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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: The above listed companies have (I think) been recommended by you over the last year as small caps with growth potential. All are down in the dumps at the moment and I am wondering which, if any, would you now recommend for growth over the short term (one year)
Read Answer Asked by Bob on September 21, 2018
Q: I would like to add tfii or cov or both. however I like to keep my stock holdings number about same.
I am considering cashing out of zzz as it appears to me unable to breakout from perhaps more nimble competitors
Read Answer Asked by thambirajah on September 21, 2018
Q: I have just received shares and warrants for Australis Capital associated with a purchase of the latter firm by Aurora Cannabis. Australis Capital identifies and invests in the cannabis industry predominately in the United States, a highly regulated, fragmented, fast growing and evolving industry. Investments may include and are not limited to equity, debt or other securities of both public and private companies, financings in exchange for royalties or other distribution streams, and control stake acquisitions.

Can you offer an opinion on the security?

Thank you!
Read Answer Asked by Martin on September 20, 2018
Q: Good afternoon,

PHO has been a nice ride, TCL.A not so much so. Is this dead money ($3,500) for the next year?
Looking at COV. Any other suggestions? Currently hold: BNS,SLF,BEP,GSY, AQN, SIS, TOY, BEP, MX, PBH & RAY all in my TFSA.

Thank you.

Larry
Read Answer Asked by Larry on September 20, 2018
Q: Greetings 5i,

I hold ACB. What is the fair value for the Australis shares and warrants I have just received? At one point today they were trading @ 15.00 and now at $3.00. Seems an opportunity lost to liquidate these at a high valuation? What would you advise at this point holding both the warrants and new shares of Australis. Pp

Cheese!
Read Answer Asked by Duane on September 20, 2018
Q: Hi guys,
I hold one ETF and a mix of equities (selected from your portfolios) in my TFSA, with the following weightings:
COV 5.48
CSU 6.70
GSY 5.42
KXS 4.93
PBH 4.26
PHO 4.50
SHOP 7.57
SIS 6.59
TOY 6.05
TSGI 5.63
VUN 30.35
WEED 12.51
Everything is up from initial purchase (many thanks) but some have grown much faster than others. I am considering rebalancing and/or adding a new position. Is there a notable position that you would add/remove (e.g, VUN in exchange for equities)? I have VXC and VCN in my RRSP so maybe VUN is better located in there.
Thanks for the amazing service and knowledge base that 5i provides.
Mark
Read Answer Asked by Mark on September 20, 2018
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?
Read Answer Asked by Brad on September 19, 2018
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. ?
Read Answer Asked by Randy on September 19, 2018
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
Read Answer Asked by umedali on September 18, 2018
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.?
Read Answer Asked by Jeff on September 17, 2018