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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 want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi
Read Answer Asked by luigi on February 06, 2019
Q: Can i get your opinion on plus, it trades on the cse around 6 dollars thanks harris.
Read Answer Asked by Harris on February 04, 2019
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 ?
Read Answer Asked by Pierre on February 04, 2019
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
Read Answer Asked by john on February 04, 2019
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.
Read Answer Asked by umedali on February 01, 2019
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.
Read Answer Asked by john on February 01, 2019
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.
Read Answer Asked by Wakera on February 01, 2019
Q: i would like to invest in these companies in my rrif for 5 years or longer?
any other better choices.
thanks
Read Answer Asked by gabriel on January 31, 2019
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.
Read Answer Asked by umedali on January 31, 2019
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.
Read Answer Asked by Harvey on January 31, 2019
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
Read Answer Asked by Andrzej on January 30, 2019
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