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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: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
Q: GUD continues to go nowhere, and mostly down of late. It's been probably over 2 years that the story has been the same. Have patience and wait for Goodman to spend some of his $775m hoard. Recent earnings were underwhelming. Do you still feel the same way about GUD's prospects? Is there any thought of removing it from the portfolio due to it being a non-performer?
Read Answer Asked on March 19, 2018
Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Read Answer Asked by Adam on March 15, 2018
Q: Hi,
Is there a comparison between the solution provided by RHT and VHI. VHI seems to be at a level from where RHT took off last year
Read Answer Asked by manish on March 12, 2018
Q: Hi Peter and gang.
What do you think of ProMetic’s medical application and technology?

Secondly, does ProMetic have the financial strength to survive until they can turn a profit? I see analyst consensus is they won’t be profitable until 2020 / 2021.

Lastly, are there any 2018 red flags or developmental milestones we can be on the lookout for to monitor the viability of ProMetic as an investment?

Thanks.

John
Read Answer Asked by john on March 12, 2018
Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.
Read Answer Asked by Dave on March 09, 2018
Q: I have significant tax loss on PHM, losses that are not usable. I have reduced my position but still have a large quantity of shares such that a penny makes a difference to me. Is it worth to wait and see (ride it out)? Does PHM.ca even have a PULSE or was this whole thing a scam? Very difficult to find info on PHM and they don’t want to respond to questions on next date it will report results.

Is it worth keeping VMD.ca the split-off company – Viomed seems to have some activity but if the same people are behind it , is it vulnerable or does it have some reasonable prospects for future growth?
Read Answer Asked by Adam on March 09, 2018
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