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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: Greetings…I’ve taken a 10% haircut on this ETF held for healthcare exposure. I could book the loss, but if I replace with another healthcare ETF inside of 30 days in your experience does the CRA have a problem with that? Also, some of the other ETF’s on the TSX look like they have fared even worse. Any ideas? (Trying to avoid holding one or two US companies individually)
Read Answer Asked by Stephen R. on April 23, 2025
Q: Hey guys - thanks for the great service!

From Well Health FY 2024 reporting - I read Well was penalized $2.8B USD for the Circle business billing. "Company recognized an expense of USD $2.8 million for the year ended December 31, 2024, for estimated settlement costs."

For a company with a Market Cap of about $1B.....this settlement cost appears to overwhelm any chance to remain solvent looking into the foreseeable future. What am I missing.

Glenn
Read Answer Asked by Glenn on April 17, 2025
Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.
Read Answer Asked by Roy on April 16, 2025
Q: Good Morning Peter, Ryan, and Team.
I would like your opinion of TMO at today's price ??
Thank you for your expert analysis. DL
Read Answer Asked by Dennis on April 08, 2025
Q: I've done quite nicely on NVO over the last while and have sold off about a third of my original position at prices close to double the current level. With a few US dollars in my account I am wondering if I should buy back some NVO or look at a part position in ISRG (or another healthcare suggestion from 5i) for diversification.

Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.
Read Answer Asked by David on April 07, 2025
Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?

NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
Read Answer Asked by James on April 07, 2025
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