Investment Q&A

Q: When trying to find the next stock with great returns like, Shopify or Beyond Meat what or where should one look.
I'm guessing something disruptive with greater than 30% revenue growth.
I have been cruising news articles and used stock screeners and haven't found anything recently. I'm guessing that a vegan fast food restaurant chain would take off similar to Chipotle and Noodle Co. did years ago.
Any companies or thoughts?

Q: Hi Guys, what would be your thoughts on a credit put spread on the above 105/95 for .60 cents expiring in Sept.

Thanks
Anthony

Q: My understanding is that both GH (Guardant Health) and BYND (Beyond Meat) of these are expensive stocks priced a lofty levels. However, based on the comments I have seen, 5i seems to be positive on GH but negative on BYND. I know these are different sectors and very different companies, but don't think you that the "expensive" label would apply to both?

Q: I understand that Beyond Meat's valuation is "beyond" believable ... but I'm wondering if there isn't something there. While I see that both Tyson and Maple Leaf are getting into the game, the question is: are these other products even edible?

I have not tried any of them, but it seems to be the consensus of the younger generations that Beyond Meat is beyond believable -- and the other products are "spit them out now before you choke". These other companies, while they may have a similar product, don't have the magic of Beyond Meat.

Do you not think that that might be a moat in itself -- and that Beyond Meat is buyable? I'm not saying back up the truck, or even a full position, but it certainly would seem eminently investable, given the quality of its product. Sometimes you pay for the name, while you wait for the valuation to catch up. Agree or Disagree? Your thoughts would be much appreciated!

Q: What's your current position on Beyond Meat? Is there any "moat" around this thing to protect it from competition? It seems like any company in the food processing industry could compete. What's the short position like?
Would you advise subscribers to even consider a short position or could that just result in being trampled by the herd?

Q: Do you know what is happening with this stock today? I tried to buy some the first day of trading but it got away from me very quickly. What would you pay for this if you were looking to invest in the alt meat space. Or other suggestions? I am hoping impossible foods goes public.

Thanks

Q: Hello, are there any Canadian companies involved in plant based meat alternatives? I don't think any pure plays but perhaps Maple Leaf Foods? any comments woudl be appreciated, thanks, Ed

Q: Meatless Monday is a thing. People are being encouraged to reduce meat consumption for the environment. There are meat alternatives popping up at burger joints, affordable for the masses. This seems like a new idea that’s going to stick around. You mentioned that Beyond Meat is priced high right now. Are there other public companies getting into this alternative protein industry that could be considered for a really long term hold?

Q: Been hearing a lot about this company and feel the trend is going to eating less meat however how do you feel about the stock? Would there be a best time to buy?
Thanks for your great info.

Q: Peter- Is there any public company that supplies all the veggies, like beets, to all the meatless companies that require them? Thanks. Rod