Investment Q&A

Q: Why would this company not pay a dividend, if they are sitting on all this cash, and cannot find anything to do with it?

Q: Knight, Celestica and Lundin Mining are all trading at close to 1:1 price to book (per the Globe). Is that meaningful at all for any of these companies? Is it a "value" indicator that suggests better days may be ahead? Your thoughts, please. With 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: I have been watching CZO CLR GUD NLN PLI and GPS for some time and I am considering buying into some of these Companies at these current low prices. I have 2 questions. a) Are the fundamentals sound?? and b) How would you rank them for mid term growth. Thanks for your considered opinion

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: Hi there, I noticed a recent answer where you recommended COV and GUD for a growth and balanced healthcare name. I know it may be best to split a position in two and own both names, but if you had to buy just one which would it be - for short term (1-2 years) or long term (5-10 years)? Thanks!

Q: GUD. At the end of the day, the stock is still pretty low ($7.56). Would you advise letting it run, and await better stock price ? I bought the stock at $10.15. Will it come back at that price, with patience ?

Q: Can you estimate(technicals and experience) if there is likely to be much more selling or should I wait another week or so? I wish to add to a position that is down substantially.

Thank You

Q: Is there any meaningfull activity right now at GUD ? The stock seems stuck at $7.55

Q: Hello Peter and Ryan,
Cannimed has provided the following press release
http://www.businesswire.com/news/home/20171130006170/en/Actions-Words-Aurora-CEO%E2%80%99s-Actions-Reveal-Aurora
which basically illustrates insider selling by Aurora executives on November 28, 2017 while Aurora is in the midst of a takeover of Cannimed.
How is this recent information on insider selling obtained? I am thinking of adding to Savaria Corp giving it total of 5 percent weight and Knight to 7 percent given its recent weakness. Any comments please. Thanks again

Q: If confidence is high on GUD, am I better to buy some July 2018 calls?

Q: I recently bought ZCL based on 5i recommendation. Then after a missed quarter you drop ZCL from the growth portfolio, so I'm left holding a stock you no longer follow.
However for GUD you continue to recommend quarter after quarter based on no news or developments and a declining stock price?

Q: Are there any other names on your radar currently that might resemble a young SYZ or SIS ? Thanx Robbie

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: Hey Guys,
Just wondering what are your best 2 stock picks today with a 10 year time frame?
Thank you.
John.

Q: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.

Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?

And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks

Q: Good Morning Peter, Ryan, and Team,
I have a bit of cash in an account that very closely tracks the "Balanced Equity Portfolio". My weightings in GUD and CLS are a bit light now due to their share's pulling back. Both stocks look cheap to me and tax loss selling season is likely helping to suppress them. I would appreciate your opinion of adding to these two names. Thank you for your sage advice. DL

Q: Is there anything going on at this company?

Q: I would like to purchase a stock for my daughter, and am looking at 1 of the 2 stocks above. I understand they are very different businesses, which would you consider a better long term investment. GUD safer? SVI (venture) more torq?

Q: Please advise what you think of GUD today...is this lower price a gift for investors?
Thanks very much,
Marilyn