Q: I am trying to quantify the new political risk owning this name. With the transaction for GBT being in Brazilian Reals I expect most of its revenue is in Brazil, however your report mentions Argentina and Chile as potentially unstable and there is a total of 10 Latin countries it operates in.
Can you break down the revenue sources for GBT by country please?
Q: I have nothing relating to the Healthcare sector and would like to fill this gap. Considering both the Canadian and US markets, what are your best suggestions?
Much appreciated. RAM
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?
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