Investment Q&A

Q: Having followed this company for some time a 5% drop in a day is absolutely not the norm even on a bad day, which this is not. It follows a 2.5% drop yesterday. Something is going on here other than normal trading. Are sell volumes very high and in high blocks indicating some major holder is dumping shares?

Q: Looking at adding a position in COV but it has really run up since your initial recommendation. Do you place price targets on your positions? If not, does this stock have a lot of room to run if added at current levels?

Thanks.

Q: Good Day, I have held GUD patiently since inception, awaiting performance similair to it's predecessor. I am getting impatient, still above water but wondering how long to sit on what seems like dead money. It is now just a 3% holding. Is patience still justified???
Thanks, Lavern

Q: Hello everyone
Your thoughts on Stericycle

Q: Do you have any information and opinion on a company called Novo Heart.

Q: On Jan 19, you gave an answer to Doris of your Crystal ball not working, but GUD, RHT, and PTE provided good potential. RHT is the same symbol for Relic and Red Hat. Both sound positive, but which is being referred to in this answer. Please clarify.
Thanks

Q: Could you please recommend an ETF relating to the healthcare sector please (possibly 3)? Should it be North American focused or more Global?
Thanks!

Q: Mr. Hodson, what is GUD likely to do with its hoard of cash ? No use to keep all that money if it is not put to some use !

Q: Could you please comment on PMN, Promis Neurosciences Inc., and if you would consider this a buy based on fundamentals, news, or any other information you may have on this biotech company.
Thanks
George

Q: Hello,crh seems to be making a good recovery,would you be ok adding to a half position?
Or do you think I should sell and move on.
Thanks

Q: Thank you for all your solid advice - you really provide a great service. I am concerned about the lack of activity/inaction with GUD. Is there a timeframe you deem appropriate before you downgrade this company due to inactivity?

Q: With Savaria being in an industry with tailwinds might a larger medical services try and asquire them?? Thx

Q: Any reason for the 3% drop today? Is this related to the Keytruda results from a competitor.

Q: Moving to stage 3 on their collestoral drug that is supposed to be better than anything on the market. Small market cap, but success could be around the corner. Please give your opinion of the company and your thoughts on a trade from sleepy GUD. Thank you 5i.

Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?

Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?

Thanks very much!

Q: Can you update your opinion of this company.It seems to be acting very well recently, at least from a technical perspective. Apparently there has been some insider buying recently.
Thinking of take a small position at this time.Would like your opinion on doing so.

Q: I have a well diversified portfolio, 2/3 Cnd and 1/3 US. In the US I have full positions in BAC, GOOG, DWDP, AAPL and 3/4 positions in MS, PYPL and half positions in FLIR, SWKS and LYB. I am happy with all these and think you have endorsed all of these recently.
I have also held a full position in US biotechs (spread evenly 1/3 each across BIIB, AGN and REGN) for 2 years and they have done nothing. My question is, would you continue to hold these biotechs in the hope/belief that their turn will come and they too will participate in the remarkable US growth, or are there simply better sectors and stocks I should be looking at? I don't want to be stubborn and recklessly hang on. If moving on is the wiser bet, what one or 2 alternate names would you suggest given my current US holdings (or perhaps add to one of the existing positions?)
You have not steered me wrong yet and I welcome your comments,

Many Thanks

Scott

Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?

Thanks, Barry

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Hi,
I bought gud at just over $10. Being at 7.92 right now and 3% of my portfolio do you think it’s a good time to average down and increase holding to 5%? Or would you view that as too much of a position?