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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: 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: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.
Read Answer Asked by Derek on April 17, 2025
Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!
Read Answer Asked by Art on April 04, 2025
Q: Hi 5i, First thanks for the quick feedback on Wells filing delay. I too thought it had marginal impact. However an analyst from RBC put this out:

“The current situation suggests management may have overlooked certain aspects of the complexity. Until we receive further clarity, we include a 50-per-cent contribution of Circle Medical in our valuation ($68-million, or $0.27/sh) and have also adjusted our valuation to reflect the current market conditions.”

Seems pretty inflammatory, can you help me understand where he gets 50-per-cent contribution?

Thx again

Read Answer Asked by Christopher on March 31, 2025
Q: can U explain the deal of Well Health taking over shares of Healwell Aidx/t...I own shares of aidx....is this a buyout/takeover of Healwell???....if so what is the deal/price??....sorry for all the questions but I have read the n/r twice & can't figure it out....thanks, jb
Read Answer Asked by John on March 31, 2025
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Read Answer Asked by Terence on March 19, 2025
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