skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Yesterday in your Webinar, you said "Sell the losers!"
I am down 44% in TSGI, 48% in VET and 35% in WEF. So are you! These stocks remain in your Portfolios.
Please help me understand what constitutes " A Loser" Thanks,
Read Answer Asked by Penny on October 25, 2018
Q: Good day gentlemen,
This company seems to hold 400M in cash. I believe that is roughly 2$ per share. Can you confirm? Also, the contract with Quebec is for 20k kilos in year 1, with increases every year for total c. 200k kilos over 5 years. I looked at the latest financials I could find on their site. It seams their selling price for past periods was 10$ per gram. I know that this is not possible with the Quebec contract. As a back of the envelope calculation, would it not be conservative to think they could NET 2$ or 3$ per gram on this contract.
Would that not make this stock extremely cheap? Also I notice most analysis is done on EV / Ebitda, can you explain the difference between this and P/E. why do they use this and not future P/E.
Thanks
Read Answer Asked by Giuseppe on October 25, 2018
Q: I get that the Marijuana stocks are coming back to earth, and that the whole industry is very much overvalued, but if I look at OGI and see that it is primed to earn 30 cents in 2020, on a fundamental basis it may be a tad expensive but we are not talking dot com or Bitcoin valuations are we? What am I missing?
Read Answer Asked by David on October 24, 2018
Q: I own HEXO in the weed space. I see this stock and other majors have been falling since legalization. What do you think accounts for this? I'm speculating that a lot of people enjoyed the run up but set the legalization date as their exit point because a lot of companies' stock price will go downhill once they start reporting earnings. I'm thinking about selling to crystalize my 15% gain which was a 40% gain a few weeks ago. Thoughts? Comments?
Read Answer Asked by Grant on October 23, 2018
Q: While I realize that you've always been skeptical about the MJ sector as a whole, from an investment perspective, it might be time to take another look at CRZ in light of what has transpired in the past few months. It has recently acquired both 180 Smoke (Canada's premier vape store chain) and RVR Distribution (2017 revenue of US$25.3 million) which now gives it one of the dominant cannabis development platforms in California. This is significant because while there are currently 51 MJ stores in all of Canada, there are 450 in California. This likely explains why CRZ also had record Q2 revenue, accelerated the expiry date for its warrants (always a good sign) and boasts one of the best looking stock charts within the MJ sector.
Read Answer Asked by karl on October 22, 2018
Q: Hello Team,

Is their an American tobaco ETF that covers these 3 stocks that are mentioned in your
5i Research report on the Marijuana Industry? ( Fantastic read).
Plus, all things considered between the 3, which individual stock is the most likely in your opinion to get involved in the Industry?

Thanks,
Stephen
Read Answer Asked by Stephen on October 22, 2018
Q: Thank you for the special report on marijuana. I bought in Canopy growth prior to the liberals getting elected on the advice of a friend who assumed they would win and legalized weed...then sold at $15 thinking it was way too overvalued.

I am wanting to invest in a company again, would Aphria not be the safest place to put some money? They actually earn a profit as you detailed, why is it not being valued as high? Is it because they are not really players in the recreational market (yet)? They have the lowest cost and make money, seems like the best play? What am I missing?
Read Answer Asked by Michael on October 19, 2018
Q: I'm confused with your explanation on this arrangement. Please help me understand how many ACB shares I would get under the following two 20 Day VWAP scenarios:
If the VWAP is $10, how many would I get?
If the VWAP is $15, how many would I get?
Thanks as always for your amazing service!
Read Answer Asked by Austin on October 18, 2018
Q: I know you have reservations about the company's history and certain individuals, but momentum has been good recently. On Oct. 17 at midday, about 120,000 shares ($1 million) traded in a few minutes, which I assume was an institutional order. Total volume for the day was near 600,000 shares, which has only occurred a few other times earlier this year, when the share price was much lower. Are you aware of any increasing institutional interest in VMD?
Read Answer Asked by David on October 17, 2018
Q: What did you think of Aphria's earnings? Looks like they delivered eps of 9 cents a share when $0.00 was expected. Thompson Reuters has their current fiscal year (2019) estimates at 14 cents. Looks like a muted outlook considering what I thought was a pretty decent Q1.

Your thoughts?
Read Answer Asked by john on October 16, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!