Investment Q&A

Q: Hello Peter,
What is your view on Well health and Good Food regardless of the pandemic. Do you see their business models as good long term buys at current levels as of October 2nd, 2020? I would appreciate your comments.

Q: Hi 5i Team,
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.

Thank you for the advice and have a great weekend!

Q: Hi, Do you think owning both of these securities would be beneficial, or would it be too much overlap, thanks for all of your valuable help?

Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?

Thank you,
Kevin

Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.

Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.

Q: Hi crew, what are 5-10 stocks that would be considered disrupters?

Thank you,
Kevin

Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor

Q: Please suggest Three US/Canada stocks/ETFs in cloud based Health care Information Technology for RRSP/RESP that have good growth potential . I have VEEV already in my RRSP portfolio (1%). Thanks

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: WELL is moving up nicely last few days and again today. Any idea what is driving this? Thanks John

Q: What comparable US company would you recommend in this sector? Is there an ETF for healthcare in general that you prefer?

Q: As per my portfolio analysis I have reduced my position in tech and industrial. One area Where I don’t have an investment I.e. communication services I’ve taken A partial position in BCE. I need to add health care. What is your opinion of the above? What would be your top pick in this area.

Q: Hello,

Do you plan to cover WELL eventually? I am thinking of starting a position in this stock could you please provide some information on this company or point me to some sources? What are your thoughts on this Company? Thank you.

Regards,

Shyam

Q: Have a loss in REAL. What are your thoughts on selling it and replacing it with WELL. Do you see equal growth potential for both companies?
Thanks. Peter

Q: This morning David Rosenberg recommended small-cap health care stocks. I would appreciate your recommendation on several Canadian listed health care stocks, particularly those on the forefront of technology.

Q: I would appreciate it if you could suggest companies that are leaders in telemedicine. Thank you.

Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.

Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?

Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.