Q: What's up TDOC? Sliding despite a significant improvement in earnings etc. The ratios are still overly optimistic?? Appreciate your comments.
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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.
- Enghouse Systems Limited (ENGH)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Hello, I am down 25%+ on all of these companies and looking to do some tax loss selling prior to yearend. Can you order these companies in terms of what you would sell first? Would you rank these companies as Sells or Holds (or even Buys)? I am a long term investor, not a trader, so I'm hesitant to sell only to rebuy later, or to average down. I have some ability to do a tax loss carry back to recoup some of my losses from prior years (plus minimize my 2023 taxes).
Q: Hi 5i, First thanks for all the feedback on WELL, but I was hoping for a little more information on the performance, valuation and growth aspect for WELL. Earlier I asked if the one analysts view on valuation and direction of company from a pure tech play to a mix of primary care made any sense. I've always been of the opinion that they were a more tech play. Also if you have any pier/competitor comparisons that woul be great. Thanks again for all your assistance.
Q: WELL appears to be a reasonable recession-resistant investment, and management seems solid to me. Questions:
- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?
- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?
- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?
Thanks.
- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?
- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?
- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?
Thanks.
- Twilio Inc. Class A (TWLO)
- Teladoc Health Inc. (TDOC)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Teladoc Health Inc. (TDOC)
- Okta Inc. (OKTA)
- Zscaler Inc. (ZS)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
- First Trust Cloud Computing ETF (SKYY)
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Q: I have chosen WELL as a positive example but I am puzzled by the apparent lack of performance for the sector. We have a health care problem; scads of people do not have a family doctor. I know the difficulty involves more than the services WELL can provide BUT I would have thought services such as those provided by companies like WELL would have been in demand, would have been able to provide some relief, their valuations would have prospered even during their development, and investors would have seen some benefits. Yet the sector valuations flounder. What am I missing?
- Teladoc Health Inc. (TDOC)
- Palantir Technologies Inc. Class A (PLTR)
- Upstart Holdings Inc. (UPST)
- UiPath Inc. Class A (PATH)
- SoFi Technologies Inc. (SOFI)
- Doximity Inc. Class A (DOCS)
Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?
- Roku Inc. (ROKU)
- Teladoc Health Inc. (TDOC)
- Invitae Corporation (NVTA)
- Fastly Inc. Class A (FSLY)
- BigCommerce Holdings Inc. (BIGC)
- Ondas Holdings Inc. (ONDS)
- DigitalOcean Holdings Inc. (DOCN)
Q: I am thinking of the selling the above stocks for a tax loss as I am down significantly. Could you rank these stocks as to which you would sell first to last.
Also I still have quite a bit of stock in technology and was thinking of investing the money in a general ETF mimicking the market. Which ETF would you recommend.
Also I still have quite a bit of stock in technology and was thinking of investing the money in a general ETF mimicking the market. Which ETF would you recommend.
Q: Hello - I have sold Telodoc for a large tax loss. Would like to recover some of my loss. Do you think this is a good company to have? What are your thoughts on management?
Thanks so much.
Thanks so much.
- Block Inc. Class A (SQ)
- Tesla Inc. (TSLA)
- Exact Sciences Corporation (EXAS)
- Roku Inc. (ROKU)
- Teladoc Health Inc. (TDOC)
- CRISPR Therapeutics AG (CRSP)
- Intellia Therapeutics Inc. (NTLA)
- Zoom Video Communications Inc. (ZM)
- Beam Therapeutics Inc. (BEAM)
- UiPath Inc. Class A (PATH)
Q: Hi Peter,
I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!
My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.
Thanks,
George
I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!
My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.
Thanks,
George
Q: Hello 5i,
For tax-loss selling looking for 30 day proxies for SHOP and TDOC.
Thanks
For tax-loss selling looking for 30 day proxies for SHOP and TDOC.
Thanks
- Apple Inc. (AAPL)
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- TFI International Inc. (TFII)
- Teladoc Health Inc. (TDOC)
- Converge Technology Solutions Corp. (CTS)
- Topicus.com Inc. (TOI)
- D2L Inc. Subordinate Voting Shares (DTOL)
Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Health Catalyst Inc (HCAT)
- Schrodinger Inc. (SDGR)
- Lemonade Inc. (LMND)
- Snowflake Inc. Class A (SNOW)
- Unity Software Inc. (U)
- Affirm Holdings Inc. (AFRM)
- UiPath Inc. Class A (PATH)
Q: Hi , Peter & Team:
I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.
I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.
Q: Hi Peter and Team
Looking to trim / take losses and reinvest for growth in a personal account. Both WELL and TDOC (my only Healthcare holdings) are significantly down. I don't need to take losses but would you suggest holding on or selling and moving to another name ?
Thanks for all the great advice
Peter
Looking to trim / take losses and reinvest for growth in a personal account. Both WELL and TDOC (my only Healthcare holdings) are significantly down. I don't need to take losses but would you suggest holding on or selling and moving to another name ?
Thanks for all the great advice
Peter
Q: Really don't understand why WELL keeps stubbornly going down even though they have successfully integrated their acquisitions in the last 2 years. They are soon to be profitable and yet no one seems to pay them respect. I realize that we're in a tough market but is there something else? They just raised money to make future acquisitions. Are shorts still after them? What is it that I'm missing?
Q: What do you think of Telecom now since it reported bad results and the stock has been pummelled?
1-3 year hold?
Kathie Woods has doubled down on this name.
1-3 year hold?
Kathie Woods has doubled down on this name.
Q: Hi Peter and Team
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda
TDOC has been crushed today it was about 300 US a year ago and now is down 90% sine with a 45% drop today
Was it a US company like WELL ?
And any reason for this sell off ?
Thanks
Linda
- Gilead Sciences Inc. (GILD)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Tencent Holdings Ltd. ADR (TCEHY)
- Etsy Inc. (ETSY)
- Teladoc Health Inc. (TDOC)
- Safehold Inc. (SAFE)
- Pinterest Inc. Class A (PINS)
Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.
Thanks as always,
Kevin
Thanks as always,
Kevin
- Amgen Inc. (AMGN)
- Cerner Corporation (CERN)
- AbbVie Inc. (ABBV)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Change Healthcare Inc. (CHNG)
Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.