Q: Hi Peter and Team! I know that Us stocks are not something you specialize in, but I was thinking that I might like to invest in a Us bank with good stability and growth potential ,or an ETF that holds a basket of US banks. Any suggestions? Kind Regards, Tamara
Q: I have been following and learning about this sector.
Canopy Growth with the announcement of rapper Snoop Dog's involvement was part of the reason for CGC's price rise a few weeks ago. CGC-TSX is listed on the TSX in Canada and on the U.S. as TWMJF-OTC.
Per Health Canada's website there are 36 Marijuana licensed companies in Canada. Not all are licensed to sell as some can only produce, and not all are public companies.
CGC-tsx, TWMJF-OTC, Canopy Growth is the 1st such company in the G7 countries to have a signed agreement to provide the product to Germany for it patients. It has positive revenue.
Alaska very recently approved recreational use for cannabis.
There has been a lot of $$ made recently for those so inclined and astute and informed. I recommend none of the companies, as everyone makes their own choices.
Some public companies:
CGC-tsx
OGI-tsxv
APH-TSXV
CANN and equipment & media surlier
FITX
PHOT
EDXC
EAPH
ENRT
FSPM
Q: Winpak announced earnings last week or so. What to you think of it? They hold so much cash on hand it's getting a bit curious why they have not been better capital allocators like capital investments. Do you also see them issuing a special dividend?
Q: I play the market such that if stocks are not doing well for a couple of months I get rid of them. I can always buy them back later. Here are three Canadian stocks that fit that criteria. ADW.A, KXS and CZO. Do you see them continuing the same pattern for the next month or so? U.S wise I know you do not deal with that market, but OCLR dropped about 10% a month ago. I got in 3 or 4 days ago, and it dropped another 8%. I have read through Seeking Alpha that the conductor space that they are in could be the reason. What is your opinion on this. Dennis
Q: About chesswood,you mentioned that it looks like the company is making itself ready to be sold or taken over.
Can you give me more clarity about this and what are the signs you are seeing?
Q: Would you please suggest a company(ies) that make paper products for incontinence? The beginning of the boomers turned 70 this year and I suspect this market will grow. Thanks for Savaria, a big winner for many of us.
Q: I'm an income investor who purchased 5000 shares of ECI at $16.57. As I am holding about 7% of my portfolio in ECI, I am wondering if now is the time to sell half of these shares and invest in some real estate as this is an sector I don't have any holding in.
Q: Being a relatively young investor in my late 20s I think I should be allocating more of my portfolio to high quality growth stocks. (I likely have too much allocated to blue chip dividend cos) I have owned ATD.B, CSU and SJ for some time and was wondering if you could suggest some other similar consistent growth cos to look into?
Q: On Friday, David Prince on BNN said that the passing of CETA would put pressure on Premium Brands due to increased competition? Please give me your comments?
Cheers, Darcy
Would you consider writing a blog in the near future regarding equity allocations to registered vs non registered, and how to do this optimally. Several subscribers routinely ask such questions.
Q: Hi all - I need an energy company to add to my portfolio. I have held off buying a name in the oil/gas/pipeline sector as I've been expecting the cycle to take a number of years for the demand and supply sides to lose inertia and start moving in the opposite directions. I don't think we're there yet (US crude draw-down reports are suspiciously counter to other indicators out there), but I'm thinking the down-side risk is for companies that will survive is pretty low at least.
Which two companies would you recommend at this time?
Q: There is an article on Bloomberg " Aussie banks 7000 mile Blockchain experiment could change trade " It's worth a read to get a better understanding of the viabiity of blockchain transactions in international trade. I believe DH Corp's relationship with Rabobank and Malauzai is designed to move DH corp into the fintech world, specifically regarding the use of blockchain transactions in international business dealings. What does the 5I team think of this and does DH have the ability to become a significant player in this area?
Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?
Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
Q: In the conference call the CEO specifically stated that share buy backs are not being considered. Their three goals for now are 1) investing in the businesses, 2) reducing debt, 3) and supporting the dividend. However they are suspending the DRIP program. What would be the logic for this?
Also, do you know, and would you consider this a management that can be taken at their word? The experience with Wi-Lan and Concordia was not encouraging.
Mike