Q: Forgive my skepticism, but should long term WELL investors be worried about being left holding the bag with the Wellstar spin off?
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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: Can you please comment on WELL announcement today about doing a spinout next year. Do you think is a compelling reason to initiate a position or add to an existing one?
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Celestica Inc. (CLS $348.10)
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WELL Health Technologies Corp. (WELL $5.21)
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DocuSign Inc. (DOCU $68.79)
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Carvana Co. Class A (CVNA $337.91)
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Novavax Inc. (NVAX $8.35)
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Peloton Interactive Inc. (PTON $7.10)
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Asana Inc. Class A (ASAN $13.75)
Q: I'm curious about companies that have been rather lacklustre but somehow have experienced some catalyst that has allowed them to gain their footing once again and recently started to move up in value considerably. Not worried about size of company nor what sector they are in could you suggest 5 Canadian and 5 American companies that fit the bill.
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iShares Russell 2000 Growth ETF (IWO $320.15)
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TerraVest Industries Inc. (TVK $137.74)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.84)
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Vitalhub Corp. (VHI $11.01)
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WELL Health Technologies Corp. (WELL $5.21)
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Goosehead Insurance Inc. (GSHD $69.68)
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Construction Partners Inc. (ROAD $122.06)
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iShares Core S&P Small-Cap ETF (IJR $115.11)
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BMO S&P US Mid Cap Index ETF (ZMID $48.00)
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Shift4 Payments Inc. Class A (FOUR $77.42)
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Cellebrite DI Ltd. (CLBT $19.26)
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Propel Holdings Inc. (PRL $25.73)
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Nebius Group N.V. (NBIS $133.34)
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.
Shane.
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Celestica Inc. (CLS $348.10)
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TerraVest Industries Inc. (TVK $137.74)
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WELL Health Technologies Corp. (WELL $5.21)
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Vertiv Holdings LLC Class A (VRT $173.49)
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Cellebrite DI Ltd. (CLBT $19.26)
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Nebius Group N.V. (NBIS $133.34)
Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.
Thanks
Q: Today on Market Call,A Omelchak states thatWell has a great man.team and capital discipline.Also recent spinoff is interesting as optimizing the value of sharehoders---please comment. On Nov7,U increased position to 4% when it was $4.93.So is it OK to add here,($6.51 + 7.78%) near today's $6.56,1 year H . Txs for U usual great services & ideas.
Q: Peter; I’m up substantially on WELL. Thinking of trimming a bit and buying some ZDC. Comments ? Thanks.
Rod
Rod
Q: Well Health certainly has made a move and great to see. Is it too much or just finally being valued for its potential.
Thanks John
Thanks John
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TerraVest Industries Inc. (TVK $137.74)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.84)
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iShares Core S&P Mid-Cap ETF (IJH $63.74)
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WELL Health Technologies Corp. (WELL $5.21)
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Construction Partners Inc. (ROAD $122.06)
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BMO S&P US Mid Cap Index ETF (ZMID $48.00)
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Shift4 Payments Inc. Class A (FOUR $77.42)
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Cellebrite DI Ltd. (CLBT $19.26)
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?
Also top mid/small cap ETFs in US and Canada?
Thank You.
Also top mid/small cap ETFs in US and Canada?
Thank You.
Q: These are running higher finally. Any comments on why they are moving upwards so fast? closing a valuation gap or just its time for small caps to shine?
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goeasy Ltd. (GSY $158.67)
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TerraVest Industries Inc. (TVK $137.74)
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Kraken Robotics Inc. (PNG $5.62)
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Vitalhub Corp. (VHI $11.01)
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WELL Health Technologies Corp. (WELL $5.21)
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MDA Space Ltd. (MDA $36.50)
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Propel Holdings Inc. (PRL $25.73)
Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.
I was hoping that you could find that list and rank them by:
- current valuation
- management quality (if known)
- growth potential
- balance sheet quality
I was hoping that you could find that list and rank them by:
- current valuation
- management quality (if known)
- growth potential
- balance sheet quality
Q: There is a yahoo article on WELL:
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1
Could you comment on it?
I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1
Could you comment on it?
I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?
Q: Which of these two would you invest in today and why, for a growth investor who can tolerate risk.
Thanks
Thanks
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BioSyent Inc. (RX $11.51)
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Intuitive Surgical Inc. (ISRG $434.00)
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Church & Dwight Company Inc. (CHD $87.55)
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Eli Lilly and Company (LLY $834.92)
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Martin Marietta Materials Inc. (MLM $637.11)
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Philip Morris International Inc (PM $161.28)
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Dollarama Inc. (DOL $174.88)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.29)
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North West Company Inc. (The) (NWC $45.60)
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Agnico Eagle Mines Limited (AEM $229.60)
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Premium Brands Holdings Corporation (PBH $96.00)
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Capstone Copper Corp. (CS $12.83)
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Novo Nordisk A/S (NVO $56.98)
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Vitalhub Corp. (VHI $11.01)
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WELL Health Technologies Corp. (WELL $5.21)
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Linde plc (LIN $456.03)
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United States Lime & Minerals Inc. (USLM $120.25)
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British American Tobacco p.l.c. (BTI $51.55)
Q: Hello
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Q: Hello 5i
Can you talk about the insider ownership of WELL and the major holders of the shares please ?
And why are CIBC World Markets' expectations of $5.25 on 08/11/2024 so low?
Thanks
Can you talk about the insider ownership of WELL and the major holders of the shares please ?
And why are CIBC World Markets' expectations of $5.25 on 08/11/2024 so low?
Thanks
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ATS Corporation (ATS $35.76)
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Kinaxis Inc. (KXS $183.16)
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goeasy Ltd. (GSY $158.67)
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TerraVest Industries Inc. (TVK $137.74)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.84)
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WELL Health Technologies Corp. (WELL $5.21)
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Crocs Inc. (CROX $77.12)
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Docebo Inc. (DCBO $37.65)
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Topicus.com Inc. (TOI $140.03)
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Propel Holdings Inc. (PRL $25.73)
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Lumine Group Inc. (LMN $38.68)
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.
Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?
Thank You
Tim
Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?
Thank You
Tim
Q: Comments on WELL financials? Appears good. What are positives and negatives in results? Will any one thing move the needle? Where do you see price in 6-12 months?
Q: Hi 5i, thoughts on quarter and guidance pls and thx. Is it still on your small/mid cap favorite list? If yes where would you list in your top 5 ( pls list) choices?
Q: Hi,
If not already asked can you please comment on the most recent Well acquisition and the potential to the revenue and EPS increases going forward, ie accretion with the acquisition.
Is the Walmart Canada mention in this same news release a pilot project where if successful it will get rolled out to multiple Walmart Canada sites or is it already implemented in multiple sites (via the acquisition) and if so how many stores, 25, 50, 75, 100% of all Walmart Canada in store pharmacies?
Just trying to gauge the impact of the news release. The stock did not move much so assumption is that it is not that material.
Cheers,
Steve
If not already asked can you please comment on the most recent Well acquisition and the potential to the revenue and EPS increases going forward, ie accretion with the acquisition.
Is the Walmart Canada mention in this same news release a pilot project where if successful it will get rolled out to multiple Walmart Canada sites or is it already implemented in multiple sites (via the acquisition) and if so how many stores, 25, 50, 75, 100% of all Walmart Canada in store pharmacies?
Just trying to gauge the impact of the news release. The stock did not move much so assumption is that it is not that material.
Cheers,
Steve
Q: I own WELL and am still up in a non-registered account. Would you consider a sell and switch to VHI for better future growth?