Investment Q&A

Q: Hi folks
What do you think of marijuana stocks now with the US starting to reschedule the industry? Which US company or ETF would i invest in at this juncture...? I have stayed away and have no pot stocks at the moment. Many are soaring today.
Much thanks
Ps..I have been with 5iResearch for 10 years now..and I can't express how you have helped, guided, inspired And soothed my nerves along the way. THANKYOU

Q: Hi There, can you please comment on yesterdays news that US Health Services May reclassify Cannabis, and the positive reaction of the market? Do you think this will lead to US GOV starting to move forward on the Safe Banking Act and other cannabis-related initiatives toward legalization? In other words coukd it finally be time to jump in - I’m thinking CURA the No. 1 US MARKET CAP company.

Thanks!
Robert

Q: Could you provide your views on the recent trading halt and price action on Curaleaf?
Thanks, Hugh

Q: Your current view on the company, its future prospects, and your comment on the latest quarter, please? Thank you

Q: Good morning Team,
In a registered growth account, for min 5+ years hold. Which ones to keep, to sell, or to add
Cura 11%$ -60%
NFI 12%$ -70%
SIS 55%$ -15%
TOI 23%$ -44%
Thanks
Regards

Q: Hi 5i,
I need to access some cash by selling some TFSA holdings and hope you can give me advice as to the best way to go about that.
I'm nicely up on WCP and TVE, and with dividends accounted for close to break even on DBM. CTS, CURA, QST and WELL are down a lot, and GXE is down some but not too bad.
Selling 1/4 of the WCP or 1/2 of the TVE or DBM would cover my cash requirement, whereas I'd have to offload pretty much all of any one of the others at their presently reduced values to get where i need to be.
If I didn't need the cash I wouldn't sell anything at present, in the expectation that WCP and TVE will continue to do well, that DBM will at least hold steady, probably rise relatively soon and keep paying dividends, and that the others will find their way out of the woods in due course. But unfortunately I don't have that luxury.
Given the above, could you advise what i might best hold on to, and what might be best to sell in fairly short order?
Thanks!
Peter

Q: Hello Peter
In the cannibis space in USA, would Green Thumb industries be a good pick as it is profitable? Also , what do you think of curaleaf? Thanks very much

Q: hi folks:

can you provide an update/outlook on these 4 pot stocks?

thanks

the pot industry has been decimated, likely due to massive over capacity

soooooooooo, can you provide a quick review of these 4 as the ones i think are the potential eventual survivors?

and, should you feel strongly about any others pls note (or, no thanks anytime anywhere!!)

thanks in advance for your ongoing advice and insights

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: Hello Peter and team,
What do you think of Curaleaf's results? Thanks very much.

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.
Thanks!
Peter

Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.

Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Q: CURA .. your take on earnings ...thx

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

Q: Both have been on a steady fall yet are both are rated strong buy and high targets.
What are your thoughts on them


Tom

Q: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis

Q: Hi 5i,
I'll preface my question by saying I'm not well versed in analyzing the ins and and outs of quarterly reports and financial statements.
That said, I hope you can help me understand the great difference in the share price of LSPD and CURA, both of which i own and which I therefore want to understand better.
As i read them, the most recent quarterly reports of the two companies disclose that LSPD had revenue of 116 million to 312 million for CURA. LSPD loss per share was .38 and CURA's was .01. LSPD has 2.2 billion in total assets of which 807 million is cash and 1.266 billion is said to be made up of goodwill. CURA has 3 billion in total assets, of which 333 million is cash and 538 million is goodwill.
According to the metrics in 5i's digest for each, CURA leads in all the profitability ratios and in every management effectiveness category. Price to sales for CURA is 10.93 and price to sales for LSPD is 40.90, while CURA's price to book is marginally better than that of LSPD..
Assuming I have the foregoing stats correct or nearly so, why does LSPD trade for nearly 8 times more per share than CURA, and why is LSPD considered such a good growth prospect? While I recognize they are clearly apples and oranges, given that LSPD seems to have so far to go just to catch up to the numbers a less favored company like CURA has already reached, is it way overpriced?.
Thanks,
Peter

Q: Hello,
If US legalization on cannabis does not happen during Biden's term, would curaleaf still be a good buy? The company appears to be firing on all cylinders and yet the stock hardly moves. It only trades over the counter and cdnx given the current status of legalization in US. I am sure if it traded on nasdaq or NYSE, there would be more exposure. Is it worth holding or consider buying more shares? Is Aritzia a good long term stock given its current guidance and numbers..? Thanks very much.