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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: Acquisition of HyGear and a $100 million bought deal announced...thoughts?

I see there is a bought deal offering and also a private placement. Does this mean some shares will be sold to the public and some will be bought privately? With the bought deal price of $5.80, do you think the share price drops this much?

Would you add, hold or sell on this news?

Cam
Read Answer Asked by Cameron on December 09, 2020
Q: The cash position in the Growth Portfolio is just over 10%. This seems unusually high: please explain your rationale. Thx
Read Answer Asked by Penny on December 08, 2020
Q: Hi Peter, re: your reply to Jamie re: GUD; why will earnings fall next year ? Aren't they currently close to zero ? Shouldn't the new mfg ability increase earnings ?
This is currently the sole loser in my portfolio (as I'm getting good at cutting losses before they get worse) but like many I've held on it to doggedly for years despite its chart since I really want Jonathan G to do well. There's definitely a lesson in that. Thanks, Paul
Read Answer Asked by Paul on December 08, 2020
Q: Hi Gents,

Wondering if you could speak to the value of GUD shares.
My calculations are that there is $3.31/sh in cash, which at Friday's price of $5.29, leaves $1.98 for the rest of company.
At $1.98 the company ex cash is worth about $260M. My modeling shows a forward P/E ex cash below 8x. Plus you get the potential of another game-changing acquisition which would likely be very accretive.

What am I missing here at $5.30/sh??
Read Answer Asked by JAIME on December 07, 2020
Q: I am deploying a lump sum and I had an initial 1% position if LSPD bought at $56 in middle of November. I am up close to 40%. I know they signed a new deal in the U.S. yesterday and there's good momentum. Should I take my quick profits or let the value of the stock build. I originally was planning to build a 3% in LSPD over time. Its tough given the valuation is so high, but may go higher or may be much lower in a correction.

Thanks,
Jason
Read Answer Asked by Jason on December 04, 2020
Q: Which three companies in the growth portfolio are you most bullish on today? Looking to add to existing positions.
Thanks
Read Answer Asked by Curtis on December 04, 2020
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