Q: I have a question about UNH.can you provide an updated view on Unh investment appeal?
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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: CPH has been really beaten up lately. What do you think is the reason.
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Q: Any ideas why Nobilis is popping today?
Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
Q: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
Q: On Saturday there was a press release regarding the results of a heart drug study and the share price of the company has bombed today. The results noted appeared positive to me however I am not an expert on the drug study details. Do you know why there is such a drastic adverse reaction to the Amarin stock price?
Q: Could you please give me your view on these two companies, and what their growth prospects look like at current prices? Which would you find more compelling in the animal health sector?
Q: Hello 5i Team,
Judging how emotional this market is, would you suggest in waiting for Savaria's earnings on Nov. 14th before stepping with a full position for a long-term hold?
The company forecasted 44 -45 M for 2018. What if they miss?
Keep up the great work!
Judging how emotional this market is, would you suggest in waiting for Savaria's earnings on Nov. 14th before stepping with a full position for a long-term hold?
The company forecasted 44 -45 M for 2018. What if they miss?
Keep up the great work!
Q: I only have GUD in the health care space. I am thinking of adding ZUH. Is there another ETF you might recommend that is unhedged? What is your view on this sector at this time?
Q: In the 5i GROWTH portfolio which holding is likely to do best in a recession? Thanks Ron
Q: Hi,
I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.
Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX
CELG is at a better value currently. Would you buy that instead of ABBV ?
Appreciate your service.
Thanks
Ninad
I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.
Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX
CELG is at a better value currently. Would you buy that instead of ABBV ?
Appreciate your service.
Thanks
Ninad
Q: I have noted your critical comments from time to time about PLI management. We who have held this stock patiently for years and years share your frustration. But I think those who study the amazing product they are trying to licence realize it could well be a game changer for the sick people yearning for a cure. Anyone who buys into the drug field knows the process is long and tedious but if successful the prize is huge. So I am not sure it is fair to blame management for the delays; I think the system is what it is and we who believe in the product must sit and wait. I would appreciate your thoughts on my observations.
Thank you, Peter
Thank you, Peter
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.
D
D
Q: Looking at adding Zoetis ( ZTS ) to my RRSP account mainly for it's growth and US exposure - have held it's former parent company Pfizer for many years. Your opinion please - seems to have been on quite a run since the spinoff.
Q: What is your take on PLI. Are the fundamentals basically OK and is it worth holding onto in the hopes of a recovery in the next year??
Q: Could I have your analysis of results today Did they meet expectations
and what do you think of guidance. Growth appears to be on track?
and what do you think of guidance. Growth appears to be on track?
Q: It's been a few months since anyone has asked about BEAT. It's been on a tear all year and apparently just announced some good results and/or guidance.
Can you summarise the recent results please and would you be a buyer?
Can you summarise the recent results please and would you be a buyer?
Q: Peter could you please give me your opinion on this small company that has come up with a test to diagnosis early stage dementia. Sounds very interesting. Is it to early to put some money to work?
Thank you!
Thank you!
Q: How old is the legal issues affect the stock?
Q: Vascepa is already fda approved and they have 200 million in sales where is the risk or is this just a partial approval from the fda pending further study and on a scale of 1 to 10 how risky is it ten being the riskiest. dave