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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 Peter,

I have a question on Well Health and their Competition Bureau issue. Would it not be bullish for a company of Well's size to be considered to have a competitive edge on Telus, Loblaws et al considering it only has about 2% of the Primary Care clinics in Canada. I am wondering if this is an opportunity especially during tax loss.
Read Answer Asked by Frank on December 01, 2025
Q: Would you endorse a swtich from PRL and WELL to PNG and GRID in a TFSA at this time?
Read Answer Asked by Andrew on November 17, 2025
Q: I have the above holdings in an unregistered account and am in a losing position of 25 - 50% in each. Which of these would you 1) Hold, 2) Sell and 3) Buy back after 30 days?
Read Answer Asked by Dale on November 17, 2025
Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim
Read Answer Asked by Timothy on November 13, 2025
Q: how do you rank them to buy now 1 to 10 after the q3 reported. thanks
Read Answer Asked by c c on November 09, 2025
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
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