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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: Never fall in love with a stock, i feel i5 has on this one. Say treating it like cash for buying an idea later, why not buy a solid income stock with a good dividend and treat it as a cash account as you say, at least you are getting something. Speaking of cash rich companies, how about buying Apple and hold it for cash, and also a dividend, no shortage of cash there.
Read Answer Asked by eugene on March 25, 2019
Q: To take Goodman's "grandchildren" analogy to heart, then, ... I'm assuming he's telling us to bail if we don't have grandkids? : /

What if our grandkids are already taken care of, and we'd like to see better results now?

Five years seems to be an awfully long time for compost to ferment, in my mind. I'm an organic gardener, so no disrespect intended here. ; )

Your thoughts, please, on his silly analogy. This slow-burning genius seems to be fizzling out, like a dud firecracker. Surely investors deserve a little something for being so patient -- maybe even a little respect.

Read Answer Asked by Sylvia on March 25, 2019
Q: To add to what Steven comment today on the Company. I respect M. Goodman view on the long term goals of the company. His analogy for is "grandchildren" and stockholders would make sense if at the very least a dividend would be paid for waiting.
This would a small way to compensate to the shareholders while we are supporting the company.
Read Answer Asked by Paul on March 18, 2019
Q: I have very little in the health care industry, I only own GUD at 1.5% of my portfolio. I am thinking of selling GUD and buying ZUH at say 2.5% of my portfolio. Your thoughts please. Or would you suggest some other health ETF?
Read Answer Asked by David on March 15, 2019
Q: I completely understand your support for Johnathan Goodman at Knight as his history is beyond impressive. However, I think Mr. Jakobsohn's proposal asks some significant questions that, as a shareholder, I would like to hear answers for. It does make me uncomfortable that his family company got involved in four deals and he will benefit more than if he had Knight involved. That seems like a legitimate concern as is the puny revenues generated in four years since Knight's launch. Conversely, Knight provided Medisen the opportunity to thrive and succeed and it is not the first time I have seen beneficiaries conveniently forget who helped them become successful once they have achieved momentum and no longer need their benefactor.
Ultimately, I do hope this exercise will help Goodman see some valid points in Jakobsohn's presentation and diversify his board and spend some cash. The articles that have appeared about Goodman detail his bargaining savvy but who would want to deal with him when it is public knowledge he has a desire to buy for nothing... I wish he would forget about his famous "grandchildren" analogy and show the investors who have supported his financings and bought the stock at $10 plus that he can still discover companies with potential and make mutually beneficial deals so Knight can thrive and grow.
I doubt Jakobsohn's proposal will go anywhere but perhaps it will reinforce to Goodman that his approach could be a little more "in the present" to his many investors/supporters.
I have a bad case of FOMO when it comes to Knight. If I liquidate part or all of my shares, I stress about Goodman making a blockbuster deal the next day!!
Would you agree with anything I have said and please provide an opinion on any value in the dissenting proposal.

Thanks.
Read Answer Asked by Steven on March 15, 2019
Q: Not a question just a statement. Here is a reminder for us long term holders of Knight Therapeutics on what the investment horizon may be.

"For investors, if their investment horizon is not their grandchildren, we are not the right company for them. Paladin had 19 years of record revenues but for 12 of those years, our stock was flat. It took us 19 years to become an overnight success." - Jonathan Ross Goodman
Read Answer Asked by Adam on March 14, 2019
Q: I am compiling a list of companies that have a large cash pile and a track record of being acquisitive and who might exploit opportunities efficiently during a recession, or other negative market event. Who would you put at the top five on that list? Thank-you.
Read Answer Asked by Alex on March 12, 2019
Q: Good Afternoon 5i,

I'm looking for companies that have little to no debt, high growth in Canada or the USA.

Some companies I hold include (which I believe meet this criteria): SHOP, KXS, NVDA, SQ, MU, GOOS.

Can you provide a few more that you like that meet this criteria?

Thanks!
Dave
Read Answer Asked by David on March 12, 2019
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Read Answer Asked by Brad on March 09, 2019
Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.
Read Answer Asked by Paul on March 07, 2019
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