Q: I notice AND is up over 10% today . I suspect this is because of the earnings report. Please comment on earnings and more importantly any comments on outlook they may have stated in either their conference call or earnings report. Thanks Garth ......
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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: In an answer in November you seemed somewhat optimistic on the outlook for AND . But in a previous answer in July you referred to it as " not needed to be owned " .... How do you feel about in now in the new year and why ? Thanks Garth
Q: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.
2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?
2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?
- StorageVault Canada Inc. (SVI)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Allied Properties Real Estate Investment Trust (AP.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- Leon's Furniture Limited (LNF)
- Boralex Inc. Class A Shares (BLX)
- ECN Capital Corp. (ECN)
- Converge Technology Solutions Corp. (CTS)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Nuvei Corporation (NVEI)
Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?
Q: Looking to clear out some holdings that are not performing. AND is near its 52 week low and going lower highs and lower lows. HLF is a flattish chart and is about where it was 2.5 years ago. I’m down 9.5% and 11% respectively. Could use to put the money someplace else?
Thanks
Steve
Thanks
Steve
- StorageVault Canada Inc. (SVI)
- AutoCanada Inc. (ACQ)
- Exco Technologies Limited (XTC)
- Leon's Furniture Limited (LNF)
- Tamarack Valley Energy Ltd. (TVE)
- Chesswood Group Limited (CHW)
- Reitmans (Canada) Limited (RET.A)
- Cardinal Energy Ltd. (CJ)
- North American Construction Group Ltd. (NOA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Data Communications Management Corp. (DCM)
- Geodrill Limited Ordinary Shares (GEO)
- ECN Capital Corp. (ECN)
- Stelco Holdings Inc. (STLC)
- Atlas Engineered Products Ltd. (AEP)
- WELL Health Technologies Corp. (WELL)
- Sagicor Financial Company Ltd. (SFC)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Quipt Home Medical Corp. (QIPT)
- Propel Holdings Inc. (PRL)
- ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Q: Hello 5i team,
I initiated a position in AND around the time you published a report on the company. The reasons were because of the niche market, growing dividend, partially involved in healthcare, and growth (although slowly).
A few questions:
-brief opinion on the most recent quarter(released March 2nd)?
-The one and only report was in 2021, would you be having one coming up?
-Would AND be a stock that you would add to one of the portfolios in the future?
Thanks,
Andrew
I initiated a position in AND around the time you published a report on the company. The reasons were because of the niche market, growing dividend, partially involved in healthcare, and growth (although slowly).
A few questions:
-brief opinion on the most recent quarter(released March 2nd)?
-The one and only report was in 2021, would you be having one coming up?
-Would AND be a stock that you would add to one of the portfolios in the future?
Thanks,
Andrew
Q: Should an investor be concerned about the recent insider selling of shares? it seems like a lot.
Thanks for your service!
Thanks for your service!
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- D2L Inc. Subordinate Voting Shares (DTOL)
Q: Hi,
Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?
What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?
I don't currently own any of these shares but they are on my short term watchlist.
Cheers,
Steve
Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?
What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?
I don't currently own any of these shares but they are on my short term watchlist.
Cheers,
Steve
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- InMode Ltd. (INMD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Thanks
- Air Canada Voting and Variable Voting Shares (AC)
- Advantage Energy Ltd. (AAV)
- Agnico Eagle Mines Limited (AEM)
- Sierra Wireless Inc. (SW)
- Capstone Copper Corp. (CS)
- Trisura Group Ltd. (TSU)
- Nutrien Ltd. (NTR)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.
Q: Hello
May I please have your take on the results of these 2 companies.
I thank you for your time.
Sincerely
Mike
May I please have your take on the results of these 2 companies.
I thank you for your time.
Sincerely
Mike
- Stryker Corporation (SYK)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- SPDR Biotech ETF (XBI)
- WELL Health Technologies Corp. (WELL)
- 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.
Q: I'm going to increase my position in either MAL or AND { both at around 1.2% position } to somewhere around 2.5% ..... Which of the two does 5I prefer at today's prices ? ..... Can you comment on AND's earnings report ...... And problems with increasing rents, hiring drivers, and fuel prices going forward ? ...... Simply Wall Street claims MAL's earnings are set to grow 106.9% per year for the next three years. That's a pretty hefty increase in earnings ....And that the dividend is not well covered by earnings ..... Can you confirm this ? ..... Thanks for your great service. Garth
Q: I was seriously underweight in the health care sector in my portfolio, so this year's TFSA contributions (mine & spouse's) went to NBLY & AND.
Obviously 6 weeks is a ludicrously short time to evaluate performance, and these two investments only constitute a tiny fraction of my overall portfolio, but can you provide some assurance that these remain reasonable investments? Especially in the context of being the only direct health care exposure. Both are down substantially, NBLY esp. down almost 30%. Did I just happen to pick a bad time to buy?
NBLY results reported this morning didn't look that bad?
Obviously 6 weeks is a ludicrously short time to evaluate performance, and these two investments only constitute a tiny fraction of my overall portfolio, but can you provide some assurance that these remain reasonable investments? Especially in the context of being the only direct health care exposure. Both are down substantially, NBLY esp. down almost 30%. Did I just happen to pick a bad time to buy?
NBLY results reported this morning didn't look that bad?
- WELL Health Technologies Corp. (WELL)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: Whats your outlook for both of these companies.
- Knight Therapeutics Inc. (GUD)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Neighbourly Pharmacy Inc. (NBLY)
Q: Howdy to all you Santa's helpers, thanks for all your wise council.
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?
Thanks to all
My question today is: i recently sold GUD after a long hold and so am looking for another healthcare replacement. I know you have reported on NBLY and AND and so wondering which of the two you would recommend to replace GUD. Or, do you have a better recommendation?
Thanks to all
- The Walt Disney Company (DIS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Capital Power Corporation (CPX)
- TFI International Inc. (TFII)
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- ECN Capital Corp. (ECN)
- Trulieve Cannabis Corp (TRUL)
- Docebo Inc. (DCBO)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Neighbourly Pharmacy Inc. (NBLY)
- Nuvei Corporation (NVEI)
Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
- Stelco Holdings Inc. (STLC)
- Docebo Inc. (DCBO)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Neighbourly Pharmacy Inc. (NBLY)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
- Tidewater Renewables Ltd. (LCFS)
Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC
- WELL Health Technologies Corp. (WELL)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Dialogue Health Technologies Inc. (CARE)
- Neighbourly Pharmacy Inc. (NBLY)
Q: I'm looking ahead to January's TFSA contribution. Portfolio analysis indicates that my biggest sector shortfall is in healthcare. My only healthcare exposure is as part of my XAW (18% of my overall portfolio) and VGRO (44%), so I'm looking at AND, CARE, and WELL as candidates for the TFSA. What's your take on whether to put the contribution to one, some or all of these, or something else? Age 72 but my RRIF minimums (plus CPP/OAS) are sufficient for living expenses, don't expect to have to touch TFSA for 6+ years.
Thanks.
Thanks.