Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!
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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: Peter: In your growth portfolio you have REAL listed as consumer discretionary. I don’t have a security in this sector. Any suggestions? I have REAL has more of a technology stock similar to LSPD, which I own. I’m also light in health care, own ATE only , thoughts on GUD, and REAL.
Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob
Thanks
Rob
Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Q: I currently own CRH. Do you think you think a switch to GUD would provide more upside?
Q: I have both GUD and PHO in my RIF both at about a 20% loss. Which one has the best chance of recovery and significant gain over the next 12 months. Thanks
Q: Good Morning,
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
Q: I am trying to quantify the new political risk owning this name. With the transaction for GBT being in Brazilian Reals I expect most of its revenue is in Brazil, however your report mentions Argentina and Chile as potentially unstable and there is a total of 10 Latin countries it operates in.
Can you break down the revenue sources for GBT by country please?
Can you break down the revenue sources for GBT by country please?
Q: I have nothing relating to the Healthcare sector and would like to fill this gap. Considering both the Canadian and US markets, what are your best suggestions?
Much appreciated. RAM
Much appreciated. RAM
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?
Q: Gud has now 51% and yet BIO trades at $10.15 BRL, about 16% below the offer price.
What do you read into this. Is there an opportunity here ? Can I buy BIO, should I ?
Will GUD offer less than they offered the private previous owners ? When will GUD start reporting earnings from this acquisition ? Do they need all the shares to do so ?
Finally do you see more analysts stepping in now with this new acquisition, maybe one or two will make it their top pick in 2020 ? Thoughts?Thanks
What do you read into this. Is there an opportunity here ? Can I buy BIO, should I ?
Will GUD offer less than they offered the private previous owners ? When will GUD start reporting earnings from this acquisition ? Do they need all the shares to do so ?
Finally do you see more analysts stepping in now with this new acquisition, maybe one or two will make it their top pick in 2020 ? Thoughts?Thanks
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Boyd Group Income Fund (BYD.UN)
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Knight Therapeutics Inc. (GUD)
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S&P/TSX Composite Index (TSX)
Q: Hi,
I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.
Thanks,
Jason
I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.
Thanks,
Jason
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Knight Therapeutics Inc. (GUD)
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Health Care Select Sector SPDR (XLV)
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iShares U.S. Medical Devices ETF (IHI)
Q: I have no exposure to health care, pharma in my RRSP and would welcome your recommendation, and rationale for a core holding.
Cheers!
Cheers!
Q: Hey guys,
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
Q: Gud or GH for long term portfolio? Risk okay. Which do you prefer all things considered? I own gud at break even
Q: Yesterday they announced the end of the relationship with Medison . However they ignored the deal with Onconova ONTX.
ONTX had a press release but GUD ignored it.
On Sedar the Medison news is posted but not ONTX. Any insight as to why ? Too small a deal perhaps ?
Thanks
ONTX had a press release but GUD ignored it.
On Sedar the Medison news is posted but not ONTX. Any insight as to why ? Too small a deal perhaps ?
Thanks
Q: After market closed today,GUD stated it is separating its business from Medison. Gud will sell its shares in Medison for $77m cash. Medison & its affilites(7.5% of GUD) will sell their shares over 4yrs.Standstill agreement Your comments please.Note that the vol.today of 502K is double av.vol of 254k.Maybe some smelled the announcement. Txs for u usual great advices & services
Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston
Q: I have a half position in GUD. Would this be a good time to top up to a full position?
Q: Knight finally does the "transformative" deal everyone has been waiting for and now it's up only 3% from early Sept (and going straight down every day). As a long suffering shareholder, any comments on this situation.