Q: Gud was doing ok until Mackie downgraded it on Jan 4.I have a 0.50 position @ $10.Should I add now or after Jan20. CRH was recommended by a guest on BNN on Jan 6 basing on ROC of 104% & undervaluation.Please comment.Appreciate u usual great services & views
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
-
WSP Global Inc. (WSP)
-
Stantec Inc. (STN)
-
Knight Therapeutics Inc. (GUD)
-
Health Care Select Sector SPDR (XLV)
Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
-
Chartwell Retirement Residences (CSH.UN)
-
Knight Therapeutics Inc. (GUD)
-
iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
Q: Ryan,
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
Q: I have a 1% weighting in Knight, with its recent addition to theTSE and its recent rise to new levels would it be advisable to double the weighting in a balanced diversified portfolio looking for some growth?
Thanks.
Thanks.
Q: As an added comment on an earlier question on GUD, the increased Short position may be more a result of the financing. Traders may have short shares to hedge their position bought in the financing and lock in a gain. Not necessarily a reflection of the company, in this case.
Q: After market closed today GUD announced investment in SYNR.Please advise impact.Appreciate u usual great services & views
Q: Hi Group Hoping for a prosperous new year in 2017 for us all. I got ahead of myself and purchased $5.000 of GUD. What the penalty for this I bought it last Friday Dec 23 ...Can I reverse it and then purchase on the 2nd when markets open or?
Q: long term obviously looks very good .I hear talk of gud setting things up for solid purchases and takeovers . shorts are starting to come into this stock. shorts have made a ton of money in this sector why not try and take this one to its knees . do you think the shorters that are moving in are the same as pli. cxr or .....gud has no debt good management your thought thank you.
Q:
What effect does Knight or any other company being upgraded to the TSX
What effect does Knight or any other company being upgraded to the TSX
Q: Which of these two is your preference at current prices? I have no exposure to healthcare at the moment.
Thx
KR
Thx
KR
Q: What is your assessment of the latest development at GUD and the relatively subsantial price drop?
Thank you
Henry
Thank you
Henry
Q: Hi, I have roughly about 120k in a resp for my two children who are 14 and 12. I went to cash before election unfortunately in hindsight as it was 75% index funds and 25 percent bond funds. Going forward, as there are 4 years remaining before university I want to remain somewhat defensive but still have growth as I believe the markets will continue higher over the next couple years as The big Fed day is over, and markets remain resilient. I was thinking about zwb,Zwu for defence and income...7% yield, at 30 k each. Zsp for us market and currency exposure at 30k. mg and gud at 15 k each for some growth. Am I being to aggressive at 5 years away from university? Do you recommend any changes to this approach? Thanks for your opinion and advice and Merry Christmas!
Q: I am thinking of adding one of these to my TFSA. What would be your choice and why?
Thanks. RAM
Thanks. RAM
Q: Mr. Hodson, do you foresee an upcoming update on the September 17, 2015 report on GUD ?
Q: Hi there,
GUD has lots of money already, it is out of the question to think they may be considering a run at Paladin?
Thnx,Simon
GUD has lots of money already, it is out of the question to think they may be considering a run at Paladin?
Thnx,Simon
Q: Good Morning,
Would it be a good time to buy some more GUD
with the stock being down so much today?
Thank you always for your great help.
Would it be a good time to buy some more GUD
with the stock being down so much today?
Thank you always for your great help.
Q: Another raise of 75 million,
Old saying the bulls have their day the bears have their day and the pigs get nothing,
Has goodman gone to far with this raise or do you think it is because he has a huge deal planned. Dave
Old saying the bulls have their day the bears have their day and the pigs get nothing,
Has goodman gone to far with this raise or do you think it is because he has a huge deal planned. Dave
Q: Hi Peter, just curious why Knight would do a bought deal for a relatively low amount ($75M) vs their total available cash. Is this because they thought when the stock hit $10 that it was a great price ? Thank you, Paul
Q: Knight is hitting new highs. I woukd like to add to my position bringing it to 6 percent of my portfolio. If they buy pieces of valeant or endo I woukd imagine the street would consider a net positive for the stock. Your thoughts please.