Investment Q&A

Q: What is your assessment of the latest development at GUD and the relatively subsantial price drop?
Thank you
Henry

Q: Hi, I have roughly about 120k in a resp for my two children who are 14 and 12. I went to cash before election unfortunately in hindsight as it was 75% index funds and 25 percent bond funds. Going forward, as there are 4 years remaining before university I want to remain somewhat defensive but still have growth as I believe the markets will continue higher over the next couple years as The big Fed day is over, and markets remain resilient. I was thinking about zwb,Zwu for defence and income...7% yield, at 30 k each. Zsp for us market and currency exposure at 30k. mg and gud at 15 k each for some growth. Am I being to aggressive at 5 years away from university? Do you recommend any changes to this approach? Thanks for your opinion and advice and Merry Christmas!

Q: I am thinking of adding one of these to my TFSA. What would be your choice and why?
Thanks. RAM

Q: Mr. Hodson, do you foresee an upcoming update on the September 17, 2015 report on GUD ?

Q: Hi there,
GUD has lots of money already, it is out of the question to think they may be considering a run at Paladin?
Thnx,Simon

Q: Good Morning,
Would it be a good time to buy some more GUD
with the stock being down so much today?
Thank you always for your great help.

Q: Another raise of 75 million,
Old saying the bulls have their day the bears have their day and the pigs get nothing,
Has goodman gone to far with this raise or do you think it is because he has a huge deal planned. Dave

Q: Hi Peter, just curious why Knight would do a bought deal for a relatively low amount ($75M) vs their total available cash. Is this because they thought when the stock hit $10 that it was a great price ? Thank you, Paul

Q: Knight is hitting new highs. I woukd like to add to my position bringing it to 6 percent of my portfolio. If they buy pieces of valeant or endo I woukd imagine the street would consider a net positive for the stock. Your thoughts please.

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Q: I am thinking of putting my TFSA of 70 000$ equally between CSU ans GUD.

Would that make sense ?

Q: Hello Peter and Ryan,
All three stocks are hitting all time highs. This is a good sign. They all seem to have good fundamentals and technicals. Given that they hit all time highs, if i want to increase my position, is it best to wait for a pull back or just allocate the money and in the long run getting them 4 or 5% cheaper won't matter much. Please advise. Thanks

Q: what are you top five growth stocks. please rank them on risk reward level. thank you.

Q: What is your analysis of their latest earnings?
Thanks for all your expert information.

Dave

Q: Hi Team,
If GUD does purchase Paladin, would that likely lead to GUD going from being equity concentrated and cash rich to being diluted or taking on significant debt with lower levels of cash? I am assuming ENDO would only want a cash deal given it's high debt levels. GUD would have to issue debt or equity presumably to close a deal.
Thank you, Michael

Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

Q: During the process of analyzing a companies quality the management team is often referred to as an important factor by many analysts. During your many years in the industry who would rank on your top 5 all time list of CEO+company combos for creating investor satisfaction. Or in other words, if someone started a brand new company today who would you invest in on day 1 based solely on their reputation?

Q: knight is by far my biggest holding, watching it drop from 9.80 to 8.50 this morning was painful, I kept buying all the way down.
and then 20 minutes ago the news comes that knight is in negotiations to buy back paladin at a much lower price,whats is your take on this as the stock rockets higher. dave

Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?

Q: Im interested in buying more healthcare equities. Im a medium risk investor. What do you think of the two equities mentioned and do you have a better choice?