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.
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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: Good morning, you have said that DRX is a cyclable company. Where in the cycle would you say that they are these days, thanks?
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.
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: Can pls provide any info on this one..why would I want to own this? Nasdaq
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.
Thanks Steve
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.
Thanks Steve
Q: I am down 48% with WELL after holding it for it seems like ever. It is time for this stock and me to part ways. Can you please suggest 3 Canadian stocks that are profitable with good cash flow and reasonable debt as a replacement. I already feel better having made this decision. Thank you
Further to my recent request for suggestions to replace WELL, please add a walk out the door valuation to the desired selection criteria. Thank you once again.
Further to my recent request for suggestions to replace WELL, please add a walk out the door valuation to the desired selection criteria. Thank you once again.
Q: I’m trying to figure out what’s going on with PIF. As a utility, I understand that higher rates have likely hurt the stock to some extent, but it’s approaching COVID lows. My understanding is that its dividend is only 33% of 2023 cash flow, so no worries there. Yes, its biggest asset is in Nicaragua, but that has not changed (it’s actually less exposed to jurisdictional risk risk as it builds out projects in other jurisdictions). Is there something I am missing?
Q: Please comment on the recent 2023 financials.
Do you think alv is worth holding, perhaps adding?
Thank you very much
Do you think alv is worth holding, perhaps adding?
Thank you very much
Q: Could you please provide your observations regarding VitalHub Corp.'s Q4 2023 results? Thank You
Q: Hi there,
Following reporting things are looking sketchy…do you have enough confidence in management to continue to HOLD….or?
Thanks!
Following reporting things are looking sketchy…do you have enough confidence in management to continue to HOLD….or?
Thanks!
Q: Do you think that NCI should be sold at this point as it is up so much after a long wait/ Please explain.
Q: Any thoughts on DRX? I don't know much about it but it landed in my fundamentals screen
Q: Thoughts on divs latest quarter.
Q: Can you pls any info on this on? Spec?
Q: What’s your view after earnings?
Q: Swiss Water announce their Q results a few days ago and the stock has responded nicely and volume has picked up. Although you lost confidence in the company awhile ago, I did not heed your advice. I kept my holdings as I was always intrigued by their decaffination process and thought it would eventually resonante with the growing health concious consumer and hoped that the long awaited 2nd line would materially increase growth. Can you please
1) analyze their most recent Q
2) comment on their future prospects, expected growth estimates and if they are a buy sell or hold.
3) what is a fair price for the stock
I wanted to keep the stock long enough to see if the second line (which took way too loing in my opinion) refueled their growth and market interest. I need an objective 3rd party to tell me if my faith has been misplaced or soon to be rewarded.
Love your service and balanced advice
Many Thanks
Scott
1) analyze their most recent Q
2) comment on their future prospects, expected growth estimates and if they are a buy sell or hold.
3) what is a fair price for the stock
I wanted to keep the stock long enough to see if the second line (which took way too loing in my opinion) refueled their growth and market interest. I need an objective 3rd party to tell me if my faith has been misplaced or soon to be rewarded.
Love your service and balanced advice
Many Thanks
Scott
Q: Could you comment on SWP most recent results. Do you think they have turned the corner.
Q: Hi 5i,
No questions on this company. What are you thoughts as a buy and forget type of stock? Any particular risks that stand out?
TIA
No questions on this company. What are you thoughts as a buy and forget type of stock? Any particular risks that stand out?
TIA