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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.

Q: I follow the Balanced Portfolio & am wondering why you continue to hold GUD in the portfolio. In the portfolio it is down 47%, since Dec 2020 the price has remained at its low & the stock pays no dividend. Does 5iResearch see a favourable turn around in the near future.
Thanks … Cal
Read Answer Asked by cal on May 10, 2021
Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.
Read Answer Asked by Maureen on May 03, 2021
Q: I was interested in Jeff's follow-up comment on Excelon sales declining. Who sold it before Knight in Latam and Canada? Perhaps the reason the company made a deal with Knight is to improve visibility and awareness while giving Knight's sales force new avenues for it's other products.
The price tag does not appear to be a bargain (Knight paid $360M or double for $250M sales in Biotoscan). Surely Goodman sees value in this deal. If there was no effort before then potential must be factored in and I suspect Latam is the more coveted marketplace. Can you comment and provide any previous history with sales of this product. Alzheimers us unfortunately, not going anywhere soon.
Read Answer Asked by Steven on April 27, 2021
Q: Just a further comment to James' question and your answer regarding the Exelon purchase. This purchase left me scratching my head. I am a healthcare provider who works in the area where Exelon would be used. I don't see much Exelon used. As you indicated, it is a mature product. However, revenues have been declining over several years, at least according to Macrotrends (available at https://www.macrotrends.net/stocks/charts/EXC/exelon/revenue) so I don't know what rabbit GUD can pull out to wring increased revenues from this medication.
Read Answer Asked by jeff on April 26, 2021
Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!
Read Answer Asked by Ed on March 27, 2021
Q: Hi 5I team,
I am a new member and enjoying your service and advise, so far.
I bought GUD (the dud) back in 2017 @ 9.88 when it was Peters top pick on BNN Market Call. It really hasn't preformed well since and appears to be getting worst. I have read all the questions and answers you've provided and still undecided as to how best to proceed. What is your advise going forward, "hang on" or bail out. Thanks
Homer
Read Answer Asked by Homer on March 08, 2021
Q: Lost faith in CEO & his declaration that GUD is for grandchildren while the world is moving faster & faster.He is living on his past success.As a comparsion Well is making acquistions after acquistion, the latest being CRH,which is considered very beneficial. Has a 3% position in my TFSA bought many moons ago @ $10.16 incurring a44.6% loss.My thinking to sell it, if no catalyst in the horizon ,to buy better potential growth companies like ARKK &/or CURI.Still has 1% in non-registered a/c. Your comments.Thanks for u usual great services & views
Read Answer Asked by Peter on February 16, 2021
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