Investment Q&A

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.

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Q: I am thinking of putting my TFSA of 70 000$ equally between CSU ans GUD.

Would that make sense ?

Q: Hello Peter and Ryan,
All three stocks are hitting all time highs. This is a good sign. They all seem to have good fundamentals and technicals. Given that they hit all time highs, if i want to increase my position, is it best to wait for a pull back or just allocate the money and in the long run getting them 4 or 5% cheaper won't matter much. Please advise. Thanks

Q: what are you top five growth stocks. please rank them on risk reward level. thank you.

Q: What is your analysis of their latest earnings?
Thanks for all your expert information.

Dave

Q: Hi Team,
If GUD does purchase Paladin, would that likely lead to GUD going from being equity concentrated and cash rich to being diluted or taking on significant debt with lower levels of cash? I am assuming ENDO would only want a cash deal given it's high debt levels. GUD would have to issue debt or equity presumably to close a deal.
Thank you, Michael

Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

Q: During the process of analyzing a companies quality the management team is often referred to as an important factor by many analysts. During your many years in the industry who would rank on your top 5 all time list of CEO+company combos for creating investor satisfaction. Or in other words, if someone started a brand new company today who would you invest in on day 1 based solely on their reputation?

Q: knight is by far my biggest holding, watching it drop from 9.80 to 8.50 this morning was painful, I kept buying all the way down.
and then 20 minutes ago the news comes that knight is in negotiations to buy back paladin at a much lower price,whats is your take on this as the stock rockets higher. dave

Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?

Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?

Q: knight, has been trending lower, is this because he is slow deploying the 600 million of cash or am i missing something. dave

Q: Hello Peter,
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed

Q: Hello Peter,
Given the issues with some world banks, I have decided to hold off buying XLF. Do you think i am overly concerned here? Second, Sienna Senior Living is either stable or goes down a bit where as Chartwell continues to grind a bit higher. Any idea? Lastly, ATD.B has pulled back a bit. Do you see this as a good opportunity? Alternatively, i was simply thinking of increasing my weights on Savaria Corp given the results and forward guidance and Knight Therapeutics as it seems like it is becoming a health care fund with great management. Please advise fo your thoughts. Thanks again.

Q: I am in my early 30's and wanting to start a TFSA growth portfolio (modeling 5i growth portfolio). I am looking to invest 10,000 today, and 10,000 subsequent years. What names would you suggest to start with today?

Q: after a large run up from SIS and GUD do you think the stock has become overvalued or do you still believe there is potential for these stocks to rise further? also what are your thoughts on NYX?

Q: Hi Peter and team,
I own a reasonable amount of St. Jude medical which is being purchased by Abbott - approx. half cash and half stock.
My other large cap medical holdings includes.
Pfizer, Merck, Medtronic, J&J
I also own GUD & recently bought some Savaria, small portion of EXE
Each has approx. a 1-2% allocation.

Would appreciate your thoughts about when & / or how to get out of St. Judes and what to replace it with.
I don't want more mainly pharma so probably wouldn't add Merck or Pfizer.

I like stocks with a moat such as SJM, MDT, Stryker, Zimmer Biomet and Savaria.

I don't know enough about Abbott to decide if I should simply take the shares. If Abbott is going to be more of a device / equipment company and looks good here I would take the shares.

I am happy to hold these 5-10 years (probably longer) and am close enough to retirement - 3-5 yrs that income and lower risk become more important.

I would appreciate your input as to strategy here and what to do with the cash / shares.
Could you rank the above names taking these factors into account?

Thank you in advance for the great service and your input. ( Please subtract the number of questions you think is fair.)


Tulio

Q: Despite your recent comment that Knight is likely in no hurry to invest it's $600M plus
cash, the share price is on a roll and hitting 52 week highs. Is this excitement over the former Paladin executive joining the team, mitigating any health risk that Mr. Goodman may encounter or just enthusiasm for their big bank account pre-election anticipating the possible emergence of bargains depending on who wins? Thanks.

Q: Peter and Team:
Do you feel a Democratic Presidential win would have short or long term affects on GUD's business model and share price?.
What is their overall exposure to US markets.

Thanks as always

Phil