Investment Q&A

Q: Could I get your opinion on these three stocks .
Thanks
Jim.

Q: I have put in approx $1000 in each of the 7 companies after yesterdays drop, do you see a potential for increase in the short term say 6 months to 1 year? Why is there so much interest in FIRE lately?

Q: Does this make sense? Thanks!
This is an incredibly simple idea for any Tilray shareholders but it is also a good one. Tilray (TLRY) and Aphria (APHA) are combining. They will become one, probably by August. So if you own Tilray, you will still own TLRY shares by then. If you own Aphria, you’ll own TLRY shares by then, too. But if you invest the same number of dollars in Aphria, you’ll end up with more TLRY. More TLRY is better than less. Today, the deal is worth $53.51 in TLRY shares for each Aphria share you own. That is a $27.21 net spread above today’s Aphria market price.
WHY?
EACH Aphria share WILL GET 0.8381 TLRY shares.

Q: I came across PUMP, World Class Extractions, on Jan 26 had an update on Pineapple Express Delivery, they have controlling interest. They deliver Cannabis B-B, and B-C, and also Liquor in some jurisdictions. They deliver Medical Cannabis for Shoppers Drug mart , as well as for Spectrum, medical division of Canopy Growth. Now they’re applying for license from Canadian Gov for “Sale for Medical Purposes “ for its facility in GTA. They seem relatively undiscovered, but getting attention lately. Do you think they could be a good Aquisition target by Shoppers or Canopy Growth, or any other bigger player for that matter.
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks

Q: If a stock trades on BOTH TSE & NASDAQ, does it matter which exchange I buy it on? Will the Price I pay on the TSE, be in since with the US price?

Thanks!

Q: Hi. Can I have your views on the following scenario: Currently Canopy Growth is sitting at a market cap of 21B. Aphria + Tilray at about 13B. If I am not mistaken, Aphria + Tilray beats Canopy in all the important financial metrics. Does Canopy have a better future growth profile then Aphria + Tilray, or is there a market mismatch here? (APHA up 13.5% today...)

Q: Hello Peter,
With the US elections and the senate win by the democrats, I was expecting that the US cannabis stocks would surge alot more than the Canadian ones. However, this is not the case and am wondering what that is.. For example. if you look at Aphria and Tilray, and Organirams, they have surged alot more than companies that are actually making money like Curaleaf in the USA .. Do you think this is because US companies are not surging as much due to them being on CDNX (not on TSX or NYSE) and may not be readily available for US investors..Also, can you comment on why Medmen is going through the roof in the last 5 days..? thanks very much

Q: Hi, I held both stocks, they are up nicely. I am wondering if it's time to take profit in your opinion?

Thank you,

Q: I know you are not a fan of the weed stocks but being a long time holder of Aphria I think with the change of mindset in the US and the reverse merger coming and adding in the sweetwater deal that good things might emerge here. I believe once this marriage happens a large multinational will finally make a buy in offer. If canopy growth did not have the buy in from constellation they would not be trading where they are as they constantly lose money. I would appreciate your thoughts please.

Q: which do you like best, or is a better stock in this space?

Q: APHA What is your views on this company what do you think the high will be.
Jim.

Q: Hi folks, can get your opinion of the merger between Aphria & TIlray. Aphria paid a 23% premium to hook up with tilray, to become the largest POT company. Investment community & analysts don't seem to like the deal...but I think Irwin Simon is the right person to run the new company, and has the brains/experience to make the new company successful & profitable. Can I please get your thoughts on the merger, and the future of the "new" Tilray. Thanks & Joyeux Noel, jb, Piedmont QC

Q: I have this stock, and it made a nice move last week, I read up on this stock but I am far from an expert , can you tell me if this is worth while keeping and what your opinion is .
Thanks Jim.

Q: Do you like Apha is it a buy sell or hold Thanks

Q: Can I have your updated opinion on these 3 stocks please. Are they still all in debt with negative cash flow, what is there burn rate and how much cash do they have? I was thinking of letting these 3 go and moving into GTII for a small amount of exposure. How is the balance sheet of GTII?
Thank you

Q: Do you have a preference for CRON vs APHA for a 1/2 position w/2yr outlook ? Does either have more opportunties in the US ? Is there another you prefer ? Thank you.

Q: APHA dropped sharply this morning with the following announcement. Does it look like a concern to you? Thank you!

* APHRIA STRENGTHENS BALANCE SHEET WITH NEGOTIATED DEBT REDUCTION

* APHRIA INC - ENTERED INTO PRIVATELY NEGOTIATED AGREEMENTS TO REPURCHASE AN AGGREGATE OF APPROXIMATELY $127.5 MILLION OF NOTES

* APHRIA INC - TO REPURCHASE NOTES FOR APPROXIMATELY 18.7 MILLION OF COMMON SHARES AND APPROXIMATELY $2.9 MILLION IN CASH

* APHRIA INC - PURPOSE OF TRANSACTION WAS TO REDUCE COMPANY'S DEBT AND ELIMINATE $6.7 MILLION IN ANNUAL CASH INTEREST COSTS

Q: BNN issued report this morning shows Canopy sales have been increasing since March 16th. Would you view this as good opportunities to add some Weed stocks?

Thank you,

Q: Hi folks, comments on Q results for Aphria...looks like actual profit of +.02 per share, and a beat on Revenue. Starting to see the many failures in Pot Sector, but Aphria has $500M cash, and appears to be 1 of the few leaders in Pot land. Raymond James called a bottom in Pot sector in Q1/20, stabalization in Q2 & 3 with bankruptcies/mergers/buyouts etc...and the few remaining companies start to thrive in Q4/20. Do you agree with their thesis...and do you think Aphria will be one of the survivors?? Thanks as always & stay safe, jb Piedmont QC

Q: Hi Team,

Can you please provide comments on those two stocks? What are the earnings expectation? I hold both name in my TFSA fund and current deeply under the water. Does the valuation look attractive at this level? Thank you,