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5i Report

Review of Well Health Technologies

OCT 28, 2020 - Since adding the company to our Model Growth Portfolio, WELL has shown impressive returns. We continue to see long-term growth potential for WELL as a play in the health care and telemedicine space. Rating initiated at 'B+'.

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Q: I have two holdings that are not acting as I had hoped and am looking for your advice on replacing them. I'm thinking of replacing WELL with TDOC and XBC with PLUG. According to PA I'm low on US exposure as well so that is part of my idea. I'd appreciate your thoughts on both of these trades or if you have a better suggestion I'm open to ideas. I'm retired with a moderate risk profile and looking for some growth.

Read Answer Asked by Lyle on April 15, 2021
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