Investment Q&A

Q: Regarding your comment on GUD this morning, I think Canaccord raised their price estimate from $7.90 to $10.75 which could account for the price bump.

Q: GUD is up almost 10% in the past week or so. I see no news, I think its a head fake.

I've been out of the stock since $9.5 and have a limit order to buy at $7.50. What do you think?


Sheldon

Q: If you could pick two stocks that have the greatest risk/reward to load up on what would they be? Sector and portfolio holdings can be ignored in this case.

Q: Mr. Hodson, what is this matter about GUD being reassessed for past activities dating back to 2014. Is this a serious matter ? What is the likely outcome in your opinion ?

Q: Good Morning any thoughts about the news this morning in regards to the CRA tax re-assement? Looks like CRA and QRA are challenging the sale of the voucher back in 2014 and concluded that GUD owes $42MM. Gud plans on appealing this, any thoughts on this issue?
Thanks

Q: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?

Thanks, Dave

Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?

Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you

Q: Mr. Hodson, today GUD and CSU concluded the day respectively at $8.02 and $1049.95. Do you consider these prices appropriate for the time being ? Is there any action you would recommend regarding either of these stocks, or is everything fine ?
As GUD reached $10 in the past, do you foresee the stock reaching that value again ?
Recently, you recommended awaiting a few weeks before buying more GUD shares; are you still of the same view in this regard ?

Q: Analyst David Kideckel, from Beacon Securities, recently issued a buy rating for GUD, with a one-year price target of $10.70. Makes sense and is likely to occur in your view ?

Q: Hi Peter,

The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:

In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).

If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.

Please deduct as many credits as appropriate. Thanks as always.

Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.

Q: Risky but growth possible similar to pho,which other stock would you recommend?
No consideration to sectors.

Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence

Q: Good afternoon guys:
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.

Thank you
Mark.

Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

Q: Can you provide a list of companies that are significantly beaten down, oversold, ugly? I'm looking for ones with balance sheet assets, but it doesn't have to be perfect.

Q: Is GUD any good?