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Stockchase Opinions

Fabrice TaylorKnight TherapeuticsGUD.TOWEAK BUYJul 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.
$7.45

Stock price when the opinion was issued

$9.27

As of Jun 19, 2026. Market Open.

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HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable. Unlock Premium - Try 5i Free

HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. I Good Q2 results but weaker bottom line. Growth potential remains. No dividend to keep investors patient. Valuation arguably more attractive today.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable.
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable. Rating maintained at ‘B'.
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Sales 30% ahead of estimates. M&A pipeline active, investors expect more. COVID helped sales growth. Impressive quarter results.
WAIT
The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on this 6 months ago, and covered that recently. GUD has poor price momentum, though little volatility, and no real earnings. PE is high, though a strong balance sheet. This is a show-me story.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free

WEAK BUY
The CEO has a great track record, but he's been slow to deploy capital which the market doesn't like. He bought a company in Brazil, so there's currency risk. Hold on and be patient. Short-term, investors are frustrated, but long term this should be fine. The CEO is sitting on a lot of cash.
BUY

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
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
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
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
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
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

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.