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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: Thanks for your reply to my Knight Therapeutics question. Can you be more specific about
two parts:
1) Do small shareholders in GBT have to sell?
2) The stock price is surprisingly weak - do you think medisen is selling now to fund their share re-purchase or can you speculate any reason why selling is going on now after waiting so long for a big, non-dilutive cash purchase? It is a big surprise to me.
That's it.
Thank you.
Read Answer Asked by Steven on February 14, 2020
Q: Your last report on this company had FWD EV/EBITDA at about 13. What is that ratio now? I am concerned the stock has appreciated well past its fair value and is due for a sharp correction.

The 5 year chart shows an incredible change in trend starting in 2019. I have rarely seen this type of chart continue higher.

I am considering selling the position and buying back in $5 or $10 lower. Is this getting too cute or prudent profit taking.
Read Answer Asked by Chris on February 14, 2020
Q: Your comments on their results. Is there a stock split? Thank you
Read Answer Asked by Margot on February 14, 2020
Q: Dear Sirs,
I posed a question recently regarding the new issuance of debt by Great Canadian Gaming ( 5 1/4% Dec/2026) and was directed to the archive. I have found commentary on the company, but nothing specific to this debt issuance and your view of this particular instrument as an investment. Your analysis would be most appreciated.

With thanks.
Read Answer Asked by Brad on February 11, 2020
Q: TFI International has indicated it will be offering 6 million shares for public offer.
Am I correct in assuming it will be at a discount to current market price which will put some short term downward pressure on the stock price?
If this is correct would it be prudent to sell now before the price is announced and buy back in when the "expected" downward pressure comes into play?
Thanks
John


Read Answer Asked by John on February 11, 2020