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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 guys - you've mentioned a few times that the market has shifted from growth to value recently. Assuming we can't time the market with any consistency over the long term, how could someone who is dollar cost averaging take advantage of theses rotations in the future from an ETF perspective? Would it make sense to buy VUG (growth) and VTV (value) and actively purchase more when one fund is considered "down"? Is there a strategic way to determine which fund you would allocate more dollars to with each monthly purchase? Thanks for the guidance.
Read Answer Asked by Marc on April 07, 2021
Q: My question is regarding value metrics for CPX. I compared EV/Revenue for the above utilities and CPX is lowest at 4.66, followed by FTS at 5.96. FTS has the lowest P/B at 1.49; CPX is the next best at 2.00. As an income/value investor, is CPX a value diamond in the rough? I know it keeps missing estimates, but I would get a yield of about 5.5% while waiting for financial results to improve. Your comments very much appreciated.
Thanks!
Read Answer Asked by Grant on April 07, 2021
Q: For growth and potential dividend increases, would you please rank the six Canadian banks (the ‘big 5’ plus National) in order of preference to buy now?
Thanks!
Read Answer Asked by Heather on April 07, 2021
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: Hi 5i
I've been asleep at the wheel with Roku - looking for pullbacks and yet to start a position. What are your thoughts on it currently? Would you expect any further pullbacks, that is, do I stay patient or bite the bullet already! ?
I generally hold positions long term - sometimes too long to my detriment.
Thanks
Mike E
Read Answer Asked by mike on April 07, 2021
Q: Hi Gang, can you please give me any information about this company? How would you rate it for2-3 years hold. Is the price of GEVO today you would buy? Is the company cheap? Thanks
Alnoor
Read Answer Asked by Alnoor on April 07, 2021
Q: do you have an opinion of Tiziana Life Sciences
Read Answer Asked by brent on April 07, 2021
Q: I would appreciate your updated outlook on PNP, and answers to the following 3 questions:
My understanding is that this company is gradually being taken private by the family holding company. Do you believe that to be the case? Also, what do you think the rationale was for the upcoming rights offering that PNP announced last week? As an existing shareholder with a 1% position, do you recommend that I exercise the rights once they are issued?
Thank you...Glenn
Read Answer Asked by Glenn 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
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