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  5. DRX: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. [ADF Group Inc. Subordinate Voting Shares]
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Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.
Asked by Roy on April 16, 2025
5i Research Answer:

ISRG is significantly larger and much more expensive than the other two. But we would also view it as safer overall, due to its moat and global positioning. We would be OK with a swap but would not see WELL as a SELL today in and of itself. DRX is more susceptible to tariffs and business has slowed down considerably (comments posted in the Q&A). 

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