Investment Q&A

Q: Hi Team,
The stock performance of Well is a bit perplexing to me as of late. I understand that growth stocks in general have gotten slaughtered the last year. But this is a Health company (which I thought in general are supposed to fair well in "recession" type environments). The company so far has proven to be growing at a very high rate. Last numbers beat estimates if I remember correctly, and guidance upgraded. It had received some Price Target upgrades from analysts after the last release. Yet the share price continues to drift lower. Canada in general seems to have a healthcare "shortage" right now if you believe what the media tells us. You would think a company with "telehealth", which I think will have great future growth and help ease contstraints on hospitals somewhat would be catching the eye of long term investors here. As well, the CEO has a proven track record as building up a company and selling it. Am I missing something, or could this set up be one of the most compelling on the tsx today for long term buyers at this level? Also, is Well still a relatively "unknown" company to the investment world in canada? It seems that getting in early with unknown companies that end up sucessful can sometime generate outsized returns over the long haul. As is the notorious (10 baggers) everyone can dream of finding once in a lifetime. This all being said, should I be buying today for the buy and hold strategy? Your comments are appreciated. Thanks.

Q: These companies are possible tax loss candidates this fall. Which are most likely to be the best choices for a rebound over the medium term (one - three years)? Please grade accordingly: most likely to rebound (best to worst); potential upside (highest to lowest).

John

Q: Would appreciate your opinion as to which of these two companies you would prefer and maybe a short explanation why.
Thank you

Q: this is my mix of companies. which would you cull and what do you recommend to replace?

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: Peter, for a portion of my portfolio I’m looking for companies with 8-10 bagger potential over the medium term, say 3 years. Please provide your 5 best cdn. and u.s. names for such potential gains. Regards Greg

Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?

Q: Hi Guys
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord

Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!

Q: Your comments please on the earnings of these two companies. Thanks

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

Q: I purchased a small position in this company about 2 years ago and currently down 50%.
I am bullish on the North American sector long term.
Any reason or reasons why I should not be adding to my position now?

Q: Hi Team,
According to recent updates from the company, Well Health seems to be firing on all cylinders. I am trying to understand why it's sitting near year lows. It does not seem appropriate to me for investors to be selling it off like a speculative Tech name. Healthcare will always be needed, and Telehealth should keep advancing...and is in the very very early stages. Management has a stellar history, revenues are climbing rapidly with aquisitions; with all this in mind...is it time to buy more of this name? Or am I missing something here? Thanks

Shane.

Q: Growth focused investor, high tolerance for volitility, trade very little, seems buy and hold works much better for me, except in the above mentioned stocks. I'm down 50% or more in them all. Stocks are held in either TFSA or RRSP. Considering getting rid of one or all, reentering LSPD? If you were selling, what stocks and what order?

Q: Positive market on Amzn acquiring 1 Medical for $3.9m.Does this make WELL a potential take over candidate. & indicates that it is on the right path? Txs for u usual great services & views

Q: Could you comment on today's news release. There seems to be strong growth in patient visits and practitioners but is this at the expense of growing revenues and ultimately profits?

Q: I'm 50% down on both of these companies. I'm ready to throw in the towel on either if not both. Do you believe they will recover in the next 2 years? Would you rather sell one and buy the other, would you just hold for now, or would you sell both and buy something else? Take as many credits as needed. Thanks

Q: Can you discuss why these two keep dropping and projections for the future. Many thanks.

Q: Hello, happy Canada to all. Currently building a moderate portfolio with the stocks above, all full positions except WSP, open to also taking on some more risk and buying into the negativity. Long runway of 5-10+ years. Am looking for 3 new options that would help achieve an overall 2.5-3% dividend yield (2 CAN and 1 US). And 3 growth options (2 CAN and 1 US). Please omit GSY, ENB, MG, TOI, and GOOG (I know, sorry) as these are also held in a separate account. Thank you for all that you do!