Q: WELL issued guidance of roughly $200 million EBITDA for 2025. They currently have a market cap of $1 billion, so that would be a ratio of 5 times EBITDA if they achieve the guidance. How does this compare to other profitable, small cap health care stocks?
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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 5i, Any info gleaned from listening in on their CC? As of writing this the market has taken WELL down 9%. Do see this as justified? Lastly, based on forward guidance can you provide key valuation metrics, like P/E and other stats you would look at.
Thx.
Thx.
Q: Good Morning
Your thoughts on WELL’s quarter? Looks messy, does this change your outlook?
Thank you
Your thoughts on WELL’s quarter? Looks messy, does this change your outlook?
Thank you
Q: Is it reasonabl buy some Well before its Q after market close as appears to be very oversold on the delay of filing Q report .Txs for u usual great services & views
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.54)
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Real Matters Inc. (REAL $7.39)
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WELL Health Technologies Corp. (WELL $5.77)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.44)
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Docebo Inc. (DCBO $38.61)
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Dye & Durham Limited (DND $7.35)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.27)
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D2L Inc. Subordinate Voting Shares (DTOL $18.42)
Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!
Q: Hi there, follow up to your answers today on WELL, how much cash is WELL dishing out for AIDX then? How is this being funded by WELL, and therefore affecting WELL's cash/debt position?
Regarding AIDX then, is the current $1.50 share price representing a fair price?
Thanks!
Regarding AIDX then, is the current $1.50 share price representing a fair price?
Thanks!
Q: Hi 5i, First thanks for the quick feedback on Wells filing delay. I too thought it had marginal impact. However an analyst from RBC put this out:
“The current situation suggests management may have overlooked certain aspects of the complexity. Until we receive further clarity, we include a 50-per-cent contribution of Circle Medical in our valuation ($68-million, or $0.27/sh) and have also adjusted our valuation to reflect the current market conditions.”
Seems pretty inflammatory, can you help me understand where he gets 50-per-cent contribution?
Thx again
“The current situation suggests management may have overlooked certain aspects of the complexity. Until we receive further clarity, we include a 50-per-cent contribution of Circle Medical in our valuation ($68-million, or $0.27/sh) and have also adjusted our valuation to reflect the current market conditions.”
Seems pretty inflammatory, can you help me understand where he gets 50-per-cent contribution?
Thx again
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WELL Health Technologies Corp. (WELL $5.77)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX $1.55)
Q: can U explain the deal of Well Health taking over shares of Healwell Aidx/t...I own shares of aidx....is this a buyout/takeover of Healwell???....if so what is the deal/price??....sorry for all the questions but I have read the n/r twice & can't figure it out....thanks, jb
Q: Is this an opportunity to enter a position (on big selloff today) given your positive opinion of the company? What would be your weighing if you owned this stock in a well diversified portfolio?
Q: Peter and His Dream Team
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.
Q: WELL issued a release about problems with CircleMedical, a subsidiary. They are delayed in filing their financials which has caused WELL to be late. Can you explain the release and what it means/impact to WELL. How serious is this? What do you see the end result being? Would this change your favourable view of WELL?
Q: You had a previous question on earnings coming out March 21 but nothing came out? I also saw something saying it was coming out yesterday. Nothing yet?
Q: When do they provide year end and first quarter fin results?
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Eli Lilly and Company (LLY $855.35)
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Walmart Inc. (WMT $101.77)
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Enbridge Inc. (ENB $67.32)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,458.04)
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Brookfield Renewable Partners L.P. (BEP.UN $38.23)
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ARC Resources Ltd. (ARX $26.46)
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Tourmaline Oil Corp. (TOU $61.14)
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WSP Global Inc. (WSP $278.81)
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Pan American Silver Corp. (PAAS $54.06)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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goeasy Ltd. (GSY $160.19)
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TerraVest Industries Inc. (TVK $141.37)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.54)
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WELL Health Technologies Corp. (WELL $5.77)
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Fortis Inc. (FTS $50.02)
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Boyd Group Services Inc. (BYD $221.86)
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VanEck Junior Gold Miners ETF (GDXJ $99.89)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.41)
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Costco CDR (CAD Hedged) (COST $42.73)
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Microsoft CDR (CAD Hedged) (MSFT $37.43)
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Alphabet CDR (CAD Hedged) (GOOG $39.43)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Q: Peter and His Wonder Team
I have cash I wish to employ. I am a long term contrarian. I have followed these two companies and think they qualify as contrarians. If so...which of the two would you suggest as a better buy.
Thanks for your perspective.
I have cash I wish to employ. I am a long term contrarian. I have followed these two companies and think they qualify as contrarians. If so...which of the two would you suggest as a better buy.
Thanks for your perspective.
Q: Hello 5i team
Is it a good idea to complete a position on WELL today?
Thanks
Is it a good idea to complete a position on WELL today?
Thanks
Q: Hi Peter, I was wondering why WELL was down over 5% today. Is there any news. Can you comment also on how the business is doing and would you add current pricing.
Thanks
Thanks
Q: Follow-up to previous question. When do PNG and WELL next report?
Q: When do PNG and WELL next report? What is the consensus growth, earnings and revenue for each? Does 5i agree with consensus and if not, elaborate? Between the two, which one has more price percentage upside?
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Celestica Inc. (CLS $364.51)
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goeasy Ltd. (GSY $160.19)
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WELL Health Technologies Corp. (WELL $5.77)
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Crocs Inc. (CROX $80.39)
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Axon Enterprise Inc. (AXON $734.04)
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Vertiv Holdings LLC Class A (VRT $168.88)
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Celsius Holdings Inc. (CELH $64.26)
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Cellebrite DI Ltd. (CLBT $19.05)
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Propel Holdings Inc. (PRL $26.46)
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Lumine Group Inc. (LMN $39.07)
Q: I hold these small/mid cap stocks. Most have done well.
It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?
Thanks
Tim
It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?
Thanks
Tim