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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: Sorry about this...but it's another TSGI question

If this was a brand new company that you were considering and you were making a decision to deploy based only on numbers (8x earnings, 5B debt, guidance where it is) BUT NOT based on past performance, analyst expectations or missed quarters what would your enthusiasm be like for buying? Does the price when weighed vs debt vs projected growth dictate a strong buy? Is growth not good for a company priced where it is or is growth "less than expected" and therefore viewed as bad?
Read Answer Asked by Tim on March 07, 2019
Q: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Read Answer Asked by Tim on March 07, 2019
Q: I have read here and elsewhere that that VEE does not hold stocks directly, but rather via its US listed counterpart VWO. However, I can't find any confirmation of this on the Vanguard side or in the VEE prospectus. The Vanguard Canada page for VEE implies that stocks are held directly. Can you please confirm that this is in fact the case? Thank-you.
Read Answer Asked by Stephen on March 07, 2019
Q: Like many here I suspect, we missed the cannabis event completely. Fearing to be too late, trying to ascertain whether to enter via an ETF like HMMJ (the only one I can find with any kind of liquidity) or do I try to build a small "equal weight" holding of the 5 or 6 stronger entities in this space. So how would you rank today the top 5 or 6 entities trying to build a presence or should one try to follow on the coat tails of an established company trying to enter the cannabis space like ATD.b or one of the liquor companies?
Read Answer Asked by William Ross on March 07, 2019
Q: US announced their withdrawal of duty benefits on Indian products. But it did not seem to matter for India’s stock markets...have been rallied since the announcement. Can you explain why? I thought the opposite should happen. Thanks.
Read Answer Asked by Liping on March 07, 2019
Q: Am I missing something here or is it just the quirks of the market. TSGI has massive debt and missed some numbers but it goes up because " it's not as bad as some thought it could have been". GC does not have a long term problem, has solid growth metrics, is just getting started in Ontario also missed estimates and the price goes down. What's the rationale.
Read Answer Asked by Clarence on March 07, 2019
Q: Hi team,

How do you feel about Alaris Royalty these days, specifically wrt their most recent Q4 and year end results?
Earnings certainly looked pretty good! Do you feel they are sustainable going forward?
How does their stated 'outlook' read to you?
Is the pain of the past 2-3 years behind them now?
They have an unusually high yield and I realize this does add some risk when the yield is above 5% but perhaps they have finally turned the corner.

As always, appreciate your insight!

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2019
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