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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: Hi Team,
I had the following on my watchlist to "buy the dip" so to speak: LMN,BN, BIP.UN. WELL. After today they have all had nice moves off what was hopefully a "bottom". Is it time to buy? Is risk on again? Or is this a suckers rally after the fed induced rally? Predictive question I know...just looking for opinion. This being said; if it's a good time to buy, What Canadian stocks would you be your Top picks to buy today for a long term hold? Could you rank a list for me please? Thanks

Shane.
Read Answer Asked by Shane on November 03, 2023
Q: Hello, I need to add to the healthcare sector. Is this a good time to buy? Could you please provide 5 names and rate them in order of preference and why? U.S. OR Canadian? Thank you.
Read Answer Asked by Lorraine on October 30, 2023
Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
Read Answer Asked by Graham on October 25, 2023
Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?

Thanks ,
Shane
Read Answer Asked by Shane on October 02, 2023
Q: Hi Team,
In regards to Well health; why is there such a disconnect between the share price and the analysts target prices at the moment? Other than current market weakness that is? My qtrade account shows 8 analysts with a average target price of $9/ share, all of which are current targets within the last couple months. One guy even has target of $12 that was reitterated on Aug. 10th. You would think if its institutional investors trading most of these shares that if the consensus is so great that they would not be selling, and would support the share price? Is Well currently this undervalued? If so would make it a compelling buy at the current $4 and change. Thanks,

Shane.
Read Answer Asked by Shane on September 29, 2023
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
Read Answer Asked by Mark on September 29, 2023
Q: hi, looking at your model growth portfolio, all these entities are down in share price. are they all a buy today? any a sell? any other growth equities in the portfolio you like better than these listed right now? and are there any CDN growth equities not in the portfolio you like better than these ( eg ?LMN etc. )
Read Answer Asked by chris on September 18, 2023
Q: I have held SIS for a number of years and although I have enjoyed the dividend, the share price never seems to hold its momentum and drifts back to the low/mid teens where I bought it. I like the dividends but value total return more. I have never owned WELL but have followed it based on your recommendation. Can you rank the two and provide a short explanation as to your preference on the following metrics: 1) Management 2) Balance Sheet 3) Profitability 4) Long Term (5-10 yr) Return Potential and 5) Risk

I would prefer to hold just one of them.

Secondly, what is your analysis of CXI's quarter.

Many Thanks

Scott
Read Answer Asked by Scott on September 15, 2023
Q: This is a follow up to a question asked by Ok on Aug 14 and is not specific to Well.
Ok brings up lending stock to a brokerage and getting a return. In this specific case they were using Well stock.
I have never heard of this before. Its sound like a possibe way to gain "yield" .
Can you better explain this and also what risk is associated with doing this.
Thanks
John
Read Answer Asked by John on August 15, 2023
Q: Is Well Health Technologies the most manipulated stock in the Canadian market? I use Wealthsimple for several accounts and activated their "stock lending" option where they give you a yield on borrowing your shares. Their example target is 4.5% for shares borrowed. I could see the short attack on Well beginning like clockwork, 1 week before last quarterly release, as my shares were lent out more each day. I started getting 6% yield and that was ok. But that went down more and more with each "short", until I was loaning out all my shares for a measly 0.2%. I contacted the brokerage multiple times and they stated "market demand" and "fluctuations". Clearly 0.2% was not part of the deal and certainly not worth the risk. I obviously canceled this borrowing feature. What is this trickery? They are literally giving away shares to shorters as a means to suppress the share price. This has ONLY occured with Well:ca. How do they get away with it?
Read Answer Asked by Ok on August 14, 2023