Investment Q&A

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

Q: without any health positions....what would recommend as across the board encompassing stocks. I am open to cdn or us.
Thank you.

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.

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.

Q: Hello 5i,

What is your take on the Knight Theraputics deal and thoughts on the stock in general? Is it a buy here?

Q: I have a 2% weight in GUD, would it be better to buy WELL for 2% or add to GUD? This is for a RRSP and have 5-7 years before needing to withdraw.
Thanks

Q: Management keeps highlighting how much stock they have repurchased. Even on the latest earnings call Mr Goodman made that his last point. When building Paladin Labs did management utilize the same strategy or is GUD following a different path?

Q: whats popping this since earnings? Thx

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!

Q: Please comment on earnings

Q: Knight is said to report earning March 25. Can you advise market expectation and what the effect of a miss or a beat may have.
Thanks
John

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

Q: Sell GUD and buy XBC ? Thank you.

Q: I think Goodman should send a free bottle of (Tenapanor) to each one of his shareholders to cure the irritable bowel syndrome which he has given to all of us.
Pete

Q: What is GUD current cash position and also per share. Thanks

Q: Hi,

Are we too invested in hoping this name will one day pan out. Are gains just too far out to waste time holding this security any longer?

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

Q: I have held Knight for many years waiting for the payoff. Now they are being booted out of the
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?

Q: Just wanted your thoughts on why it's drifting lower and lower. Does 5i still consider it a growth story? Been very happy with my porfolio these days, but feel sorry a bit for the small portion I attributed to GUD. Thanks!

Q: I apologize for bringing up GUD, however there seem to be quite a few people waiting to jump on this stock. (I just did)
I have noticed as the price erodes there is a buyback, insider purchase or indication of possibly something coming up; creating a small flurry of buying until it deteriorates again.
This stock has been kept in the BE because of the co. strategy/positioning, cash position and track record of the CEO.
The CEO has stated you invest in GUD for your grandchildren -so the focus is on the business and not headlines or announcements.
It seems to me the insider/corporate buying is a signal to be patient - that they aren't asleep but are investing their own money and retained earnings back into GUD because it makes good business sense.
I can't imagine propping up the price for any other reason(please confirm).
Thank you