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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: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
Read Answer Asked by Steven on April 04, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: Last February you did a portfolio review for me and it has served me very well. At that time ETF ZUH was recommended for healthcare exposure. Subsequently, I have recently subscribed to ETF & Mutual Fund newsletter. I noticed ZUH is not in your list of recommended healthcare ETFs but XHC is on the list. It has probably been so for a while and just did not notice. Should I switch out of ZUH and into XHC?
Read Answer Asked by Danny-boy on April 03, 2017
Q: I have more than doubled my initial investment in Savaria and I haven't sold any shares yet; however, I was wondering what the current forward P/E ratio is and if you would ever sell because it got too 'expensive' in the short term?

I understand buying strength and that hitting new highs is a very good sign, but say Savaria went 50% higher than it is today in a short time frame, would you ever sell purely because the valuation was too high or would you tend to ride it out and risk a pullback because after all, it is still a solid investment and a growing business?
Read Answer Asked by Arthur on April 03, 2017
Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert
Read Answer Asked by Robert on April 02, 2017
Q: Hi Peter and Team,
In your latest newsletter you mentioned to trim SIS back down to 5%. I have a very small position and hesitated on adding to it because it kept moving up and I thought I had missed my opportunity. I'm now up 150% which represents 2.7% of my portfolio (thanks for that and I'm now kicking myself for not taking a full position).
Is it too late to top it up to 5% now?

Thanks for this great service.
Rob
Read Answer Asked by Rob on March 31, 2017
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