Q: You must be glad Knight has finally done a big acquisition; please comment.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Bank of Nova Scotia (The) (BNS)
- Cineplex Inc. (CGX)
- Enghouse Systems Limited (ENGH)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Precision Drilling Corporation (PD)
- Surge Energy Inc. (SGY)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Currency Exchange International Corp. (CXI)
- High Liner Foods Incorporated (HLF)
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
Q: Hey guys what is the book value of this company.
Thanks
Peter
Thanks
Peter
Q: Reuters is reporting that Knight and Eurofarma have teamed up and entered into talks to take a controlling interest in Brazilian pharma company Biotoscana. Might this acquisition be the big one everybody has been waiting for or is it just more tuck-in activity?
People are holding their breath.
People are holding their breath.
Q: With Purdue Pharma filing for bankruptcy, which Insys Therapeutics has already done, and Mallinckrodt likely to do so with the fallout from the opioid crisis, are there any assets there that GUD might be interested in acquiring?
Q: Hey guys,
Would you recommend switching from GUD to BAD?
Thanks
Would you recommend switching from GUD to BAD?
Thanks
Q: Stock is up today. Any news?
- Covalon Technologies Ltd. (COV)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Intel Corporation (INTC)
- Bristol-Myers Squibb Company (BMY)
- The Walt Disney Company (DIS)
- International Business Machines Corporation (IBM)
- PPL Corporation (PPL)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Canadian Natural Resources Limited (CNQ)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Vermilion Energy Inc. (VET)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- goeasy Ltd. (GSY)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
- Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Corteva Inc. (CTVA)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
Q: Looking at the BE portfolio, which are the 4-5 companies with the best balanced sheets?
Q: Is the recent marginal and probably temporary rise in Knight's share price due to the surprise revelation that the Company had purchased over 4.5 million shares under the 12.5 million repurchase program within about a month from the start date? It's a bit ironic that Medison's meddling has caused the share price to flatline which helped Knight by allowing them to buy cheap stock! Go Meir...
Q: The worst kept secret is that GUD wants to buy Paladin Labs back from ENDP. As ENDP continues to get crushed by its debt and seemingly more desperate by the day, I would assume that this puts GUD is a better position with each passing moment.
If this is the case, shouldn’t that make GUD more valuable?
If this is the case, shouldn’t that make GUD more valuable?
Q: GUD is having a good day after Medison came out swinging on Friday. Can you explain why GUD is up today? Is there other news I'm missing?
Q: Medison came out with another negative statement after Knights earnings.
Is this just noise or does Medison have a game plan here.
Would like your thoughts on this.
Thanks John
Is this just noise or does Medison have a game plan here.
Would like your thoughts on this.
Thanks John
Q: Please comment on earnings
- Great Canadian Gaming Corporation (GC)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
Q: Doo stated that it going into boat manufacturing to capitalize on 3 recent acquistions.Please your short comment. Gud announced early warning of sale of shares of Crescita & 2) letter of intent re probuphine.Your comment please.Gud still doing small transactions.Any rumours of big investments especially regarding the co that it sold.Txs for u usual great services & views
Q: I, like Medison, am fed up with Knight and Jonathan Goodman. I voted to keep him in and I thought that after the battle, he would try and create some shareholder value. If Medison can call a shareholders meeting, I think a lot of shareholders will side with Medison this time around. A very frustrating stock and I know that if one is frustrated, they should sell. Do you think we will ever see some move to the upside in Knight in this century, or maybe Knight is for the great-great-great-grandchildren. lol
Q: Is it time to sell gud and move on. It has done nothing in the last 2 years and seems very stagnant.
Q: What will it take to get rid of this Meir guy? I thought the results of last meeting's votes were the end of this nonsense. His childish attacks and lying news releases are an embarrassment. Is he 10 years old or something? Is he mentally challenged or is he just a terrible person? Obviously Jonny G and the Knight team made a big misstep partnering with this clown. Does Medison (ultimately Knight) pay for these spurious news releases? How is this not slander? What is Knight to do?
Q: Good morning team,
Re: Gud's NCIB:
“Be mindful that the largest beneficiary of the share repurchase program is Jonathan Goodman. Even if he does not participate, the reduction of shares at a substantial discount to last $10 per share capital raise only serves to increase his percentage control of the company. Like his conflicting interests with his family business (Pharmascience), either way he wins and shareholders lose.
“Rather than engage in financial engineering that principally benefits the CEO, why didn’t the Board consider a partial tender offer for shares at $10? Just give shareholders their money back at the price paid? It’s a fair question. But one that we fully expect the company to ignore.
https://ca.finance.yahoo.com/news/medison-biotech-jonathan-goodman-takes-124100485.html
Comments please,
Thank you!
Re: Gud's NCIB:
“Be mindful that the largest beneficiary of the share repurchase program is Jonathan Goodman. Even if he does not participate, the reduction of shares at a substantial discount to last $10 per share capital raise only serves to increase his percentage control of the company. Like his conflicting interests with his family business (Pharmascience), either way he wins and shareholders lose.
“Rather than engage in financial engineering that principally benefits the CEO, why didn’t the Board consider a partial tender offer for shares at $10? Just give shareholders their money back at the price paid? It’s a fair question. But one that we fully expect the company to ignore.
https://ca.finance.yahoo.com/news/medison-biotech-jonathan-goodman-takes-124100485.html
Comments please,
Thank you!