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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: Regarding Wealth Health Technologies, I would expect them to benefit by adopting some AI capabilities into their platforms. It seems that AI is either a benefit or a threat to companies utilizing significant amounts of software in their operations. How does it look for WELL? Have they already adopted/developed some AI capability ?

Thank You
Read Answer Asked by Clarence on September 23, 2025
Q: We have held ABBV for the past five years in our two RRIF accounts. It is now a 4.1% position with a 120% gain. Is it time to take profits and move on, given that the dividend is now at a yield just around 3%. Are there better health care dividend growth positions? ETF's or single stocks. It is a solid company. Is it best to just keep holding.
Read Answer Asked by Maureen on September 17, 2025
Q: Good afternoon,

I have been purchasing ISRG on its' slide, taking advantage of lower price points then stopping a few months ago at 1/2 a position.

You provided some comment on the company last week, and I would like to follow up

- below what price do you view ISRG stock as a clear buy opportunity?
- would you buy in small bites if this decline continues or at this point hold until something catalyzes the stocks rise?
- what are the factors causing the continued downward drift at this time?

Thanks as always.

Dave
Read Answer Asked by Dave on September 15, 2025
Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you
Read Answer Asked by alex on September 15, 2025
Q: I have owned ALNY for a couple of years now and it has done very well. As there are no other questions I assume you likely don't follow it. It recently spiked up again and I'm starting to get worried that I should sell some. I realize you can't give personal advice. However, can you provide me analytics that would help me to make a more informed decision. Thanks.
Read Answer Asked by Murray on September 15, 2025
Q: Hi. Have you had a look at NPCE, Neuropace? Your thoughts would be appreciated. Same question for ONWD, Onward medical.

Are there any other publicly traded companies that are involved the emerging brain computer interface space? I know that Alphabet has invested in neuralink, but are there other larger companies that have funded startups in the area that you are aware of? Thank-you.
Read Answer Asked by Alex on September 15, 2025
Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?
Read Answer Asked by James on September 08, 2025