Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?
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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.
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Stryker Corporation (SYK)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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SPDR Biotech ETF (XBI)
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WELL Health Technologies Corp. (WELL)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: Two part question, deduct as many points as you like.
I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.
Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?
Thank you for all that you do.
I'm just wondering if anyone at 5I has glanced at the 195 page(!!) short report that Spruce Point put out last week on Stryker. Anything in particular to be concerned about? I own it in my RRSP, and have been slowly adding to my position. It is the only stock that I own in the health care sector.
Also, what would be your top pick, CA or US in this sector, if I wanted to diversify my portfolio?
Thank you for all that you do.
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NVIDIA Corporation (NVDA)
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Kinaxis Inc. (KXS)
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TECSYS Inc. (TCS)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi 5I gang
I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.
Carl
I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.
Carl
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Elevance Health Inc Com (ANTM)
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Bristol-Myers Squibb Company (BMY)
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Edwards Lifesciences Corporation (EW)
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WELL Health Technologies Corp. (WELL)
Q: Hello Team 5i,
I recently sold GUD, my only CDN. or US. Health Care holding. Could you recommend one or more replacements for me? Not sure what your current suggested health Care portfolio weighting should be but that might figure into your response.
I read something recently that indicated that the S&P/TSX Health Care index is down 58% between March 2021 and 2022, might that be correct? If so, would you say this would be a good time to be buying?
Thanks for your wisdom
I recently sold GUD, my only CDN. or US. Health Care holding. Could you recommend one or more replacements for me? Not sure what your current suggested health Care portfolio weighting should be but that might figure into your response.
I read something recently that indicated that the S&P/TSX Health Care index is down 58% between March 2021 and 2022, might that be correct? If so, would you say this would be a good time to be buying?
Thanks for your wisdom
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Constellation Software Inc. (CSU)
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Q: The following was in the Globe today and I quote: "Canaccord Genuity’s Doug Taylor lowered his Well Health Technologies Corp. to $10 from $12 with a “buy” rating, while PI Financial’s Kris Thompson cut his target to $9 from $10.50 with a “buy” rating. The AVERAGE is $10.12."
And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?
If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?
If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
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Dollarama Inc. (DOL)
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FirstService Corporation (FSV)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
Q: My original 5% position @ $8.18 p/p is now reduced to 3%.Your initial recommendation is $2.83 with current rating of B+.The famous billionarie,Mr Kai Sing Li is part owner. Despite so many acquistions the stock has steadily declined from a 1yr H of $8.86 in July,2021 to recent low of $3.76 in mid Jan & appears to have found a base of some $4.Good Q on Mar 31 resulted in rise of.29(after high of + .56)& dropped 0.20 to $5.01 the next trading day.Very disappointed with the performance..Your thoughts. Txs for u usual great services & views
Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.
Q: Please provide your comments on earnings released today.
Thanks
Thanks
Q: Could you comment on WELL's quarterly results as well as your general outlook of the stock? Thanks in advance. - Jeff
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Thanks for a great service and have a well deserved weekend break. ram
Q: On GSY & WELL. I am down 30% on both in a registered account. Looking at the tax loss and moving to AT and CSU. I have started to use this as a growth account. Or I could sell and wait 30 days to rebuy. Looking for growth possibility so being a little more aggressive is OK
Q: Hi it was me under standing that well results were supposed to be out yesterday have you heard any thing
Regards
Stan
Regards
Stan
Q: Would you agree that this would be a good time to buy shares on theses two companies before their Q4. They both gave a preliminary report which looked excellent.
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Amgen Inc. (AMGN)
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Cerner Corporation (CERN)
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AbbVie Inc. (ABBV)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Teladoc Health Inc. (TDOC)
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WELL Health Technologies Corp. (WELL)
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Change Healthcare Inc. (CHNG)
Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.
Q: Hi Team,
Is WELL a buy, sell or hold right now? Are there better health plays in Canada? I'm considering adding to it or other alternative you can suggest. Thanks
Is WELL a buy, sell or hold right now? Are there better health plays in Canada? I'm considering adding to it or other alternative you can suggest. Thanks
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BRP Inc. Subordinate Voting Shares (DOO)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
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Celsius Holdings Inc. (CELH)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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eXp World Holdings Inc. (EXPI)
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Mitek Systems Inc. (MITK)
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
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Viemed Healthcare Inc. (VMD)
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WELL Health Technologies Corp. (WELL)
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CloudMD Software & Services Inc. (DOC)
Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you
Thank you
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Questor Technology Inc. (QST)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Converge Technology Solutions Corp. (CTS)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Anaergia Inc. (ANRG)
Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.
Have a great week. Take care
Have a great week. Take care