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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: Portfolio Cleanup Part 3:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 18, 2024
Q: (as a follow up to an earlier question this morning where you figured this was a sell)

not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?

the chart certainly looks like it has been bottomed out

would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?

(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)


asking for a friend........



Read Answer Asked by Robert on June 08, 2023
Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Read Answer Asked by Robert on January 04, 2023
Q: i own each of the listed companies ... approx 5% of the portfolio and down approx 8% overall but waiting for recovery ....what i find interesting is that broker targets overall are substantially higher, even recent evaluations ... are these recommendations worth considering when buying stocks and what is your overall assessment of this list ... while I wait for recovery or US to pass SAFE .. thx
Read Answer Asked by Bob on October 18, 2021