Investment Q&A

Q: What is your opinion of Miniso's effect on Dollarama? I was going to start a position on the current pullback but am reconsidering now...

http://business.financialpost.com/news/retail-marketing/is-dollarama-about-to-meet-its-match-miniso-japans-2-99-store-plans-to-open-500-shops

Thanks

Q: Where do you see the sources of institutional funding or private investment in the Canadian Cannabis Industry ?

Q: What is the forward P/E on a few of the weed stock leaders? They seem crazy expensive.

Also, do you think P/E is the best metric for those types of stocks?

Q: Hello
I am looking at Canadian non-cyclical segment stocks.

What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?

I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.

Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?

Thank you!
Stephane

Q: Hello Peter and Ryan,
What do you think of Cannibix as a speculative play? Also, are you aware of companies that do breathalyzers for alcohol so that i can get an idea if the concept will take off from a market potential? Any idea why Aurora keeps going up while Cannimed is stagnant at 19-20 range when the offer is at 24? The results for Couche Tard were good. I would have expected a surge in the stock but it closed only a percentage higher. Was there anything in the news that may have tempered the stock price? Thanks very much.

Q: Hi team,
I am not sure if this is a question or a comment. My curiousity was raised earlier today when I read a question from Kenneth on MYM. I thought I was the only one who heard of it and it was barely for me as it was only a week ago. Many years ago, I used to dabble in the penny stocks but that is usually a losing game. These days I am mainly a large cap momentum style.
Anyway, through a friend of a friend out in Vancouver (you get the picture), I heard of MYM and PUF a week ago in the cannabis space, planning to build a greenhouse in Australia. I think MYM owns 25% of PUF who is leading the construction phase of the project in a joint venture with a construction company that I think is really a company. So, I think there is a question here. Is PUF the best symbol ever for a stock and are its prospects just another puff of smoke?
Thanks again,
dave

Q: Any idea what is happening with CNR right out of the gate, this morning? Big volume and down $4. Is there an unfavorable analyst report out today?

Thanks.

John

Q: In a cash account, I have 18% loss on this. I don't need this money for now. For growth or growth with torque where would you go. Or I should keep it.
Thanks.

Q: Any thoughts about RTI these days?

Q: Hi,
What is the best way to trade or have exposure to bitcoin without actually having to open a bitcoin trading account? Are there any stocks or ETF's that track these cryptocurrencies? I usually just check GBTC.

Thanks!

Q: Hi Peter, I am looking in buying cp or cnr. Any thoughts.? Thanks. Alnoor

Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.

Q: Someone mentioned APH was de-listing on TSX and listing elsewhere. Can someone please tell me WHEN and to WHICH exchange?

Thanks!

Q: I have owned MAXR/MDA(in my RSP; approx 2.5% of my Portfolio) since 2015 and currently Market Value slightly greater than the Book Cost . I am a long term investor ,however, I am undecided re keeping MAXR or to sell and invest in another stock. Your input would be appreciated. Second question-what two stocks would you recommend regardless of sector/weighting at this time?

Q: with all this online buying there's probably a need for cardboard pkg. and the like. I was thinking winpak or Richards pkg. or...? any good names out there, what's the best way to play this angle or am I chasing a rainbow. tkx pat

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: YGR is seemingly highly rated and has been up more than 200% this year already. Is it still a buy at this level (closed at $4.79 on Friday)? Energy stocks could be back in vogue and with every sector almost already fully priced, it may be their turn.

I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.

Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.

Q: Hi Peter
Wondering if Empire has finally turned itself around . I had the stock ,sold it . Lately as I walked into Whole Foods ,I wondered what the grocery stores were worried about . Amazon ,from my point of view has not done much to change the pricing in their take over . Companies like Costco and Kroger in the US just need to keep doing what they have successfully done all these years .would you get into Empire today .

Q: I'm looking to invest in Thomson Reuters. I think it's a very solid company with buy backs. This drop is a good opportunity to buy some. Please provide your in-depth analysis of this company.

Q: Could you explain about the delisting from TSX and transfer to another exchange.
Will this have a negative effect on the share price?
Would there be any benefit it selling my Aphria shares and buying WEED - all else(taxes) being equal, for this reason only? I have done well with the APH so far?
Thanks
Jeff