Q: There is a good article (approx. 8 pages long) in the recent National Post regarding the Cannabis Industry both in Canada and the U.S. which has a few states where it is legal for retail sale.
One grower in Denver, Colorado (where there is a lot of regulations which constantly change) has a legal grow facility and 14 stores. The facility spends $150,000 per month on electricity alone.
It is not as easy to grow and harvest to the specs required as many people may assume the article shows to some degree.
Q: FM is up almost 10% today alone. Any idea why? It has been held since about the $5-6 range. Is it worth continuing to hold this for further growth over the next few years or cash-in and move to another name in Metals, and if so who would you recommend looking at?
Q: With a market cap of almost $700mm and little to no sales revenue, investors are stampeding into Canopy and anything weed related.
When recreational marijuana is legalized should we expect bigger participants to enter the industry? I keep thinking that the current names are run by greedy white-collars who have little expertise but do have access to capital. Will these early RTO's get weeded out when big pharma and the gang step into the sector?
People are talking about weed as if it's the rediscovery of the wheel and fire. This is an easily replicated farm crop that requires very little skill, capital outlay and maintenance.
Care to share your thoughts on the zebra-striped elephant galloping through the green house?
Q: Do you believe BTE is undervalued with oil being above $50 a barrel. if i remember correctly the last time oil was above $50 a barrel BTE was trading around $9 per share. what are you thoughts?
Q: Any explanation why SYZ has been so weak for the past month? It's down again today. Is it a case of no news from the company coupled with only one follower (5i) of the company? Is this a buying opportunity or a time to move over to something more interesting (and more followed)?
Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.
Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?
Q: tck.b @$.00 vsn @ $7.00 is dundee reit getting close to being an ok long term hold. a disliked stock that is fundamentaly cheap with a n ok payout ratio that will soon have a lot of cash on hand which i like. your thoughts please or do you have other stocks you think are also good canidates with a good yield and cheap
Q: Could I have your thoughts on AC? Specifically current stock price run up vs business prospects? The sentiment and the stock trajectory is good but everything has its limits. I am looking for a reason to sell (so is the stock still a buy?). AC has grown to 3.5% of my portfolio (up 40% now).
Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry