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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: I have a 1/2 position in WELL and, as telemedicine is a fairly new field, I would prefer to take a 1/2 position in another company rather than a full position in WELL. I am considering either THNK, DOC or SHG. Which company are you the most comfortable with for a long term hold? Or would you suggest another company in the same field that you like better?
Read Answer Asked by Brendon on February 20, 2021
Q: ENLV Would you buy this stock. Seems quite exciting with there promising covid drug Alocetra. There ticker symbol did not come up in your search bar.
Read Answer Asked by Steve on February 20, 2021
Q: Can I have your opinion on MVMD (Mountain Valley holdings)
Read Answer Asked by arnold on February 19, 2021
Q: I am looking for some ideas on how to strengthen my healthcare holdings. I have a small position in BMY, and a full position in WELL. Present asset weighting is 3% of my portfolio.
I have room in registered and non registered.
Looking for quality, slow and steady, dividend paying, Thank you.
Read Answer Asked by Lorraine on February 19, 2021
Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.
Read Answer Asked by Jody on February 17, 2021
Q: Now that the financing of the proposed buyout of CRH is confirmed I was expecting that WELL's stock would stabilize. Could it be that the threat of class actions on behalf of current CRH holders may have to do with the continuous fall of WELL ? Is there anything else but just profit taking on WELL after their spectacular run in 2020?
Thank you for your insight.
Yves
Read Answer Asked by Yves on February 17, 2021
Q: Hi 5i, BNGO
This company is not currently in your data base. I am considering a 1/2 or 1/4 position is this genomics company and would like your opinion on 2- 3 year hold.
Is this a company you would have any interested in at the current price. Why/why not.
Any suggestions for similar strong candidates in this space.
Thx
Jim
Read Answer Asked by jim on February 17, 2021
Q: I was bullish on this for some time because the Ontario Gov't paid them to develop expanded, locally produced lab products, including but not limited to COVID and other testing reagents and VTM.
My fear was that a cheap, rapid test would make their COVID line irrelevant, but variants may be just the thing to keep their more technical tests relevant long-term.
How would you now view their risk/return as I want to add to my small 1% position?
Read Answer Asked by Darren on February 17, 2021
Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?
Read Answer Asked by Adam on February 17, 2021
Q: Do you see a upside potential in these companies, i.e doubling of stock from their current positions ?
Read Answer Asked by SAMAR on February 16, 2021
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