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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: Down another 17 cents or 4.4% early at 10am. Were basically at a 52 week low. Do you think there should be a time where the regulators look into the trading at some point. Even if there was nothing nefarious I believe they could change or evolve trading in this high tech, AI enviornment. I don't want the general population to develop a feeling deception like the media got branded "fake news".

Business wise during the conference, I don't understand creating shareholder value by possibly selling Wisp or CRH medical. How would they replace all that recurring revenue.

Thanks Steve
Read Answer Asked by Steve on March 22, 2024
Q: I am down 48% with WELL after holding it for it seems like ever. It is time for this stock and me to part ways. Can you please suggest 3 Canadian stocks that are profitable with good cash flow and reasonable debt as a replacement. I already feel better having made this decision. Thank you

Further to my recent request for suggestions to replace WELL, please add a walk out the door valuation to the desired selection criteria. Thank you once again.
Read Answer Asked by Richard on March 22, 2024
Q: Bit confused over 5i responses given on WELL yesterday. 5i initially said results were good and it appeared from answer that there were no negatives. But stock was taking a big hit. Then new questions came in and you responded that there were some negatives (eg decrease in margins, net income and , cash flow). Obviously these are important as sellers stepped in and continue today so far. Usually 5i provide good insight but I think you guys dropped the ball on this one. The initial response should have hi-lited both the good and the bad. And whether the stock had a good run leading up to earnings shouldn't affect your response. Again, I stress usually you give full and fair insight and assessment but not this time.
Read Answer Asked on March 22, 2024
Q: Is this why the sell off today decrease in the annual numbers comparables?

Adjusted Net Income(1) was $52.4 million, or $0.22 per share in 2023, a decrease of 2% as compared to Adjusted Net Income(1) of $53.7 million, or $0.24 per share in 2022.
Adjusted Free Cashflow was $42.4 million for 2023, a decrease of 13%, as compared to Adjusted Free Cashflow of $48.9 million for 2022. The decrease was mainly due to higher tax and interest payments offsetting the increase in shareholder's EBITDA.
Net Income was $16.6 million or $0.00 per share(2) in 2023, a decrease of 11% as compared to Net Income of $18.7 million or $0.00 per share in 2022.
Read Answer Asked by fwb181 on March 22, 2024
Q: Hi there, any further insight into WELL after the conference call?

Are they being unduly punished for any particular reasons after good results, and if so, can you explain why the markets are pushing the stock down so hard?

I'm confused as to why this stock keeps being held down with such good growth over the past few years!

Any further help would be greatly appreciated.

Thanks!
Read Answer Asked by Hussein on March 22, 2024
Q: Here is another take on WELL:

Adjusted gross margin 43.7 % down from 51.3%

Adjusted net income $52.4 million down from
$ 53.7 million

Adjusted free cash flow $42.4 million down from $ 48.9 million.

I am in the camp of Warren Buffet and Charlie Munger who dismiss EBITDA. If you’re going to give a financial number before interest , for instance, you may as well exclude salaries ( or anything else for that matter ) as well.

I own WELL but will keep a closer eye on it. Please shot holes in my thoughts. Thanks. Derek



Read Answer Asked by Derek on March 22, 2024
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
Read Answer Asked by Alan on March 19, 2024
Q: Hi Team,
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?

Thanks,
Shane.
Read Answer Asked by Shane on March 13, 2024
Q: I know it's apples to oranges but here goes. Leaning more towards growth, which of these have more growth and why.

1- Between CROX and AXON which one?
2- Between WELL and DRX which one?

5 year hold minimum.

Thanks

Read Answer Asked by Marco on March 08, 2024
Q: Hi

I am still sitting on the fence regarding sell half of my WELL in my TFSA.

What would be your pick as a replacement :

DCBO
DRX

I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.

Thank you

Mike
Read Answer Asked by Mike on February 28, 2024
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys
Read Answer Asked by Ma on February 26, 2024
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

Read Answer Asked by Timothy on February 14, 2024
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