Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert

Q: WELL was $3.50 in August 2020 and its $3.55 today.

Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.

So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?

And of course, has a proven management team.

Thanks


Sheldon

Q: Good Morning, Can I please get your opinion on the recent earnings of Viemed and Profound Medical? Are they worth holding for several more quarters, or is it perhaps time to move on. I know you don't have many ideas for Canadian healthcare stocks, other than WELL (which I own), but if you wanted to switch to another CDN or US healthcare stock, what might you consider? Thanks. Brad