Opinions by Scott Willis | StockChase
39
Scott Willis

Head of Research

ON STOCKCHASE SINCE Jun 2018

Grizzle


Opinions by Scott Willis


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COMMENT
General Market Comment 

June 29, 2018

Market. TSX had its best quarter since 2013. How long will it last? Will energy improve in the rest of the year? In last 4 years, you’d have outperformed if you’d just traded oil according to OPEC cutting or increasing production. Silly to fight OPEC at this stage of the cycle.

Market. TSX had its best quarter since 2013. How long will it last? Will energy improve in the rest of the year? In last 4 years, you’d have outperformed if you’d just traded oil according to OPEC cutting or increasing production. Silly to fight OPEC at this stage of the cycle.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Cohesive story with Enbridge’s Minnesota approval, Keystone XL, and Trans Mountain? Good to look at it as a whole market, because it will impact what Canadian oil prices trade at vs. the US. Incrementally positive. In Canada, pipeline constraints are already here, so we need pipelines built to allow industry to grow. The industry will continue to grow now. We could be at this same point a few years from now.

Cohesive story with Enbridge’s Minnesota approval, Keystone XL, and Trans Mountain? Good to look at it as a whole market, because it will impact what Canadian oil prices trade at vs. the US. Incrementally positive. In Canada, pipeline constraints are already here, so we need pipelines built to allow industry to grow. The industry will continue to grow now. We could be at this same point a few years from now.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Will the differential between Western Canada Select vs. WTI continue to be volatile? Volatile as long as pipes are full. There will be big swings if any operational issues come up with the pipeline companies. This will continue until those new pipelines come on.

Will the differential between Western Canada Select vs. WTI continue to be volatile? Volatile as long as pipes are full. There will be big swings if any operational issues come up with the pipeline companies. This will continue until those new pipelines come on.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Millennial interest in marijuana sector? From a demand perspective, millennials are interested in a trend where they can make money.

Millennial interest in marijuana sector? From a demand perspective, millennials are interested in a trend where they can make money.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
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_N/A

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COMMENT
General Market Comment 

June 29, 2018

Which marijuana stocks do you use to take the temperature of the sector? Only 1 or 2 bellwethers. “As Canopy goes, so the industry goes.” Canopy had a tougher quarter, so it took wind out of the sails of the market. Also Aurora to see future of industry. Aphria and the other big ones follow Canopy, because they have that big investor in the spirit space, so they have the respect of the market.

Which marijuana stocks do you use to take the temperature of the sector? Only 1 or 2 bellwethers. “As Canopy goes, so the industry goes.” Canopy had a tougher quarter, so it took wind out of the sails of the market. Also Aurora to see future of industry. Aphria and the other big ones follow Canopy, because they have that big investor in the spirit space, so they have the respect of the market.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

What do you look for in management in the marijuana space? Management team with substantial experience with distribution, as in pharmaceuticals. Because the industry’s going in the direction of health and wellness.

What do you look for in management in the marijuana space? Management team with substantial experience with distribution, as in pharmaceuticals. Because the industry’s going in the direction of health and wellness.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
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COMMENT
General Market Comment 

June 29, 2018

US drillers. Prefers Canadian names, because of valuation. Go for straight-up growth or harvesting some cash flow. Valuations in the US are getting a bit stretched.

US drillers. Prefers Canadian names, because of valuation. Go for straight-up growth or harvesting some cash flow. Valuations in the US are getting a bit stretched.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Oversupply of marijuana similar to .com era? Will black market add to oversupply? Will big players be in financial trouble? That’s one issue, but another point is these stocks imply $6/gram price, but provincial price implies $4.50/gram. That’s a worry.

Oversupply of marijuana similar to .com era? Will black market add to oversupply? Will big players be in financial trouble? That’s one issue, but another point is these stocks imply $6/gram price, but provincial price implies $4.50/gram. That’s a worry.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Specialized marijuana companies. Hasn’t looked closely at these companies. But the infused beverage space is an interesting way to play marijuana. Possible takeout opportunity from liquor and big tobacco. As long as they execute well, could be a takeout or grow their own market share.

Specialized marijuana companies. Hasn’t looked closely at these companies. But the infused beverage space is an interesting way to play marijuana. Possible takeout opportunity from liquor and big tobacco. As long as they execute well, could be a takeout or grow their own market share.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Marijuana based in Canada only a big concern? Yes, because of oversupply. If Europe had regulatory change, they could eat up the extra supply. But if don’t sign agreements now, could get shut out by the big guys. Need a route out of Canada if there’s oversupply.

Marijuana based in Canada only a big concern? Yes, because of oversupply. If Europe had regulatory change, they could eat up the extra supply. But if don’t sign agreements now, could get shut out by the big guys. Need a route out of Canada if there’s oversupply.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Natural gas futures 18 months out. Take a partial position in Tourmaline or Whitecap? We’re awash in gas in North America, with some liquified natural gas projects coming on in future that could soak up some of this. But now it’s just normal supply/demand. US shale is growing, so you have to contend with more gas in the Permian. Be cautious with gas going into the winter.

Natural gas futures 18 months out. Take a partial position in Tourmaline or Whitecap? We’re awash in gas in North America, with some liquified natural gas projects coming on in future that could soak up some of this. But now it’s just normal supply/demand. US shale is growing, so you have to contend with more gas in the Permian. Be cautious with gas going into the winter.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

Investor overlap in oil and marijuana? Retail investor is the one in the marijuana game, but institutional investors are the ones playing in oil.

Investor overlap in oil and marijuana? Retail investor is the one in the marijuana game, but institutional investors are the ones playing in oil.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 29, 2018

For marijuana, buy one company or an ETF like HMMJ? The industry is young and small, so an ETF is not well diversified. If you have the time, pick the individual names because that’s where the real growth is. An ETF lets you be fully invested in the space if you don’t have the time.

For marijuana, buy one company or an ETF like HMMJ? The industry is young and small, so an ETF is not well diversified. If you have the time, pick the individual names because that’s where the real growth is. An ETF lets you be fully invested in the space if you don’t have the time.

Unknown
Scott Willis

Head of Re, Grizzle...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT

Future? Produces plant-based medicine. They’re smart, likes the management team because of their pharma experience. Oversupply still to get through, but if you’re willing to look beyond the next year, stick with it. If you’re worried about storm clouds, put your money into a high-yielding energy stock, or another commodity, and then come back in later in 2019.

Future? Produces plant-based medicine. They’re smart, likes the management team because of their pharma experience. Oversupply still to get through, but if you’re willing to look beyond the next year, stick with it. If you’re worried about storm clouds, put your money into a high-yielding energy stock, or another commodity, and then come back in later in 2019.

0
Scott Willis

Head of Re, Grizzle...

Price Price
$1.350
Owned Owned
Unknown

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DON'T BUY
Aurora Cannabis(ACB-T) 

June 29, 2018

Buying like drunken sailors causing dilution? Started with the build, then moved to just the buy at extended multiples. Now using cash, which is tamping down return potential. Storm clouds on horizon. Supply far exceeds demand. They’re not really thinking of shareholders when they’re buying at high multiples.

Buying like drunken sailors causing dilution? Started with the build, then moved to just the buy at extended multiples. Now using cash, which is tamping down return potential. Storm clouds on horizon. Supply far exceeds demand. They’re not really thinking of shareholders when they’re buying at high multiples.

0
Scott Willis

Head of Re, Grizzle...

Price Price
$9.300
Owned Owned
No

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