM): 7.43X Cap: $13.46B
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Q: Can you please rate the above 5 companies on a 1-10 scale; 10 being the highest rating. I am want to hold long-term, mostly for income and some growth. Is the debt level of any of these companies a concern?
Thanks!

Upvote 5

Read Answer Asked by Grant on February 26, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Hi Everyone!
What are your thoughts on Atco for a long term hold ?
Cheers,
Tamara

Upvote 3

Read Answer Asked by Tamara on February 21, 2025

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Do you see upside movement with rates dropping besides the divident?

Upvote 3

Read Answer Asked by Gary on September 30, 2024

• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.26X Cap: $149.31B
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• Canadian Natural Resources Limited (CNQ $45.88)
  • $45.88 P/E (TTM): 11.6X Cap: $95.14B
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• TC Energy Corporation (TRP $73.90)
  • $73.90 P/E (TTM): 18.7X Cap: $78.64B
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• AltaGas Ltd. (ALA $42.31)
  • $42.31 P/E (TTM): 16.36X Cap: $12.76B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Hi, could you please rank these stocks from best to not as good. Also was thinking of replacing one with CNQ. for more growth, as I may have too much overlap? 3+ year hold . Your thoughts, Thanks

Upvote 5

Read Answer Asked by Brad on September 23, 2024

• Fortis Inc. (FTS $70.18)
  • $70.18 P/E (TTM): 20.69X Cap: $35.40B
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• Brookfield Renewable Partners L.P. (BEP.UN $38.23)
  • $38.23 Cap: $25.64B
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  • View Reports on BEP.UN
• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $72.44)
  • $72.44 P/E (TTM): 21.8X Cap: $11.26B
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• Hydro One Limited (H $49.98)
  • $49.98 P/E (TTM): 23.72X Cap: $29.65B
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Q: Can you rank the top 5 canadian utilities for a long-term hold for income.

TY

Upvote 12

Read Answer Asked by Gerald on September 12, 2024

• Fortis Inc. (FTS $70.18)
  • $70.18 P/E (TTM): 20.69X Cap: $35.40B
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• Emera Incorporated (EMA $67.06)
  • $67.06 P/E (TTM): 22.78X Cap: $20.05B
  • View EMA Profile
  • View Questions on EMA
• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $72.44)
  • $72.44 P/E (TTM): 21.8X Cap: $11.26B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $47.79)
  • $47.79 P/E (TTM): 1164.69X Cap: $22.27B
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• Hydro One Limited (H $49.98)
  • $49.98 P/E (TTM): 23.72X Cap: $29.65B
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Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Upvote 8

Read Answer Asked by Delbert on April 12, 2024

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Good quarter?

Upvote 1

Read Answer Asked by Kelly on March 05, 2024

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: I am looking at ATCO for a slow and steady grower with a solid, safe dividend.

What are your current thoughts ?

Ken

Upvote 3

Read Answer Asked by Ken on February 26, 2024

• Fortis Inc. (FTS $70.18)
  • $70.18 P/E (TTM): 20.69X Cap: $35.40B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
  • View ACO.X Profile
  • View Questions on ACO.X
• Capital Power Corporation (CPX $72.44)
  • $72.44 P/E (TTM): 21.8X Cap: $11.26B
  • View CPX Profile
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  • View Reports on CPX

Q: I’m considering switching from aco.x to cpx to free up cash and maintain total annual dividend amount. Will you please provide opinion regarding the safety of the dividend and long-term capital appreciation. Is there a better company in any sector I should consider at this time to achieve the same objective. Thank you

Upvote 3

Read Answer Asked by David on February 12, 2024

• Toronto-Dominion Bank (The) (TD $112.02)
  • $112.02 P/E (TTM): 9.53X Cap: $191.78B
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• Bank of Nova Scotia (The) (BNS $89.20)
  • $89.20 P/E (TTM): 17.23X Cap: $109.78B
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• BCE Inc. (BCE $32.88)
  • $32.88 P/E (TTM): 70.63X Cap: $30.25B
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• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.26X Cap: $149.31B
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• Sun Life Financial Inc. (SLF $85.28)
  • $85.28 P/E (TTM): 15.52X Cap: $49.13B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: Please identify your 5 top equity CDN bond proxies that pay north of a 5% dividend where you believe the dividend is safe plus there is room for growth in the stock price.

Upvote 22

Read Answer Asked by LEN on November 30, 2023

• Toronto-Dominion Bank (The) (TD $112.02)
  • $112.02 P/E (TTM): 9.53X Cap: $191.78B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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  • View Questions on ACO.X
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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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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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.56)
  • $13.56 P/E (TTM): 7.16X Cap: $1.04B
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• iShares Convertible Bond Index ETF (CVD $18.29)
  • $18.29 Cap: $106M
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.75)
  • $16.75 Cap: $880M
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Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris

Upvote 0

Read Answer Asked by chris on September 18, 2023

• Broadcom Inc. (AVGO $345.02)
  • $345.02 P/E (TTM): 85.82X Cap: $1.63T
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• UnitedHealth Group Incorporated (DE) (UNH $367.69)
  • $367.69 P/E (TTM): 15.75X Cap: $335.02B
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• Zoetis Inc. Class A (ZTS $143.39)
  • $143.39 P/E (TTM): 24.57X Cap: $63.59B
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• Toronto-Dominion Bank (The) (TD $112.02)
  • $112.02 P/E (TTM): 9.53X Cap: $191.78B
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• Enbridge Inc. (ENB $67.32)
  • $67.32 P/E (TTM): 24.26X Cap: $149.31B
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• Restaurant Brands International Inc. (QSR $93.51)
  • $93.51 P/E (TTM): 25.48X Cap: $42.68B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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  • View Questions on ACO.X
• TMX Group Limited (X $51.37)
  • $51.37 P/E (TTM): 34.09X Cap: $14.31B
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• Domino's Pizza Inc (DPZ $405.33)
  • $405.33 P/E (TTM): 23.89X Cap: $14.03B
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• Pool Corporation (POOL $296.24)
  • $296.24 P/E (TTM): 27.72X Cap: $11.55B
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Upvote 0

Read Answer Asked by Regan on September 14, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $38.23)
  • $38.23 Cap: $25.64B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
  • View ACO.X Profile
  • View Questions on ACO.X
• BMO Covered Call Utilities ETF (ZWU $11.48)
  • $11.48 P/E (TTM): 18.8X Cap: $1.93B
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• Hydro One Limited (H $49.98)
  • $49.98 P/E (TTM): 23.72X Cap: $29.65B
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Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan

Upvote 0

Read Answer Asked by DANIEL on September 12, 2023

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: I believe that a little over a month ago the Atco CEO purchased $931K of stock at $37.22 - a 6.2% increase in ownership. Is this enough conviction to get someone interested in taking a position in the stock?

Upvote 0

Read Answer Asked by James on September 11, 2023

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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Q: I'm curious about your support for Atco. Is it because it's inexpensive or is there something else going on here?

Upvote 0

Read Answer Asked by Les on August 08, 2023

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
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• Acadian Timber Corp. (ADN $16.26)
  • $16.26 P/E (TTM): 20.59X Cap: $295M
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Q: hi,
I am looking at adding these to my dividend equities. I like growth with the dividend stocks, both in capital appreciation and dividend payout ( to keep up with inflation, over the long term ). how do these 2 stack up? further, is there an open source website to check CDN dividend equites in regards to the dividend growth, payout ratios, etc...
cheers, chris

Upvote 0

Read Answer Asked by chris on July 28, 2023

• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.56)
  • $50.56 P/E (TTM): 12.95X Cap: $5.70B
  • View ACO.X Profile
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Q: A few times you said, you are not a fan of averaging down. Could you elaborate why you did it with Atco in may and june? Not to be picky, just try to understand your thinking behind this action.
Thanks

Upvote 0

Read Answer Asked by Daniel on July 11, 2023