Investment Q&A

• Twilio Inc. Class A (TWLO $108.67)
  • $108.67 P/E (TTM): 1052.4X Cap: $16.67B
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• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Your thoughts on earnings please. Twilio seems well received, Zendesk not so much.
Thanks Peter.

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Read Answer Asked by Peter on May 02, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello,
Could you please comments on SQ earning results. The outlook seems weaker than expectation. Do you still like it? Should I sell and move on?
Thanks
Victor

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Read Answer Asked by Victor on May 01, 2019

• Enbridge Inc 6.375% Fixed-to-Floating Rate Subordinated Notes Series 2018-B due 2078 (ENBA)
  • P/E (TTM): 21.39X Cap: $51.43B
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Q: I hold the enbridge note.us in my RRIF and enjoy the dividend. Please advise if this is a safe, long term hold.
Thanks

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Read Answer Asked by diane joan on May 01, 2019

• Prologis Inc. (PLD $113.65)
  • $113.65 P/E (TTM): 29.99X Cap: $104.50B
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• H&R Real Estate Investment Trust (HR.UN $12.10)
  • $12.10 Cap: $3.33B
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• WPT Industrial Real Estate Investment Trust (WIR.UN $26.81)
  • $26.81 P/E (TTM): 4.06X Cap: $2.25B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.32)
  • $12.32 P/E (TTM): 25.31X Cap: $3.60B
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Q: I would like to buy some REITs in my RRSP as income-producing assets (keeping them in RRSP so as not to have to track changing ACB resulting from ROC and phantom distributions). Which ones would you recommend?

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Read Answer Asked by M on May 01, 2019

• NVIDIA Corporation (NVDA $167.02)
  • $167.02 P/E (TTM): 55.04X Cap: $4.05T
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• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.34)
  • $203.34 P/E (TTM): 78.92X Cap: $264.21B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I need to reduce my tech holdings, especially over the top with SHOP, but not complaining. Would you please give me your best momentum stocks, Canadian or US in any sector other than tech? I can tolerate some risk. Many thanks.

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Read Answer Asked by Elaine or Gerry on May 01, 2019

• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Please comment on the earning release of these companies.
Thanks

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Read Answer Asked by Lai Kuen on May 01, 2019

• Constellation Software Inc. (CSU $4,599.69)
  • $4,599.69 P/E (TTM): 114.18X Cap: $97.47B
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Q: Is there any clear explanation to Constellation Software's miss on their Q1 eps number?

Thanks

John

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Read Answer Asked by john on May 01, 2019

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.38)
  • $39.38 P/E (TTM): 5.55X Cap: $1.02B
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• Vanguard Total Stock Market ETF (VTI $319.55)
  • $319.55 P/E (TTM): 71.88X Cap: $500.69B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $33.20)
  • $33.20 P/E (TTM): 3.15X Cap: $2.67B
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Q: 10,000.00 to invest one year, looking for Dividend income and growth
Which would you purchase and why?

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Read Answer Asked by Harold on May 01, 2019

• Vanguard Consumer Staples ETF (VDC $220.35)
  • $220.35 P/E (TTM): 41.99X Cap: $7.64B
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Q: Hi,
Can you recommend a US ETF for consumer staples. I'm under weight in both US and consumer staples and and would like a more defensive allocation.

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Read Answer Asked by Camille on May 01, 2019

• Vanguard Growth ETF Portfolio (VGRO $41.16)
  • $41.16 P/E (TTM): 0.01X Cap: $7.57B
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• Vanguard All-Equity ETF Portfolio (VEQT $51.17)
  • $51.17 P/E (TTM): 7.42X Cap: $8.24B
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Q: My 27 year old daughter has about $45,000 in a TSFA to invest in ETFs for a 2-3 year time period. Would a whole market ETF such as Vanguard's VRGO or VEQT be advisable?

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Read Answer Asked by Kimberley on May 01, 2019

Q: Hello,
what risks, if any, should an investor take into account when purchasing all their ETF's from the same provider? I am talking about the big guys here such as Vanguard or Blackrock. Since the ETF's are broad based there is no issue that I see with a fund manager making investment decision (are hot or cold) and these companies are large and profitable so I don't really see any risks other than general market performance. Am I missing something?

Thanks,

Dan

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Read Answer Asked by Daniel on May 01, 2019

• The Middleby Corporation (MIDD $144.43)
  • $144.43 P/E (TTM): 23.43X Cap: $7.32B
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Q: I am trying to clean up smaller positions and have held this for a few years. What is your opinion of Middleby? Should it stay or should it go?

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Read Answer Asked by Stewart on May 01, 2019

• iShares 0-5 Year TIPS Bond ETF (STIP $103.52)
  • $103.52 Cap: $12.62B
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Q: Hello how is this etf from Blackrock as a bond holding for US funds?
Thanks
Deborah

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Read Answer Asked by Deborah on May 01, 2019

• Parkland Corporation (PKI $38.74)
  • $38.74 P/E (TTM): 22.81X Cap: $6.75B
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Q: what are the estimates please?

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Read Answer Asked by blake on May 01, 2019

• BMO International Dividend ETF (ZDI $27.27)
  • $27.27 P/E (TTM): 25.95X Cap: $676M
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• BMO International Dividend Hedged to CAD ETF (ZDH $29.33)
  • $29.33 P/E (TTM): 23.31X Cap: $180M
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Q: Can ZDH be held in a RRIF and would there be a withholding tax if held in a RRIF?

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Read Answer Asked by William on May 01, 2019

• Siyata Mobile Inc. (SIM $6.50)
  • $6.50 Cap: $80M
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Q: What are your thought on their results, Would you sell or buy at this time?

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Read Answer Asked by fwb181 on May 01, 2019

• Precision Drilling Corporation (PD $78.51)
  • $78.51 P/E (TTM): 11.93X Cap: $1.04B
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Q: Could you give an opinion of this IPO.

Also, re BYND - I can't get a quote on the TD website.
Any suggestions?

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Read Answer Asked by claudette on May 01, 2019

• Seagate Technology Holdings PLC (STX $188.16)
  • $188.16 P/E (TTM): 26.16X Cap: $37.49B
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Q: HI 5i Team,

Pls comment on Seagate Technology earning , outlook, and future growth.

The stock looks cheap, is it a value trap?

Would you recommend a buy?

Thank you for your excellent service as always.

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Read Answer Asked by Pui on May 01, 2019

• Vanguard Balanced ETF Portfolio (VBAL $35.81)
  • $35.81 P/E (TTM): 15.14X Cap: $3.82B
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• RBC Select Balanced Portfolio Series A (RBF460 $36.09)
  • $36.09 P/E (TTM): 15.2X
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Q: I have my kids RESP in RBF460 with a MER of 1.94%. My personal ROR is 6.16%. I will need this money in next 4 years and was wondering if there is an ETF that I can make switch, to avoid the high MER and attain 7% ROR?
Thanks

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Read Answer Asked by Ravindra on May 01, 2019

• Redishred Capital Corp. (KUT $4.96)
  • $4.96 P/E (TTM): 35.43X Cap: $90M
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Q: Could I have your outlook on KUT and would you recommend its purchase? If so, up to what percentage?
Thanks for your service

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Read Answer Asked by Ozzie on May 01, 2019