Investment Q&A

Q: In response to my question re: byl and qst, you said qst was the better choice. Would you please give a more detailed analysis for this recommendation. Thank you.

Q: Is there an ETF that holds more US stock in this business? Thx James

Q: Please comment on recent results and future opportunities. I have a double on this one and wonder if I should take my profits now? CNNX

Q: what is happening with this stock today? Thanks James

Q: I'm looking for a couple of small and mid cap companies to invest in. I'm 52 years with not much in my RRSP. I need growth so I'll have to take on some higher risk. I only have one stock at the moment which is Photon Control.

Thanks Steve

Q: In a number of recent questions, you noted that Enwave has good growth visibility, is profitable with positive cash flow, is debt free with $9M cash and trades at a reasonable valuation. In a case of the "rich get richer", on 25 April, they received a $10M strategic equity investment from Aurora Cannabis.

My question is on their warrants as I'm constantly on the hunt for those with exceptional potential. They are very difficult to find but it now looks like ENW might qualify. Based on Friday's closing price, their intrinsic value is already $0.62 and they have 3.5 years until expiry so the time value seems very modest and the potential looks great.

As always, I would appreciate your analysis of both the Aurora investment and the warrants.

Q: Please comment on SHOP's earnings release issued this morning.

Thank you, Peter

Q: Some news came out on APHA Thurs. or Fir. can you comment on it do you think it will help the their situation .
Jim.

Q: I'm interested in adding either one of WCN or BYD.UN to my RRSP account for a five year hold. Basically I'm not that keen about the yield, but growth is the emphasis. Which one of these two would you recommend under that circumstance?

Thanks for your insight.

Q: IRBT dropped after earnings the other day, and continues to sink lower. I bought a couple of years ago as a play on AI with the intention of a 10 year plus hold. Have fundamentals changed? Is there a reason to continue to hold?

Q: Hello your thoughts on earnings?

Q: Thoughts on recent results please?

Q: I have a small holding in Auxly Cannabis and am wondering if it would be worthwhile to increase my holding or just dispose of it.
Also I would like your opinion on Hexo.

Thanks,
NA

Q: Would it be worth taking a stab at Village Farms, Do you think there are better investments out there in this space.

Q: I'm looking for a new play in the materials/resource sector and SJ seems to be viewed positively both at 5i and others. However, I see it has traded sideways since mid-2015, and EPS dropped to 1.98 in 2018 from 2.42 a year earlier.

What is the reason for sideways trading and drop in EPS? Are they behind the company?
What are the short and long term catalysts for SJ?
I see its free cash flow is variable from year to year, what accounts for this?
I'm thinking of moving my position in MX to SJ.

Q: Can you please comment on the Earnings for $WCN.

Thanks Valter

Q: (This Question is not private; for some reason all my questions seem to be popping up as private even when I select public).

This Cannabis company trades at less than one times projected revenue for 2019 and I bought it last week because that sounds cheap. I have no idea how to evaluate these companies. This company operates mostly in the US. Any guidelines that you can offer?

Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris

Q: Could I get your opinion on this small co. Thanks

Q: Could I have your top 3 growth names(US and CA) please.
thanks!