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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm confused with your explanation on this arrangement. Please help me understand how many ACB shares I would get under the following two 20 Day VWAP scenarios:
If the VWAP is $10, how many would I get?
If the VWAP is $15, how many would I get?
Thanks as always for your amazing service!
Read Answer Asked by Austin on October 18, 2018
Q: I know you have reservations about the company's history and certain individuals, but momentum has been good recently. On Oct. 17 at midday, about 120,000 shares ($1 million) traded in a few minutes, which I assume was an institutional order. Total volume for the day was near 600,000 shares, which has only occurred a few other times earlier this year, when the share price was much lower. Are you aware of any increasing institutional interest in VMD?
Read Answer Asked by David on October 17, 2018
Q: What did you think of Aphria's earnings? Looks like they delivered eps of 9 cents a share when $0.00 was expected. Thompson Reuters has their current fiscal year (2019) estimates at 14 cents. Looks like a muted outlook considering what I thought was a pretty decent Q1.

Your thoughts?
Read Answer Asked by john on October 16, 2018
Q: I owned ICC Labs which got a take over offer from Aurora to be paid in ACB shares. ACB price has gone crazy while ICC is still trading below the offer price. I must be missing something cos I cant figure out why everyone isn't buying ICC shares to give them up in exchange for ACB shares valued at the time of the deal. Thanks!
Read Answer Asked by Martin on October 16, 2018
Q: Good Morning 5i
With Oct. 17th. approaching do you see "profit taking" hitting SP hard, followed by rise with news? Or steady price levels awaiting expected news of deployment of $5B of Constellation investment in the firm? Do you expect more institutional and fund ownership with legalization occurring. I am long holder atleast until end of 2019. Thanks for any insight you can offer.
Read Answer Asked by Randy on October 15, 2018
Q: For lack of better words, many stocks are presently on sale OR are atleast much lower than we paid for them, sometimes by a huge (very huge) margin. Assuming these opportunities are real, it would be an ideal time to add a little.

My understanding of your assessment is that you have high hopes for this company, believe that nothing has changed other than unpredictable market forces.

The stock has really dropped, which does not imply a bargain if it is still overpriced; however, my understanding is that we liked the stock at $2.00 and nothing has changed, so I must believe that this a great buying opportunity as long as we continue to properly diversify and understand that this may take 5-10 years. Your thoughts on this as a buying opportunity? Any new input from their mgmt? Any concerns with cash burnout over time? Other than wishing there were more sales contracts (which is definitely key), any other issues?

I ask these questions because I feel that we like to jump on the bandwagon when it is moving uphill with great momentum but want to ignore it when it is unwanted, even though it is the same bandwagon (i.e. same fundamentals). As a general comment are we not following a herd mentality (which is not wrong in itself on many occassions)? Should we not be greedy (at times) when others are fearful? I know this these are hard, fundamental questions about investing but your thoughts are appreciated OR maybe this could be the theme of a future blog... (I think that these are opportune times to pick up shares in companies we like even though their momentum is negative, even though we are buying the dips, even though we are possibly doubling down...)

As an aside, this was recently published. I just saw it this morning.
https://patient-monitoring.healthcaretechoutlook.com/vendors/top-patient-monitoring-solution-providers-2018.html

Thanks again!
Read Answer Asked by Walter on October 15, 2018
Q: Hello team, my son is 19 and he has 10,000 to invest for the long term. Can you advise what 5-6 companies you would recommend?

Thanks
Ed
Read Answer Asked by Edward on October 15, 2018
Q: Good morning. Which stocks are most tempting to you this morning? Or, in your seasoned opinion does this sell off have more steam and maybe holding for a bit before buying might be best? Thanks!
Read Answer Asked by Janet on October 11, 2018
Q: You mentioned earlier that with rate increases and other uncertainty growth stocks take a hit. Also, that there is some opportunity/interesting options out there. What would you recommended as a buy right now? (ps. I'm currently following the balanced growth portfolio.)
Read Answer Asked by Matt on October 11, 2018