Q: When do they report ?
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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.
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.
Q: I haven't seen too many company purchases similar to GUD buying GBT. Is it unusual to take out the major shareholders then individuals and will small shareholders be forced to sell?
The purchase was paid in cash with no dilution, Medisen is paying $77M for their shares, GUD will have well over $300M left plus any Biotoscana profits from Nov. 29 and, yet the share price is very weak. Is something not going well?
Finally, Medisen has 4 years to sell their GUD shares. Do you think they are selling now to raise cash to buy back their shares and, second, is a low price good for GUD as biotoscan shareholders will most likely sell at the ptemium offered? Thank you!
The purchase was paid in cash with no dilution, Medisen is paying $77M for their shares, GUD will have well over $300M left plus any Biotoscana profits from Nov. 29 and, yet the share price is very weak. Is something not going well?
Finally, Medisen has 4 years to sell their GUD shares. Do you think they are selling now to raise cash to buy back their shares and, second, is a low price good for GUD as biotoscan shareholders will most likely sell at the ptemium offered? Thank you!
- Roxgold Inc. (ROXG)
- PPL Corporation (PPL)
- Enbridge Inc. (ENB)
- Algonquin Power & Utilities Corp. (AQN)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- Aecon Group Inc. (ARE)
- Alaris Equity Partners Income Trust (AD.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- Knight Therapeutics Inc. (GUD)
- Exchange Income Corporation (EIF)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Antibe Therapeutics Inc. (ATE)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Maverix Metals Inc. (MMX)
- Kraken Robotics Inc. (PNG)
- Akumin Inc. (AKU)
- ECN Capital Corp. 6.50% Cumulative 5-Year Minimum Rate Reset Preferred Shares Series A (ECN.PR.A)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Q: I hold XBC in my TFSA with a healthy 100% return. I am considering selling 1/3 of my XBC holdings and adding to ATA and GUD, which are under weight. Your thoughts.
Thanks
Roy
Thanks
Roy
Q: Hi 5i,
If you had to choose between CCL and GUD for a 3-5 year hold which one would you go with?
Thanks as always,
Jon
If you had to choose between CCL and GUD for a 3-5 year hold which one would you go with?
Thanks as always,
Jon
Q: After the recent large acquisition does the company has some debt? Any way to find it out or one needs time to tell?
- Sylogist Ltd. (SYZ)
- Methanex Corporation (MX)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Western Forest Products Inc. (WEF)
- Knight Therapeutics Inc. (GUD)
- Currency Exchange International Corp. (CXI)
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Intact Financial Corporation (IFC)
- CAE Inc. (CAE)
- Knight Therapeutics Inc. (GUD)
Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM
Much appreciated as usual. RAM
Q: Would you be comfortable with a full position in GUD at this time?
- Knight Therapeutics Inc. (GUD)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- iShares U.S. Medical Devices ETF (IHI)
Q: I am looking to increase my investment in Canada and US/International healthcare. Do you have any suggestions? Thanks
Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!
Q: Peter: In your growth portfolio you have REAL listed as consumer discretionary. I don’t have a security in this sector. Any suggestions? I have REAL has more of a technology stock similar to LSPD, which I own. I’m also light in health care, own ATE only , thoughts on GUD, and REAL.
Q: Hi 5i, how significant is the GUD licensing deal with Debiopharm. Do you know the size of the market in Canada for Trelstar?
Thanks
Rob
Thanks
Rob
Q: How do you see the next few earnings reports for Knight ?
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Does earnings jump due to acquisition ? Does this change things with the price expectations ? Thanks.
Q: I currently own CRH. Do you think you think a switch to GUD would provide more upside?
Q: I have both GUD and PHO in my RIF both at about a 20% loss. Which one has the best chance of recovery and significant gain over the next 12 months. Thanks
Q: Good Morning,
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
My money has been crying and screaming at me that it is being underutilized and entirely bored sitting doing nothin in GUD.
Given that the Healthcare sector in CDA is basically zilch is it time to exit GUD and put your money into BHC (unfort +50% since Oct 1)?
Sheldon
Q: I am trying to quantify the new political risk owning this name. With the transaction for GBT being in Brazilian Reals I expect most of its revenue is in Brazil, however your report mentions Argentina and Chile as potentially unstable and there is a total of 10 Latin countries it operates in.
Can you break down the revenue sources for GBT by country please?
Can you break down the revenue sources for GBT by country please?
Q: I have nothing relating to the Healthcare sector and would like to fill this gap. Considering both the Canadian and US markets, what are your best suggestions?
Much appreciated. RAM
Much appreciated. RAM