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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: Lot of investors with astronomical results pick up good companies way earlier than others. I am following some people on Twitter with results of like 1000% in one year. How do you identify these companies early when they have minimal revenues but something in demand. What would be the top 5 go to stocks in this category in Canada and US which no one really knows much about and with not much analyst following?
Read Answer Asked by Imtiaz on April 07, 2021
Q: Hello,

The last question about this company was in October 2020. I'm curious to know your thoughts on this one now that the the GMP shares tender is a few months behind us. I note that a director purchased $260,000 worth of shares in late December at just under $2.00/share.
Read Answer Asked by Marc on April 07, 2021
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Read Answer Asked by Frank on April 07, 2021
Q: Hi the great team, in the past you have mentioned exceptional growth companies. My guess is that you are referring to revenue and eps growth. Please name 5 of such companies with less risk. Thanks.
Read Answer Asked by victor on April 07, 2021
Q: I have recently received rights issued from a common share holding in SQM. I can't locate information on the rights, e.g., right to buy at? time expiration - can you provide some insight or, alternatively, a link that provides that information. I've looked on the company website, investor news releases and looked up the rights on the TMX (ADR) but can't find anything
Read Answer Asked by John on April 07, 2021
Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?
Read Answer Asked by kelly on April 07, 2021
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
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