Investment Q&A

Q: I have a question about Knight Therapeutics. I hold GUD in a cash account at a loss and thinking of moving part to my TFSA as my 2018 contribution. This would top up my TFSA as well as crystallize a loss. I would like your comments or the appropriateness of this move.
Thank you for your valuable input.
Brian

Q: Thank you for all your solid advice - you really provide a great service. I am concerned about the lack of activity/inaction with GUD. Is there a timeframe you deem appropriate before you downgrade this company due to inactivity?

Q: Explain to me why they would raise money on the market in the past and not put it to use, why not just raise it when they need it? Does it not cost them money when they raise money?
Thanks

Q: Moving to stage 3 on their collestoral drug that is supposed to be better than anything on the market. Small market cap, but success could be around the corner. Please give your opinion of the company and your thoughts on a trade from sleepy GUD. Thank you 5i.

Q: Money was raised at 10$ over a year ago. What is GUD doing with its hoard of cash ?

Q: I joined 5i about 2 years ago and I started moving my investments from mutual funds to a mix of the balanced and growth portfolios. I have returns significantly higher than I had before I joined 5i so thank you for the great service.
In non registered accounts I currently have full positions in CAE, CLS, L, MG, NFI, PBH + WSP. In registered accounts I have full positions in GC, KXS, SHOP, PHO, AW.UN, SIS, TD + AEM. I have 1/2 positions in registered accounts in AVO, GUD, SGY, + TV .
Would you recommend adding to any of the 1/2 positions or buying 1/2 or full positions in different names. Risk profile isn't a problem and I have at least a 5 year outlook. Thanks.

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Hi Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.

Q: Hi,
I bought gud at just over $10. Being at 7.92 right now and 3% of my portfolio do you think it’s a good time to average down and increase holding to 5%? Or would you view that as too much of a position?

Q: Is GUD still one of your preferred stocks for the future. And the time factor still unknown ? So patience is key until GUD uses its hoard of cash ?

Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?

Q: GUD. Any news on the stock ?

Q: What's happening to GUD today? I see no news but it's down quite a bit. Still the same story and be patient? It's been stale money for a long time.

Q: In early December I sold half of a position in GUD for tax loss purposes. To put the money to use I purchased a half position in PHO as a "temporary" replacement.
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?

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 ?