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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: This company continues to make the headlines with new contracts and good news... I know it is a Cannabis company which is overvalued based on current sales, revenue earnings etc, but they have a low P/S in relation to peers, positive EBITDA and positive cash flow from operations).

I own it already and recently asked a question after their 2nd quarter. Today they announce at $30 million agreement with Cronos Group for 18 months with an additional $30 million revenue potential PLUS a separate tolling agreement (which they also offer to multiple large Cannabis companies. They are close to EU GMP facility certification which will be a big step for them for sales to Europe and for medical cannabis sales. They have hinted at CPG deals in the works and with upcoming vape pens and edibles etc being legal in the fall it seems like there are lots of positive catalysts for this stock in particular. What to you would be a good way to value this type of company which focuses on extraction not dried flower sales. What are your thoughts on the recent deal announced?
Read Answer Asked by Michael on May 15, 2019
Q: Hello 5I team
What would be the smallest denomination you would deploy considering a $10(rounded up) trading fee. Would you buy at $100, $500, $1000, or greater, perhaps based on a percentage of total portfolio? I have accounts where dividends build up and this is the money I am looking at with this question. I do not want to turn them into DRIPs at this time.
Thank you
Jeremy
Read Answer Asked by Jeremy on May 15, 2019
Q: I have some cash to add to a small growth , non-registered portfolio, holding TSGI, SYz, COV . Looking at MCR or PHO . Would you recommend either of these or would you suggest an alternative. Or would you prefer just adding to one of the 3 existing ones.
Many thanks as always.
Read Answer Asked by Alexandra on May 15, 2019
Q: Hello 5i Team
Of the three major life insurance companies in Canada (GWO, SLF, MFC) which is the best company to invest for a steady growing dividend stream.
Are there other Canadian life insurance companies that I should look at?
Notwithstanding the tax advantage of Canadian Dividends, should I be looking at US life insurance companies?
Thanks in advance for the excellent service.
Read Answer Asked by Stephen on May 15, 2019
Q: I had been waiting for Stantec's quarterly numbers to see if they had finally turned things around. It turns out they were released last week and given there was little fanfare and that the stock price did not pop, I assume the results were nothing special. Given the solid numbers WSP just announced, is it time to throw in the towel on STN and move over to WSP or do you see upward movement for STN?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 15, 2019
Q: I have a position with NVDA and are doing well, but lately it is down quite a bit, but I am still well ahead.
Would you sell or hold this stock
Read Answer Asked by Ernest on May 15, 2019
Q: I hold 5 Growth Portfolio 5iR position as noted above.....that I've held for some time.
I've decided to fold them into my Income and Balance Portfolios rather than track the group separately. The reason is to better manage the position weightings. Although these 5 are more growth-er positions, I'm really more a 70/30 balance/income investor...and closely follow the 5iR positions and weightings.
Now for my question - what weightings would you give each of ECN and GSY in an income portfolio, and also for each of DOL, OTEX, PEO and SHOP in a balanced portfolio?
.......again, thanks for your guidance......Tom
Read Answer Asked by Tom on May 15, 2019
Q: Hello Team
I like your opinion on PIC.PR.A:CA and PIC.A:CA
would these two be a good addition to an income oriented portfolio?
And why is the dividend on PIC.A so high?
Can you explain how the windup of the fund works, will these funds eventually windup or can they just go down in price and be rolled over?
In addition if you do not think these stocks are a good investment, can you recommend some good solid Preferred stocks with a good long term track record and relative safety?
Thank you in advance and for your great service.
Don
Read Answer Asked by Don on May 15, 2019