Investment Q&A

Q: Can you look at Good Natured Products again now that the new leglislation banning some plastics is being proposed.
Thank You,
Peter

Q: If trans mountain gets the go ahead next week will this effect macro in any way.

Q: Good Morning Team,

Redishred has had a great week of trading. Any news on your end? I can't find what is driving the price increase. Thanks,

Wes

Q: On May 13 - you advised Dan to hold for a few weeks rather than selling @ about $30 (versus the Onex bid of $31). A few weeks have now passed - are you still of the same view?
Thanks

Q: What are your thoughts on Hexo and Charlotte’s Web?
Thanks

Q: As with most retail companies ATZ took a pretty good hit after the China tariffs were announced and has been plummeting ever since (except the past couple of days). Do you think these tariffs are now fully priced into ATZ or do you think there will be another hit to earnings when the next quarterly report comes out? Is ATZ good enough to overcome this risk?

Q: I like TOY but am concerned about the following:
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward

Q: It appears that the world has finally woken up to the fact that we are choking in plastic. Do you have any stocks that you think might be poised to take advantage of this? I did come across one, TREX-N, that I found interesting. It is a US stock but your opinion would be appreciated.

Q: Last question on this company dates back to 2017. It has had a nice ride up; but is currently taking an ugly and fast ride down. Down 15% for me in about 1 week alone. My “rules” say sell! Should I? Or can hanging in anticipation of a turnaround be justified?

What does the future look like for this company based on your analysis?

Thanks.

Q: What would your three or four top consumer cyclical picks be for an income investor looking for a bit of growth, Canadian or US?

Lyle

Q: Hi,
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you

Q: Good morning:
What would be a name or names you folks would suggest that is on sale right now and would back the truck up at today’s prices.,
Thx
Mark

Q: With all the frenzy about Beyond Meat and other competitors likely coming on board, what about something related to pea protein - that seems to be the main protein source being used. Any thoughts?

Q: Hi Peter, Ryan and team,
I have $45K in Canadian locked in fund. I can't withdraw for at least 20 years. I am looking to grow my fund by mainly investing in ETF and some growth stocks. Can you please suggest diversify list of ETF ( Canadian, US and International)and stocks with sugested percentage for such a time horizon. I don't mind short term market functions.
Thanks,

Q: With the Asset allocator suggesting 35% international and 40% in US stocks, my current stocks in those regions include AYX, HOLX, NVDA, and TEAM, what would be other growth stocks in the US and international for 5-10 year holds?

Q: Can you give me your opinion on this company

Q: Hi 5i group, could I please have your opinion on Planet 13?
Thanks,
Ken

Q: Of these three which in your opinion will be best for growth and return in the short and immediate future? Thank you.

Q: Which of these PBH and QSR and LIN shows more promise of growth and return in near or intermediate term?

Q: Good morning 5i, there isn't much talk about Netflix on this site so I am wondering if you can give me your outlook on it as a growth stock for 10 plus years.

To me it is so well priced for what you get that I will never cancel it. They are currently winning the streaming wars with 148.8 million subscribers globally. They have a ton of competition coming but I don't think any competitors even Disney will be able to compete with them and would anticipate most consumers not canceling Netflix for Disney but adding Disney to their list of streaming services and cutting cable... They have a huge lead (subscriber wise) already and continue to grow, I don't think even Disney will be able to compete with the amount of NEW content they release, not the quality of content but but quantity of content which is what will help grow and maintain subscribers. Foreign content and subscription growth is huge for them as well and where they need to grow anyways. I view them as the leader in streaming and with a global growth outlook they seem to be the best bet to maintain they dominance. The global video streaming market size anticipated to reach USD124.57 billion by 2025, according to a new report by Grand View Research, Inc. Looking ahead if they maintain and grow dominance worldwide do you not see this stock as being one of the best options for growth?

They as you would surely point out have a ton of debt and burn cash etc. Morgan Stanley predicts they become free-cash-flow positive in 2021 and reach over $10 billion in free cash flow in 2025. Thank you for your thoughts!