Investment Q&A

Q: Good afternoon guys:
I am down a lot on knight and Crh. I will keep Knight but thinking about sucking up my loss with Crh and switch to reliq health. Should I stay put with Crh or switch it out.

Thank you
Mark.

Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.

Q: Hi, Don't you guys think there is a huge opportunity cost in owning Knight Therapeutics. Wouldn't it make more sense to buy it when it begins to show some decent momentum?

Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

Q: Can you provide a list of companies that are significantly beaten down, oversold, ugly? I'm looking for ones with balance sheet assets, but it doesn't have to be perfect.

Q: Is GUD any good?

Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.

With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.

This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.

Cheers

Q: Hi, What would be your top five ir six companies in your portfolios with the best balance sheets and strongest management combined, to me this is an ideal combination for picking stocks, thanks?

Q: Hi, I am having trouble deploying some cash but have thought that GUD would be a good place to park it. My concern is that it is currently a laggard, and when it does finally decide to make a play that pushes the stock higher, are we looking at enough of a gain to cover any upward momentum the company may not be participating in currently?? How significant would you expect a the move to be/ what's the reward versus the risk here?

Q: In my TFSA I am thinking about swapping VMD for some additional shares in GUD. Do you think this switch makes sense as I try to keep my TFSA growing?

Thanks for your great service.

Bob.

Q: Hi 5i,
I have not done well in my TFSA (Other accounts doing well enough.)
I'm looking for stock(s) with good growth potential but low downside risk. I am comfort to not make great gains but don't want to keep losing in this account.
GUD seems the logical choice. Would you agree and are there other names that you would consider here even if growth potential is lower? Thank you for the great service.
Tulio

Q: Mr. Hodson, is it clear to you, at the present time, that GUD has started its ascending curve, or is it premature to say so yet ?

Q: I have Gud in my TFSA, I want to sell GUD and buy Rht or Agb? And do you prefer rht over agb? Are they good entry level ? Your thought please, thanks always.

Q: Hi, Could you give 3 small cap and 3 mid cap recommendations for me to look at on the tsx. I'm looking for good management with a good balance sheet. Something with some risk is ok provided the possibility for good growth is there.
Thanks.

Q: Your view on results of GUD & going forward.Txs for u usual great services & views

Q: Hello Peter and Ryan,
I have a 3 percent weight for Stars Group. I was thinking of raising the weight to 5 percent as it seems that this company is on a great growth trajectory and their results seem to suggest they are on track for it. I am starting to think Knight Therapeutics is not going to move much. I am starting to wonder if too much confidence is being put on Mr. Goodman. He has a great reputation but at the moment the shareholder returns do not seem to matter much. I do plan to hang on to it as i have a large weighting and do not want to wake up one day and the stock just surges. but wanted your thoughts. Sorry, I know you have answered questions on Knight on this site. The results today did not seem to do much. Lastly, what are Savaria's estimates. Thank you

Q: Mr. Hodson, at the time of your last report on GUD, on March 31, 2017, GUD was at $10.39, and at A-. How long before it gets over its last price of $10.39 ? I appreciate GUD may go up and down in the next while, but when do you think it will start its ascension for good and become a real champion stock ? Might its ascension then become even more impressive than that of CSU ?

Q: I know that you've spoken about GUD perhaps buying Paladin from ENDP (Endo International). Since ENDP's stock price has fallen so much in the last few years, is it possible that GUD would just buy all of ENDP instead of just the Paladin division?

Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion

Q: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks