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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: Telus, Maple, Well and others are Canadian stocks in the medical game in Canada and the USA. Are there other Canadian players in the same league? Can you please compare them from a financial performance, competitive and management perspective. Well has dropped by 50% since Sept/2021, very gradually. I'm wondering if there is a reason for the gradual decline. Is there a better stock in the same sector? Canadian or US. Also, is there still momentum pushing down WELL. Do you think it will be beaten by the competition in the next 2-3 years? Is it a sell from this perspective?

Read Answer Asked by TOM on January 18, 2022

Q: Hi 5i,
I wrote inquiring about the above names mid week last week but didn't get an answer - I'm pretty sure i hit submit but possibly not.
I'm down on each - on some significantly - and was looking forward to a post tax loss selling bounce, but none came. In act, all but WELL were down on January 4 before the interest rate news hit on the afternoon of January 5, and all have continued to drop like stones since. I'm concerned that droppage would be happening even if the Fed hadn't scared people about interest rates, and I have the depressing feeling I own a basket of stone losers.
If I sell out of each now and put the funds into some good dividend payers like ENB, SU, POW, BNS I might (hopefully) recoup my losses or at least cut them considerably by this time next year.
For each of the names could you tell me if you think it's a good idea to punt now before further losses accumulate, or are there any that you think have a reasonable prospect of returning to their early to mid 2021 levels by the end of 2022.
I really will appreciate your thoughts and advice - feeling a little beaten up right now ...
Thanks,
Peter

Read Answer Asked by Peter on January 10, 2022

Q: Hi there,

I know you’ve had many questions about DOC. You don’t really like averaging down. You do think DOC has great potential with some good contracts signed in past few months with good revenue growth through acquisition but it is risky. I’m not risk averse and I have an extensive well-diversified portfolio. I think so too but the stock price keeps dropping like a wet diaper. I’m in with 10,000 shares at an avg price of 1.64. I have time to wait and willing. All things considered…Should I jump in now at .98? Thanks!

Read Answer Asked by Robert on January 10, 2022

Q: First and foremost, thank you very much for your coaching which makes DIY investing much easier.

In the more aggressive part of my portfolio which is otherwise well balanced, these stocks are deep under water but at a relatively low percentage. There is no tax implication and a 3 years horizon minimum. I know you don't like averaging down but at a year end and beginning of a new one, timing (sorry) could be an advantage.

Having said that I have 2 questions,

1-Would you go bottom fishing while the price is low and hope for a Santa Claus rally (hoped for) or wait till things settle down?

2-If I decided to add to these existing positions, could you rank them in order of preference with a short term view please.

Thank you and happy holidays to all team members.

Yves

Read Answer Asked by Yves on December 21, 2021

Q: Thank you for your recent tax loss opportunities list. I have been interested in Well for some time and am considering for just such an opportunity. I have also been looking closely at cloudMD. It looks like Well is forecasted to become profitable before cloudMD but the latter remains a compelling opportunity having dropped in price further with an excellent balance sheet and forecast earnings. Which security do you prefer and why

Read Answer Asked by jeff on December 07, 2021

Q: With year-end tax harvesting, I have sold off some of my holdings in the 6 stocks listed above. Can you please tell me which (if any) are worth buying again after 30 days; please rate from best to worst. If possible, can you recommend a few other over sold good long-term Canadian stocks that may be a buy now with year-end selling. Thanks!!!

Read Answer Asked by Grant on November 24, 2021

Q: Stephen Takazy a solid value manager had positive comments on few namely
MDF SIA(6.5div)cloudmd tecsys (5i recom )D2l /
PL rank them

Read Answer Asked by thambirajah on November 11, 2021

Q: From a growth perspective over the next 2-3 years what would be in your opinion their ranking top to bottom

Read Answer Asked by TRENT on October 19, 2021

Q: Can I get opinion about the listed company for 2 to 3 years investment
Thx,

Read Answer Asked by Jigneshbhai on September 13, 2021

Q: Hi there,

I am looking to consolidate and sell some stocks. I have listed my stocks that are not performing and would rather invest elsewhere.

Any of the above stocks recommended to hold / sell?

Thanks in advance.

Read Answer Asked by Amy on August 27, 2021