Investment Q&A

• Canopy Growth Corporation (WEED $1.70)
  • $1.70 Cap: $630M
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• Aurora Cannabis Inc. (ACB $5.91)
  • $5.91 Cap: $335M
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• Cronos Group Inc. (CRON $3.59)
  • $3.59 P/E (TTM): 26.95X Cap: $1.37B
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Q: What would be your top 3 picks in the marijuana space?

Thanks

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Read Answer Asked by Amy on June 10, 2019

• Stars Group Inc. (The) (TSGI $37.49)
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• Aphria Inc. (APHA $16.55)
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Q: Which of these two stocks would you suggest would have the best performance over the next year and a half to two years .

tsgi or apha

Thanks Keith

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Read Answer Asked by Keith on June 10, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.54)
  • $18.54 P/E (TTM): 77.17X Cap: $1.79B
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Q: Good Afternoon,
It is better to buy GOOS, after it recently dropping now. What is your opinion for 2 to 3 yrs investment in GOOS

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Read Answer Asked by Jigneshbhai on June 07, 2019

• Verizon Communications Inc. (VZ $39.36)
  • $39.36 P/E (TTM): 8.34X Cap: $167.94B
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• Brookfield Property Partners L.P. (BPY $18.59)
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Q: I am devoid of any coms, utilities and real estate. I have the cash to add a full positon. Is this a good time to add to any of these sectors. What of your recommended portfolio holding would be a good add. Mainly a balanced follower but open all portfolios.

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Read Answer Asked by Tom on June 07, 2019

• Namaste Technologies Inc - Warrants (25/10/2023) (N.WT..A)
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Q: Hello! What are your thoughts on the valuation of Namaste given last earnings report?

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Read Answer Asked by Irek on June 06, 2019

• Canopy Growth Corporation (WEED $1.70)
  • $1.70 Cap: $630M
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Q: Does 5I have a favorite Cannabis stock? Thanks, Bill

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Read Answer Asked by William J on June 06, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.54)
  • $18.54 P/E (TTM): 77.17X Cap: $1.79B
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Q: The price is at 52 weeks low. Is it over-sold ? Please commend. Thanks a lot.

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Read Answer Asked by Lai Kuen on June 06, 2019

Q: Any thoughts on any of the Inner Spirit shares or offerings?

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Read Answer Asked by William on June 05, 2019

Q: Over 11Mil. traded in HARV today.

Any news?

Thank you.

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Read Answer Asked by claudette on June 05, 2019

• CannaRoyalty Corp. (OH)
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Q: Can you offer guidance on CannaRoyalty in light of the acquisition by CL? Would you recommend holding or selling at this point? How would you rate the transaction?
Thank you

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Read Answer Asked by Martin on June 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.68)
  • $219.68 P/E (TTM): 146.53X Cap: $284.47B
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• Atlassian Corporation (TEAM $128.45)
  • $128.45 Cap: $34.72B
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• Alteryx Inc. Class A (AYX)
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Q: If you were to buy one growth stock in Canada and one in the US. What would they be?

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Read Answer Asked by sean on June 04, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.34)
  • $16.34 Cap: $2.22B
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Q: Good Day. What would be your thoughts on putting (or not putting) LSDP in the Growth portfolio?

Thanks for your thought response in advance.
Dan

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Read Answer Asked by Danny-boy on June 03, 2019

Q: is there any reason ,rules or laws , that would prevent someone from purchasing controlling interest in a forestry company like West Fraser? Thanks

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Read Answer Asked by jim on June 03, 2019

• Stella-Jones Inc. (SJ $88.93)
  • $88.93 P/E (TTM): 14.3X Cap: $4.86B
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• ATS Corporation (ATS $42.52)
  • $42.52 Cap: $4.09B
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• Magna International Inc. (MG $78.46)
  • $78.46 P/E (TTM): 15.53X Cap: $22.12B
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Q: Just wondering what your top 3 Canadian manufacturing picks would be at this time? Thank you for a fantastic service!

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Read Answer Asked by Mike on June 03, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.34)
  • $16.34 Cap: $2.22B
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Q: Hi,
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri

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Read Answer Asked by KERRI on June 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.34)
  • $16.34 Cap: $2.22B
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Q: how come you do not have lightspeed in your growth portfolio, i am sure it has crossed your mind.
furthermore it seems to have everything you like about a company,from mgmt on down.
dave

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Read Answer Asked by david on June 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.34)
  • $16.34 Cap: $2.22B
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Q: were those lapd earnings ok.
i think they beat a lot on revenue, but the loss was more than expected.
their guidance looks ok.
dave

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Read Answer Asked by david on May 31, 2019

• Restaurant Brands International Inc. (QSR $96.68)
  • $96.68 P/E (TTM): 24.96X Cap: $43.92B
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Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.

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Read Answer Asked by Victor on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO $348.21)
  • $348.21 P/E (TTM): 22.82X Cap: $14.30B
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Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

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Read Answer Asked by Danny-boy on May 30, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.54)
  • $18.54 P/E (TTM): 77.17X Cap: $1.79B
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Q: Any thoughts on Canada Goose's earnings? Looks like they reported earnings of 9 cents for the Q and $1.36 for 2019 against 6 cents and $1.30 expected (from the consensus info I have on iTrade).

Premarket, as of now, show the shares down 12%. Did GOOS miss on revenue or any other metric that is initially concerning the market? And if so, how do you feel about that miss?

In your opinion, what differentiates GOOS from becoming a Roots?

Thanks.

John

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Read Answer Asked by john on May 29, 2019