Investment Q&A

Q: Hi 5i, pls comment on q2 release. I know the it's relatively new, with only on release, but what are you views on the adoption of their technology going fwd.

Thx

Q: I'm confused: Your "Shares out" for Verano is stated as 122.23M and that # is the same when I check VRNO's TMX listing but MarketWatch lists the shares out at 131.08M.

VRNO started trading on the CSE on Feb 17/21 after its reverse takeover of Majesta Minerals. It also trades OTC stateside under the ticker VRNOF.

Portions of VRNO's total float are "locked up" in escrow, to be release on the 90th, 180th, 240th, 310th and 400th days following the initial offering on Feb 17/21.

According to a fellow who passes himself off as "MJ Stock Trader" on Twitter, the unlock schedule for Verano is as follows:
1. 17-Feb-21: 60M shares
2. 12-May-21: 42M shares
3. 10-Aug-21: 42M shares
4. 08-Nov-21: 42M shares
5. 06-Feb-22: 42M shares
6. 18-Mar-22: 56M shares

For a total of of 290M shares.

The questions:

(i) Do these numbers represent VRNO's CSE listing or the stateside OTC operation?

(ii) When large chunks of escrowed shares unlock, bidders can make hay of askers, which is what appears to be happening to VRNO this week; how likely is it that the tables will turn in November when another chunk of locked shares unlock and the US fed govt presumably inches closer to legalization?

Thank you!

Q: Despite having released a steady stream of NRs, the shares of BABY have essentially been treading water below the $3.00 mark. But today's announcement may have finally changed things for the better. Would appreciate your views.

ELSE NUTRITION HOLDINGS INC. the plant-based baby, toddler and children nutrition company, announces that it has signed an online distribution agreement with Walmart.com and will be expanding into Walmart’s E-commerce (Walmart.com) marketplace by Q4, 2021 with its Plant-Based Complete Nutrition products for Toddlers.

According to eMarketer, Walmart’s U.S. e-commerce sales prior to the pandemic were $30 billion and are projected to hit over $64 billion by the end of 2021.

Q: Hi,

I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!

Q: Hi 5i!

Many thanks for all your good work. Can you comment Trulieve earnings?

It looked like a nice beat, why do you think it droped on earnings day?

Also, how is the valuation compared to Curaleaf?

Many thanks

Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

Q: My 36 yr old daughter owns TD and WELL in her TFSA account. Would you recommend holding or selling the WELL? Also, could you please give me five CA ideas for new money in order of preference. THX.

Q: whats expected from theses 2 ? Thx

Q: I have the above stocks in my TSFA, and I have additional funds and was wondering which one you would add to.

Thanks 5i team for your expert support.

Dave.

Q: Is this a good entry point into Airbnb? I don't know much about the company except that I've been a customer. How is it that they rent out other people's properties and still not make money? I don't get how these companies continue to operate without a profit -- can you help explain how the current valuations are justified?

Q: I'm looking to start/add to two positions in a well diversified taxable account. The above list of stocks, from a review of the questions, are some of your current favourites. Would you please add two additional names to the above list that I have not listed and then provide me with your current ranking of the stocks for investment purposes in the next week or two.

Thanks,

Terry

Q: Good morning 5i
In my RRSP I have GOOGL and VOX, I thinking of selling them to buy GSY and TTD, would you be ok with this move for a 2-3 years horizon. Any suggestions or adjustments you would make
As always grateful !

Q: I would appreciate your analysis of their recent earnings. Buy, Sell, or long term hold.

Thanks
Dave.

Q: Hello! I am tech heavy and don’t mind the extra volatility for a growth centric portfolio. Recently I am adding 10% of capital to my investments, considering a balance for the overall portfolio and tactical sector positioning, would you be able to recommend 5 Canadian and 5 US names each you are most convicted in for new capital deployment? Thanks very much.

Q: Morning, which of these two would you buy today for growth addition to a TFSA? Thanks

Q: Hi Team,

Can you please provide your thoughts on their latest quarter as well as the company's future prospects?

Thank you,

Q: What is going on with TOY ? It moved up and then tanked. What do you predict for this stock?

Q: Hello Peter, Ryan and your amazing team!

Wondering if you could please give me your current take on Guardant Health considering their recent earnings and news about Covid testing. Are you still a strong advocate of holding this stock patiently, with the hope that a significant advancement will eventually propel the SP? Thank you.

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks

Q: What does the future look like for these two stocks and with earnings around the corner, which one is a better investment today?