Q: Good morning. I currently have about 7% in healthcare consisting of GUD (4%) and CELG (3%). I'm considering selling CELG and buying CSH.UN. Do you see this as a good trade? Or alternatively, I could go overweight healthcare and hold all 3...thoughts?
Thanks.
Q: Very saddened to hear about the recent mysterious death of Honey and Barry Sherman of Apotex, however, will this void create an opportunity for Jonathan Goodman to enter into talks with Jeremy Desai?
Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.
Q: Good morning,
Would you buy VRX , now at $28.30 with a P/E of 5.6 (this from the Nat. Post) or are there still too many problems with this company.
Thank you,
HD
Q: Regarding RHT I see they raised some capital today. Would you consider the price of the offering to be a vote of confidence in the company ? Also it looks like the same business that PHM was in.
If the costs of the monitoring programs are covered by private health insurers or government they could be subject to fee cuts just like CRH was. Could you comment on these concerns.
Thank You
Clarence
Q: This stock VGL although very small seems also very inexpensive. It flirted with a large breakout but has since gone back to its previous range.Their business would seem to be recession proof. Would there be the possibility of some growth here. What would be the risks? I believe you mentioned in an earlier question that you were aware of management. What would be there share of ownership. Curious about your thots here.
Thanks
I already own PLI (3%) and I purchased BLUE. US last year around $70.00. I sold BLUE in September around $ 105 (happy but now NOT). Your thoughts about getting back in (1%).
Thanks,
Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK
Q: Cipher is improving and the stock is trending up. With that being said, Knight looks better for the long term if they ever deploy their cash hoard. I currently have a half position in Cipher where a tax loss can be harvested. Take the tax loss and top up my position in Knight while it's down?
Thanks!
Q: I have to sell some of my shares in my registered LIF Account by the end of the year. Which of the two mentioned above should I lighten up on. XCB looks flat and has only a small dividend. I would prefer to keep my CSH.UN for long term.
What is your opinion and reasoning.
Thank you!