Q: Given the delays they experienced in the previous quarter and the massive drop in the share price, do you see this as a good entry point for a position in Grande West Transportation? The risk/reward seems pretty appealing here to me?
Q: I bought a little SPOT mid April, planning to buy more along the way.
However, it just keeps going up - now over $20 profit. Never bought
an IPO before.
Do you expect this stock to be a big winner? Is it worth the price?
Q: If Aurora does buy Medreleaf, it will surpass Canopy in size. Do you think this would become a good long term buy or are they stretching it a bit?
Thanks.
Q: Medreleaf is, apparently, in play and Aurora is reportedly interested. Can you speculate if there will be a premium to the present share price and, if so, approximately how much?
Thanks.
VFF is a stock you considered a spec buy earlier this year. It has since came down to $5.00 however is still way up from its 52 week lows. What are your thoughts on this company, is it still a spec buy in your opinion, and at what weighting in a portfolio would you be most comfortable.
Lastly can you suggest a few names, Canadian or otherwise, that have become interesting to you as "pick and shovel" suppliers for the MJ industry.
Q: Please list your top 3 Canadian Companies for 5+ years hold.
My present portfolio is primarily US with equal amounts of GOOG, AMZN, BRKB, BABA, TCEHY.
Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.
Q: Peter and team I have bought stock in this company I am down 30% should I dump it or try to average down , and what is your take on this company .
Jim.
Q: Hi team,
What is your view of QSR given recent earnings which were strong and the current short attack on the stock? This morning on CNBC I saw a story on some U.S. bigwig (Chanos) shorting QSR and Dunkin Donuts as he sees their “asset lite” model of “clipping coupons” from the franchisees not working in the longer term if the franchisees are struggling. What’s your take on this short guy’s story and the pressure on the stock? How long does this tend to play out and what is your confidence level on QSR going forward?
Thanks again,
dave