Investment Q&A

Q: What would your 4-5 favorite weed stocks be.
Thank you, keep up the excellent work.
PV

Q: Hello. I am a new subscriber and this is my first question. I have been "practicing" self directed investing for the past year with about 20% of my registered assets. I think I have a pretty good grip on the basics and am now ready to move ahead and invest the balance of my assets into the market. I am going to use your portfolio construction recommendations as a guideline. According to the plan, I am already heavy in # of stocks and lack solid allocation and diversification. The stocks I listed are the ones that are dragging down the portfolio and for the most part do not belong in the mix. If I sell now all the losses seem to be quite significant representing approx. 3.5% of my current portfolio of stocks and about 1.3% of my total available assets. I have the option of holding on hoping for recovery and using other cash to strengthen my good positions and add to more diversified positions. Or should I simply sell and move on with a clean slate to re-build the portfolio?

Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?

Thanks for your help.

Q: Is this a good entry point and would this be the best of this sector?

Q: Thanks to Moez for a nice article/stock screener today. I was surprised to see so many companies from the Metals sector.

IF he were to apply one more criterion to the 22 companies that made the list, i.e. debt load, which companies would come up on the top?
( the companies with the least debt load to the most)
Thanks.

Q: I’m considering dipping my toe in the cannabis market. Which of these three would you recommend? Also would any of them benefit from American legalization? Thanks

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

Q: I came across PUMP, World Class Extractions, on Jan 26 had an update on Pineapple Express Delivery, they have controlling interest. They deliver Cannabis B-B, and B-C, and also Liquor in some jurisdictions. They deliver Medical Cannabis for Shoppers Drug mart , as well as for Spectrum, medical division of Canopy Growth. Now they’re applying for license from Canadian Gov for “Sale for Medical Purposes “ for its facility in GTA. They seem relatively undiscovered, but getting attention lately. Do you think they could be a good Aquisition target by Shoppers or Canopy Growth, or any other bigger player for that matter.
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks

Q: Hi. Can I have your views on the following scenario: Currently Canopy Growth is sitting at a market cap of 21B. Aphria + Tilray at about 13B. If I am not mistaken, Aphria + Tilray beats Canopy in all the important financial metrics. Does Canopy have a better future growth profile then Aphria + Tilray, or is there a market mismatch here? (APHA up 13.5% today...)

Q: Good Morning 5i
What is the consensus for earnings when Canopy Growth reports Feb. 9th. ?
Thanks

Q: Evening gentleman,

I would like to have your opinion on the state of the cannabis market in Canada, your preferred picks in the small and larger stock and what the future looks like for the US market with Biden in the driver seat.

Thanks,

Richard

Q: Can you provide an update on the cannabis sector, specifically WEED, as a long term hold.
Should I sell now or wait till US opens?
What do you think the timeline will be for the States to fully open?
Where does Canopy rank as a producer / manufacturer in the North American cannabis market?

Q: What is your opinion on investing in Canadian cannabis producer Sundial Growers (SNDL)? It's been on the rise recently but still way down from historic levels. If you do not recommend it, do you have any preferred alternatives in this space?
Thanks again - John C

Q: Could you give me your 2best large cap and 2 best mid cap cannabis stocks(CDN or US)and give me your reasons why especially how you think they might do in the next 1-3 years in respects to the recent and also soon to be legalization in numerous states ...thanks

Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?

Thanks

Q: weed is suddenly showing some momentum, whats your opinion about a year out thanks

Q: Cannabis companies were hot a couple of years ago, and now the bad news is coming in. There really is a product here, though, and over several years there should be a reward for those willing to hang on.
I'm thinking to buy an ETF, or maybe Canopy, sometime in the fall during tax loss season. What think thou?

Q: I have been watching volatility within a narrow range for Royal Bank and Canopy Growth (WEED)for months now. I have $96 RY options for January 21 and same date for WEED $30 options. Are you optimistic about either or both increasing by 20% or more in the next six months?

Q: Hi,
Considering the debt level, cashflow and which of the company would have a bigger up side?
Thank you

Q: BNN issued report this morning shows Canopy sales have been increasing since March 16th. Would you view this as good opportunities to add some Weed stocks?

Thank you,