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  5. DRX: Hi I am still sitting on the fence regarding sell half of my WELL in my TFSA. [ADF Group Inc. Subordinate Voting Shares]
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Investment Q&A

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Q: Hi

I am still sitting on the fence regarding sell half of my WELL in my TFSA.

What would be your pick as a replacement :

DCBO
DRX

I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.

Thank you

Mike
Asked by Mike on February 28, 2024
5i Research Answer:

We like both DCBO and DRX, and they have very positive momentum right now. We have a recent report on DCBO here. We think WELL can be held, but if it is sold we would side with DRX mainly because it is a small cap as WELL is. Even with DRX's big gains it remains cheap at 9X earnings and EPS should rise 20%+ this year.