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Whitecap Resources Inc. (WCP $10.57)
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Tamarack Valley Energy Ltd. (TVE $6.22)
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Vitalhub Corp. (VHI $10.90)
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WELL Health Technologies Corp. (WELL $5.21)
Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?
Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?
Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!
5i Research Answer:
We would be fully comfortable with both, and do see the benefit of diversification, especially in the small cap arena. If one only is to be owned, we would side with VHI, on the assumption that pure growth is the objective and one is willing to pay a higher valuation. The O&G names are similar. We think both are fine and both could be owned. But if only one and growth, then TVE.