Investment Q&A

Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks

Q: Hello 5i, I noticed a bump up on pot stocks recently, could you comment as to the reason?

Q: Hello Peter
Your comments on Knight's , Canopy Growth, and Algonquin Power's results please? Much appreciated

Q: What are your thought on the marijuana stocks? I have held VFF, WEED and CRON long-term.

Q: Structured notes are a stock/bond hybrid with a limited life span or maturity. When an advisor touts them, they may sound appealing because they often combine high coupon rates with some level of principal protection that would enable their buyer to get their original investment back. Legally, they are unsecured debt obligations of the issuing bank. Unlike most bonds, their coupon payments are often contingent on the performance of an underlying asset such as a stock or index, which means coupons may not always be paid. Structured notes often have no potential to appreciate in price or have an explicit cap on maximum gains.

According to Amy Arnott, a Senior Portfolio Strategist at Morningstar,

“Structured notes may offer big payouts, but those advertised yields aren't always worth the risks. In fact, when we recently dug into some of the academic research on how structured notes have performed, we found that two of the three studies we reviewed found that on average, structured notes have failed to perform better than a balanced portfolio of stocks and bonds, and at times have failed to keep up with risk-free Treasury bills.

Structured notes still account for a tiny fraction of investable assets in the U.S., but they've been gaining in popularity amid recent market volatility and record-low interest rates. They're often described as a way for risk-averse investors to capture additional income while limiting downside volatility. But their embedded costs, complexity, lack of liquidity and transparency, and often unfavorable payoff profiles make them difficult to use in a portfolio. Investors tempted by double-digit yields should therefore tread carefully--or take a pass.”

Can I please get your thoughts and views on structured notes and whether you are in agreement with Amy Arnott’s opinion on structured notes as an investment vehicle? Is this another losing investment opportunity like buying shares in WEED.TO back in the Spring of 2019?

Q: Down a lot in these 2. Which makes sense to Sell and consolidate proceeds with the other to average down?. Is there any hope for these to rise? US law getting passed???
Thanks!

Q: Is this a good time to look at Weed,,, what do u think of this class of stock THANKS RON

Q: Would appreciate your views on Canopy.

Q: Thanks for your useful answer. My info is that while legalization of pot in the US is not on the cards for the moment, a bill called the Safe Banking Act (in the US) is expected to pass in 2023 whose passage will allow institutional participation in the sector, which is something they cannot presently do, and a surge in purchases with significant associated price rises is anticipated as a result. This is some way out in front but the markets anticipate and I wondered how much of a hill Canopy for example had to climb, here or in the US.

Q: Hello Peter,
When Brookfield first indicated that they were going to spin off the asset management unit, the stock popped alot, but then subsided. Now, the spinoff is more certain as opposed to just mentioning it, why is the stock not behaving as it did when the first announcement was made? Please provide your view. Given USA is still delaying its legalization of marijuana, I was deciding on Weed or Hut mining given both are volatile. What would make sense ? Thanks very much

Q: Hello 5i, With the current share price for Canopy Growth do you think that Constellation Brands may takeover WEED and take it private?
Or some other company taking it private.

Q: Hello 5I,
I am down 40% on multiple US Marijuana stocks. The ones that are taxable accounts I am considering selling and buying other stocks with potential to triple or more over the next 5 years plus. What would be your highest conviction picks to be able to accomplish these returns in US and Canada? Maybe 5 options for each? Thanks

Q: Hi,

Does there seem if it is a good time to buy Tilray or Canopy?
Which one would be a better buy and why?
Thank you
Ed

Q: Could you give me your opinion on the 2 stocks mentioned above. If picking one of the two, which would you prefer?
Thanks.

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: how much cash does WEED have currently and how much debt do they have in relation to their Ebitda. Where does this co. stand in your pecking order to buy when that group recovers. thanks

Q: Many of the Pot companies have been sliding for several months now. Do you think they are getting near a bottom for this sector? I'm looking specifically at CRON, WEED, & MSOS. What is your feeling on these stocks? Do you have a favorite in this field?

thanks,

Paul

Q: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.

Q: Hi, which cannabis companies would you recommend as having good potential for high growth?

Q: would appreciate your current opinion on this co. Also how/where do I extend my subscription at your new lower rate before the increase