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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: If you have lots of questions in the queue, this can wait, no rush.
You sometimes say GUD is dead money it has been and may still be I agree. However I have 300k of GUD and the last 6 weeks I probably saved 60k since most of my other stocks are down 20 to 25% and GUD has held up. Now suppose I take the dead money approach and invest my 300k in dividend paying stocks say 5%. That would give me 15k by Nov 2019 assuming those stocks keep their value no guarantee there. But if I keep my GUD it needs to go up .41 cents to $ 8.68 as I write this to cover the 15k. Question, what are the odds GUD will trade at 8.68 one year from now ? What are the odds it will trade down .41 cents ? As a fund manager you would respond one way, but would like your view as a personal investor.
And if they do make a large acquisition, I suspect the sp would jump 20% at the open, and this why I keep GUD my biggest position. Question do you agree ?
As you I am disappointed they have not made a large acquisition, I am questioning if they ever will based on their strategy since inception. After all Mr. Goodman did say this was for his grand kids. He has money, is in no rush obviously, perhaps prefers a stress free life at this point of his life. When did you speak with him last time or to management ? They would never reveal they were ignoring a large acquisition anyway. Question do you feel he has the drive for a large acquisition ?
Thanks, for your help.
Read Answer Asked by Luc on November 14, 2018
Q: Hi,

I would like to get your opinion on the following healthcare and industrial stocks I am planning to buy in equal amounts. Would you recommend any other stocks for long term investments under my registered accounts.

Healthcare:- ABBV, MDT,PFE,GILD
Industrials:- HON,ITW, UTX

CELG is at a better value currently. Would you buy that instead of ABBV ?

Appreciate your service.

Thanks
Ninad
Read Answer Asked by Ninad on November 08, 2018
Q: I have noted your critical comments from time to time about PLI management. We who have held this stock patiently for years and years share your frustration. But I think those who study the amazing product they are trying to licence realize it could well be a game changer for the sick people yearning for a cure. Anyone who buys into the drug field knows the process is long and tedious but if successful the prize is huge. So I am not sure it is fair to blame management for the delays; I think the system is what it is and we who believe in the product must sit and wait. I would appreciate your thoughts on my observations.
Thank you, Peter
Read Answer Asked by Peter on November 08, 2018
Q: I own OHI (2% weighting) in my RRSP and over the past year have seen a decent run up in the stock. The dividend is now 8%. Can I get your thoughts on the company, short position and if you feel a move out of OHI to either BIIB or PFE would be advisable. Or just add a 2% position in these other two companies? 15+ year investment horizon.

D
Read Answer Asked by Don on November 08, 2018
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