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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: I am thinking of putting a fairly large sum of unregistered money into Altagas just to get the dividend. I am not overly concerned about the share price unless something catastrophic happened to the company. I realize that sometimes the strongest of companies can go out of business so before committing I am wondering about the chances of something really bad happening to this company. Perhaps I am safer with a covered call etf strategy (but getting less of a dividend)? Your thoughts?
Read Answer Asked by Bradley on September 15, 2017
Q: I've been doing some calculating...

Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.

A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.

My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
Read Answer Asked by John on September 15, 2017
Q: Hi Peter,

As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.

Thank you.
Read Answer Asked by K on September 15, 2017
Q: I bought WEC.us a couple of years ago, thinking of it as a bond proxy. WEC appreciated modestly in value this past year. I just looked at updated financial metrics and WEC struck me as expensive –but I am not sure.

Is WEC a good proxy for bonds? Should WEC be sold and a 'growthier' name bought? For this question ‘growthier’ mean to me means a security that is expected to have reasonably good dividend growth, consistent with industry, interest-rate and other risks.

If, in your opinion, there are other, better bond proxies, I would be thankful for your suggestions. US and ‘Europe ex-UK’ preferred but I am also open to Canadian names you care to suggest. (If you want, disregard tax aspects. The Cdn and US Governments own 60% of me; I finally accepted that resistance is futile.
Read Answer Asked by Adam on September 15, 2017
Q: Hello 5i,

Would you have interesting companies on your radar screen that are either in the renewable energy, water, or waste sector that would be eco friendly?

Please exclude BEP.UN AQN, BLX, and INE.

(aware of market cap risk and sector risks)

Thanks!
Read Answer Asked by Elliott on September 15, 2017
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