Q: hi, alz is a ticker symbol being used by solo growth.solo liquor stores are converting some stores to cannabis stores.Is this investible as a consumer discretion stock.What kind of profit will just a retailer make in this space....they have plans for 100 stores in Ontario and 50 in Alberta.
Move on or interesting?
Q: Good Morning 5i Do you have any idea as to why Tilray is rising so fast? I'm holding long on Canopy for this sector and not intending to sell this year. And not intending to buy Tilray. Is Tilray's rise likely to pull upward sp of WEED up faster? Also talk of large short positions in the sector. Any background thoughts on what is happening as we approach Oct. 17th. ?
Q: This stock appears to be in growth mode with a strong ROE but, Morningstar has it as about $5.00 over valued. It appears to be the leader in" healthy pills". Are there any reasons not to invest now or is momentum slowing a bit and therefore wait for a pull back?
Q: Hello Peter,
Namaste seems to follow the Amazon model and if they get the medical sales license, they could do quite well given their international exposure. Signing a deal with Tilray was a good endorsement;however, it is unclear at this point, what really transpired that would cause Tilray to cancel the agreement. I have not seen any official release from either company other than the Quebec newspaper article. The stock is down quite a bit. What should one do in this case? If the agreement is truly cancelled, should one sell or hang on as the overall model looks good. My concern is could the perception of the company be ruined and hence investor perception? Thanks
Q: hi there,
Today, which of these 2 would you add to a portfolio . QSR's P/E is cheaper and dividend is higher but given all the 'noise' around Tim's, there appears to be more risk around QSR. Your thoughts?
Q: This company seems to have changed its focus drastically within the cannabis space since your last assessment in Jan. Could you update the outlook for the company, including the spinout of Poda. Scotia research forecasts .04 earnings in 2019 and .13 in 2020; achievable?
Its trading symbol has changed, now GENE, perhaps to reflect the involvement of its Chief Evangelist Officer, Gene Simmons, whom I know Peter will meet on Friday. Perhaps Peter could find out the duties of a C.E.O.?
Q: Currently own a 4% position of Dollarama and after the disappointment today was thinking of switching over to Covalon as a replacement. Looking out 3+ years would you look at this as a better long term strategy? Starting to worry the Dollar store space could get crowded in the coming years.
Q: ray.a is your top pick on BNN but is not in any of your portfolio, why ? At current price between mfc and slf which is a better buy ? After the recent news of the awards of contracts is maxr an attractive buy ?
Q: What are your thoughts on the latest earnings miss from Roots? The stock is getting kicked to the curb today. I like the clothing and the reputation. Is it worth buying as 3-5 year investment?
Q: Hi Peter and Ryan, can I get your opinion of PAT at this point. Do you think starting a small position in this company now is worth it, does it show promise and do you measure the risks in it Thanks, Nick