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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: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
Read Answer Asked by Paul on December 08, 2020
Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??
Read Answer Asked by JAIME on December 07, 2020
Q: Hello: Is there any news on Canadian Companies that will be involved in potential COVID 19 vaccine management and delivery? Thanks!
Read Answer Asked by John on December 07, 2020
Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks
Read Answer Asked by Robert on December 04, 2020
Q: I submitted a question on this company, previously known as CB2 Insights (ticker: CBII), but not sure if it’s still in the queue or got missed. Sending it again just in case.

What are your thoughts on their recent earnings report and overall outlook?

Their primary business currently is providing subscription healthcare. I find it interesting that they’re a Canadian company running clinics entirely in the US. They claim profits are much easier to attain with US clinics as they don’t need to share revenue with the physicians. The doctors are only paid a salary.
Read Answer Asked by Laxmyharan on December 03, 2020
Q: Titan is trading extremely high volumes without any available information other the Q3 report. Could this be trading by personnel with insider information. What is your opinion. Is there any information that your team might have on Titan regarding this possible large increase in share price.
Regards John
Read Answer Asked by John on December 02, 2020
Q: Hi,
I own both VEEV and WELL. Apart from one being in the USA and the latter in Canada, and the size (market cap) of the companies being very different, is the business model of these 2 companies similar in any way?

Thanks,
Read Answer Asked by ilie on December 01, 2020
Q: I am surprised that there have not been more questions on this stock (I count three in the last year), given its performance (from .40 to 26.00, 5300% according to T.R.). I appreciate it was higher in past years, but, still, there must be something moving this one. It is, now, a 2 billion market cap company. Perhaps I am just missing something. I would appreciate your thoughts going forward.
Thanks
Neil
Read Answer Asked by Neil on December 01, 2020
Q: Your opinion please on the soon to be Vancouver based IPO company, 'Abcellera Biotech' on the Nasdaq.
Thank you,
Dean
Read Answer Asked by Dean on December 01, 2020
Q: I am curious to hear your thoughts about NNOX?
Read Answer Asked by AI on December 01, 2020
Q: Hi Peter,
My rationale for buying Becton Dickinson (joint replacements) still makes sense to me, and I understand that these types of surgeries are down now, but looking forward should surge. That said, it has performed very poorly over recent months and Stryker, which I understand to be a similar company, has done quite well. Can you explain the divergence? Would you suggest I hang onto (or even add to BDX) or should I admit that I picked the wrong stock and would be better switching to SYK. Thank you!
Read Answer Asked by James on November 30, 2020