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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: Thoughts on trimming some SHOP at record highs and buying some more WELL? SHOP position at 10% and WELL at 2%. I'm currently overweight tech at around 28%. What news or fundamentals would you wait for to further add to your WELL position? This is for a TFSA and looking for long term growth. Thanks!
Read Answer Asked by Keith on July 30, 2020
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.
Read Answer Asked by Ben on July 29, 2020
Q: Greetings 5i team,
I have some cash in two of my accounts and am looking to add to two or more of these companies. In what order would you suggest I might add to these companies? Are there any that you would not add to at this time? For example, CAE and GC have been badly mauled, have not yet recovered, but perhaps I should treat them as a hold?
I realize that these companies vary according to sector, size growth, income and recovery potential making this a challenging question.
Thank you for your work.
SP
Read Answer Asked by Steve on July 28, 2020
Q: Hi Folks,
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis

Read Answer Asked by Dennis on July 28, 2020
Q: I am always interested in penny stocks with actual earnings that seem overlooked by the market. Are you aware of any reasons why this stock is so continually overlooked or, conversely, any upcoming activity that might burst the stock out of its sub-$.25 status?
Read Answer Asked by David on July 28, 2020
Q: I am looking at US Healthcare (with the exception of WELL), how would you rank these companies in when considering balance sheet, management, growth potential, and MOAT?

Thanks,

Andrew
Read Answer Asked by Andrew on July 20, 2020
Q: Hi Sir,
I am new to invest the small price risky stocks. For examples in WELL:CA, I have reviewed the Revenue and Earnings for the past 3 years:
2017, Revenue(mil) is 0, EPS is -0.03, Cash (mil) is 0.
2018, Revenue(mil) is 11, EPS is -0.04, Cash (mil) is 8 .
2019, Revenue(mil) is 33, EPS is -0.08, Cash (mil) is 16 .
I don't understand why on 2019 the revenue is big like 33, but the EPS is even more lost to -0.08 comparing to previous years. But the stock price still going higher and higher. Did i missing something? Would you please kindly advise. Thank you.
Read Answer Asked by kwokwai on July 20, 2020
Q: Which of these three stocks has the most upside. I am up 127% in real and thinking of selling some and buying well or stc. Should i let real run or but one of the others. This is in a registered account so there is no taxs to worry about.
Read Answer Asked by don on July 13, 2020
Q: If you were permitted to trade on both sides, my guess is you trade near 100% in the US.
If my assumption is wrong, over and above already owned US stocks, which ones would you get in Canada ?
And would you buy now or wait ?

Thanks for your help.
Read Answer Asked by Luc on July 13, 2020
Q: Hi Everyone at 5i! My son has a TFSA with the following holdings: ATD.B,BMO,BNS,ZWU,BAM.A,ENB,FTS,GWO, KXS,LSPO,OTEX,PBH,SHOP,VGT. Courtesy of the rebalancing of Shop, he has 50K to be redeployed. I would like to purchase five companies. Any suggestions, considering what he has in the portfolio already? I am looking for long term holds , preferably growth stocks. Cheers, Tamara,
Read Answer Asked by Tamara on July 13, 2020
Q: Hi 5i Team - At the risk of asking you to repeat some of the information in your recent answers to questions on Well Health Technologies could you provide some of the fundamentals of this company including cash on hand, debt, insider holdings/recent activity, cash flow, etc. I am interested in taking a small position but given that it is overvalued at this point (with good momentum though) are there any other Canadian companies in the same space that you feel might be a better buy at this point. Thanks.
Read Answer Asked by Rob on July 07, 2020
Q: I wonder if you could give me some recommendations for an investment in virtual health care/telemedicine in Canada and the US. Thanks!
Read Answer Asked by David on July 07, 2020
Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.
Read Answer Asked by umedali on July 07, 2020
Q: I'm curious if come across any companies that would be a good way to invest in wellness clinics. Those offices that often have physiotherapy, massage therapy, chiropractor, acupuncture all in one office.


Between the aging population, working from home with less then ideal ergonomics and people willing to spend more on their health I feel like this area could see continued growth.

Thanks

Read Answer Asked by Dennis on July 07, 2020
Q: I know you are not speculators especially in this forum but you have in the past identified companies like shopify, lightspeed etc. Are there any new companies that your watching for the growth portfolio at this time that you care to share for members to do their own research on?
Read Answer Asked by Todd on July 07, 2020
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