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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: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane

Read Answer Asked by Shane on August 15, 2025
Q: WELL has posted decent numbers in recent quarters yet the valuation continues to contract. This could of course set the stage for a strong rally. The market seems to have lost some confidence in the management of WELL. Has your opinion of management changed over the past few years based on company execution or missteps?

Thanks.
Read Answer Asked by Joel on August 07, 2025
Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim
Read Answer Asked by Timothy on July 23, 2025
Q: I have held WELL ( at $5.00 ) for years in my growth oriented TFSA and am starting to look around for replacements. The next set of earnings will be important. Am looking at KSI and have read your report and questions asked. Several questions : will the general negatively towards healthcare be a drag on these two , should I sell partial WELL , do you have other ( CDN ) small cap recommendations ?
Thanks. Derek
Read Answer Asked by Derek on July 22, 2025
Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?

Very much appreciate your service.

Howard.
Read Answer Asked by Howard on July 22, 2025
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
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