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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 Peter,
I own the etf as well as some of the individual companies such as Canopy Growth, Medreleaf, etc My total weight is 5% (i.e. 1 percent in Canopy etc). I have done well in the short term . These stocks do not have much earnings but are going up on potential. What would you suggest? Take the profits or just sell half for now and put a stop loss on the remaining balance. Also, with oil and gas stocks, is it best to hold on for higher oil prices or simply sell and move on as it has been a while since the oil price has gone up. Thanks very much.
Read Answer Asked by umedali on November 07, 2017
Q: Hi Peter and Staff
I am aware that you are lukewarm on the stocks so far and I share that concern. I have a family member wanting to invest a small allocation in their portfolio to this industry.
Could you please outline your current valuation and other concerns with the stock prices so far and then indicate and if you were to do an investment in one company in the industry which one and why
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 07, 2017
Q: Greetings 5i,

I like the changes to the website and the tutorial was very helpful and informative. Thanks!

My questions are regarding WEED and HIVE and when to take profits. I managed to get fairly lucky in the timing of my purchases of both companies and find I'm up 70% on Canopy Growth weighing in at 5.5% and up 35% weighing 0.5% with Hive Blockchain. What are your suggestions here?

Cheers!
Read Answer Asked by Duane on November 02, 2017
Q: I've been doing some calculating...

Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.

A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.

My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
Read Answer Asked by John on September 15, 2017
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