Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?
Q: What is your assessment of this stock in view of aging population increasing in numbers in nursing homes/assisted living etc? Thanks so much. Small position or no?
Can you help me understand what is going on a Qipt?
I read that a management cease trade order was approved and they are not in compliance with some reporting requirements for the Nasdaq.
When do they report next.
Appreciate your help deciphering this.
Q: Appreciate the uncertainty @ the moment. That said, how do you feel about the next 5 years for this company? Is the current valuation as attractive as it seems to me?
Question regarding Well. Do you possibly have any info. (or know where we could find any info) on how their purchase of CRH Medical is going?
It seems like CRH's CEO (Tushar Ramani) left the company last month (Dec). Is there any information explaining this and/or any information relating to their revenue trends?
Q: Hello!
What is the likelihood of WELL needing cash giving the share price drop, potential acquisitions, and value returning (or not) to the sector. Are we taking on unnecessary risk holding it at these levels under water? I really like the execution team and their strategy, but sometimes there are things the business cannot control. Would love to see them continuing expanding paying penny on the dollar, I don't see any insider selling so far at glance, encouraging.
Thank you!
Q: Telus, Maple, Well and others are Canadian stocks in the medical game in Canada and the USA. Are there other Canadian players in the same league? Can you please compare them from a financial performance, competitive and management perspective. Well has dropped by 50% since Sept/2021, very gradually. I'm wondering if there is a reason for the gradual decline. Is there a better stock in the same sector? Canadian or US. Also, is there still momentum pushing down WELL. Do you think it will be beaten by the competition in the next 2-3 years? Is it a sell from this perspective?
Q: Hznp multiples seem reasonable. Is the big share price due to concerns over a big facilities expansion in a new geography (capex)? What's you take please?
Q: I would like to add more healthcare to both my Canadian and US portfolios. I am OK with ETF's, or, good stocks that you like. I currently own small positions in NBLY and WELL, so I would be looking for something outside of those two companies. My timeframe for the investment is long-term (10+ years).
Q: There is usually over a million shares traded on this daily. It doesn't seem like the sellers ever dry up. Most people don't day trade. Could this be manipulation. My thoughts are this would be the worst time to sell and most people/institutions already have.
Q: Hi!
WELL is looking more and more delicious!
Would you be able to give a rough valuation so that I can have a sense of margin of safety?
I wonder if a takeout is likely?