Q: Hi 5i - I understand that WELL is a provider of OSCAR electronic medical records, with this open source software originally developed by McMaster University. Today I see that Alphabet is filing for a new IPO, OSCAR Health which aims to cash in on the surge for digital health services. Is there any connection between WELL and Alphabet on this or perhaps it's Alphabet tapping into the OSCAR open source software?
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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 wonder if you think the risk level has risen in Couchetarde? The bmo analyst that follows the stock seemed perturbed when he heard Alain Bouchard saying unequivocally on a French language interview that he needs to be, wants to be and plans to be as big as Amazon and Walmart. I don’t think that it is ego pushing him to this. I believe he honestly believes this is the only way forward in the current market climate. Great if he could pull it off. But does this news not change the perception of this company from a relatively fast growth comfortably company to something far more risky?
Q: Can I please have your take on the earnings, thank you. Wayne.
Q: Can you please explain this comment and how it is calculated: WELL expects 800% per share EBITDA synergies.
Q: Hi,
I'm finally just back above water on SIS with its recent highs. Typically, once I've ridden a stock to the low lows without selling and it comes back up, I sell once I break even - and consider myself lucky. But I know that's really the right move - it's the emotional move.
My ACB is $17 bucks. Do I keep my finger away from the sell button and hold on for more upside?
Thanks,
Robert
I'm finally just back above water on SIS with its recent highs. Typically, once I've ridden a stock to the low lows without selling and it comes back up, I sell once I break even - and consider myself lucky. But I know that's really the right move - it's the emotional move.
My ACB is $17 bucks. Do I keep my finger away from the sell button and hold on for more upside?
Thanks,
Robert
Q: Can you please comment on the share offering - what this means going forward. As well as what price would you be comfortable adding to LSPD If the shares dip.
Thank you!
Thank you!
Q: Peter; Now I know why LSPD has been weak lately- comments on the issue? Rod
Q: I have WELL thanks to 5I bringing it to my attention but
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.
For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?
Thanks and I am very interested to your response.
there is one thing I really do not understand.
WELL has payed a premium of over 80% for CRH.
For many years, CRH has been struggling not been doing well (no pun intended).
5I Research has said in every commentary that it would SELL CRH and "not need to own"!
For WELL to buy a struggling company at an 80% premium, how can this
be a good deal?
Thanks and I am very interested to your response.
Q: Great call so far on WELL. Bought some on Friday. Looking to add. Is this a good time or wait for a drop. I guess my question is with the news today do you see a stronger move.
What is their goal. Get bigger in USA?
Thanks so much
Barry
Montreal
What is their goal. Get bigger in USA?
Thanks so much
Barry
Montreal
Q: Hi, This morning's NR about the $295.5 mln Equity offering of WELL shares/subscription receipts for $9.80, through private placement by Li Ka-Shing and others, to finance proposed acquisition of CRH Medical in Cash for USD$4 - What does it mean ? Why at 25% Premium to 5 day WELL average market price ? Just trying to understand ..How does it impact the company and its shareholders/stock price ? Thanks
Q: Big news for Well. Could you comment on the acquisition of CRH??? Thanks!
Q: Resume trading at open on Monday.How was the conference call? Txs for u usual great services & views
Q: In the past, 5i mentioned that LNF has hidden real estate value. Can you elaborate a bit more on this? I assume not enough real estate to spin out a REIT in the distant future.
Thanks!
Thanks!
Q: I’ve held BAD since it’s .un days so done well with it over the long term, and was fortunate to be able to add to my position last March taking it to 3.5% in a well diversified RRSP. I’m looking for some decent growth out of it, however, and I’m not sure this one has that over the next couple of years unless oil activity fires up again in NA (fat chance). Does BAD have potential to benefit from from all the recovery infrastructure spending and is that a catalyst worth holding/adding to BAD?
Thanks
Thanks
Q: Hi,
Which stocks would you recommend to buy now in your Balanced Equity, Income and Growth model portfolio?
Thank you.
Which stocks would you recommend to buy now in your Balanced Equity, Income and Growth model portfolio?
Thank you.
Q: Why the Ceo still express interest to buy the french grocerer,a low margin industry,when refuted by the French government ? Is it because France is his motherland?(heart over mind)The market does not like it.Price dropped 3.08% on friday,Down from $45.16 on Dec 17 to current $39.70.Please comment on the co.Txs for u usual great services & views
Q: I am confused concerning your point of view regarding the growth potential of SYZ. Recently, you gave the following answer :
''We would view it as an income stock and see any gains as a bonus. Growth has not been great, but it has a solid record of raising its dividend and paying special dividends. It has too much cash and has been slow at making acquisitions. It should have a very strong 2021 in a recovery and we would still view it overall in a positive light. But there are faster-growing companies, with higher valuations. We would be fine holding it, but would classify it as income/slower growth.''
But in your last June Company Report, you grade the 5 Yr. Revenue Growth as A- and the 5 Yr. EPS Growth as A+. It looks to me contradictory. What am I missing?
In the past ten years, there was a yearly revenu growth of 15,5 % and 17,5 % for the earnings, which look great to me.
Thanks. I really appreciate your sound expertise.
''We would view it as an income stock and see any gains as a bonus. Growth has not been great, but it has a solid record of raising its dividend and paying special dividends. It has too much cash and has been slow at making acquisitions. It should have a very strong 2021 in a recovery and we would still view it overall in a positive light. But there are faster-growing companies, with higher valuations. We would be fine holding it, but would classify it as income/slower growth.''
But in your last June Company Report, you grade the 5 Yr. Revenue Growth as A- and the 5 Yr. EPS Growth as A+. It looks to me contradictory. What am I missing?
In the past ten years, there was a yearly revenu growth of 15,5 % and 17,5 % for the earnings, which look great to me.
Thanks. I really appreciate your sound expertise.
Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?
Q: I have held Knight for many years waiting for the payoff. Now they are being booted out of the
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?
Q: At one time was up35% in real and am now down 10%. Wondering if I should sell it now as I'll only have about 3-4 years to hold it.
Thanks for your great advice.
Thanks for your great advice.