Investment Q&A

Q: Do you know of any recnt or upcoming announcements pertaining to Juju and Mnen that may cause it to gain some ground in the next few weeks or months? How are these 2 companies looking overall for the short and long term? Thanks

Q: QST reported quarterly and annual numbers this morning. What is your take? Annual was strong but quarter seemed to lag a bit. Key is the future. Does their 7-10 million 2019 Capex bode well? Would you be a buyer now?

Q: Your thoughts on this company as a potential investment? Level of cash on hand? Insider ownership? Why has the stock dropped so much?

Q: Two great Canadian companies, which one you would recommend for an investment of about 5 years ? Thanks !

Q: Can you give me your opinion of Newstrike going forward.

Q: Your current thoughts on lulu please.

Q: I was looking for some Canadian blue chip shares to buy as long-term holds. Since both financials and energy have not done well in Canada in recent years I had to look outside those sectors. What is your opinion on these candidates? Any additional suggestions? Thank you as usual four your valuable advice.
Walter

Q: Good morning team,
Report out today and would greatly appreciate your break down in simple terms of results and outlook going forward.
Please also offer your opinion on taking a possible position.
“Auxly Reports Fourth Quarter and Full Year 2018 Financial Results and Provides Outlook for 2019”

Thank-you
Alex

Q: Hi there,

Can you add some insight as to how bad the results were? It had quite a run up into earnings and investors obviously hated the results. What are the main issues that investors reacted to?

Q: I am considering to take position in Canopy Growth stock. Please provide mi with 3 names of your suggestion and rank them initially from 1,2,3 with short why. Next question is where would be better to buy US or CAD stock. What is approx. % for start it position in portfolio at current time.
Andrew

Q: Any news or information Village Farms which would account for a nearly 30% drop in stock over the past few trading sessions? I realize the sector is volatile but this wildly out of character for VFF.

Q: Any thoughts on this reverse takeover - the reason i ask is that their product seems to have a bit of a following but I am concerned about a few of the players in this one. It is small so more interested if you have any knowledge of the management.

Q: Good morning - thank you for reading my question. Can you tell us what the difference is between theses 2 stocks - is one better to own than the other. I see B is going up today
Also when you do 5I updates, is there a date, written somewhere, that we would know, how long ago that they were updated.

Q: I'd like a suggestion for an undervalues Cannabis company. One that operates in Canada and/or the United States.
Thanks

Q: Revamping my tfsa, Currently own SHOP, PBH, SIA, NFI, GC, GSY and TOY. Can I have 3 American and 3 Cdn stocks with or without a dividend, solid ROE, and good GARP? I have TSGI in other accounts will keep SHOP and GSY others can be paired have ridden them for 3+ years. Also looking at 3 + years for these. Thanks david

Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks

Q: I am a trend-oriented investor (following momentum but with stop-losses on every position). When stock prove themselves, I like to keep them as long positions. This brings me my question re: CURA.CA. I have been finding the pot and petroleum sectors particularly lucrative since the start of the year. Among my pot holdings, I've got large position CURA.CA and was therefore pleased to see it rise 32% today on very high volume after announcing a partnership with the US's largest drugstore chain, CVS Health Corp, on a line of CBD products. CURA products are now sold in 8 states with more on the horizon. Also, at the start of the week, CURA announced a definitive agreement to acquire NV-based Acres Cannabis (Acres), for total consideration of $70m with $25m in cash, and $45m in equity. A recent GMP/FirstEnergy report has set a target of $21 on the share price and comments "We view CURA as having the broadest exposure amongst its closest peers to current or likely future MED to REC market conversions such as in MA, NY and NJ. This offers high torque growth opportunities for CURA as addressable market sizes can increase by ~5x–10x, while also providing a first-mover advantage (18+ months) to capture market share." So it would seem that the company has a long runway ahead with its increasing footprint in the retail sector.

Peter, could you provide your outlook for this stock? To me, it looks like it has a lot of traction. I only have a couple pot stocks that I treat as buy and hold; most, I am quite happy to sell when they have had a nice run until they consolidate again. Does this look like a buy-and-hold candidate?

Q: My question relates to investments for a growth oriented TFSA. If you were choosing 10 growth stocks for a TFSA what would be your top candidates today.
Thanks
Mike

Q: What cannabis stock do you think is the most undervalued? Would HARV be a candidate?

Q: I am looking for six Canadian stocks that could be considered core holding to be held for ten years.
These could provide total annual return of 8% in the long run say 10 years. Please do not consider diversification as my portfolio is otherwise diversified, and my risk tolerance is medium.
I always value your opinion.
Raouf