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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: TMDX is in the business of delivering viable human organs for transplant operations. Their technology markedly improves organ viability compared to the previous methodology of placing organs on ice. Future competitors must demonstrate via clinical trials that their technology is significantly better than that of TMDX. Seems like a decent moat. TMDX took on further debt to by a small airline to facilitate organ delivery which was being hampered by lack of reliable air transport. I would appreciate your expertise in determining if TMDX has a valid business model that warrants investment in their stock at its current price.
Read Answer Asked by John on December 13, 2023
Q: Hi Team,
What’s driving the relentless selling of Well lately? I don’t see why investors are taking a negative view on the name recently. Is this giving us a chance to buy more at basement bottom prices here ? Price targets average over $8 today and the stocks trading down towards the $3 range. Your take on the name is appreciated. Thanks

Shane
Read Answer Asked by Shane on December 13, 2023
Q: Hi

With the stock in freefall and it location, do you think INMD is a possible takeout candidate?

As I hold it in my TFSA I cannot claim a tax loss.

I am thinking of biting the bullet and holding for a few more quarters to see what happens. In addition we are in the tax loss selling season that only puts more stress on the share price.

In your view is there anything wrong with my thinking.

Thanks again.

Mike


Read Answer Asked by Mike on December 08, 2023
Q: Hi team, I bought WELL.CA back in Nov 2021 in my TFSA to provide some "growth" after viewing in your 5i Growth model portfolio. I am down ~38% and still waiting for the "growth" to take place. I realize it must have been bought in your growth model portfolio back around May 2020 at $2.83 so you're still up 30%. Back in April of this year it looked like there was some promise to the stock but it has since headed to the basement again. You still promote WELL so I'm wondering if I should hang on to this loser (for me) or wait it out? If a sell, what to replace with. I hear rumblings that small caps may take off in 2024? Appreciate your thoughts. Bill
Read Answer Asked by William on December 07, 2023
Q: Hi 5i, we need to increase our Healthcare allocation.

Currently hold XLV in our non-reg account, and are satisfied with it.

We need to use CA$ funds in our RIF's to increase, and are looking
at HHL, XHC, and LIFE (little unsure with LIFE as their website has faulty info).

We are looking for income plus some growth.

Could you provide some analysis of these 3 options,
and any other suggestions that you might see.

Thanks as always for your assistance. T.
Read Answer Asked by Terrance on December 01, 2023
Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?
Read Answer Asked by Ian on December 01, 2023
Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris
Read Answer Asked by chris on December 01, 2023
Q: ALT
just follow up ,some positive results
out tonight on phase 2 obesity
trial pemvidutide, wonder if changes anything in your view.
i am given to believe several
more phases and time before
any approval.
conf call fri a.m.
many thanks
Read Answer Asked by howard on December 01, 2023
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