Investment Q&A

Q: I own the model portfolio (thx) for the great returns.
I am looking at adding GUD from the growth portfolio. I am very impressed with Jonathon Goodman and what he did with his previous company. I am thinking of a 5% positon or would you leg into this one with 2.5%

Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?

Q: I do not have any of the stocks in the growth portfolio but I am considering to do so and was wondering what the top three stocks are that you would recommend. With thanks, Bill

Q: Any reason GUD was up so nicely on some pretty heavy volume Thursday?

Thanks

Sheldon

Q: If you could please comment on this U.S. company IMS Healthcare. I would greatly appreciate it. Can you classify it as tech or healthcare and how it compares to its historical data PE/PCF/PB and any other fundamental that is important to you. Would you still prefer GUD over this stock? My worry with GUD is that they do not use their cash and investors become irritated and fickle. I can benefit from IMS as it diversifies my portfolio a little more to the US.I am thinking of a 1 to 3 year hold minimum. Thank You

Q: I am looking to add one of these stocks to my TFSA. How would you decide amongst the three based on today's valuations.
Thanks

Q: Good Afternoon,
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.

Q: your take on knight going to market again to raise cash,so instead of 425,000,000 cash they will have 625,000,000 cash, but he doesn't seem to do anything with it, he has done deals but nothing major,with this war chest i am not sure i get the need to go to market again. dave

Q: Please comment on company results announced this morning. I am thinking about adding to my portfolio but after the results, it has dropped. Thank you for your expert guidance and I appreciate your service!

Q: Thoughts on the Q1 results for GUD?

Q: Please comment on their results announced today. What will be the safest growth stocks at this point with minimum downside. Thanks

Q: Hi guys, in a previous answer today you stated that gud is worth a 5% holding within a portfolio, what about pli? I have them both equal inside my portfolio (balance), should I lighten up on pli and drop down to a 3% and bump up gud to 7% ?
Thanks
Jim

Q: Greetings 5i; are you confident enough in GUD that you would be ok going overweight? Say a position and a half or two? I have some cash to allocate and there seem to be few names out there with such good risk/reward profiles.
Thanks again.

Q: From the growth portfolio Ihave:AVO,GUD,XTC,DRT,EFN,PLI,BOS,PUR,TNC,IT,CXR,SH,KXS.
Would you sell any of these to replace with your recent additions DBO and/or RRX.
Thanks Peter.

Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

Q: Hi 5i, I'm investing on my NEW TFSA, the stocks I'm thinking on choosing from are: PBH KXS ATD.B GUD NFI RRX OTC.
I would like to reduce the number of stocks to 4. Which one would you suggest I go with, for a 5 year investment, I would like to max my growth and I do not mind taking some risk.
Thanks

Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.