Investment Q&A

• Sysco Corporation (SYY $80.20)
  • $80.20 P/E (TTM): 20.39X Cap: $38.87B
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Q: What are your thoughts on Sysco for a long term hold in the consumer staples sector?

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Read Answer Asked by Dan on December 10, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.45)
  • $168.45 P/E (TTM): 105.2X Cap: $228.06B
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Q: Hi- just a comment on the question of the COO shares- the release doesn't reveal whether he indirectly has shares (Trust) nor does it talk of any options he may own - likely significant.

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Read Answer Asked by Scott on December 10, 2019

• Global X S&P 500 Index Corporate Class ETF (HXS $88.30)
  • $88.30 Cap: $4.26B
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Q: Hi, I currently hold this ETF in my TFSA. Can you please explain the change recently made and how will it affect my portfolio going forward?

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Read Answer Asked by Penny on December 10, 2019

• Enbridge Inc. (ENB $61.50)
  • $61.50 P/E (TTM): 22.55X Cap: $134.07B
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Q: Your thoughts on today's conference call re future growth plans.
Thanks,
GC

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Read Answer Asked by Geoffrey on December 10, 2019

• Mainstreet Equity Corp. (MEQ $188.49)
  • $188.49 P/E (TTM): 7.12X Cap: $1.74B
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Q: Could I have your comments on year end earnings, please.
Thanks
Bob Rose

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Read Answer Asked by Robert on December 10, 2019

• Spotify Technology S.A. (SPOT $675.74)
  • $675.74 Cap: $137.74B
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Q: What do you think of Spotify? What is the valuation and growth outlook? What do you think of their debt levels?

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Read Answer Asked by Max on December 10, 2019

• B2Gold Corp. (BTO $4.82)
  • $4.82 Cap: $6.23B
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Q: Could you give your characterization/opinion on BTO? Growth and the balance sheet seems good but I recognize they have some concentration. geopolitical and mine life risks that may make it higher risk and not a full weighting? Thanks.

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Read Answer Asked by Michael on December 10, 2019

• Constellation Software Inc. (CSU $4,850.24)
  • $4,850.24 P/E (TTM): 102.67X Cap: $102.78B
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Q: Hi Group why is CSU continuing to drop on no news. Do you recommending adding to it at this time. Find it hard to buy more when there is no apparent reason for the drop. Starting to worry the run might be over you thoughts' please

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Read Answer Asked by Terence on December 10, 2019

Q: What is your preferred ETF for junior gold stocks? Why?

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Read Answer Asked by George on December 10, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.29)
  • $20.29 P/E (TTM): 9.46X Cap: $1.69B
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Q: TCL seems to be dropping a lot going into earnings and/or the news regarding the publisac issues in Montreal - it looks like a civic subcommittee has recommended banning this flyer distribution system though it is not a done deal (from what I have gathered). My question is: does TCL break out the revenue for Publisac? How material is this if it happens? Or is it more a case of yet another negative news item for a company that has been dealing with too many for too long.

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Read Answer Asked by Graham on December 10, 2019

• BMO Low Volatility US Equity Hedged to CAD ETF (ZLH $35.86)
  • $35.86 P/E (TTM): 45.12X Cap: $100M
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• iShares MSCI USA Min Vol Factor ETF (USMV $93.80)
  • $93.80 P/E (TTM): 55.38X Cap: $23.58B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $49.07)
  • $49.07 P/E (TTM): 18.64X Cap: $3.11B
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Q: Would zlh be a fairly safe and effective investment for a 3 to 4 year holding? I need some more US exposure and would like to preserve my capital with some upside potential. Are their other low volatility US etf that you would prefer? Thank you.

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Read Answer Asked by Steve on December 10, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $72.58)
  • $72.58 P/E (TTM): 38.19X Cap: $924M
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• Health Care Select Sector SPDR (XLV $133.53)
  • $133.53 P/E (TTM): 65.56X Cap: $32.38B
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• Consumer Discretionary Select Sector SPDR (XLY $225.48)
  • $225.48 P/E (TTM): 54.75X Cap: $22.72B
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Q: Afternoon 5i.

I'm looking for the top 3 sectors to buy into today.

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Read Answer Asked by Stephen on December 10, 2019

• BMO US High Dividend Covered Call ETF (ZWH $23.77)
  • $23.77 P/E (TTM): 42.96X Cap: $1.06B
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• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD $49.07)
  • $49.07 P/E (TTM): 18.64X Cap: $3.11B
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Q: Good day 5i.
The only US position I now hold in my RRSP is ZWH.
I like this ETF, just leave it alone and let it spit money out.
I'm looking for another US ETF that will fit nicely with ZWH and t pays monthly. The new ETF position would be half the size of ZWH if that helps.

Thanks for you help.

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Read Answer Asked by Stephen on December 10, 2019

• ARC Resources Ltd. (ARX $26.72)
  • $26.72 P/E (TTM): 11.92X Cap: $15.76B
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Q: Your thoughts on ARX. I have had it a while as it dropped and am now looking at an exit point. It is up recently, but I would have thought there was a lot of tax loss selling pressure.

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Read Answer Asked by Gordon on December 10, 2019

• Diamond Estates Wines & Spirits Inc. (DWS $0.21)
  • $0.21 Cap: $13M
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Q: is there a future for this stock? thanks Bill

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Read Answer Asked by William on December 10, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.42)
  • $13.42 P/E (TTM): 22.92X Cap: $1.19B
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Q: I am wondering what is the reason CPD is at a lower level than the financial crisis of 2008. I am at a loss on it for a few years now and wondering if holding another year or two makes any sense.

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Read Answer Asked by Mahdi on December 10, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $18.46)
  • $18.46 Cap: $1.20B
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Q: My fixed income PF % consist of CVD 1.85; XHY 2.10; CBO 1.87; CPD 1.81; and XTR 1.69 totalling 9.22.
Which one or two can I add to bring my total to 15%.
I am open to one new holding, as well. Thanks.

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Read Answer Asked by Charles on December 10, 2019

Q: Do you know anything about these guys? They are in an interesting market and I am wondering if you had any thoughts on them as a bit of a lottery ticket type investment. Thanks

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Read Answer Asked by Martin on December 10, 2019

• Partners Value Investments L.P. (PVF.UN $149.25)
  • $149.25 P/E (TTM): 128.31X Cap: $10.44B
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Q: I have a question about PVF.UN I was considering BAM for purchase but came across PVF and am thinking that this may be a good alternative. Maybe safer and has much bigger dividend and better track record. I would appreciate your thoughts. Thx James

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Read Answer Asked by JAMES on December 10, 2019

• Qualys Inc. (QLYS $141.06)
  • $141.06 P/E (TTM): 28.53X Cap: $5.06B
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Q: Can you provide your opinion on QLYS? Would it be a decent long-term buy? Thanks for the great service.

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Read Answer Asked by Stefan on December 10, 2019