Q: Hi, Rogers stock took a hit this week due to soft earnings and market concern in general about slowing subscriber growth in wireless. We have 3.5% position in BCE, but wanted to add another Telco/Cable co. for decent dividends and some growth. Just started a 1.5% position at $67.10, average price, in past 2 days. Is it a reasonable move from a long term perspective ? I am aware of the large debt with Rogers, but I also like the growth profile of the company in the group. Could you help us with your assessment. Thanks
Q: I am thinking of getting back into the marijuana market. I made a tidy profit when I sold all my marijuana stocks the day before legalization and now wanting to pick one grower with good future potential. What do you think of Canntrust? Any other you would recommend over it?
Thanks team, and Happy Easter!!
Q: I have been buying Namaste starting at .71 and steadily staking a good position over the past month. In your opinion, is the stock cheap or priced about right? What do you see as the reason for the down ward slide lately for this company?
Q: Hello Peter and gang
What can you say about IHI, it seems to be pretty good over a 10 year period. Is there any other etf in the same field. Is there a Canadian version?
What are you expecting the quarterly report to be for TFII. Is this a good long term hold.
Is it time to jump into PHO. Held it before and did well. Is this a good time to jump back in.
Q: What are your favorite longer term secular themed ETFs that may potentially provide a source of alpha. Growth focused. Have been looking at IHI, HACK, BOTZ/ROBO, SKYY as potential options but would like your analysis and suggestions. Thanks as always
Q: I have both APHA and OGI. Given the recent drop of APHA and OGI and the short term concensus for APHA, do you think there would be any benefit to selling off APHA and replace it with more OGI since it seems the belief now is that the entire sector got hit because of APHA results?? Would OGI be in a better position to make up the loss than APHA would be??
Q: With the recent announcement from Horizons on the release of an ETF that will be built based on exposure to the US marijuana/hemp industries (HMUS on the NEO exchange - trading to begin April 18th, 2019), which ETF would you prefer?
Would you consider the valuations of the Canadian MMJ companies to be more overvalued than the US co's, and if not, what would you believe to be an appropriate ratio if you recommend both ETFs to be held?
Q: I notice a number of growth-by-acquisition stories out there. CSU, GUD, Valeant, Concordia, etc. Management aside, what is your approach to valuation for these types of scenarios?
Q: Looking to replace VGRO in an RESP with good growth potential with some income. 10-15 year time horizon. I already have AQN in the portfolio.
Your top 3 suggestions please.
Thanks
Jeff