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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: With the recent announcement from Horizons on the release of an ETF that will be built based on exposure to the US marijuana/hemp industries (HMUS on the NEO exchange - trading to begin April 18th, 2019), which ETF would you prefer?

Would you consider the valuations of the Canadian MMJ companies to be more overvalued than the US co's, and if not, what would you believe to be an appropriate ratio if you recommend both ETFs to be held?
Read Answer Asked by Tom on April 16, 2019
Q: What impact will the Ontario Government changes to alcohol and gambling have on Great Canadian Gaming, The Stars Group and Park Lawn Corp?
Read Answer Asked by Gooding on April 12, 2019
Q: I notice a number of growth-by-acquisition stories out there. CSU, GUD, Valeant, Concordia, etc. Management aside, what is your approach to valuation for these types of scenarios?
Read Answer Asked by Alfred on April 12, 2019
Q: Hi there, ATZ looks like its acting well and has broken to the upside past the deal price a few months ago of 16.90. Do you consider this a bullish sign and would you endorse a position today - either half or full? Would this be your growth choice of play in Canadian retail space versus something like GOOS or CTC etc?
Read Answer Asked by Michael on April 10, 2019
Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.
Read Answer Asked by Louise on April 10, 2019
Q: HI Peter,
I invested in Knight for long term (5 years plus) but it has been frustrating. I was going to hold on given the management teams in place; however, with the current proxy fight, I am not sure what to do. I think in all of the time i have been in the market, this company has been a major disappointment as it feels like the company just drags its feet, and I simply trusted management given the track record. Now, as a shareholder i feel I am in a tough spot. What are the negatives and the positives for holding onto the stock please? In past discussions relating to gold and other types of commodities, the best way to invest was in streaming companies or picks and shovels. Any idea why this has not translated into the cannabis stocks? For example, the stock performance for Auxly Cannibis group and radient tech has not been that great. Lastly, what do you think of Valens Groworks and Enwave? Thanks very much.
Read Answer Asked by umedali on April 09, 2019
Q: MG,LNR,TSGI,GSY,GC,NFI,TFII Which of this or any other you believe are higher growth
( can be higher risk)
Read Answer Asked by Nizar on April 09, 2019
Q: Can you give me a report on this company is it a good TSFA ?
Read Answer Asked by shirley on April 09, 2019
Q: Further to your reply to Andrew, it would seem that the continued distribution is reliant on the volatility of its marijuana stock holdings, and particularly the market’s opinion of the overvaluation of the holdings.

I would assume that the unit value is similarly based on that assumption. That is to say that this fund’s purpose and value is as a shorter.

Is this a reasonable analysis? Why would I want to invest here and pay the 0.75% fee, as opposed to shorting the holdings directly?
Read Answer Asked by Danny on April 08, 2019
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