Investment Q&A

Q: I am trying to get an understanding of the company’s total addressable market?Current valuation/prospects?

Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality

Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Q: Which of these two would you invest in today and why, for a growth investor who can tolerate risk.

Thanks

Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Q: Wondering at what might be a good point to average up? PRL and VHI in my TFSA up about 40%, PRL in my margin account up 100%. Trying to balance FOMO with being too greedy.

Q: Hi there,

What would you consider a very good price to enter into a position? Planning on 3-4 tranches thanks.

Q: Hello team,
Can you comment on Zedcor's results please and is it still a buy? Also, how is vitalhub's valuation to its peers and is it a buy as well? Thanks very much.

Q: Could I please have your analysis of their quarterly earnings. Everything seemed good but was expecting some pop in the stock? Buy more, sell or hold?

Thanks Dave.

Q: May I have your opinion on Vhi 3rd Q earnings?

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?