Investment Q&A

Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.

Q: Should I keep or sell

Q: Would you switch out WELL for QIPT? In you answer if you could provide financial metrics of each to support the answer. Thank you.

Q: All losers but long term investor. Would you rank them which are buyable to add to, hold or throw in the towel. Looking for 25% plus return in a 3-5 years horizon. Which fit the bill in your opinion. The best will be kept longer.

Thanks Yves

Q: I own these four healthcare companies but would like to reduce my holdings to three. How would you rate them from best to worse. I've done the best on UNH as I've held it the longest but in looking at a long-term chart it has the poorest returns of the four. They are all so different but what three would give me the best diversification? Look forward to your opinion. Thanks.

Q: With the recent announcement from our federal government on Health Care, what are some of the stocks in the health area would you suggest for long term investment?

Q: Wow! I spent an hour on a bunch of questions and it was all lost. Here is the summary:

WEF. What is your take. Credit it me if it becomes a 5i pick. : )

WELL: seems it popped because of Ford's medical privatization options. Should I wait for a share price decline? Sometimes prices seem to drop before earnings just so that they can pop more when earnings are announced.

CIX moving nicely. At point would I sell? My breakeven is 20.

Maybe 5i could float their own mutual funds...as Motley Fool has done I believe.

Idea: some kind of software to remind people to buy certain stocks?


Chiefs or Eagles?

Tar and Infinity Pool were boring movies.


Prediction: Dollarama will drop briefly on some manufactured "dire" situation. Things have been going too well for too long there.

Is it illegal to short a company having created the conditions for that shorting? Example: short A&W then get everyone to boycott A & W.

Q: When do they report their year end results.

Q: Hello. I already hold these 4 stocks, in a well diversified by sector, TFSA with WELL down considerably and the other 3 near break even. I have 26 stocks in my TFSA, so rather than deploying new money into an additional holding, I am considering adding to these companies. Your thoughts.

Q: There is an article this morning regarding the number of hours that Canadian doctors have to spend on doing paperwork over the course of a day. Things like insurance and income assistance forms, medical reviews for drivers and disability tax credits, etc., said to be overwhelming. Apparently some some forms are being shortened, but hope is that more technology will be used in doctor's offices to further reduce the work.

Is this an area of healthcare that WELL is involved in, or could be?

Is WELL expanding its expertise in other areas in the future - i.e. "long runway for growth" ?

Q: A recent article stated that there has been significant insider selling over the past three months and that shareholders have been diluted over the past year. On the other hand earnings are forecast to grow by 68% per year. Could you comment on these statements as well as the status of its balance sheet and strength of management. Thanks.

Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,

Q: My Tfsa has the following three losers (each down by 50%). Are these sell, hold or buy more with new money?
Thank you

Q: On jan 17 you indicated the recent stock move was a bit "suspicious." Can you expand and explain what you mean by this. Thanks John

Q: What do you think the odds are of an equity raise in the near future?

Q: Good Day Team
In a TFSA Growth for 5+years. On each one which You will add, hold or sell ?
ATZ 8 %
SIS 54%
PDYPF 65%
GH 2%
SHOP 33%
Thanks
Regards

Q: Any idea why the big move in WELL over the past week?

Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost

Your thoughts?

Thanks,
M

Q: Can you please rank these 5 stocks in which are in your growth portfolio i terms
of capital appreciation for the next year please.

I know some may be riskier than others.

Thanks

Q: I have the above stocks in my TFSA and they are all down and smaller positions. I also have GSY, KXS, SHOP, TOI, ECN, SIS, SU, MEG and ENB in this 300K TFSA (thanks to SHOP and 5i). I am wondering about topping up 2-3 of the above down stocks or something new with this year's contribution. My usual approach has just been to top up the losers but this market has me struggling for ideas. Would you add to any of the losers above or do you have 2-3 new suggestions for me. Thanks.