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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just a further comment to James' question and your answer regarding the Exelon purchase. This purchase left me scratching my head. I am a healthcare provider who works in the area where Exelon would be used. I don't see much Exelon used. As you indicated, it is a mature product. However, revenues have been declining over several years, at least according to Macrotrends (available at https://www.macrotrends.net/stocks/charts/EXC/exelon/revenue) so I don't know what rabbit GUD can pull out to wring increased revenues from this medication.
Read Answer Asked by jeff on April 26, 2021
Q: Hello,

Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?
Read Answer Asked by James on April 26, 2021
Q: Thanks for your great services. Earlier during Covid, I put in an order for well at $4.20, but only 10% of the order was filled. I've watched my tiny position do well over the last 6 months - wishing I had a larger position, LOL. I guess it's anyone's guess how low the stock could go - perhaps you can comment on that. Can you recommend an entry price for a bargain hunter?
Read Answer Asked by kevin on April 26, 2021
Q: Hello,

In a follow up to my prior question. Can you please give your specific take with respect to the specific issues outlined in the short report. I am aware that it may require some research so please feel free to take your time in response to this question.

- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
Read Answer Asked by James on April 26, 2021
Q: WELL is sinking like a rock based on this short report. Grizzlyreports.com/we-believe-well-health-technologies-is-a-toxic-roll-up


What are you thoughts on the issues:

- divesture of Silicon Valley buyer
- data breaches
- CRH key customer renewal not looking good
- the outbidding of itself for key assets like source 44
- circle’s shareholders cashing out.
- etc
Read Answer Asked by James on April 23, 2021
Q: Further to your comments today about Superior, could you also provide the payout percentage and if you consider it a buy today as a new position. This would be more for income than growth. A couple other questions: where does most of their propane go - residential or commercial? How does propane fit into the current "green" initiatives relative to other hydrocarbons?
Thank-you
Read Answer Asked by grant on April 23, 2021
Q: Supply chains seems to be a growing area of business focus. Managing them well may become even more important in the future given circumstances with the pandemic. Would you be able to provide some insight into Kinaxis' main competitors and where it stands in the field? How would you rank it? (Take multiple credits.)
Read Answer Asked by Michael on April 22, 2021