Investment Q&A

Q: HI team,

I am looking to start a RESP with a 15+ year time line. My 5 month old son loves the stomach churning world of small cap investing, just like his old man. What are your thoughts on putting all 2500 of this year's contributions towards PHO at its current value. I was also considering allocating 1000 shares in PHO and the remaining in GUD. My thoughts are that we start off with some higher risk/growth opportunity, which can be throttled down as our time line decreases. I would appreciate any strategic guidance or alternative suggestions.

Thanks

Q: 5i research has always been big on gud. It appears that investors are becoming impatient waiting for the company to make a move while sitting on so much cash and the share price trading below $10 for the first time in a while. Is there anything to indicate that some type of purchase is in the offing? Thanks for your response.

Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you

Q: Your April 27, 2017 response says GUD's patience does not mean anything is wrong. Goodman is currently away in Israel for discussion with Medison
Biotech. Hope GUD goes commercial in 2017. Any comment on this move ?

Q: Hi can you rate the above four companies in terms of long term growth potential, from best to worst. Safety should play a minor factor as well.

Thanks

Q: Hi Team. Comments on earnings on the two. Both look like a beat. Gud down and pbl up after news. Do you see good long growth from both. Thanks.

Q: GUD. Should my entry point of 10.15 be breached, should I remain in, and hope for the best ?

Q: Please your comments on reults of GUD & SYZ released today.Thanks for your normal great services & views

Q: Not much in GUD's Q1 earnings but could you provide commentary.

Q: Today is GUD' s annual meeting and owning some stock means i can attend. But is it worth the traffic and time or just the online documents be just as good ?
There aren't to many in this area that i can attend except WSP tomorrow and SIS next monday.
Would it be a learning experience?

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Q: When do you expect GUD to be successful with buying back ENDO at the earliest ?

Q: Hi,
I'm young and have good income, good risk tolerance and no need to withdrawal any of my investment dollars anytime soon. I'm looking for long term growth mostly. Currently I hold the listed stocks, do you see any names that jump out as really bad/ should sell? Is anything really lacking and maybe should be added? Right now everything is held in a tfsa.

Thanks!
Dave

Q: I'm looking to take a long term position in CRH given the recent pull back and need to get into the health sciences sector. Would this be a good choice or should I invest in GUD instead or perhaps both?

Q: Good day

I will like your assistance on guiding my investment decision. I have read your report on Knight Therapeutics. After Knight has deployed its war chest($736,000,000), you are forecasting earnings per share of $0.59, plus the EPS for the last quarterly report of 0.06$. If earnings grow at 15% per year for the next 5 years, then in 2022, EPS will be :

2017 2018 2019 2020 2021 2022

$0.65 $0.75 $0.86 $0.99 $1.14 $1.31

I am assuming cash is deployed this year, the share count remains constant and investors in 2022 are willing to pay 15 times EPS. If this scenario holds, then in 2022, the share price should trade at around $20 (1.31 X 15). At current price ($10.60), this scenario would result in an annual rate of return for the next five years of 13.1%. Are you comfortable with my scenario or would you change some of my parameters ?

Gilles

Q: GUD. The stock seems stuck at 10.50$.

Would you advise simply resilience, and awaiting the outcome ?

Q: Hi,
I currently hold half positions in GUD and PHO. I would like to top one of them up to a full position. Which of these 2 companies do you think would be best to top up? Or do you think both should be topped up?
Thanks for all of your great advice.
Rob

Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!

Q: Hi,

Knight has been flat for months while Enercare has been growing. I have a slightly overweight position in Knight and underweight in enercare. Thinking of shifting some money from Gud to Eci? What do you think?