Investment Q&A

Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?

Q: Gud has now 51% and yet BIO trades at $10.15 BRL, about 16% below the offer price.
What do you read into this. Is there an opportunity here ? Can I buy BIO, should I ?
Will GUD offer less than they offered the private previous owners ? When will GUD start reporting earnings from this acquisition ? Do they need all the shares to do so ?
Finally do you see more analysts stepping in now with this new acquisition, maybe one or two will make it their top pick in 2020 ? Thoughts?Thanks

Q: Hi,

I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.

Thanks,
Jason

Q: I have no exposure to health care, pharma in my RRSP and would welcome your recommendation, and rationale for a core holding.

Cheers!

Q: Hey guys,

The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)

Q: Gud or GH for long term portfolio? Risk okay. Which do you prefer all things considered? I own gud at break even

Q: Yesterday they announced the end of the relationship with Medison . However they ignored the deal with Onconova ONTX.
ONTX had a press release but GUD ignored it.
On Sedar the Medison news is posted but not ONTX. Any insight as to why ? Too small a deal perhaps ?
Thanks

Q: After market closed today,GUD stated it is separating its business from Medison. Gud will sell its shares in Medison for $77m cash. Medison & its affilites(7.5% of GUD) will sell their shares over 4yrs.Standstill agreement Your comments please.Note that the vol.today of 502K is double av.vol of 254k.Maybe some smelled the announcement. Txs for u usual great advices & services

Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston

Q: I have a half position in GUD. Would this be a good time to top up to a full position?

Q: Knight finally does the "transformative" deal everyone has been waiting for and now it's up only 3% from early Sept (and going straight down every day). As a long suffering shareholder, any comments on this situation.

Q: Please comment on Q today.Thanks for u usual great services & views

Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks

Q: Hi Ryan,

Just read a recap of your appearance on BNN today. How come you do not own any of your past or current top picks?

Q: Can you recommend a safer play in the Health Care space than tCOV and GUD? I'm invested in two health care ETFs (CSH and NWH) but I'm holding these for the dividends rather than growth.
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!

Q: Hello 5i Research team,
Would you say the acquisition of Biotoscana reduces the probability of GUD acquiring ENDO in the short term? Would GUD buy all ENDO, or exclusively the equivalent of the former Paladin? What premium or what price would you expect GUD to pay for ENDO if buying the whole company? What would be signs ENDO would be ripe to be saved?
Do you think the acquisition of Biotoscana will shut down Medison for a while? At least until after the next annual meeting, so that a second proxy fight would be avoided in the short term?
Based on the evolution of its stock price since its IPO, Biotoscana seemed not that successful as a stand alone company. What GUD can do to help turn things around / improve operations with such a small GUD team?
Thank you for your collaboration, Eric

Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks

Q: Would you update Knight;s share count following their buyback announced this summer? How many shares and floating shares are now outstanding?
Once they complete the purchase, do you think they will do a financing if they can get the share price back above ten dollars to finance possible future deals with their new company or possibly continue to pursue other deals.
Finally, how much cash will they be left with once they spend the $369M?
Thank you - very excited to see this deal!

Q: i had a small position in knight for years.
so the big deal finally happened.
my question is do you not think the stock should be a lot higher, who would sell on the news after waiting all this time. makes no sense and the deal looks great

Q: Good morning 5i. I have held GUD for 5 years hoping for a good deal. My weighting is now half of my full weight now. With this deal with Biotoscana now should I double up or wait to see what the market does? It is early Monday morning before the market opens.
Thanks for keeping me patient and on track with GUD. It's been a frustrating road.