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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: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.

Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?

And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks
Read Answer Asked by joseph on November 27, 2017
Q: Where can I find a source of long run stock analysis --- say 30 years --- to look at "what if" scenarios looking at the stock using DRIP and not using DRIP. I prefer Dividend Aristocrats. Is there a list of Canadian Dividend Aristocrats? I read that in thirty years Royal Bank went from $3 to $100 and their dividend grew to equal the $3 cost of the stock 30 years ago thereby realizing a 100% yield. This reinforces the "buy and hold" philosophy.
Read Answer Asked by Donald on November 27, 2017
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Read Answer Asked by Jean-Bernard on November 27, 2017
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