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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: Please could I have your assessment of Growgeneration GRWG. Very little debt, good fundamentals but fair value is 30 now price $57. I do not know if that is too high for a growth stock. Your opinion on a buy please.
Read Answer Asked by STANLEY on February 18, 2021
Q: I have some TFSA funds to deploy into growth. Which of these three is my best option with a 2-4 year horizon?
Thanks, Calvin
Read Answer Asked by Calvin on February 18, 2021
Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.
Read Answer Asked by Don on February 18, 2021
Q: Let's build a three stock portfolio and have some fun :)
In it there needs to be one small cap, one mid cap and one large cap.
For long term hold 10+ years
No etf's and only CND stocks.

On another topic, Peter if you were in France, on your road bike, climbing l'alpe d'Huez (It being the stock market) Where on that climb do you believe you are at before heading down? In other words, how much more RPM(revolutions per minute) does this market have before the chain comes off it's derailleur?

Thank you,

Biking Enthusiast :))
Read Answer Asked by Rino on February 18, 2021
Q: I’ve held Dollarama for a few years now and have a small loss while other stocks in similar space like Five Below performed very well. Is it time to make a switch? I know you generally like DOL but every time it gets close to my break even it drops again. How would you compare DOL and FIVE?
Read Answer Asked by Bryan on February 17, 2021
Q: As of today (Feb 13th 2021), this company has a market cap of ~ $1.5 Billion. However, from what I can see (on SEDAR), it has not even come close to having a positive net income or cash flow since its existence. Am I (as an investor) missing something very obvious, of is this just another sign that there is a "bit of exuberance" in the current market ?
Read Answer Asked by Mike on February 16, 2021
Q: My research drudged up this on Kaleyra, do you agree or have anything to add? Was thinking of starting a position.

A cloud computing company offering communications solutions. The company’s SaaS platform supports SMS, voice calls, and chatbots – a product with obvious applications and value in today’s office climate, with the strong push to telecommuting and remote work. Kaleyra boasts over 3,500 customers, who make 3 billion voice calls and sent 27 billion text messages in 2019 (the last year with full numbers available).
Over the past 6 months, KLR shares have shown tremendous growth, appreciating 155%. Kaleyra’s revenues have grown along with the share value. The company’s 3Q20 results hit $38.3 million, the best since KLR went public. While Kaleyra still runs a net earnings loss each quarter, the Q3 EPS was the lowest such loss in the past four quarters.
“Over the past few years, Kaleyra has posted double-digit revenue growth and positive adjusted EBITDA. We forecast revenue growth of 9%, 22%, and 28% for 2020-2022. We project adjusted EBITDA declines in 2020 to reflect public company costs and COVID-19, but growth at over twice the rate of revenue for the following two years. We expect benefits from operating leverage, low-cost tech employees, cost volume discounts as the company expands, and margin improvement from new offerings and geographies. Over the longer term, we believe the company can grow revenue close to 30% with even faster bottom line growth,” .

Read Answer Asked by James on February 16, 2021
Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?

ATOM
API
AFRM
VERI
TGTX
EXEL
Read Answer Asked by Tim on February 12, 2021
Q: Does this make sense? Thanks!
This is an incredibly simple idea for any Tilray shareholders but it is also a good one. Tilray (TLRY) and Aphria (APHA) are combining. They will become one, probably by August. So if you own Tilray, you will still own TLRY shares by then. If you own Aphria, you’ll own TLRY shares by then, too. But if you invest the same number of dollars in Aphria, you’ll end up with more TLRY. More TLRY is better than less. Today, the deal is worth $53.51 in TLRY shares for each Aphria share you own. That is a $27.21 net spread above today’s Aphria market price.
WHY?
EACH Aphria share WILL GET 0.8381 TLRY shares.
Read Answer Asked by Austin on February 12, 2021
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