Investment Q&A

Q: Retired, dividend-income investor. I am in the process of trimming my way out of Shaw (held in my TFSA) and looking at where to deploy the funds as they become available over time. I know WELL is not the same risk as SJR, but I am considering it.

However I really focus on asset allocation. I see WELL listed as Healthcare as well as Technology. Is it a hybrid? My tracking system has no problem with splitting it up into either or both sectors. As an example TC Energy, as a pipeline, is categorized as both a Utility as well as Energy. I believe it is a Utility, but because it seems to trade more like Energy stocks. I go 50-50.

I could do the same with WELL. What portion of their business is technology? Is any part of their business related to the Telecom sector? If I was forced to pick one sector, I'd go with Healthcare. Your thoughts?

Thanks....Steve

Q: Hi, with the announcement of Dialogue's future IPO, can you explain the differences between these 4 companies? Also, do you know the date of Dialogue's IPO?

Thank you
André

Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.

Q: So working in the finance industry, when it comes to business valuation, I know private health clinics get very low multiples. If Well is continues to consolidate in a space where now one else is and provides technological efficiencies. Even if they are just able to capture the majority of market share in Canada, could the potential upside be the sky?

Q: What would your thoughts be on the dialogue health ipo? How would they compare with well health?
Thanks

Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.

Q: Hi there,

I only have a little bit of money to put in right now and I’m looking at either WELL or Air Canada - which would you recommend? I am comfortable holding for a year or two minimum and am looking for growth but want to stay on the safer side. Appreciate your insight!

Q: With the recent 10% correction in technology stocks, do you think it is a good time to buy. Would appreciate your recommendation of 3 Canadian and 3 US stocks to buy. I am looking for growth and can take risk. Thanks

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: Another acquisition by WELL (Intrahealth)....your comments?

Q: Hi Peter, Ryan and Team,

Sorry if this as been asked before but I am wondering what your top 3 growth companies would be irrespective of sector on both the U.S. and Canadian side? (So 3 U.S. and 3 Canadian) to take a position in on this pull-back?

Thanks for all you folks do, very appreciated.

Q: Hi Any thoughts on this company I am down 25% in the month I held it
Is this a stock we should forget it and move on cant remember when the last I lost so much this fast
Regards
Stan

Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx

Q: The markets have been very nasty to some favorites in the past week or so. Can you recommend one or two companies or funds that you think have really been hit unrealistically hard? Your opinion would be much appreciated. Thanks.

Q: Whats going on with well When do they report and do you expect them to be profitable.

Q: Would large investors be upset that the current share price of $7.68 is much lower than what they agreed to pay for the financing deal ($9.80). I don’t think the stock has closed higher than the financing price.

Q: Please provide you opinion on SHG. It appears that they are competing in the same space as WELL. Understanding that SHG carries more risk, which company has the strongest growth profile for the next several years?

Q: Just wondering if you think the recent pullback was overdone on some of your favourite companies making them much better buys today than they were before. If so, I would appreciate it if you could suggest 3 Canadian and 3 American companies that now have more upside.

Q: If you had to pick 1, which would you choose and why?
Thx