Q: I've just started to look into GUD and I'm trying to understand why the shares have been trading down since 2017. From what I can see, earnings and revenue have been climbing, they've beaten EPS estimates the last 5 quarters, insiders are buying, the company is buying back shares, management has a good track record....what is the bull thesis or what am I missing?
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.
-
AbbVie Inc. (ABBV)
-
The Cigna Group (CI)
-
Knight Therapeutics Inc. (GUD)
-
WELL Health Technologies Corp. (WELL)
-
MEDIFAST INC (MED)
Q: I would like to double my Health sector % as recommended by Portfolio Analytics. I could also increase US portion of my portfolio but either Can or US is fine.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Q: did you have a chance to listen to the cc to see what accounts for the quarter results? Thx
-
Knight Therapeutics Inc. (GUD)
-
WELL Health Technologies Corp. (WELL)
-
Enthusiast Gaming Holdings Inc. (EGLX)
-
PENN Entertainment Inc. (PENN)
-
Greenlane Renewables Inc. (GRN)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Q: Hi 5i,
Has your patience been extended due to these results? I know you like a trend, how many more qtrs would you give GUD? Also was there any forward guidance given by the company, other than canceling shares, that would substantiat your views.
Thx
Has your patience been extended due to these results? I know you like a trend, how many more qtrs would you give GUD? Also was there any forward guidance given by the company, other than canceling shares, that would substantiat your views.
Thx
Q: In view of this great Q & very positive market response,is it time to average down on $7.37 p/p long time ago.Txs for u usual great views & services
Q: Hello 5i team,
What is you opinion on the recent quarter for GUD?
Is the CEO leadership change a good thing for the company going forward?
Andrew
What is you opinion on the recent quarter for GUD?
Is the CEO leadership change a good thing for the company going forward?
Andrew
Q: Comment on earnings
-
Sylogist Ltd. (SYZ)
-
Methanex Corporation (MX)
-
Knight Therapeutics Inc. (GUD)
-
Real Matters Inc. (REAL)
-
Xebec Adsorption Inc. (XBC)
-
Enthusiast Gaming Holdings Inc. (EGLX)
-
BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
-
AbCellera Biologics Inc. (ABCL)
Q: Hi
i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.
Thanks
sk
i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.
Thanks
sk
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Q: GUD seems awfully cheap at $5.05. Would you have any issues averaging down at this price? I see there was some insider buying fairly recently in the 5.25-5.30 range.
Q: Hi Team,
I still holding 1400 shares of GUD at a loss in my RIF account. Would GUD have any chance to go back up to say $6.30 ? or should I just get rid of it ?
Thank you for your assistance.
Appreciate as usual,
Tak
I still holding 1400 shares of GUD at a loss in my RIF account. Would GUD have any chance to go back up to say $6.30 ? or should I just get rid of it ?
Thank you for your assistance.
Appreciate as usual,
Tak
-
Mission Ready Solutions Inc. (MRS)
-
Knight Therapeutics Inc. (GUD)
-
Martello Technologies Group Inc. (MTLO)
Q: Gud,martello,mission ready.
Companies that have been very disappointing.
What are your thoughts ,is there any hope or cut the losses.
Companies that have been very disappointing.
What are your thoughts ,is there any hope or cut the losses.
-
Costco Wholesale Corporation (COST)
-
Intuitive Surgical Inc. (ISRG)
-
AbbVie Inc. (ABBV)
-
Medtronic plc. (MDT)
-
Procter & Gamble Company (The) (PG)
-
Stryker Corporation (SYK)
-
Verizon Communications Inc. (VZ)
-
Williams Companies Inc. (The) (WMB)
-
Walmart Inc. (WMT)
-
BCE Inc. (BCE)
-
Loblaw Companies Limited (L)
-
Sun Life Financial Inc. (SLF)
-
TELUS Corporation (T)
-
Fortis Inc. (FTS)
-
Knight Therapeutics Inc. (GUD)
-
Profound Medical Corp. (PRN)
-
Guardant Health Inc. (GH)
Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated
Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
Q: Good Day Great Service,What do you think will have the best growth in yet next 4 to 5 years. Thanks
Q: Would holding GUD be close to the equivalent of holding cash right now? I understand it’s a security and nothing is 100% safe but when I look at the cash in hand along with Goodman’s shares (which I assume he’s in no rush to sell) it’s probably around the current price per share. Would you see this as a viable alternative to a piece of the cash portion of a portfolio with nice potential upside long term? Thanks as always for this service!
Q: Any news for the welcomed increase of 0.29 to $5.65? Can it be sustained? Is it time to get back in Txs for u usual great services & advices
Q: Thoughts on the quarter?
Q: Good morning team,
Any idea why GUD has halted?
Thx!
Any idea why GUD has halted?
Thx!
Q: Thoughts on the leadership change? Would you consider this material news that will impact the shares (positively or negatively)?