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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: Good morning,

Could you please suggest a couple ideas for tech and health care exposure within a TFSA. I hear there are advantages/disadvantages of different type of ETFs.
Thanks
Read Answer Asked by Steven on March 18, 2021
Q: Hi Group I am presently light on Health care (GUD - HMMJ - Doc) total is 2% of my portfolio) can you suggest a couple of etfs + Stocks to balance my portfolio . I believe health care is a must own sector do you agree Thanks for your guidance
Read Answer Asked by Terence on March 18, 2021
Q: Hi, before you mentioned that we should keep small cap positions to around 3%. Ahead of WELL earnings, my WELL position is closing in on 5%. Is this reasonable or too aggressive? I can handle some volatility and I am a long term growth investor. I see in your growth portfolio WELL is over 5% now. Would you look to trim back to around 3% or maintain the 5% position? Thanks!
Read Answer Asked by Keith on March 18, 2021
Q: Hi,
I own TDOC and there is much "noise" today about Amazon entering the telehealth space and its all doom and gloom for TDOC.
I thought this news was actually "old news" in the sense that we did anticipate this was going to happen.
In your opinion, does this move by Amazon fundamentally change anything for TDOC?
Thanks,
Read Answer Asked by ilie on March 18, 2021
Q: Retired, dividend-income investor. I am in the process of trimming my way out of Shaw (held in my TFSA) and looking at where to deploy the funds as they become available over time. I know WELL is not the same risk as SJR, but I am considering it.

However I really focus on asset allocation. I see WELL listed as Healthcare as well as Technology. Is it a hybrid? My tracking system has no problem with splitting it up into either or both sectors. As an example TC Energy, as a pipeline, is categorized as both a Utility as well as Energy. I believe it is a Utility, but because it seems to trade more like Energy stocks. I go 50-50.

I could do the same with WELL. What portion of their business is technology? Is any part of their business related to the Telecom sector? If I was forced to pick one sector, I'd go with Healthcare. Your thoughts?

Thanks....Steve
Read Answer Asked by Stephen on March 17, 2021
Q: Good morning, would you be able to comment on NovaBay Pharmaceuticals, do you see it as a stock worth picking up, and if you do, at what entry point would you yourself feel comfortable going in? I have been waiting for it to go lower but it seems to have a good bit of strength in the .90-$1.00 range. I was hoping it would dip into the .70s but its not looking like that will happen again soon. Thank you!!
Read Answer Asked by dennis on March 15, 2021
Q: Haven’t seen a question since January. MDRA looks over sold and the stock has just issued a possible early technical buy signal using scholastics. More importantly this mRNA technology got another “shot in the arm” with the latest data indicting that they may work by STOPPING transmission not just mounting an immune response to decrease the course f the disease while you remain contagious. How well funded is MRNA. How is their free cash flow and their debt load. This technology keeps getting more and more exciting. Malaria, the common cold, HIV, etc!! And if is better maybe even influenza?
For the science geeks: Impact of the COVID-19 Vaccine on Asymptomatic Infection Among Patients Undergoing Pre-Procedural COVID-19 Molecular Screening
Aaron J Tande, MD, Benjamin D Pollock, PhD, MSPH, Nilay D Shah, PhD, Gianrico Farrugia, MD, Abinash Virk, MD, Melanie Swift, MD, MPH, Laura Breeher, MD, MPH, Matthew Binnicker, PhD, Elie F Berbari, MD Author Notes
Clinical Infectious Diseases, ciab229, https://doi.org/10.1093/cid/ciab229
Published: 10 March 2021
Read Answer Asked by Paul on March 15, 2021
Q: So working in the finance industry, when it comes to business valuation, I know private health clinics get very low multiples. If Well is continues to consolidate in a space where now one else is and provides technological efficiencies. Even if they are just able to capture the majority of market share in Canada, could the potential upside be the sky?
Read Answer Asked by James on March 11, 2021
Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim
Read Answer Asked by jim on March 10, 2021
Q: what can you tell me about this company.
i ask for 3 reasons;
cathie wood of ark keeps buying shares -what does she know that we do not.
also lloyd segals wife clarissa desjardins-he is ceo of repare sold her previous biotech for over 1 billion.
i know lightning never hits same spot twice.
also bristol myers seems to be heavily involved.
its cdn.-mtl based.
would you buy it.
dave
Read Answer Asked by david on March 10, 2021
Q: DOC closed a bought deal today at 2.70 in the face of a market price which is much lower now but was a bit above the deal pricing when announced. I assume the brokers and/or underwriters will want to recover the value of their investment but I do not know how this sort of event generally proceeds. Can you clarify please, including the role and obligations of the parties and the likely outcome for the share price. Thanks
Read Answer Asked by Mike on March 09, 2021
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