Q: Hi,
I'm down 20% on this one in a very short time. Maybe just bad timing.
Has anything changed fundamentally? Why is is dropping so much so fast? Is there any news?
What is your recommendation? Keep holding? Add? or Sell?
Thanks
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: Greetings:
Yesterday, March 25 you gave a good rundown on Tve in answer to a question from Norwood. I bought 1850 shares on March 7, 2023 @ 4.11. The reports by 5i and others at that time were very encouraging, as they are today. It went down and stayed there all year, until very recently. It is cheap compared to some other oil names-- Agree or no?. I am interested in buying more but need your opinion. The other very important matter is from Ink Research who today reports that there is a short squeeze on TVE. Could you please provide the % of shorts? Doesn't it seem odd that there would be a short squeeze. ? If you agree, would it be better to wait until it settles down? I await your valued input. With thanks, Ben.
Q: Would appreciate an analysis of this Oil company after their earnings this week. The price seems stagnant at the $.77-79 range. I own a 3% position and like the dividend.
Look forward to your view.
Thanx Gary
Q: What is the business model with Hammond Power. Is this is green energy play and/or electrical green grid. What is the potential with the company in the next 10 years.
Q: Hello 5i. Could you comment on the merger of CZO and AEZS . I am currently a holder of CZO and would have a profit if I sold at the current price. I am wondering if I should be happy with my CZO profit and sell or do you think that there will be upside in the merged company.
Q: Hi team,
The last question on this company was 3 years ago.
Could you please give me your current assessment on the recent (five year history of) performance and future prospects? Also would it be a good candidate to consider investing now, as it is reportedly using AI ?
Q: What is the business model for Tantalus System. Also, what is their competitive advantage in the next 10 years. Does management and insiders own a lot of shares. Thank you for taking the time to answer my questions.
Q: GAMB stock price action has been unimpressive yet analysts seem very positive on its future within the realm of gambling stocks. Welcome your thoughts.
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: Could you weigh in on Mitek Systems here. What is in these numbers? Thoughts on going forward? I can't understand why they continue to have issues around reporting?
Q: Down another 17 cents or 4.4% early at 10am. Were basically at a 52 week low. Do you think there should be a time where the regulators look into the trading at some point. Even if there was nothing nefarious I believe they could change or evolve trading in this high tech, AI enviornment. I don't want the general population to develop a feeling deception like the media got branded "fake news".
Business wise during the conference, I don't understand creating shareholder value by possibly selling Wisp or CRH medical. How would they replace all that recurring revenue.