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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 5I,
I am down 40% on multiple US Marijuana stocks. The ones that are taxable accounts I am considering selling and buying other stocks with potential to triple or more over the next 5 years plus. What would be your highest conviction picks to be able to accomplish these returns in US and Canada? Maybe 5 options for each? Thanks

Read Answer Asked by Tyler on May 17, 2022

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.

Read Answer Asked by Peter on January 31, 2022

Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.

Read Answer Asked by Brian on January 18, 2022

Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much

Read Answer Asked by umedali on January 10, 2022

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Read Answer Asked by Richard on December 03, 2021

Q: i own each of the listed companies ... approx 5% of the portfolio and down approx 8% overall but waiting for recovery ....what i find interesting is that broker targets overall are substantially higher, even recent evaluations ... are these recommendations worth considering when buying stocks and what is your overall assessment of this list ... while I wait for recovery or US to pass SAFE .. thx

Read Answer Asked by Bob on October 18, 2021

Q: Hello Peter and Staff
So I am a slow learner and a bad 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

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?.

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