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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: I am considering to take position in Canopy Growth stock. Please provide mi with 3 names of your suggestion and rank them initially from 1,2,3 with short why. Next question is where would be better to buy US or CAD stock. What is approx. % for start it position in portfolio at current time.
Andrew
Read Answer Asked by Andrzej on March 28, 2019
Q: Good morning - thank you for reading my question. Can you tell us what the difference is between theses 2 stocks - is one better to own than the other. I see B is going up today
Also when you do 5I updates, is there a date, written somewhere, that we would know, how long ago that they were updated.
Read Answer Asked by Marla on March 25, 2019
Q: Revamping my tfsa, Currently own SHOP, PBH, SIA, NFI, GC, GSY and TOY. Can I have 3 American and 3 Cdn stocks with or without a dividend, solid ROE, and good GARP? I have TSGI in other accounts will keep SHOP and GSY others can be paired have ridden them for 3+ years. Also looking at 3 + years for these. Thanks david
Read Answer Asked by David on March 25, 2019
Q: Good afternoon gang
I am underwater in all of these stocks in one of my non registered accounts. I would like to sell and then buy back in 30 days or more in my TFSA or RRIF (not sure which). Do you feel any of these may pop up within that time frame? With that in mind in what order should I sell first..to last? Your suggestions will be greatly valued as always.

much thanks
Read Answer Asked by El-ann on March 22, 2019
Q: I am a trend-oriented investor (following momentum but with stop-losses on every position). When stock prove themselves, I like to keep them as long positions. This brings me my question re: CURA.CA. I have been finding the pot and petroleum sectors particularly lucrative since the start of the year. Among my pot holdings, I've got large position CURA.CA and was therefore pleased to see it rise 32% today on very high volume after announcing a partnership with the US's largest drugstore chain, CVS Health Corp, on a line of CBD products. CURA products are now sold in 8 states with more on the horizon. Also, at the start of the week, CURA announced a definitive agreement to acquire NV-based Acres Cannabis (Acres), for total consideration of $70m with $25m in cash, and $45m in equity. A recent GMP/FirstEnergy report has set a target of $21 on the share price and comments "We view CURA as having the broadest exposure amongst its closest peers to current or likely future MED to REC market conversions such as in MA, NY and NJ. This offers high torque growth opportunities for CURA as addressable market sizes can increase by ~5x–10x, while also providing a first-mover advantage (18+ months) to capture market share." So it would seem that the company has a long runway ahead with its increasing footprint in the retail sector.

Peter, could you provide your outlook for this stock? To me, it looks like it has a lot of traction. I only have a couple pot stocks that I treat as buy and hold; most, I am quite happy to sell when they have had a nice run until they consolidate again. Does this look like a buy-and-hold candidate?
Read Answer Asked by David on March 22, 2019
Q: My question relates to investments for a growth oriented TFSA. If you were choosing 10 growth stocks for a TFSA what would be your top candidates today.
Thanks
Mike
Read Answer Asked by michael on March 21, 2019
Q: I am looking for six Canadian stocks that could be considered core holding to be held for ten years.
These could provide total annual return of 8% in the long run say 10 years. Please do not consider diversification as my portfolio is otherwise diversified, and my risk tolerance is medium.
I always value your opinion.
Raouf
Read Answer Asked by Raoul on March 21, 2019
Q: Hello,
Staring to set up a stock portfolio and looking for some guidance. Can you provide your must have stocks in CDN and US.

Enjoying 5i
Darryl
Read Answer Asked by Darryl on March 21, 2019
Q: Any reason for the lack of performance in the Growth port? Canadian small caps have not done well in the last 5-6 years, the Venture exchange has been dropping for 10 years now and is near historical lows. I know there are always a few gems but not enough to cover the all the looses. Is this going to be the new norm or is it just a part of a bigger cycle? I personally feel like to much money is getting poured into the marijuana sector and good quality value stocks are getting no attention. Any thoughts?
Read Answer Asked by Derek on March 21, 2019
Q: Hello Peter, Ryan and the 5-I Team,

I was very late to the cannabis party, but dipped my toes into a couple of stocks about 6 months ago. I have now done well on Village Farms and Canntrust in this short period of time. Of course, this may be a bubble, but with many states in the U.S. considering legalization, some argue that there is still a long runway ahead, especially for cannabis companies that will serving the American market. As well, with the change in US hemp farming laws, my understanding is that CBD products are now legal across the country.

I’ve also noticed (anecdotally) that at least a dozen of my friends and colleagues are using CBD oil on a regular basis (and I’m 55 years-old). It’s being recommended by some doctors and many naturopaths, leading me to think that it's becoming the new “aspirin”. My guess is that it’s going to be much more popular than Paw Patrol!

That brings me to my question. If you were going to take a position in a US CBD producer, would Charlotte's Web be one of your top picks, and if not, do you have any other suggestions? They have very slick marketing and claim to be the #1 brand by market share. Additionally, I read in the Globe yesterday, that Horizons Marijuana Life Sciences Index has just added Charlottes Web to their index.

Thanks,

Brad
Read Answer Asked by Bradley on March 20, 2019
Q: Hello,

Lyft and Uber will be going public soon, would you recommend purchasing shares after the IPO? Growth has been great for both companies but obviously they are losing a lot of money as they grow.

What is the general strategy for IPOs ie. Lightspeed POS? Should you typically wait for first qtr results before you buy? I considered stocks like FB, MongoDB and could have done quite well. Also I believe that employees have to hold shares for at least 6 mths (not sure of exact timeframe) before they sell so wondering if that would have an impact when insiders with a considerable number of shares are allowed to sell.

Thanks,
Neeraj
Read Answer Asked by Neeraj on March 20, 2019
Q: I just read Phil Town's "Rule #1" where he argues, amongst other things that return on equity (aka book value), sales growth, EPS growth, Cash flow and ROIC are the strongest indicators for long term growth. He argues that, ideally we'd invest in companies that have at least 10% growth in each category for each of the past 10 years - a lofty goal to be sure.

Generally, how do you feel about the aforementioned metrics to assess the quality of an invesment. Would you keep them in the same order of priority and would you add any to the mix?

For the record, the only stock I can find that comes close to meeting the 10% increase per year threshold is CSU so maybe there's something to it!

Cam.
Read Answer Asked by Cameron on March 19, 2019
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