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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: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??
Read Answer Asked by JAIME on December 07, 2020
Q: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?
Read Answer Asked by Rod on December 03, 2020
Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.
Read Answer Asked by Roy on December 03, 2020
Q: Hello Peter,
I thought Electrovaya's numbers were decent and yet stock sold off. Was this sell on good news and do you think it has potential in energy space? I have small position on Xebec but was wondering to raise to full position as opposed to buying Greenlane for diversification? Also, any reason why Enwave is chugging higher as your previous comments were not that positive. What has changed? Finally, is it too late to enter Shopify? i am sort of glad to have held onto blackberry and finally got a bit of pay off today.. I am just wondering if Knight may do same in the future by surprising the market with good news (I know one cannot forecast but based on its history as a company it has not done much.). Thank you.
Read Answer Asked by umedali on December 02, 2020
Q: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?

Thank you.
Derek.
Read Answer Asked by Derek on November 19, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
Q: Hi Group I have held GILD for 2 yrs and its just keeps going down is it time to take the loss ? (down 25%) also owned ABBV for 2 yrs also it to is a loser I know you like it please explain why I should continue to hold or? lastly GUD is a dog that I have been holding since the $10 plus days (they clearly are long gone is this a candidate for tax loss selling? appreciate your help on the above 3 questions
Read Answer Asked by Terence on October 22, 2020
Q: I'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.

Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?

Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Read Answer Asked by David on October 20, 2020
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