Investment Q&A

• Constellation Software Inc. (CSU $4,718.31)
  • $4,718.31 P/E (TTM): 98.53X Cap: $99.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hi, Could you please provide street estimates for the upcoming quarterly results for Shopify and Constellation Software. Thanks

Upvote 0

Read Answer Asked by rajeev on February 11, 2019

• Canopy Growth Corporation (WEED $1.46)
  • $1.46 Cap: $157M
  • View WEED Profile
  • View Questions on WEED

Q: Good Morning 5i
Would you plse. provide consensus earnings expectations when WEED/CGC reports this week? Thanks.

Upvote 0

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?

Upvote 0

Read Answer Asked by Loretta on February 11, 2019

• Check Point Software Technologies Ltd. (CHKP $192.76)
  • $192.76 Cap: $20.88B
  • View CHKP Profile
  • View Questions on CHKP
• Rapid7 Inc. (RPD $20.74)
  • $20.74 P/E (TTM): 50.9X Cap: $1.30B
  • View RPD Profile
  • View Questions on RPD

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

Upvote 0

Read Answer Asked by Thomas on February 11, 2019

• Enbridge Inc. (ENB $63.73)
  • $63.73 P/E (TTM): 23.56X Cap: $138.93B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

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

Upvote 0

Read Answer Asked by cliff on February 11, 2019

• Equity Lifestyle Properties Inc. (ELS $61.43)
  • $61.43 P/E (TTM): 31.0X Cap: $11.67B
  • View ELS Profile
  • View Questions on ELS

Q: Would you consider this a solid investment for an investor looking for a combination of income and growth?

Upvote 0

Read Answer Asked by Kevin on February 11, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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.

Upvote 0

Read Answer Asked by John on February 08, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: When does Shop announce its earnings?
Thnx

Upvote 0

Read Answer Asked by David on February 08, 2019

• Sylogist Ltd. (SYZ $9.30)
  • $9.30 Cap: $217M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

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?

Upvote 0

Read Answer Asked on February 08, 2019

• Parex Resources Inc. (PXT $15.95)
  • $15.95 P/E (TTM): 14.38X Cap: $1.55B
  • View PXT Profile
  • View Questions on PXT

Q: Your analysis on recent numbers please.

Upvote 0

Read Answer Asked by Pat on February 08, 2019

• CI Financial Corp. (CIX $31.96)
  • $31.96 Cap: $4.58B
  • View CIX Profile
  • View Questions on CIX
• Firan Technology Group Corporation (FTG $11.60)
  • $11.60 P/E (TTM): 21.48X Cap: $292M
  • View FTG Profile
  • View Questions on FTG

Q: pls comment on recent earnings

Upvote 0

Read Answer Asked by john on February 08, 2019

• Crius Energy Trust (KWH.UN $8.80)
  • $8.80 Cap: $498M
  • View KWH.UN Profile
  • View Questions on KWH.UN

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?

Upvote 0

Read Answer Asked by David on February 08, 2019

• CAE Inc. (CAE $39.11)
  • $39.11 P/E (TTM): 31.04X Cap: $12.52B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Please provide your thoughts on CAE's quarterly results. Thank you.

Upvote 0

Read Answer Asked by Brian on February 08, 2019

• BMO US Dividend ETF (ZDY $46.29)
  • $46.29 P/E (TTM): 47.32X Cap: $638M
  • View ZDY Profile
  • View Questions on ZDY
• Vanguard S&P 500 ETF (VOO $580.14)
  • $580.14 P/E (TTM): 57.15X Cap: $641.20B
  • View VOO Profile
  • View Questions on VOO
• Mawer Canadian Equity Fund Series A (MAW106 $107.18)
  • $107.18 P/E (TTM): 13.8X Cap: $1.06B
  • View MAW106 Profile
  • View Questions on MAW106

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.

Upvote 0

Read Answer Asked by Jacek on February 08, 2019

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $56.53)
  • $56.53 P/E (TTM): 55.7X Cap: $3.69B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.53)
  • $52.53 P/E (TTM): 9.23X Cap: $4.05B
  • View VDY Profile
  • View Questions on VDY
• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $60.59)
  • $60.59 P/E (TTM): 15.08X Cap: $850M
  • View VEF Profile
  • View Questions on VEF
• Vanguard S&P 500 Index ETF (VFV $152.73)
  • $152.73 P/E (TTM): 24.94X Cap: $23.83B
  • View VFV Profile
  • View Questions on VFV

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

Upvote 0

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 Cap: $1.83B
  • View WIR.U Profile
  • View Questions on WIR.U

Q: I am thinking about purchasing this stock. What is your opinion of it ?

Upvote 0

Read Answer Asked by trent on February 08, 2019

• Citigroup Inc. (C $92.08)
  • $92.08 P/E (TTM): 14.53X Cap: $171.98B
  • View C Profile
  • View Questions on C

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.

Upvote 0

Read Answer Asked by David on February 08, 2019

• Alaris Equity Partners Income Trust (AD.UN $18.51)
  • $18.51 P/E (TTM): 4.48X Cap: $843M
  • View AD.UN Profile
  • View Questions on AD.UN
• Lucara Diamond Corp. (LUC $0.24)
  • $0.24 P/E (TTM): 1.56X Cap: $106M
  • View LUC Profile
  • View Questions on LUC
• Gluskin Sheff + Associates Inc. (GS $14.24)
  • $14.24 P/E (TTM): 17.0X Cap: $444M
  • View GS Profile
  • View Questions on GS
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.77)
  • $4.77 Cap: $1.18B
  • View NWH.UN Profile
  • View Questions on NWH.UN
• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
  • View RNW Profile
  • View Questions on RNW

Q: What are the ten highest yielding Canadian stocks which have a sustainable dividend ?As always, thanks for your expert guidance.

Upvote 0

Read Answer Asked by Norman on February 08, 2019

• Brookfield Property Partners L.P. (BPY.UN $23.29)
  • $23.29 Cap: $21.72B
  • View BPY.UN Profile
  • View Questions on BPY.UN

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?

Upvote 0

Read Answer Asked by John on February 08, 2019

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
  • View Questions on BCE
• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
  • View T Profile
  • View Questions on T

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

Upvote 0

Read Answer Asked by steve on February 08, 2019