Knight Therapeutics (GUD.TO)

(Top Pick Mar 31/14, Up 67.42%) It is going on steadily and impressively. It will continue.

The whole sector has been on fire. They have done a really good job. They made a number of loans to companies in the space. Thinks they will accumulate a number of drugs over the next little while. Prefers CXR-T.

(A Top Pick Jan 6/15. Up 24.65%.) Healthcare is a dominant theme that investors want to be in. This is a pharmaceutical that is fairly liquid, trading at 100,000 a day, or maybe more. Has broken through new highs in the last couple of days and he thinks it works higher.

Management team has done an excellent job. They started acquisitions. It is a management bet. The sector is strong and they have the best management team in the sector. Give them 3-6 years.

This is run by Jonathan Goodman who ran Paladin Labs, and you can’t argue with what he has done. He created a lot of shareholder value and it looks like he is at the very forefront of doing that again. He is now starting to deploy some of his cash and this could turn out to be the Paladin lab of 2024. It could take a while and you have to be a patient investor.

He likes the healthcare sector and the smaller healthcare stocks. This has a decent chart and is fairly liquid. The chart shows a series of higher lows. In spite of a nasty market today, this stock is still above its price range. This is under owned and a good place to be in a market environment like this.

This keeps doing very interesting things like buying chunks of very highly specialized funds, which leads them into products eventually. Recently did an issue, which was heavily subscribed. He did not participate in it.

Believes it will be a winner.

To him, it is a very, very good speculative opportunity on Jonathan Goodman of Paladin Labs fame, a determined man who took Paladin to the $140 level. He is attempting to repeat this again. Has deep experience. The very important thing about this company is that it has this voucher, an FDA award, which enables a company to buy an acceleration of the FDA process. The only one left in the world.

Moved out of this to increase his position in another holding. This company has great leadership and great management. He is just waiting for them to execute on a deal. They are all cashed up and waiting for something to happen.

In this one, the stock price is way ahead of itself. Sitting on a lot of cash. There is no cash flow or earnings, so there is nothing to analyze at this point. Thinks it is way too early for this story. Would prefer Concordia Healthcare (CXR-T) and BioSyent (RX-X).

You have to accept that there has been quite a significant market correction in lots of stocks. The key thing with this one is that you have the brilliant backdrop of Jonathan Good who knows what he is doing. There is a voucher that the FDA has granted the company that is worth $200 million possibly, to advance the process. You have to be patient. The company just has to really get started.

Paladin labs management team. They have one product that has received approval. It is way too early to gauge the fundamentals of the company. It could be a 6-10 year story. You have to stick with them or the volatility will make you lose sleep at night.

Manager has an amazing track record for creating value. He is recovering from a bad bike accident a couple of years ago. They are moving to the TSX. This should give the stock a boost.

Moving from Venture to TSX. This means the company is growing, which is a good thing. If they get included in the broad index them more analysts cover it and so a potential for broader ownership. Basically this move is a good thing.