Investment Q&A

Q: I am thinking of selling WELL held in my TFSA.for over 3 years and buying VHI can you provide 3 current metrics compared to historical metrics you use to value VHI thanks Richard

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Q: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim

Q: Which of these three stocks have the best potential for growth over the next year or two, disregarding any risks etc. I do realize it's a short time horizon, thanks?

Q: Any news for the big price surge today ( Tuesday) ? Thanks a million.

Q: How recession-resilient would you see WELL - especially in an abnormal, more prolonged downturn ? How would you compare this company's resiliency relative to that of other small and mid-cap companies ? Could you please also compare specifically to LMN ?

Q: Looking for your latest view on this stock looking at replacing it with WELL but GUD did very good on its last earning report but market doesn't appear to be to impressed,wondering if you would hold until their next earning report or just move on.

Q: is there any upside at all to this company because exactly a year ago today well was at $3.85 per share and today it is at $3.72 per share. I have lost my patience with this company can you please suggest a better company that might have potential in the next year or 2 thank you

Q: Can you explain what the Well Health news this morning means for the company.

Q: Why is Well Health under so much bearish pressure?

Q: Why can't the stock price get any traction. It just had three very good releases and it continues to drift down. Seems like it is in the penalty box for no reason.

Q: My only 2 TFSA holdings, held in equal amounts are WELL ( down) and EIF ( up ). I like EIF and hold it in greater amounts in my non registered account where I intend to keep it but expect it will be dead money for at least 6 months while Northern Mat recovers.
Am looking at selling EIF and along with my $7,000 contribution buying CALF , GLXY, and LMN in equal amounts, leaving WELL the largest holding at approximately 40% weighting ; the others at 20 % each. My TFSA is approximately 4 % of my total non registered and RRIF accounts and is not considered material so I wish to rebalance it towards stocks with more growth ( and risk ) potential.

I tend to go crazy with market timing : any advice on how to proceed on the sale and purchase of these? Any potential “ flashing red lights “ with this move ? Thanks. Derek

Q: 1. has well ever been in a profit since inception if so what year and what was the EPS. that year. .2. what is the EPS projection for WELL for 2024 year . 3. what is the projection for EPS for 2025 year. 4. what is the share count for years ended 2022 and 2023. 5. have the insiders been buying more shares at depressed market prices or just exercising options at lower prices and selling.into the market thanks Richard

Q: Yet another question about WELL. Insiders have bought shares actively in the end of December. Most likely with end of the year options or is it? Do we know if their purchases were made at market price?

Yves

Q: Good Morning

Your thoughts on WELL’s transaction with Healwell please.

Thank you

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Has anything(s) notable changed on WELL since your last Aug 29 2022 report including metrics on this company?

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: Down again on heavy volume. Do you have the means to see if these are borrowed shares for a short attack.

Thanks Steve

Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike