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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: Team, I sold LLY from a 4% to a 1% position at $950ish. It’s come down a lot and has been negative to flat recently. Is this a stock you would start adding back? ISRG is a 5% and Well a 3% with LLY at 1%. 5+ year horizon. Is there a different Healthcare firm I should be looking at?
Read Answer Asked by Don on July 18, 2025
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
Read Answer Asked by Charles on June 26, 2025
Q: WELL is currently 1.3% of our portfolio. Your most recent comment put WELL in the "show me" category. With the price currently sitting close to the 52 week low and only a 1.3% position, do you think it would be worth another small nibble - either for a long term hold, or as a swing trade? Or better to just sit tight?

Thanks.
Read Answer Asked by Robert on June 24, 2025
Q: How would you rate KSI, Enterprise group and Hammond Power systems. I currently hold all 3 but considering amalgamating into 2 positions.
Thank you
Read Answer Asked by Marty on June 17, 2025
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
Read Answer Asked by Craig on June 12, 2025
Q: These are my 4 roughly equal weighted stocks in my TFSA which represent approximately 2% of total reg.and non reg. accounts. I have taken a barbell approach to this portfolio with EIF and GLXY anchoring the ends.
I have held WELL for several years waiting for that sustained breakout expected ( any day now ? ) and am down 20%. How much more time do I give it ? They seem to be getting all the pieces together and management is respected but I am getting itchy to sell and move on. Wait another quarter ? What will make it move higher without retreating ? What would YOU do if your portfolio ? Finally please provide 3 growth alternatives ( with reasons )should I decide to pull the plug .
Thanks. Derek
Read Answer Asked by Derek on June 10, 2025
Q: Of which listed names would you be most inclined to start a new position; for growth in TFSA accounts (granted some size difference)?
Read Answer Asked by David C. on June 03, 2025
Q: Hi Peter and 5i Team,

Can a case be made to own both EXE and SIA in a RRIF? If only one could be owned, which one would you keep, and why?

Other holdings in the Healthcare Sector (across other accounts) include WELL, VHI, and XHC. CSH is also owned, but it’s in the Real Estate Sector.

As always, thanks for your valuable insight.

Read Answer Asked by Jerry on May 29, 2025
Q: Hi there, wouldn't it be worthwhile for some to takeover WELL now, by paying a real good premium to todays price and yet... still scoop up WELL on the cheap, based on its future potential and better execution with new management/board?

If so, who do you feel would want to take over WELL?

What would be a good takeover price based on Q1 results and 2025 forward guidance?

Thanks!
Read Answer Asked by Hussein on May 15, 2025
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