Investment Q&A

Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point

Q: I own WELL and am still up in a non-registered account. Would you consider a sell and switch to VHI for better future growth?

Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. Thanks.

Q: Performing very well on a tough overall day, clearly the market is very impressed with VHI's acquisition of Strata Health.

As always, would appreciate your analysis.

Q: Which stock has more growth VHI or DRX? Would you recommend one over the other or both?

Thanks for your service

Q: Hi,

Can you please confirm the FY24 and FY25 consensus EPS as seen on your Key Ratios company page for WELL. It seems the EPS is forecast to drop approx 40%.... .17 cents vs .12 cents respectively which does not seem very enticing. Although many of the other key ratios do look attractive so I wonder what is keeping this stock from performing better?
I have owned WELL for awhile now (marginally ahead) but my patience is growing thin and was thinking of splitting some of the proceeds (if I sell) towards Vitalhub and/or Kneat (which are both now close to their 52 week highs vs WELL) as part of my small cap health exposure. I took part in a DKAM update yesterday and they have VHI and KSI as part of their top 10 stocks for 2025 and I have followed some of their recommendations for years and done very well.
Just curious what your favourite is of these 3 health stocks. In the past you have suggested all 3 as favourable at various times but I know acquisitions etc can move some stocks ahead of others and all have made recent headlines.

Cheers,
SMc

Q: Hey 5i, the 5 stocks above are favoirites of DKAM and I'm thinking about putting a few in my TFSA. Now the problem is Jason Donville loves all of them but I'm sure 5i probably could tell me if they would rank some above the others? Thanks for your help. Cheers

Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!

Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?

Q: Hello,
I was wondering why vital hub is going down lately whereas topicus is slowly inching upwards yet it hardly moved after its great results.. Also, what are your thoughts on sentinelOne in cyber security area.. Much appreciated.

Q: I'm a 65 year old div investor with a defined pension. I'm investigating the BMO covered Call Health Care ETF (ZWHC) as a way to play the Health Care Sector as there is not much available in Cdn. I have a question on the cost of this ETF. The fact sheet states Max annual management fee of .65% and then it says an MER of .73%.
Do I add the two % up to equal 1.38% or would I just pay the MER of .73%?
I hold WELL (hoping for growth) but have been waiting quite awhile and nothing much seems to happen. I'm down (-26%). Its been good if you bought lately but if you bought back during COVID, not so much.
I know you still recommend it so should I hope for the best and wait awhile longer (hope not being much of an investment strategy) or move on? VHI seems to be moving better? Appreciate your thoughts.

Q: Hi team,

Looking for strong growth in the health sector.

Do you think OSCR-N, RXST-Q, VHI-T and National Health Care are the best options for the purpose ? And what is the level of risk ?

Please deduct as many credits as you see fit.

Gratefully,

Jacques IDS

Q: Hello Team,

Looking at updating/rejigging my TFSA account, are you able to rank the above stocks from 1 - 12, looking at a 3 year hold. These are a mix of some I hold and some I want to purchase. Not worried about size, risk and or industry. Thanks.

Q: Which one do you prefer right now?
Thank you

Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?

Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?

Q: There has been lots of good discussion about these 6 stocks on your forums section over the last year BDT, DRX, GSY, HPS.A, PRL, VHI. All have been big winners. Do you think they are still promising investments at current prices?