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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: thoughts on Q results for Well Health, well/t....looked great with record highs for Rev, etc....and Aidx reported supposedly good Q results...everything imo seemed positive....but again...stock seems to be stuck in neutral....U are the experts...what do you think on stock going forward....it has gradually bounced off lows at $4sh....but a long way from analyst targets of $7 - $9
Read Answer Asked by John on November 06, 2025
Q: Hello Team,

As part of my Small Cap Portfolio I own KSI, VHI, WELL which have traded sideways for a while. I also own PNG, ZDC and ZOMD which have done very well over the last few months (thanks!).

Would you continue to hold all 6, do you see any other small cap companies I should/could move into? (Was looking at GRID, FTG or any other small caps you like)

In total, this 6 stocks are 13% of my total portfolio.

Thanks again.

Read Answer Asked by Kevin on November 03, 2025
Q: Hi, I own the companies mentioned above. Companies on unregistered account have been beaten down, what order would you sell them in or should some be held?

Thank you
Read Answer Asked by jovan on October 31, 2025
Q: Hi,
Have 1.3% in VHI and 0.9% in WELL. If you had to consolidate into one position, which would you choose? WELL has been frustrating as it goes on these big runs and then pulls back and can't seem to get any traction, whereas VHI seems more of a steady long term compounder that is in a nice uptrend which has pulled back and looks like a good opportunity to add now. Would you continue to diversify and hold both or consolidate now and just hold VHI?

Also have small positions <1% in TVE and WCP and would like to consoidate. Is the difference in whether an investor wants more growth (TVE) or income (WCP)? Which one do you see having more growth going forward? Already own TOU. Thank you!
Read Answer Asked by Keith on October 30, 2025
Q: Hello 5i
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave
Read Answer Asked by Dave on October 23, 2025
Q: Which ones would you add to today?
Read Answer Asked by Carol on October 21, 2025
Q: Kneat.com, Well Health and Vitalhub all provide services to the health care sector and all have been recommended by 5i as buys in the past. Please rank in order of growth potential over the next five year and a current entry price for each.
Read Answer Asked by Scott on October 17, 2025
Q: Hi,
Is it possible that the 10% drop in WELL on Friday would be related to their announced presentation at the 2025 Cantech Investment Conference on Oct 9 in Toronto? Any info about this presentation from your sources? Too much Up & downs with this stock. It's not only the market. I'm loosing patience.
Thanks and good weekend.

Read Answer Asked by Denise on October 14, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: What is the projected release date of next earnings for these companies?
Read Answer Asked on October 07, 2025
Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Read Answer Asked by Kevin on September 29, 2025
Q: Regarding Wealth Health Technologies, I would expect them to benefit by adopting some AI capabilities into their platforms. It seems that AI is either a benefit or a threat to companies utilizing significant amounts of software in their operations. How does it look for WELL? Have they already adopted/developed some AI capability ?

Thank You
Read Answer Asked by Clarence on September 23, 2025
Q: What are your top Canadian picks in:
Healthcare
Consumer goods and services?
Much appreciated. ram
Read Answer Asked by Ray on September 19, 2025
Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you
Read Answer Asked by alex on September 15, 2025