Investment Q&A

• Constellation Software Inc. (CSU $2,796.99)
  • $2,796.99 P/E (TTM): 63.13X Cap: $56.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.26)
  • $184.26 P/E (TTM): 132.0X Cap: $230.50B
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Q: Hi, Could you please provide street estimates for the upcoming quarterly results for Shopify and Constellation Software. Thanks

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Read Answer Asked by rajeev on February 11, 2019

• Canopy Growth Corporation (WEED $1.43)
  • $1.43 Cap: $545M
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Q: Good Morning 5i
Would you plse. provide consensus earnings expectations when WEED/CGC reports this week? Thanks.

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Read Answer Asked by Randy on February 11, 2019

Q: Hello,

When will your next ETF Recommend List be updated? I'm a subscriber of this service and in the middle of planning my investment strategy. Are you envisioning any major differences from the one published in Nov 2018?

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Read Answer Asked by Loretta on February 11, 2019

• Check Point Software Technologies Ltd. (CHKP $164.48)
  • $164.48 Cap: $17.12B
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• Rapid7 Inc. (RPD $7.04)
  • $7.04 P/E (TTM): 18.31X Cap: $440M
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Q: Good morning

Given the understanding that you do not formally cover US equities. The area of cybersecurity appears to be in a strong secular uptrend given our insatiable thirst for data.
Can you give me your top three US equity ideas right now to profit from this assumption.

Thanks

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Read Answer Asked by Thomas on February 11, 2019

• Enbridge Inc. (ENB $73.63)
  • $73.63 P/E (TTM): 28.41X Cap: $161.22B
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Q: thoughts on growth and future am I buying at the top here|??with its huge size can this power on with less concern of it doing an alta gas? crash and burn

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Read Answer Asked by cliff on February 11, 2019

• Equity Lifestyle Properties Inc. (ELS $67.77)
  • $67.77 P/E (TTM): 35.37X Cap: $13.02B
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Q: Would you consider this a solid investment for an investor looking for a combination of income and growth?

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Read Answer Asked by Kevin on February 11, 2019

• Miscellaneous (MISC)
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Q: Do you have any thoughts about lightspeed as a potential Canadian alternative or to compliment square once thier recently announced IPO is completed? Square has been a great investment for me.
Thanks for your always thorough and insitefull responses.

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Read Answer Asked by John on February 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.26)
  • $184.26 P/E (TTM): 132.0X Cap: $230.50B
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Q: When does Shop announce its earnings?
Thnx

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Read Answer Asked by David on February 08, 2019

• Sylogist Ltd. (SYZ $3.78)
  • $3.78 Cap: $86M
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Q: SYZ has been weak for the past couple of weeks. Seems to drop a bit every day, even on good market days. From recent questions and you responses, you seem to be comfortable with it and like it. Is the weakness an opportunity to acquire a full position? Is there anything that might temper this decision?

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Read Answer Asked on February 08, 2019

• Parex Resources Inc. (PXT $22.64)
  • $22.64 P/E (TTM): 14.27X Cap: $2.19B
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Q: Your analysis on recent numbers please.

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Read Answer Asked by Pat on February 08, 2019

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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• Firan Technology Group Corporation (FTG $19.58)
  • $19.58 P/E (TTM): 44.8X Cap: $512M
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Q: pls comment on recent earnings

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Read Answer Asked by john on February 08, 2019

• Crius Energy Trust (KWH.UN $8.80)
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Q: I am assuming, all things being equal, that one should hold till closing and receive the dividend together with the possibility of a competing bid?

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Read Answer Asked by David on February 08, 2019

• CAE Inc. (CAE $41.20)
  • $41.20 P/E (TTM): 34.48X Cap: $13.55B
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Q: Please provide your thoughts on CAE's quarterly results. Thank you.

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Read Answer Asked by Brian on February 08, 2019

• BMO US Dividend ETF (ZDY $52.70)
  • $52.70 P/E (TTM): 19.97X Cap: $786M
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• Vanguard S&P 500 ETF (VOO $626.81)
  • $626.81 P/E (TTM): 26.2X Cap: $837.67B
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• Mawer Canadian Equity Fund Series A (MAW106 $111.97)
  • $111.97 P/E (TTM): 13.8X Cap: $1.10B
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Q: Which of the etf ZDY or VOO would you pick for RRSP (20 yrs time frame) or maybe
other better choice. In Canadian securities option we selected MAW106 or maybe other fund or etf, same time frame.

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Read Answer Asked by Jacek on February 08, 2019

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.47)
  • $61.47 P/E (TTM): 32.77X Cap: $4.42B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.80)
  • $66.80 P/E (TTM): 12.53X Cap: $6.64B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $71.67)
  • $71.67 P/E (TTM): 21.7X Cap: $1.13B
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• Vanguard S&P 500 Index ETF (VFV $165.83)
  • $165.83 P/E (TTM): 26.01X Cap: $28.31B
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Q: Hi,
I’m looking at a long term (30 year) rrsp portfolio. What do you think of making it up of these 4 etfs? Do you think long term it’s better to have the hedged or unhedged versions (where applicable)? I’m thinking 25%vfv, 25%vef, 20%xqq and 20%vdy. Then 10% in cash for buying dips when I see them. I’ll also be using any drips (even proxy drips if needed) as well as adding new funds every 3-6 months and rebalancing annually (unless there’s some major movement before that). Do you see any areas that are too redundant or underrepresented?

Thanks

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Read Answer Asked by david on February 08, 2019

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X
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Q: I am thinking about purchasing this stock. What is your opinion of it ?

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Read Answer Asked by trent on February 08, 2019

• Citigroup Inc. (C $108.95)
  • $108.95 P/E (TTM): 15.85X Cap: $194.73B
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Q: Your thoughts on Citi and the US banks in particular. I have a 1/2 position in the low 70s. Wondering if I should add or just move on. I also own BAC.

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Read Answer Asked by David on February 08, 2019

• Alaris Equity Partners Income Trust (AD.UN $22.17)
  • $22.17 P/E (TTM): 6.23X Cap: $1B
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• Lucara Diamond Corp. (LUC $0.29)
  • $0.29 P/E (TTM): 1.61X Cap: $431M
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• Goldman Sachs CDR (CAD Hedged) (GS $40.30)
  • $40.30 P/E (TTM): 21.28X Cap: $351.16B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.82)
  • $5.82 P/E (TTM): 20.07X Cap: $1.46B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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Q: What are the ten highest yielding Canadian stocks which have a sustainable dividend ?As always, thanks for your expert guidance.

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Read Answer Asked by Norman on February 08, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
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Q: I like the distribution, but this company's stock price peaked in 2015 and appears to have been going downhill ever since. It is up strongly so far this year but is there some catalyst which suggests a break from the recent past, or is it likely to continue to head downward?

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Read Answer Asked by John on February 08, 2019

• BCE Inc. (BCE $35.55)
  • $35.55 P/E (TTM): 5.42X Cap: $33.67B
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• TELUS Corporation (T $18.88)
  • $18.88 P/E (TTM): 26.07X Cap: $29.61B
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Q: I understand that Telus and Bell are the most heavily invested in Huawei; would a decision not to use their 5G equipment in Canada affect them

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Read Answer Asked by steve on February 08, 2019