Q: TRUL ... with recent activities and target stock prices from many brokerages between $96 to $85 ... is this undervalued and is this a good buy at this price
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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: Hi 5i!
Many thanks for all your good work. Can you comment Trulieve earnings?
It looked like a nice beat, why do you think it droped on earnings day?
Also, how is the valuation compared to Curaleaf?
Many thanks
Many thanks for all your good work. Can you comment Trulieve earnings?
It looked like a nice beat, why do you think it droped on earnings day?
Also, how is the valuation compared to Curaleaf?
Many thanks
- Green Thumb Industries Inc (GTII)
- Cresco Labs Inc (CL)
- Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
- TerrAscend Corp. (TER)
- Trulieve Cannabis Corp (TRUL)
- Ayr Strategies Inc. Warrant (AYR.WT)
- Columbia Care Inc. - Common Shares (CCHW)
Q: There was an update on BNN stating that Jeffries added buy ratings to the 7 pot stocks tagged above. How would you rank these stocks and do you consider any of them a buy at current levels?
Q: Hi, which cannabis companies would you recommend as having good potential for high growth?
- Canopy Growth Corporation (WEED)
- Cronos Group Inc. (CRON)
- Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
- Trulieve Cannabis Corp (TRUL)
Q: What would your 4-5 favorite weed stocks be.
Thank you, keep up the excellent work.
PV
Thank you, keep up the excellent work.
PV
Q: Hi folks, please get your opinion on Q1 results for Trulieve...and their subsequent acquisition of Harvest Harv/c. Seems like solid beat on estimates for Rev, Adj EBITDA, & Net Income...but stock trading red. How would U rate Trul/c versus the other Tier I MSO's like Cura, Cresco, Verano and Green Thumb...thanks for great service, jb Piedmont QC
Q: In mid-January you preferred trul over cura!
Has anything occurred over the last 4 months to change your preference?
Or would you prefer some other "weed" stocks.
Has anything occurred over the last 4 months to change your preference?
Or would you prefer some other "weed" stocks.
Q: Your thoughts on the acquisition of HARV by TRUL. TRUL has dropped a bit on the news and is 26% off its $65 high earlier this year. You previously mentioned TRUL as a reasonable candidate for exposure to the cannabis space. Do you still think so?
- Canopy Growth Corporation (WEED)
- Cronos Group Inc. (CRON)
- Trulieve Cannabis Corp (TRUL)
- AdvisorShares Pure US Cannabis ETF (MSOS)
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.
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 not severely undervalued based on historical and projected growth?
Q: Is $60 M for three dispensaries in the Philadelphia area a good deal? What sort of revenue could TRUL generate from these dispensaries?
My ‘back of the envelope’ calculations:
o # of dispensaries at end of 2020: 75
o 11 added in the 4th quarter, so lets say ~64 dispensaries made full contributions for 2020 (I have not checked if there were earlier dispensary additions in 2020)
o 2020 total revenue was 521,533,000
o 521,533,000 / 64 = 8,148,953 average revenue / dispensary
So to pay $60M for 3 dispensaries seems a little rich.
I have no idea of the addressable market for these new dispensaries.
Thanks!
My ‘back of the envelope’ calculations:
o # of dispensaries at end of 2020: 75
o 11 added in the 4th quarter, so lets say ~64 dispensaries made full contributions for 2020 (I have not checked if there were earlier dispensary additions in 2020)
o 2020 total revenue was 521,533,000
o 521,533,000 / 64 = 8,148,953 average revenue / dispensary
So to pay $60M for 3 dispensaries seems a little rich.
I have no idea of the addressable market for these new dispensaries.
Thanks!
Q: Good Morning: TRUL has been in a downward spiral over the past week, yet d fundamentals look strong and analysts value the stock at $82.86 ... Earnings valuation for the next quarter are forecasted to be slightly down but 2021 full year estimates are very positive. Have you come across any other news? Thank you.
- Canopy Growth Corporation (WEED)
- Village Farms International Inc. (VFF)
- Cronos Group Inc. (CRON)
- Trulieve Cannabis Corp (TRUL)
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
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
- Aphria Inc. (APHA)
- Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
- Trulieve Cannabis Corp (TRUL)
Q: which do you like best, or is a better stock in this space?
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
Thanks again - John C
- Canopy Growth Corporation (WEED)
- Village Farms International Inc. (VFF)
- Trulieve Cannabis Corp (TRUL)
- Ayr Wellness Inc. Subordinate Voting Shares (AYR.A)
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: Good morning 5i Team, I'd appreciate if you could recommend how to invest in cannabis industry in US?
Thanks!
Thanks!
- Village Farms International Inc. (VFF)
- Green Thumb Industries Inc (GTII)
- Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
- Trulieve Cannabis Corp (TRUL)
Q: Hi Folks,
I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?
Thanks,
Dennis
I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?
Thanks,
Dennis