Investment Q&A

Q: I am thinking of selling my WELL stock for Tax Loss and repurchase after the 30 days. I don't know of a good proxy for WELL so just wondering if you believe this health stock with flat line for a while?

Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.

Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?

Thanks


Sheldon

Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.

Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?

Q: Thoughts on the volatility of these two companies share price?

Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.

Q: Hello Team,

The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?

Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Q: I just wanted to thank you for bringing this stock to my attention it’s been good to me and I plan on holding it.

Jason

Q: You previously commented that a good entry point would be at a pull back to $290 which it now is. Can you comment on March earnings and if you still feel this is a good entry point. Thanks John

Q: Hello there,
what is your take on GLXY's earnings
Thank you.

Q: Are you considering adding this to the growth portfolio? What do you still need to see for this to happen?

Q: Hi,
I'm wondering what's up with GSY lately - or should I say down? It had a good jump in Feb and now is threatening to drop below that. Are you aware of anything of concern that is driving shareholders to sell? As always, I look forward to your opinion!
Thanks,
Dawn

Q: I'm curious as to the lack of a high dividend paying etf in your Income portfolio? Also curious as to your thoughts on the partial use for these in a RRIF or PLIf account ( I am in MB and we have PLIF's). I'm setting up a PLIF and considering having more than a full position of HDIV, along with big stable dividend growers I'd pick from your favorites. I have a RRSP of the same value of the PLIF and investments in TFSA. I've been 100% equities all my life, eat volitility for breakfast. If you were setting up your own PRIF, looking to make significant income, what would it look like?

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: I own WELL and like its potential. One comment over the past few quarters that I've heard by analysts is that stock based compensation (SBC) keeps increasing and is concerning. For its growth profile, is WELL's SBC a concern to you guys? Obviously getting heavily diluted impacts us shareholders. Just wondering at what level this becomes a red flag. Thx

Q: In comparing total returns of the respective banks from Pre-Covid and then from Mar 16 2020 to present why does 5i continually endorse BNS - is it simply the DY ?

Q: How will Bitcoin halving affect glxy stock price?

Sheldon

Q: Hi 5i, thx again for prompt feedback on my WELL Q's.

Here are a few comments from TD and RBC analysts, both positive, followed by my new Q.

RBC: WELL Health Technologies is well-set to create value, but RBC analyst Douglas Miehm says the market doesn't appreciate it. After a strong 4Q that largely beat expectations, the stock fell about 10% following an unexpected 8% rise on Wednesday in anticipation of 4Q results. In a report, Miehm says that "the market is currently underappreciating the long-term value creation opportunity in "transforming Canadian primary/Dx care, as underscored by our strong forecasted return on invested capital and internal rate metrics for recent acquisitions." He says that there are multiple
tailwinds in Canadian patient services and in diagnostics services to carry it in the longer-term.


TD: WELL Health Technologies shares were down sharply despite reporting better-than-expected earnings in the fourth quarter, but TD Cowen analyst David Kwan says this could be chalked up simply to algorithm trading patterns after the previous day's gains. Shares were down nearly 13% on Thursday to C$3.71 after reporting higher 4Q profit, a revenue beat and upgraded its outlook for the year. On Wednesday, shares rose 8%, and Kwan said Thursday's swing could be trading patterns playing out. "This could be a case of more algo-driven trading patterns," he said.

My Q: please expand on how impactful these "algo-driven" trading patterns are on stocks, especially small caps. Thx.

Q: What are some of the negative outlooks of GWO? Is it worth investing in as of today and if so is it primarily for the dividend or growth? And how come lots of analysts are reiterating a hold? What insurance company would you recommend over GWO?