Investment Q&A

Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave

Q: I sold GUD for tax loss purposes. Trade date was Dec.18, settle date was Dec.20
What date can I repurchase it?

Q: I own the above companies in my RIF account and want to make an “In Kind” trancfer to my TFSA as well as to my unregistered account. Which one or two do you see as having the best growth possibilities for the TFSA and which one or two would be most appropriate for my unregistered account?
Your advice is always appreciated - RAM

Q: Which would you prefer to hold in a TFSA?

Q: Which company would you choose GUD or COV for a hold period of 5 years?

Q: GUD. Anything new with respect to the stock ? Still inactive with its hoard of cash ?
What is the near term perspective ?

Q: Peter; Would Apotex be too large a bite for GUD? Thanks.
Rod

Q: On December 22, 2017 the 3 stocks concerned concluded the day at $8.28, $767.34, and $68.92. I assume all should be kept for the future. Only GUD is presently is at problematic value. In agreement ?

Q: I picked up some Knight recently during tax loss buying and am anticipating a 15 to 20% bounce over the next few weeks. Do you think it’s worth holding on for the longer term or taking any short term gain and moving on?

Q: COV--Spiked after great Q on Dec 18,but today pared gain.Confused.It is a point to add to my 1% holding(p/p $4.55) GUD is having a nice run from recent bottom.On Dec 18 announced that 60P has submitted a new drug to US FDA for approval.Is this material.Any idea when Goodman will strike a big deal?.Is this a goodtime to average down on my $10.16 p/p. Thanks for u usual great services & views. Merry X'mas & All the Best for the N.Y.Continue to provide great picks

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Good morning. I currently have about 7% in healthcare consisting of GUD (4%) and CELG (3%). I'm considering selling CELG and buying CSH.UN. Do you see this as a good trade? Or alternatively, I could go overweight healthcare and hold all 3...thoughts?
Thanks.

Q: Season's Greetings 5i:
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.

Q: Very saddened to hear about the recent mysterious death of Honey and Barry Sherman of Apotex, however, will this void create an opportunity for Jonathan Goodman to enter into talks with Jeremy Desai?

Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.

Q: Hello 5i team,
Could you remind me of your rationale for having GUD and KXS in both Balanced and Growth portfolios; whereas Element and Open Text were in the Balanced portfolio, why have you shifted ECN and OTEX to the Growth portfolio?
Looking forward to watch Peter on BNN on Friday.
Thanks,
Antoine

Q: Why would this company not pay a dividend, if they are sitting on all this cash, and cannot find anything to do with it?

Q: Knight, Celestica and Lundin Mining are all trading at close to 1:1 price to book (per the Globe). Is that meaningful at all for any of these companies? Is it a "value" indicator that suggests better days may be ahead? Your thoughts, please. With thanks.

Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK

Q: I have been watching CZO CLR GUD NLN PLI and GPS for some time and I am considering buying into some of these Companies at these current low prices. I have 2 questions. a) Are the fundamentals sound?? and b) How would you rank them for mid term growth. Thanks for your considered opinion