Q: I'm down on NFI and getting impateint with its performance. All other things being equal, can I have your view on switching to TFII, which is performing much better?
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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: Hi there,
Just wondering which of the stocks you cover (or) in one of your portfolios have had the biggest bounce YTD. And could you name a couple which have good prospects going forward in 2019 and the rationale. Thanks. Shyam
Just wondering which of the stocks you cover (or) in one of your portfolios have had the biggest bounce YTD. And could you name a couple which have good prospects going forward in 2019 and the rationale. Thanks. Shyam
Q: Hi Guys,
I like to own one of the railways. Which one would you prefer?
Thanks, Henry
I like to own one of the railways. Which one would you prefer?
Thanks, Henry
Q: The stock I love to hate. With it now being close to 8% of the growth portfolio do we trim prior to earnings release.
Q: CP is at 267.68. Is it a good time to sell
Q: How significant do you consider todays announcements by RTI are?
Q: Can i get your opinion on plus, it trades on the cse around 6 dollars thanks harris.
Q: I would like to buy TER, Can I have your updated opinion
thanks
thanks
Q: Thank you for your work on these stocks. Interesting!
With regard to ACB, I see a market cap of $9B an $50M in sales. I guess their 25% participation in CLIC comes from an equity raise ? If so, how did they justify the dilution to their shareholders ? I suppose having a retail platform ready to go and 25% of an operating company is a positive although bought with very expensive stocks... I am interested in your comments. Not sure if my reasoning is correct. Also, with 25% ownership of CLIQ, are they now in charge ?
With regard to ACB, I see a market cap of $9B an $50M in sales. I guess their 25% participation in CLIC comes from an equity raise ? If so, how did they justify the dilution to their shareholders ? I suppose having a retail platform ready to go and 25% of an operating company is a positive although bought with very expensive stocks... I am interested in your comments. Not sure if my reasoning is correct. Also, with 25% ownership of CLIQ, are they now in charge ?
Q: What are your thoughts on Organigrams' last two Quarterly reports? Combined together, it shows OGI made 35 cents over the previous 6 months. If this type of earnings power is sustainable, Organigram looks like its pretty attractive at these levels, in my opinion. Are there any one time items during the previous 2 Q reports that would account for the impressive eps numbers. From my perspective, both reports look pretty clean.
I appreciate your thoughts.
John
I appreciate your thoughts.
John
Q: Interested in investing in hemp companies producing CBD. Recommendations?
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Canopy Growth Corporation (WEED)
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HEXO Corp. (HEXO)
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Cronos Group Inc. (CRON)
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Tilray Brands Inc. (TLRY)
Q: Hello Peter,
I would appreciate some explanation as to why investors may see the equity investment into Canopy (Constellation) and Cronos (Altria) as more positive than joint partnerships formed by Hexo (Molsons) and Tilray (Anheuser-Busch). I would think the partnerships show greater commitment by Hexo and Tilray management not to give up so much control of the companies. However, the equity investment could be seen as infusing cash and they are US companies (Constellation and Altria) with lots of exposure. Would you diversify your monies across all four or forget Hexo and Tilray as the market does not seem to like what they did or atleast not as much as Canopy and Cronos. Thanks very much.
I would appreciate some explanation as to why investors may see the equity investment into Canopy (Constellation) and Cronos (Altria) as more positive than joint partnerships formed by Hexo (Molsons) and Tilray (Anheuser-Busch). I would think the partnerships show greater commitment by Hexo and Tilray management not to give up so much control of the companies. However, the equity investment could be seen as infusing cash and they are US companies (Constellation and Altria) with lots of exposure. Would you diversify your monies across all four or forget Hexo and Tilray as the market does not seem to like what they did or atleast not as much as Canopy and Cronos. Thanks very much.
Q: Greetings.
OrganiGram has put together 2 really strong sequential quarters combining for 35 cents earnings. Annualize 35 cents from the 2 previous quarters and the stock is trading under 10x forward earnings.
Is there anything in the Q report that indicates a significant portion of these earnings are from one time items. It looks like a pretty clean report to me.
What are your thoughts on OrganiGram's Quarterly report?
Thanks.
OrganiGram has put together 2 really strong sequential quarters combining for 35 cents earnings. Annualize 35 cents from the 2 previous quarters and the stock is trading under 10x forward earnings.
Is there anything in the Q report that indicates a significant portion of these earnings are from one time items. It looks like a pretty clean report to me.
What are your thoughts on OrganiGram's Quarterly report?
Thanks.
Q: Hello,
what are your thoughts going forward with these companies.?
thanks
what are your thoughts going forward with these companies.?
thanks
Q: From the recent financials results and press releases (increased revenues, most retail stores open in Canada out of any private or public company) it seems like a stock with good potential in a very uncertain industry, what are your thoughts? Large volume swing today and uptick that doesn't appear to have a clear explanation (besides volume). Thanks.
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Dollarama Inc. (DOL)
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Swiss Water Decaffeinated Coffee Inc. (SWP)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: i would like to invest in these companies in my rrif for 5 years or longer?
any other better choices.
thanks
any other better choices.
thanks
Q: Hello Peter,
Tilray's lock period came about mid januarly and the CEO said he would not sell any share in the first half of 2019 which was a positive sign. However, later, we find that he did sell. Here is an extract from Barrons that explains why he sold (sorry for the long text below but i wanted a clarification). From what i gather, the sale had not much to do with selling due to lock up expiring but more to do with restricted shares that had to be sold for IRS purposes; hence, the CEO was not misleading anyone. Please confirm. Second, I am looking at acreage holdings, ACRG. The US company just went public a few months ago but has high profile people on the board (i.e. a US senator, and Brian Mulroney). Does this give Acreage any bonus points in terms of an investment? Thanks very much. Please Tilray article below from Barrons.
Two of Tilray’s top executives recorded stock sales last week, the first insider sales at the marijuana producer since it went public in July.
Tilray CEO Brandan Kennedy, in a form he filed to the Securities and Exchange Commission, disclosed the Jan. 24 sale of 149,916 Tilray shares for $11.1 million. That’s an average sale price of $74.21 per share. Woody Pastorius, chief revenue officer, recorded the sale of 20,578 shares the same day for $1.5 million, an average of $74.21 each.
Considering that Tilray stock was priced at $17 per share for its initial public offering, Kennedy and Pastorius are selling stock at more than four times that IPO price.
But this isn’t a case of executives cashing in on a hot stock less than a year after the IPO. The sales recorded in both executives’ forms were a matter of complying with Tilray’s vesting policy for restricted stock units (RSUs). When an RSU vests and becomes a stock, the Internal Revenue Service considers that a “taxable event” subject to withholding and payment.
Kennedy had 375,000 RSUs vest on Jan. 23 while Pastorius had 50,000 RSU vest the same day.
A Tilray spokeswoman noted that neither Kennedy nor Pastrorius sold “any of the net settled shares for personal gain”
Kennedy also serves as executive chairman of Privateer Holdings, a Seattle-based private-equity firm. Earlier this month, so-called Tilray “lockups” expired, allowing early investors including Privateer to sell their Tilray stock. Privateer issued a statement that it wouldn’t sell, which helped shore up the stock.
Tilray's lock period came about mid januarly and the CEO said he would not sell any share in the first half of 2019 which was a positive sign. However, later, we find that he did sell. Here is an extract from Barrons that explains why he sold (sorry for the long text below but i wanted a clarification). From what i gather, the sale had not much to do with selling due to lock up expiring but more to do with restricted shares that had to be sold for IRS purposes; hence, the CEO was not misleading anyone. Please confirm. Second, I am looking at acreage holdings, ACRG. The US company just went public a few months ago but has high profile people on the board (i.e. a US senator, and Brian Mulroney). Does this give Acreage any bonus points in terms of an investment? Thanks very much. Please Tilray article below from Barrons.
Two of Tilray’s top executives recorded stock sales last week, the first insider sales at the marijuana producer since it went public in July.
Tilray CEO Brandan Kennedy, in a form he filed to the Securities and Exchange Commission, disclosed the Jan. 24 sale of 149,916 Tilray shares for $11.1 million. That’s an average sale price of $74.21 per share. Woody Pastorius, chief revenue officer, recorded the sale of 20,578 shares the same day for $1.5 million, an average of $74.21 each.
Considering that Tilray stock was priced at $17 per share for its initial public offering, Kennedy and Pastorius are selling stock at more than four times that IPO price.
But this isn’t a case of executives cashing in on a hot stock less than a year after the IPO. The sales recorded in both executives’ forms were a matter of complying with Tilray’s vesting policy for restricted stock units (RSUs). When an RSU vests and becomes a stock, the Internal Revenue Service considers that a “taxable event” subject to withholding and payment.
Kennedy had 375,000 RSUs vest on Jan. 23 while Pastorius had 50,000 RSU vest the same day.
A Tilray spokeswoman noted that neither Kennedy nor Pastrorius sold “any of the net settled shares for personal gain”
Kennedy also serves as executive chairman of Privateer Holdings, a Seattle-based private-equity firm. Earlier this month, so-called Tilray “lockups” expired, allowing early investors including Privateer to sell their Tilray stock. Privateer issued a statement that it wouldn’t sell, which helped shore up the stock.
Q: I recently added a 1/2 position of InterRent to my TFSA. In your opinion could I expect more growth from WSP? For industrials I also hold a 4% position in SIS in the same account. I like to hold for 3+ years barring unfavorable fundamental changes. Looking forward to your thoughts.
Q: I sold my entire portfolio on 21.Dec.2018 .
Currently I m siting on a cash CAD$ 550 K . My entire portfolio was 65% CAD. stocks from your B.P. (7 stocks) and 35% US stocks (6 stocks).
I have not invested in materials ,energy & healthcare.
I had good growth with my selection in portfolio and now I want to start to buy back all my previous selection from my portfolio.
My question is this the time to start buying or should I wait for end of February after all reports and predictions are done .
What about 65/35% (CAD/US) stocks ratio in my portfolio I am thinking of changing to 50/50 (CAD/US),dos it make sens in going down Canadian economy predictions to buy more US stocks.
Thanks Andrew
Currently I m siting on a cash CAD$ 550 K . My entire portfolio was 65% CAD. stocks from your B.P. (7 stocks) and 35% US stocks (6 stocks).
I have not invested in materials ,energy & healthcare.
I had good growth with my selection in portfolio and now I want to start to buy back all my previous selection from my portfolio.
My question is this the time to start buying or should I wait for end of February after all reports and predictions are done .
What about 65/35% (CAD/US) stocks ratio in my portfolio I am thinking of changing to 50/50 (CAD/US),dos it make sens in going down Canadian economy predictions to buy more US stocks.
Thanks Andrew
Q: I currently hold a somewhat diverse 'long-term holdings' portfolio (PKI, FN, AEM, ENB, ATD.B, TD, BCE, CNQ, RY, ALA, ITP, TOY, and small DF). After topping up my TFSA and putting a bit of cash into my RSP, I'm looking to add two more names.
At first I considered adding BAM.A and TRI as they seem to be two names that keep popping up at 5i, but am hesitant primarily because that would probably put me overweight on financials, and secondly because I'm comfortable taking on some risk and I suspect BAM.A is a 'lower risk' name.
Thoughts on TRI and BAM.A, or any other names, that you think should be included in a "growth" (as opposed to income) portfolio?
At first I considered adding BAM.A and TRI as they seem to be two names that keep popping up at 5i, but am hesitant primarily because that would probably put me overweight on financials, and secondly because I'm comfortable taking on some risk and I suspect BAM.A is a 'lower risk' name.
Thoughts on TRI and BAM.A, or any other names, that you think should be included in a "growth" (as opposed to income) portfolio?