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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
I'm a bit confused over how to assess growth companies on a valuation basis. I understand you can use a PEG ratio to factor in future growth, but a lot of the growth companies out there have PEG ratios that are far above one. How then would I know whether a company is "undervalued"? Would you compare to peers in the same sector or compare to historical values? Is there a PEG ratio that you have in mind above which you would never invest?
Thanks!
Read Answer Asked by Jason on August 28, 2018
Q: Can I get your current marijuana picks (one larger cap, one mid cap, and one smaller cap), with the criteria being eps growth, revenue growth, and balance sheet strength?

I started doing a little work on Organigram and unless I am mistaken, it looks like it has a forward p/e of 40 (eps numbers obtained from Thompson Reuters), low debt and a relatively small number of shares compared to its peers. These numbers dont look too shabby to me, against the backdrop of its higher valuation peers. Is there anything specifically in OGI's profile that could pose challenges in the future?

Thanks.

John
Read Answer Asked by john on August 27, 2018
Q: I'm currently invested in (and seem to be treading water on) SCHW. Given your confidence in GC, I'm wondering if a switch might be prudent? One concern is that I already own TSGI (Thank you!) and I am wondering if this would be a bit redundant?
Read Answer Asked by Mike on August 27, 2018
Q: I'm looking to add 6 Canadian stocks to my registered accounts; stocks (and if appropriate ETFs) that display good growth potential and have a bit of a dividend. I'd appreciate your suggestions, in order of preference please. Thanks as always.
Read Answer Asked by Thomas on August 27, 2018
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Read Answer Asked by Kuldar on August 27, 2018
Q: Please give me your thoughts re Diageo interest in pot stocks. I have done very well on Canopy and currently over 400% increase, however I feel price is too high to buy more. I want to get some more exposure to pot market and am considering Aphria and Aurora. I note that Aurora has more than double the market cap of Aphria and I have heard that Aurora has through many stock only aquisitions is quite highly leveraged, and Aphria with the CEO having a Jameson background is more suited to medical side. Would you suggest buying a smaller position in both or select one? Thanks for your unbiased knowledge.
Cheers,Doug
Read Answer Asked by Doug on August 27, 2018
Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
Read Answer Asked by Shane on August 27, 2018
Q: I admit that I have not read many investment reports on this company and Constellation Brands has their reasons for their recent purchase . Given that, I suggest that by any metric/measure/ fundamental analysis these shares are way overpriced. For my mind, the only ( in bold) reason to purchase these shares is to join the momentum party. That is never a good reason to buy shares of a company. That is just gambling, not investing and I do not think it has a place in a serious successful investor's portfolio. Even so called pros get burned by these types of buys ( think Nortel, Bre-Ex to name just two of many many such companies).
Read Answer Asked by Murray on August 24, 2018
Q: Would you pay $53 for Canopy Growth or would it be more prudent to allow the industry to get up and running before investing? What are your top 4 cannabis investments and why?
Thank you.
Read Answer Asked by Steven on August 24, 2018
Q: Good Morning 5i

Can you confirm % of WEED owned by Institutions/Funds? How has that changed in the last month? What percent is owned by insiders? What percentage is owned/controlled by Constellation (both owned and warrants)?

Therefore what percentage of total shares are available for retail trade? What effect could that have on future SP growth? I'm trying to understand how so many shares being already committed or tied up lends itself to increased likelihood of SP to increase in 2018.

Thanks for any comments.
Read Answer Asked by Randy on August 24, 2018
Q: I currently hold shares in GC, TSGI, TSG US (TSGI), & WEED.
Do u feel GC, TSGI & TSG are good long term holds?
Would you take profits in WEED using charts (trade the ups and downs) or just let it run and take profits when?
Tks.
Read Answer Asked by George on August 24, 2018
Q: my portfolio is 80 %growth 20 @% income and growth. wihtout adding new money I want to prune 20 % from growth stocks that have done well for me eg cgi.

as a first step I thought of financials I have full opposition in bof America, td and half in JPMorgan.

so should I add to JPMORGAN or create new in bANK OF NOVA SCOTIAOR MANULIFE.
NEXT when I release more from growthi ilke to consider adding to my half position in fortis or new in Algonquin and other growth and income stocks like pembina pipeline

hope the phrasing makes sense
Read Answer Asked by thambirajah on August 24, 2018
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