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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: In view of the GBT acquisition, expected increase in revenues, what would be a fair price based on the industry average PE ratios, at the end of 2020 ? Do you think GUD will remain in the dog house for investors much longer ? I would have thought the GBT acquisition would have have changed investor sentiment, but clearly has not. What needs to happen to move the stock ?
Thanks
Read Answer Asked by Luc on June 01, 2020
Q: Hi,

What is your valued opinion of Kneat these days?
The last question on Nov 2019 indicated the sales valuation at 12x was concerning. Has that number come down enough for you to be more favourable as a spec buy.
They recently had another good quarter (Q1) with good % increases (albeit likely from a small base). They seem to be signing a number of contract wins last few quarters and I like that it is a SaaS based revenue model company.
Who might their other competitors be in this field? And any idea what their market penetration might be, for the competitors or for Kneat?
It would be for a spec buy and to initiate a 1/3 position.

Cheers,
Steve
Read Answer Asked by Stephen on June 01, 2020
Q: Thank you for the information on CloudMD, I accidently had it flagged as private, my follow-up question is, I was interested in the company due to the remote health services and digitizing the medical sector, I did well with a company in the past in this space but it was bought out and looking for another. I know Telus is in this space but very small compared to it's other business. Any suggestions?
Read Answer Asked by Tim on June 01, 2020
Q: Hello. Looking to allocate some more capital to health care. What are your top 3 growth stock recommendations in US health care. Already own ILMN, BIIB, and MDT. Need some small to mid cap names that have good 5-10 year runways!
Read Answer Asked by Ryan on June 01, 2020
Q: DOC Can you give me a summary of your views of this company
Can you also provide some technical analysis for this company? For example: The amount of Debt its carrying, etc.
Read Answer Asked by Michael on May 29, 2020
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