Investment Q&A

Q: With dividend paying stocks that I plan to hold for at least five years, what is your opinion regarding signing up for the DRIP program?

Q: Hey Peter & Team,

Seems I'm all about Cannabis these days. QCC today reported the first sale of their BOSS Co2 Extraction System into the US market and the price immediately jumped and is now up over 55% on the day with a volume of 4.8M. (ave 384K)

Had another frank conversation with an executive in the company and he informed me they have a number of sales in the pike after a very good showing at the MJBiz Conference in Las Vegas a month ago.

Things I have noticed... Moral around their offices is great. They genuinely believe in what they are doing and expect to do very well in the coming years plus, are looking to expand sales world wide. Their offices aren't fancy, don't even have a name or sign outside the building and the inside is neat, tidy and busy with no frills attached. Their markup on these units is 100% and they are expecting to sell a dozen if not more of of these proprietary systems per quarter next year. Makes sense considering they announced their first sale Dec 20, their 2nd the next day and now their 3rd system today.

I know I am in danger of sounding like a promoter but... I am now up almost 300% in less than 4 months and am starting to wonder what I should do. Buy Sell Hold... The original investment represented 0.5% of my portfolio.

If the announcement of three systems does this to the stock, what will happen when they start announcing additional sales at the same pace in the coming year?

Really look forward to hearing your advice.

Thanks for all you do

gm

Q: currently own HWO and at a loss but only a 1.8 % weight. I am thinking of increasing this position to a 3% weight. Is this stock a buy at the moment?
Thanks

Q: Do you still favor HWO in this space? The share price took a big dump, perhaps from tax loss selling. With a clean balance sheet this name should start to gradually rise in the new year, but there's not much buzz surrounding it. Any catalysts - outside of the energy sector picking up?

Q: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?

Q: Thinking of buying more LIX at 2.38,which is about 9.7% below takeout price.Thoughts??

Q: mym halted at 2.79. Your thoughts on asdp plan

Q: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?

Q: LGQ's debentures now trade above face value (and, at this moment, with no one looking to sell); does this argue for a rebound in the shares, or is it more likely that the'll just tread water near their current price?

Q: what are your thoughts and conclusion on the very recent up and down on the REI.UN share price?

Q: I am looking for low priced high growth Canadian companies that I want to buy in TFSA in the new year. Volatility, risk factors are NOT relevant. For about 11k. (5500x2) I bought PHO and BBI after reading your responses to some of the subscribers in the Q&A section. Any other names that you would suggest? ( Being seniors our core holdings are in the ETFs in different sectors and safe stocks like XIC, VDY, VIG,MGV,XEG,GLD,XGD etc., ). So, this 11k can be allocated to risky micro or ultra micro caps and I am ok with some losses if I can score a few three or 4 bangers!
My membership has been extended to March 2020 which shows my confidence in you! You need to find a way to synchronise my CMS and 5i subscriptions though!
Wish you all Happy, Healthy, Peaceful and Plentiful New Year!

Thank you for all your prompt, thoughtful and candid answers to such varied questions from so many different type of members.
Truly amazing.
Mano.

Q: There has been a lot of insider buying lately in ECN. Is this normal after loss tax selling. Is the company buying back shares. ( PGF )is the investor Schuller still involved in company I believed he had purchased 90 million or so shares and please provide update on PGF.Are they starting to recover. Does PGF have light oil assets?

Q: I have a 5 year old grandson and want to start a long term investment fund. Would an ETF be the best way to go, and if so, could you recommend a few. Thanks. All the best in the New Year. Thanks for all your help over the years.

Q: Hello Peter,
I am surprised that with legalization in some states in USA that there are not many pure cannabis companies trading on the larger exchanges as they are in Canada (i.e. TSX). I did searches on companies in Colorado and California and found very little other than smaller players trading in over the counter. Any comments? Also, is it too risky to invest in companies over the counter. One of the picks was from Goldman Sachs and that was an over the counter company which in some ways may confirm what i was indicating above that there does not seem to be too many companies on major exchanges. I would appreciate your input on any companies that you maybe aware of in the legalized states and if over the counter is too risky. Many thanks and Happy new year.

Q: Other than the obvious large caps in the pot sector (Aphria, Canopy, Aurora) what are some for f your favourite micro cap picks.

Q: I had felt very comfortable owning shares of Car.un - then, I read an article in the Globe written by David Milstead The gist of his article was that some REIT payouts are deliberately not accurate, they are manipulated to look healthier than they really are. He elaborates on I'll use the term "Doctoring" maintenance capex and growth capex and ultimately suggests that investors are being misled with what the company reports and what it does not report. His article concerned me. Car.un seems like a very good investment to me, but after reading his article, I ask myself, IS IT?" Please advise/comment. Thank you.

Q: What would you consider the top sectors that represent value opportunities in 2018 in either Canada or the US?

Wishing everyone a healthy, happy and prosperous 2018.

Thank you for your valuable assistance.

Q: I have noticed in several of your Q&A responses that you "like the water theme". Can you please elaborate on what it is that you like about this space. What Canadian equities would you recommend adding to a TFSA for some exposure in this sector and why?

Thanks for your great services this year!

Q: Based on the current financials of this company:
1) Is the companies stock pricing par, undervalued or overvalued?
2) What do forecast the stock price to be in the coming months?
3) Is this a valid investment in your opinion or do you see it to risky and volatile?

I am not expecting a long drawn out answer and will not be holding you accountable to your opinion. Just curious on your take. Thank you for your time.

Q: Can you make a brief pro and con list for Medreleaf (LEAF) highlighting your largest concern and the what you consider to be Medreleaf's greatest strength?

Thanks and happy holidays to the gang at 5i.

John