Investment Q&A

Q: Hi, Do you think owning both of these securities would be beneficial, or would it be too much overlap, thanks for all of your valuable help?

Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?

Thank you,
Kevin

Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.

Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.

Q: Hi crew, what are 5-10 stocks that would be considered disrupters?

Thank you,
Kevin

Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor

Q: Please suggest Three US/Canada stocks/ETFs in cloud based Health care Information Technology for RRSP/RESP that have good growth potential . I have VEEV already in my RRSP portfolio (1%). Thanks

Q: Hello 5i team,
I'm looking for small companies in the Science & Technology field.
Could you give me names in the Health/Bio/Med sector: 3 in US, 3 in Canada
Ditto in Tech/Soft/Serv?
Thanks and keep well
Antoine

Q: WELL is moving up nicely last few days and again today. Any idea what is driving this? Thanks John

Q: What comparable US company would you recommend in this sector? Is there an ETF for healthcare in general that you prefer?

Q: As per my portfolio analysis I have reduced my position in tech and industrial. One area Where I don’t have an investment I.e. communication services I’ve taken A partial position in BCE. I need to add health care. What is your opinion of the above? What would be your top pick in this area.

Q: Hello,

Do you plan to cover WELL eventually? I am thinking of starting a position in this stock could you please provide some information on this company or point me to some sources? What are your thoughts on this Company? Thank you.

Regards,

Shyam

Q: Have a loss in REAL. What are your thoughts on selling it and replacing it with WELL. Do you see equal growth potential for both companies?
Thanks. Peter

Q: This morning David Rosenberg recommended small-cap health care stocks. I would appreciate your recommendation on several Canadian listed health care stocks, particularly those on the forefront of technology.

Q: I would appreciate it if you could suggest companies that are leaders in telemedicine. Thank you.

Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.

Q: I think we were due for today's pullback. What are your favourite names to add to here for a long term hold?

Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.

Q: Hi Peter and Team
WELL has had a recent big bump on expanding to US news.
Would this be a good time to take some profits ?
(2-3 x gain in last 3 months ?)
Thanks for advice.
Peter

Q: I have been looking at these two companies. Both have risen recently. Is this a good time to buy? Why or why not?

Thanks