Investment Q&A

Q: i know you do not like the mj stocks but with altria buying into cronus and constellation into canopy, in your opinion which one would be best for another company to invest in, could it be aphria or aurora or a u.s. company like curaleaf.
furthermore if you had to pick one to invest in which would it be. dave

Q: My question is on the US pot producers who trade on the CSE. I have seen earnings projections for 2019 and 2020 that seem quite reasonable (as low as 4x EV/ebitda) for growth stocks and much lower than their Canadian peers. Some are already ebitda positive. Also this market would appear to be much larger than the Canadian market even without complete recreational legalization. I would love to hear your opinion on the US market for pot and these producers in particular.(cura, Harv, CL).
I realize this is not your favourite sector and these stocks perhaps do not screen on your universe of stocks.
Your thoughts would be greatly appreciated.

Q: Hello,

Any news coming out of this Company? Of course I am in for the long haul despite 5i's decision to drop it from the BP. Seems to have found a bottom despite or because of a lack of information.

Appreciated!

Thanks

KC

Q: I see these companies are mentioned in today's Globe as being in precarious position! Due to negative EBITDA.
These are some of your favourite sticks, no? I own GUD, BB and FM. Hence my nervousness! Plus I respect Norman Rothery.

Q: I hold approx. 6000 shares of each of the following at hIgher prices.VET,SIS,PXT,COV and GUD.Which would you sell,add or hold.Your input is appreciated.
Thanks Richard

Q: I know you don't like trading but in this market
it looks like trader can make money most of my long-term holding is in negative.
Which stocks you believe are unfairly bitten down and has potential of coming back?

Q: With much volatility which stocks have become very good buy?

Q: What's happening to RAY.A,It has declined to $7.13,close to a 1yr low. $9.10 p/p,down some 22% to a 1.5% position. Sell,hold or add.Thanks for u usual great services & views

Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike

Q: Regarding this stock, what would you read into 5 insiders buying a total of 368,000 shares on December 3rd. Thanks, Bill

Q: Does the short sellers report necessarily affect operations/ earnings? Also, at what point do POT stocks become attractive?

Q: What are you thoughts about Aphria after all the news coming out?

Q: What is your view on this company? Is it worth buying at this time or has it peaked as we are working our way through the holiday shopping season. Many tnx for the great service.

Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!

Q: Now what is your opinion for long term or even trading?Any stock worth buying?.

Q: Here is a Podcast of some people who went to all of Aphria's business locations and what they found out through their investigations about Aphria. This is somewhat disturbing and destructive information about Aphria.
Here is the link: https://seekingalpha.com/article/4225889-investigating-aphria-gabriel-grego-hindenburg-research

Q: Can I get your updated opinion on this company?

I am thinking of starting a position. Have tried their product and it is excellent and saves a lot of time. Sales look to be booming.

Q: Hi guys
I have held Saputo for a very long time and done very well on it and appreciate its relative stability. However it has not done much the last few years except gradually trend lower, plus it would appear the milk/cheese market is always affected by trade/tariff issues out of control of the company. I have to say when I listen to Lino Saputo on conference calls he is very impressive how he knows the most intricate details about what drives his operations. What do you think would be a catalyst for Saputo to move forward in the next few years. A 2nd question relates to Premium Brands and given its drop in price over the last while would it make sense to sell my Saputo and bus Premium Brands as a replacement. I always worry that with a loss of a big contract like Starbucks the stock price might just fall away and that has kept me out of it, but of course they have continued to do well.

Thanks

Stuart

Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry

Q: I looked at buying this stock when it was down around $55, but decided not to when it sold off what was suppose to be one of its best assets. Why is it hitting record levels in a bad market?
thanks,
Paul