Investment Q&A

Q: hi 5i team,

As a follow on to Joseph's question re high ROE companies (asked on February 22, 2019)...can you comment on Cott Corp (BCB) (was in the list of companies) recent results and on the company overall? I ask as their ROE number is 38 which seems pretty good. How are their other financial metrics?
Would you consider this now a growth company (given last years asset sales) or simply an income oriented company?
If you were to rate it, would it be a 'B' type company?

Thanks!
Steve

Q: any thoughts on Planet 13 as long term hold

Q: hello team, this stock is approaching 10 year low, keeping in mind current political storm, this company has no future? do you see value in the company?
Thanks for taking my question

Q: As a holder of aw I am consernd about your comments that the beef used is antibiotic free .
The use of growth hormones in the beef industry is all but redundant due to the advancement on genitics.there for a easy thing to say and advertise.
Antibiotic free beef is something that is impossible on a commercial scale and AW on there website verified this .
In 5:i assessment of aw claimed it sells only antibiotic free meat not so
Kind regards
Stan

Q: Hi All,
Do you have some thoughts on FLWR:CA
Thanks.
John

Q: I'd would like to know which faster-growing companies are NOT missing numbers and you're comfortable with ?

Q: Could you please comment on TTD's earnings release.

Thank you for your wonderful service.

Peter

Q: Hello
I believe Finning has now reported. May I have your comments please. Is this a keeper? Thank you

Q: I have made very good returns in 2018 on Canopy Growth and HMMJ and have since sold all positions. I am considering a base position totaling 3 to 5% for a long term hold. As clarity evolves over long term performance I can adjust my holdings. How would you rank the three names given or would it be most prudent to diversify across all three initially?

Q: Hi,

Can I have your opinion about this company? Can you explain how the reverse takeover worked as well as what you think about its recent acquisitions, financings, fundamentals and prospects going forward?

Thanks!

Q: I am a somewhat conservative investor. I've avoided the pot stocks until now. But a couple of weeks ago I finally decided to dip a toe into things and buy VFF. My theory being that even if the pot growers are jostling for position, and even if many won't survive, the people who rent them greenhouses will do well.

I'm taken aback by this thing. I bought it (0.5% of my portfolio) on Feb 1 and it's up 71%, which to me seems insane. Yet when I check it on Stockcalc it still shows it undervalued by over 55%.

I guess my question is - do I dare add to my position, now approaching 1%? What kind of risk evaluation would you make on VFF as opposed to 'normal' stocks?

Q: Can you list 6 companies with high ROE values ? Please exclude CSU and ATD.B. as well as the oil sector. Thanks. Joe

Q: Could you please comment on recent earnings.

Thanks

Q: I am looking for a High risk high reward trade with a six month window in my TFSA.
Can you give three companies that fit the following credentials:
Market cap +500 million
Any sector
US or Canada

Q: Set to begin trading in New York on Feb 25th as of recent news. Had a nice bump yesterday. Can you give your thoughts on the following?
1. How does this stack up to bigger name producers in terms of value and potential? It is certainly less publicized
2. Looking back at other pot stocks that began trading in the US (2 i think?) what type of jump, if any, does the beginning of US trading have on prices?

Thanks!

Q: Your recent comments on DOO:
We think DOO is still good. Solid earnings growth is still expected, and at only 12X earnings investors are not expecting much. As rates rose investors shied away from the stock, but as rates peak (as long as jobs remain strong) we would expect confidence to return here. It has beaten estimates 8 quarters in a row and the last quarter's EPS beat by 6%.

My question:
Your comments don't suggest that the company has done anything wrong (quite the opposite really) and yet the stock has gone down by 50%. Unlike KXS, NFI, SIS, TSGI and others that had announcements that drove significant temporary declines, I can't see anything like that here. Is this stock therefore not being punished unfairly and ripe for rebound? To what do you attribute the wholesale abandonment of the stock? It would not seem that such strong selling pressure is warranted. What is the case against buying vs FOR buying?

Q: Which would you say is the better investment and if you had your 20 top stocks how would you rank each of them out of 20?

Q: Good Evening

My wife a while back made a small spec play on BVO. It was converted to ZENA and she was also issued the same number of shares in CUBICFARM SYS COM 4 MONTH. They are currently not trading and are valued at zero. What are they and will they start trading? Also since its such a small position should she just hang on to ZENA or take her profits and move on?

Jimmy

Q: With recent happenings on ATZ would you consider this a buy, sell, or hold point now?? It would seem that company fundamentals are still good so would you expect share value to bounce back and even improve since ATZ is buying back many of their own shares??

Q: with the latest news on moving more crude by rail, should we be buying this stocks or more of them?