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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: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis

Read Answer Asked by Dennis on August 19, 2021

Q: Hi 5i,
I'll preface my question by saying I'm not well versed in analyzing the ins and and outs of quarterly reports and financial statements.
That said, I hope you can help me understand the great difference in the share price of LSPD and CURA, both of which i own and which I therefore want to understand better.
As i read them, the most recent quarterly reports of the two companies disclose that LSPD had revenue of 116 million to 312 million for CURA. LSPD loss per share was .38 and CURA's was .01. LSPD has 2.2 billion in total assets of which 807 million is cash and 1.266 billion is said to be made up of goodwill. CURA has 3 billion in total assets, of which 333 million is cash and 538 million is goodwill.
According to the metrics in 5i's digest for each, CURA leads in all the profitability ratios and in every management effectiveness category. Price to sales for CURA is 10.93 and price to sales for LSPD is 40.90, while CURA's price to book is marginally better than that of LSPD..
Assuming I have the foregoing stats correct or nearly so, why does LSPD trade for nearly 8 times more per share than CURA, and why is LSPD considered such a good growth prospect? While I recognize they are clearly apples and oranges, given that LSPD seems to have so far to go just to catch up to the numbers a less favored company like CURA has already reached, is it way overpriced?.
Thanks,
Peter

Read Answer Asked by Peter on August 12, 2021

Q: Hello,
If US legalization on cannabis does not happen during Biden's term, would curaleaf still be a good buy? The company appears to be firing on all cylinders and yet the stock hardly moves. It only trades over the counter and cdnx given the current status of legalization in US. I am sure if it traded on nasdaq or NYSE, there would be more exposure. Is it worth holding or consider buying more shares? Is Aritzia a good long term stock given its current guidance and numbers..? Thanks very much.

Read Answer Asked by umedali on July 15, 2021

Q: There was an update on BNN stating that Jeffries added buy ratings to the 7 pot stocks tagged above. How would you rank these stocks and do you consider any of them a buy at current levels?

Read Answer Asked by TRINA on July 09, 2021

Q: Hello Peter,
Could you please comment on curaleaf's earnings and their reach into Europe? I would have thought their numbers and their global reach would have caused the stock to surge but it was tempered.. Also, given that US is not federally regulated, i thought US companies could not go international as I would have expected them to acquire outside USA at an earlier date. Any comments. Finally, since Curaleaf trades on cdnx, and if it is to move to Nasdaq or NYSE (with federal changes), what would happen to my shares. I know if it is TSXV to TSX or NYSE, it is non-issue. I just wanted clarity if shares traded on neo or cdnx, if same applies. Thanks very much.

Read Answer Asked by umedali on March 12, 2021

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

Read Answer Asked by umedali on February 09, 2021

Q: Looking for growth companies to increase returns on my portfolio. I have chosen these four companies knowing fully well they can be volatile. Are there any reasons you wouldn't buy any one of them at these levels? My intention is to buy them as a 'growth basket'. If you think others might have more potential, please feel free to suggest them.

Read Answer Asked by Les on January 15, 2021

Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom

Read Answer Asked by Tom on December 07, 2020

Q: Hi Peter and Staff

Aside from buying Alcanna at its high and selling it at its low, I have steered clear of the cannabis space as you and virtually all BNN Market Call guests have suggested.
I was surprised Brian Madden recently broke ranks and chuckled about it on BNN and picked this as a top pick.
It was the day of the last quarter or day before its release.
Where would you rank this in the cannabis space for money that you can afford to lose but would prefer not to

Thanks for all you do

Dennis

Read Answer Asked by Dennis on November 23, 2020

Q: Hello Peter,
Can you comment on curaleaf's earnings? This company has been doing well but it looks like the market did not like its current earnings yet the company is growing nicely. Also, why would a company remove the current CEO that has done quite well for the company? Any reason for the other three stocks: jwel well, and doc to be taking a hit. Is this just short term sector rotation due to the vaccine announcement and if so, is it better just to hold these for longer timeframe? Thanks very much.

Read Answer Asked by umedali on November 19, 2020

Q: Hello Peter,
Recently the Canadian Cannabis companies surged for various reasons (short covering, and potential Biden win etc). However, I would have expected the US companies to have surged alot more given they are already operating in the US. Any comments? Also, would i better off allocating monies equally to HMMJ (Canada) and Hmus (US companies) or put more into Hmus? What is your opinion on Curaleaf?

Read Answer Asked by umedali on November 09, 2020

Q: Hi Folks,

I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?

Thanks,

Dennis

Read Answer Asked by Dennis on September 18, 2020