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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: Is $60 M for three dispensaries in the Philadelphia area a good deal? What sort of revenue could TRUL generate from these dispensaries?

My ‘back of the envelope’ calculations:
o # of dispensaries at end of 2020: 75
o 11 added in the 4th quarter, so lets say ~64 dispensaries made full contributions for 2020 (I have not checked if there were earlier dispensary additions in 2020)
o 2020 total revenue was 521,533,000
o 521,533,000 / 64 = 8,148,953 average revenue / dispensary

So to pay $60M for 3 dispensaries seems a little rich.
I have no idea of the addressable market for these new dispensaries.

Thanks!
Read Answer Asked by Robert on April 07, 2021
Q: Hi 5i,
Would you add to an existing position in any of these ? I know you generally frown upon averaging down but if you would in what order ?
Thanks again
Mike E
Read Answer Asked by mike on April 07, 2021
Q: Can I have your opinion of this plant base frozen food company please ?

There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.

This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.

Thanks !
Read Answer Asked by jean on April 07, 2021
Q: Hi group how would you play the green energy space -ICLM or? also what is your top pick in the EV space and why - appreciate your views
Read Answer Asked by Terence on April 07, 2021
Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
Read Answer Asked by ilie on April 07, 2021
Q: WHAT ARE THE BEST STOCKS AND COMPANIES WITH THE BEST MANAGEMENT?
PLEASE NAME THE TOP 10 CANADIAN STOCKS WITH THE BEST MANAGEMENT?
Read Answer Asked by Herbert on April 06, 2021
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim



Read Answer Asked by Jim on April 06, 2021
Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always
Read Answer Asked by Frank on April 05, 2021
Q: Hi Peter, Ryan and Team,

With the current market environment, what are your top 5 US and Canadian growth picks?
Read Answer Asked by Marvin on April 02, 2021
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