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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: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman
Read Answer Asked by Adam on March 14, 2019
Q: I am interested in buying a generic drug maker at this time. Which would you recommend ( TEVA or RDY). Would appreciate your recommendation if you don’t like these two.
Thanks
Read Answer Asked by satish on March 13, 2019
Q: Hello,

I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Read Answer Asked by Aaron on March 11, 2019
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Read Answer Asked by Brad on March 09, 2019