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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: Knight Therapeutics (GUD) is my largest holding. Each morning, I get up and while doing the usual ten minute standing ab routine to get going, I wonder what Johnathan Goodman is doing. Unlike me, he has about $760M in cash in his pockets and, again unlike me, he seems unwilling to part with it. I completely understand this is a long term investment and I look at it as a form of security for our future but if he were to go out and buy "someone big" with a product line and a sales force, I can't help but dream that this stock will multiply significantly. Can you send him a message and tell him to start doing those ab exercises. He needs to get moving.
Am I being a little impatient and do you see any signs of activity that might be remotely encouraging?
Thanks.
Read Answer Asked by Steven on May 30, 2017
Q: A former financial advisor friend of mine tells me to be cautious regarding ETFs in a downturn because they have not been tested yet. He informed me that the sale protocol is different between selling a mutual fund vs an ETF and that the ETF could be more volatile. So far I have found both to be less volatile than simply holding stocks which to me can move up and down much more rapidly. For example: PKI moves significantly from time to time while FAI which holds PKI among other stocks moves up and down marginally due to the variety of stocks held. That being said, if there is a strong correction would a mutual fund be a better hold than an ETF of similar holdings?
Read Answer Asked by John on May 30, 2017
Q: Hello Peter
Do you think the AI is the next big thing ? If so which 3 companies you think will benefit the most and that you would recommend to invest.
Thanks
Claudio
Read Answer Asked by claudio on May 30, 2017
Q: I have sold my shares of GE, and would like to replace it with something that is growing a bit faster. Could you suggest such a company for me. Thank you! Dot
Read Answer Asked by Dorthy on May 30, 2017
Q: What are your thoughts on yamana gold notwithstanding your preference for B2, kl, and agnico. I understand yamana has diluted itself as well as put its focus on a single mine, as well as the brio disappointment, not to mention the price of gold which has languished. Yet.. with favourable gold seasonality approaching, and the backdrop of geopolitical issues, if this mid-tier stock were to move downward toward around perhaps $3.30 again could you make a case for purchase of yamana ?
Read Answer Asked by Vicki L on May 29, 2017
Q: Hi 5i,

People on social media (myself included) are trying to understand why there is such a high short position for AUPH, best guess is around 12mm. Also, there is confusion regarding the growing institutional holding of around 45% (best guess), are they taking shares from retail. Further, no one seems to fully understand the implications of the options traded (puts and calls). Can you help clarify, is it possible to read anything into these activities?

Many Thanks,
Read Answer Asked by Mark on May 29, 2017
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