Q: Knight seems to be anxious to acquire the rights to ThetapeuticMD's new products as they have agreed to many success payments plus a $20M investment. Is this an exciting deal?
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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.
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Pollard Banknote Limited (PBL)
Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks
- People Corporation (PEO)
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Knight Therapeutics Inc. (GUD)
- Reliq Health Technologies Inc. (RHT)
Q: Hi,
I'm looking for some solid small cap companies in Canada.
Can you please list 10-15 companies and their industry.
Thx
I'm looking for some solid small cap companies in Canada.
Can you please list 10-15 companies and their industry.
Thx
Q: The sleepy gaint,GUD has awaken from hibernation for summer,& hopefully continues with positives from analysts.On 7/12,Raymond James initialed coverage with a $10.25 TP PHO--Is there any reason for today's hit on above average vol.after grind up the last few days.Txs for u usual great services & views
Q: Regarding your comment on GUD this morning, I think Canaccord raised their price estimate from $7.90 to $10.75 which could account for the price bump.
Q: GUD is up almost 10% in the past week or so. I see no news, I think its a head fake.
I've been out of the stock since $9.5 and have a limit order to buy at $7.50. What do you think?
Sheldon
I've been out of the stock since $9.5 and have a limit order to buy at $7.50. What do you think?
Sheldon
Q: If you could pick two stocks that have the greatest risk/reward to load up on what would they be? Sector and portfolio holdings can be ignored in this case.
Q: Mr. Hodson, what is this matter about GUD being reassessed for past activities dating back to 2014. Is this a serious matter ? What is the likely outcome in your opinion ?
Q: Good Morning any thoughts about the news this morning in regards to the CRA tax re-assement? Looks like CRA and QRA are challenging the sale of the voucher back in 2014 and concluded that GUD owes $42MM. Gud plans on appealing this, any thoughts on this issue?
Thanks
Thanks
- Covalon Technologies Ltd. (COV)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Chartwell Retirement Residences (CSH.UN)
- Western Forest Products Inc. (WEF)
- Knight Therapeutics Inc. (GUD)
Q: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?
Thanks, Dave
Thanks, Dave
Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Reliq Health Technologies Inc. (RHT)
Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.
Thank you
Thank you
Q: Mr. Hodson, today GUD and CSU concluded the day respectively at $8.02 and $1049.95. Do you consider these prices appropriate for the time being ? Is there any action you would recommend regarding either of these stocks, or is everything fine ?
As GUD reached $10 in the past, do you foresee the stock reaching that value again ?
Recently, you recommended awaiting a few weeks before buying more GUD shares; are you still of the same view in this regard ?
As GUD reached $10 in the past, do you foresee the stock reaching that value again ?
Recently, you recommended awaiting a few weeks before buying more GUD shares; are you still of the same view in this regard ?
Q: Analyst David Kideckel, from Beacon Securities, recently issued a buy rating for GUD, with a one-year price target of $10.70. Makes sense and is likely to occur in your view ?
- Knight Therapeutics Inc. (GUD)
- Trevali Mining Corporation (TV)
- Pioneering Technology Corp. (PTE)
- ECN Capital Corp. (ECN)
Q: Hi Peter,
The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:
In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).
If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.
Please deduct as many credits as appropriate. Thanks as always.
The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:
In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).
If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.
Please deduct as many credits as appropriate. Thanks as always.
- AbbVie Inc. (ABBV)
- Johnson & Johnson (JNJ)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- iShares U.S. Medical Devices ETF (IHI)
Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Knight Therapeutics Inc. (GUD)
- Reliq Health Technologies Inc. (RHT)
Q: Risky but growth possible similar to pho,which other stock would you recommend?
No consideration to sectors.
No consideration to sectors.
- Sylogist Ltd. (SYZ)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU
Thank You
Clarence
Could you name a few other companies that you cover that have management quality similar to CSU
Thank You
Clarence
Q: Good afternoon guys:
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.
Thank you
Mark.
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.
Thank you
Mark.
- Knight Therapeutics Inc. (GUD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- HEXO Corp. (HEXO)
Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.