Investment Q&A

Q: Curious to see Knight back to all time lows despite so much promise in years past with all their cash and careful approach; we sold it long ago but wonder what did or didn't happen here ?

Q: Hello 5i team,
GUD seems to be a self induced zombie stock. It has not moved for the past 2 years from it's ~$5.40 level. It had an earnings beat in the last quarter but as you mentioned in a past question, the EPS is very low.

Do you know when they will have their next quarterly earnings?

I tend to hold onto stocks when they have access cash for a long time (that is why I held even when you gave the order to sell), but like QTRH, they seemed to have not done much of anything for the shareholder. After holding for ~5 years, I am giving them another quarter to see if there is any movement but will probably drop them if nothing happens.

Andrew

Q: I'm still holding on to this company hoping for them to make some fantastic deal that will shoot their stock up but I plan on selling it tomorrow unless you know of any reason I should hold on longer.

Q: Hello Peter,
Greenland Renewables results did not seem to be that bad, but during the rally, the stock either stayed the same or declined. Can you comment please? During market call, the manager indicated BEP does not provide good value and feels taking dividends out of cash flow (instead of net income) does not make sense (unless i misunderstood). Also, i plan to hold AQN for dividend for long term and was wondering if that makes sense given your posted comments. Finally, is knight an example of company where one should not rely on past performance of a CEO? Thanks very much

Q: Further to your response to an inquiry about Knight Therapeutic results, could you comment in any detail on management performance. They have been in charge for at least five years, the cash position is down from $800M to $145M {after buying GBT and company shares, etc.) and the stock price is down half from the $10 plus when Goodman brought them in and then disappeared.
I know he had an accident, but I saw him on BNN a couple of years ago and he looked fine, just made too much money on Paladin.
There just doesn't seem to be any drive to improve the company and increase shareholder value. Management seems unmotivated. Should Goodman replace them or sell the company to someone who can realize it's potential before I turn 100?
Thank youl.

Q: Knight released quarterly numbers today and I would like to have your analysis of these numbers. Thanks

Kenn

Q: What are some companies that are sitting on cash which they can easily deploy to acquire other companies on the cheap? Would ECN and GUD be on this list?

Q: Hello Peter,
i am starting to realize, buying stocks based on previous success does not always work out as in Knights and Topicus case. However, i was wondering with current environment, is it a good idea to initiate a position in Knight with hope of good returns in future as i see little downside.. Please let me know . i am thinking of selling TOI, for Gud. Thanks

Q: Now that ENDO has filed for bankruptcy, would GUD still have an opportunity to buy Paladin?

Q: There has been over $3million insider buying, notably including by the CFO, and the company has redeemed stock consistently over the years.

Is the float getting appreciably smaller? What might be going on here?

John

Q: Please delve into the various components of Knight's quarterly results published this morning including sales, eps, cash position, ebitda, etc.
They still need a big deal to propel them but did this quarter signal an emergence from the previously perpetual doldrums?
Thank you.

Q: Hello Peter
I would appreciate your comments on Greenlane Renewables and Knight's results and if it is worth adding to existing positions

Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!

Q: Do you have any sales, eps, etc expectations for Knight Therapeutics when they report Thursday morning? Thanks.

Q: Would you ever consider putting GUD back in either the BALANCED or GROWTH portfolios, and is there potential for that to ever happen?

Q: Endo is now thirty cents. Is the end near and what happens to Paladin Labs, which they own?
Thanks.

Q: G2S2 Capital just announced they now own over ten percent of Knight Therapeutics. Can you tell us anything about them other than the obvious that they have a lot of patience? Thanks.

Q: Would GUD make an "interesting" investment in the current environment?

I've noticed that it held fairly well (pretty much flat) compared with its sector (down a lot), and also large amounts of share buybacks and insider buying signaling that management is confident in the company.

Thanks!

Q: Did the large group of short sellers get slaughtered this morning when TherapeuticsMD announced the sale of their company for $10/share - up 354%!
Will this provide any material benefit to Knight Therapeutics as a shareholder and as a distributor of some of TXMD's products?
Thanks.

Q: Please comment on earnings