Knight Therapeutics

GUD-T

Analysis and Opinions about GUD-T

Signal
Opinion
Expert
BUY
BUY
April 21, 2020

Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

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Brilliant CEO. It's sitting on a lot of cash, because of the CEO who is patient and will slowly build Knight. He's not chasing acquisitions to spend cash.

HOLD
HOLD
February 26, 2020
A frustrating name. They have a great management team. For a couple of years, he has been waiting for the execution of a big deal that finally came about. The market is selling it down and he is not really sure why. He thinks investors are just selling it off with the uncertainty in the market currently. It trades at 0.7 times book value. He still thinks things are fine.
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Knight Therapeutics (GUD-T)
February 26, 2020
A frustrating name. They have a great management team. For a couple of years, he has been waiting for the execution of a big deal that finally came about. The market is selling it down and he is not really sure why. He thinks investors are just selling it off with the uncertainty in the market currently. It trades at 0.7 times book value. He still thinks things are fine.
BUY
BUY
December 30, 2019
He still likes it. There is a changeover in the investor base. A lot of people were hiding in it for cash and book value, and now investors are interested in the growth so there is a changeover. He likes it here.
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Knight Therapeutics (GUD-T)
December 30, 2019
He still likes it. There is a changeover in the investor base. A lot of people were hiding in it for cash and book value, and now investors are interested in the growth so there is a changeover. He likes it here.
WEAK BUY
WEAK BUY
December 12, 2019
All their cash is going to be deployed in a patient, diversified manner. He views it more like a venture fund and so it is hard for him to analyze all of their businesses. It could be held for the long run.
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Knight Therapeutics (GUD-T)
December 12, 2019
All their cash is going to be deployed in a patient, diversified manner. He views it more like a venture fund and so it is hard for him to analyze all of their businesses. It could be held for the long run.
DON'T BUY
DON'T BUY
November 25, 2019
It grows by acquisition. The company is trading at 36x forward earnings, which is quite expensive. There aren’t a lot of analysts covering this right now.
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Knight Therapeutics (GUD-T)
November 25, 2019
It grows by acquisition. The company is trading at 36x forward earnings, which is quite expensive. There aren’t a lot of analysts covering this right now.
TOP PICK
TOP PICK
November 7, 2019
They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
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They finally did that large acquisition that people have been expecting. They will still have some cash after the deal. Markets will take some time to come to terms with how this company will look. He does not think this company is done with acquisitions.
BUY
BUY
August 16, 2019

His biggest holding. They have $6.85 in tangible book value, mostly cash. The CEO may buy Paladin or Cipher Pharmaceuticals. Be patient for this deal. It'll be accretive.

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His biggest holding. They have $6.85 in tangible book value, mostly cash. The CEO may buy Paladin or Cipher Pharmaceuticals. Be patient for this deal. It'll be accretive.

BUY
BUY
August 8, 2019
They have 63% of their market cap in cash. They need to invest it. But it is also considered a defensive position. They went through a proxy battle recently. He likes the company and thinks they will eventually put the money to work.
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They have 63% of their market cap in cash. They need to invest it. But it is also considered a defensive position. They went through a proxy battle recently. He likes the company and thinks they will eventually put the money to work.
WEAK BUY
WEAK BUY
July 15, 2019
You can do worse than bet on GUD long term. He once owned this and talks to the CEO. The CEO has a long-term view. Buy and forget this.
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You can do worse than bet on GUD long term. He once owned this and talks to the CEO. The CEO has a long-term view. Buy and forget this.
HOLD
HOLD
June 19, 2019
This company gets a lot of flak for holding 60% of market cap in cash. A recent board battle is creating division. They are sowing the seeds of venture capital funds and making small acquisitions, which have been small but profitable. You don't need to worry if you hold it, but it is not expected to show great growth in the near term. If the market takes a retracement, the large cash position will serve it well. He likes it, but you will have to be patient.
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This company gets a lot of flak for holding 60% of market cap in cash. A recent board battle is creating division. They are sowing the seeds of venture capital funds and making small acquisitions, which have been small but profitable. You don't need to worry if you hold it, but it is not expected to show great growth in the near term. If the market takes a retracement, the large cash position will serve it well. He likes it, but you will have to be patient.
BUY WEAKNESS
BUY WEAKNESS
June 10, 2019
You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
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You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
TOP PICK
TOP PICK
May 31, 2019
A dissident shareholder has caused some weakness in price. It that trades near its cash and asset value -- great value for the quality of management. One of his largest equity holdings. Yield 0%. (Analysts’ price target is $9.41)
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A dissident shareholder has caused some weakness in price. It that trades near its cash and asset value -- great value for the quality of management. One of his largest equity holdings. Yield 0%. (Analysts’ price target is $9.41)
HOLD
HOLD
March 27, 2019
Sitting on a mountain of cash. Look at it as a mutual fund of health care companies. Long runway stock for kids and grandkids. Trusts management. For ultra patient investors, like watching paint dry. Extremely disciplined. Just doesn't meet his criteria for investments.
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Sitting on a mountain of cash. Look at it as a mutual fund of health care companies. Long runway stock for kids and grandkids. Trusts management. For ultra patient investors, like watching paint dry. Extremely disciplined. Just doesn't meet his criteria for investments.
WEAK BUY
WEAK BUY
January 28, 2019
You have to look at this company like a private equity fund in the healthcare sector. Management are very patient and will only make a big acquisition on the right terms. It is harder to track the results of their smaller investments. Buy it for the long term. Put it away.
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You have to look at this company like a private equity fund in the healthcare sector. Management are very patient and will only make a big acquisition on the right terms. It is harder to track the results of their smaller investments. Buy it for the long term. Put it away.
HOLD
HOLD
December 5, 2018
Wait for it or let it go? About 60% of market cap is sitting in cash. CEO is shrewd. He believes in the genius of this CEO, and he respects those who aren't influenced by the market and have a long-term outlook. (Analysts’ price target is $9.99)
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Wait for it or let it go? About 60% of market cap is sitting in cash. CEO is shrewd. He believes in the genius of this CEO, and he respects those who aren't influenced by the market and have a long-term outlook. (Analysts’ price target is $9.99)
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Knight Therapeutics(GUD-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 5

Stockchase rating for Knight Therapeutics is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Knight Therapeutics(GUD-T) Frequently Asked Questions

What is Knight Therapeutics stock symbol?

Knight Therapeutics is a Canadian stock, trading under the symbol GUD-T on the Toronto Stock Exchange (GUD-CT). It is usually referred to as TSX:GUD or GUD-T

Is Knight Therapeutics a buy or a sell?

In the last year, 5 stock analysts published opinions about GUD-T. 3 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Knight Therapeutics.

Is Knight Therapeutics a good investment or a top pick?

Knight Therapeutics was recommended as a Top Pick by Lorne Steinberg on 2020-04-21. Read the latest stock experts ratings for Knight Therapeutics.

Why is Knight Therapeutics stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Knight Therapeutics worth watching?

5 stock analysts on Stockchase covered Knight Therapeutics In the last year. It is a trending stock that is worth watching.

What is Knight Therapeutics stock price?

On 2020-09-18, Knight Therapeutics (GUD-T) stock closed at a price of $6.15.