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Q: Hi 5i

I have less than 1% in VEEV and have become frustrated with it after 3 years. I noticed that in an answer in June, someone at 5i held it, but an answer in August did not include the disclosure. So either it was sold or it was an oversight. Can you say which?
With the pullback in NVDA ($102) I'm getting very tempted to punt VEEV (S214) and use the proceeds and some of my cash pile to pick up NVDA. Would appreciate your thoughts.

Greg
Read Answer Asked by Greg on September 07, 2024
Q: Time's up!
I've had enough of both Veeva Systems and Well Health. Down about 50% in both. Planning to cut my losses in TFSA account (grow for next 5 years) and move to LLY (full position), ISRG (half position).
This will also increase US holdings percentage in this account.

This is a follow up to the TFSA competition with my wife question from last month. :) I'd prefer not be trading too much, but just can't see these 2 companies recovering too soon, and I cannot get the long term price graph of LLY out of my mind....


Comments before I pull the trigger?



Thanks,


Jim
Read Answer Asked by Jim on June 06, 2024
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