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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: 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
Q: Could you please comment on SIS movement in share price today.
What do you think of PHM's earnings they seem to be trending in the right direction. With the aging demographic are they finally getting it together trending in the right direction. So is it time to move in to the stock. However the shares are slightly down today. Is the negative influence of the original hustler owners not subsiding? Thank you for your great assistance.
mike
Read Answer Asked by Mike on May 24, 2017
Q: I am very pleased with performance of SIS. I have a double past 12 months.

Question is what other Canadian Companies will benefit from the aging of Canadians. I read that 10,000 Americans a day reach the age of 65 ( The Baby Boomers ) and this will continue for the next 18 years. That is a lot of people that will need some form of assistance. We must have similar demographics in Canada.

What U S Companies fall into this category as well as Canadian Companies Thanks very much. bob
Read Answer Asked by bob on May 23, 2017
Q: Hi 5iResearch Team,

I have a full position on CVS for just over a year the stock has not been doing great over this period of time. I understand from a piece on BNN that Amazon is looking at getting into the pharmacy business.

If indeed that comes to past, I imagine it would impact negatively on pharmacies such as CVS, Walgreen, etc. So I am contemplating of liquidating my position on CVS. Your comments and thoughts on this would be appreciated.
Thanks,
Harry
Read Answer Asked by Harry on May 23, 2017
Q: Can you elaborate on the restatement of its financials as to timing and substance. If on April 26, why the recent drop? Have to say these medical roll up companies are not worth the ride, there always seems to be something. No desire to hold this one as it rides down but can you provide an assessment of value of the stock today and whether sale at this juncture is not advisable. I assume this may take a lot of time to change the momentum of the stock. Thx
Read Answer Asked by Patrick on May 19, 2017
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