Investment Q&A

Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?

Q: I'm a 65 year old div investor with a defined pension. I'm investigating the BMO covered Call Health Care ETF (ZWHC) as a way to play the Health Care Sector as there is not much available in Cdn. I have a question on the cost of this ETF. The fact sheet states Max annual management fee of .65% and then it says an MER of .73%.
Do I add the two % up to equal 1.38% or would I just pay the MER of .73%?
I hold WELL (hoping for growth) but have been waiting quite awhile and nothing much seems to happen. I'm down (-26%). Its been good if you bought lately but if you bought back during COVID, not so much.
I know you still recommend it so should I hope for the best and wait awhile longer (hope not being much of an investment strategy) or move on? VHI seems to be moving better? Appreciate your thoughts.

Q: Looking to setup a very concentrated TFSA to drive long term capital gains. Currently holding the above names. TSU has not been nearly as exciting as the other names. Is TSU going to provide outsized capital gains? My thinking is to sell TSU and allocate the funds to the other names equally. If there are others names you would recommend pls do share.

Q: On the last quarter conference call there was a review of the earnings and potential growth in earnings per share in the future. With the organic growth and potential margin improvement from cost cutting, earnout payments dropping in future years, spin out of Provider Solutions and the potential monetization of Circle/Wisp (assuming the money spent on debt reduction and share buybacks). I expect that the earnings should improve significantly in the next two or three years. All of this ignores any acquisitions. If all this happens I figure all is needed is some patience and we should see higher stock price 3 years out perhaps significantly agree?

Q: WELL is drifting down after reporting good results a couple of weeks ago. What to you see happening over the next 6 months? What catalyst is needed to kick start an upward movement? Would you top up a position now?

Q: I've owned these for quite a while (KXS 5 yrs; WELL 4 yrs; CTS 3 yrs) but they haven't performed as I'd hoped (KXS +17%; WELL +4%; CTS -1%). Note that I've added to each since the initial purchase.

I understand 'wait time' and that the market sometimes takes a while to respond to fundamentals, but I feel I've given these all a fair chance and yet I continue to believe - and to hold!

Can you offer me any assurances to either continue holding or selling any of the three stocks? Interestingly, when starting a position in KXS I made a decision to purchase that and not Descartes which 5i also supported strongly at the time. Needless to say, I've watched DSG clean up and KXS tread water.

Q: Hello Team,

Looking at updating/rejigging my TFSA account, are you able to rank the above stocks from 1 - 12, looking at a 3 year hold. These are a mix of some I hold and some I want to purchase. Not worried about size, risk and or industry. Thanks.

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Which one do you prefer right now?
Thank you

Q: I wonder if the low price per share could be a problem for WELL, wrongly perceived as "not serious". TVK at 1B was $40/share

Q: WELL just reported a good quarter and the stock is down 5%. My data shows that EPS was .43 not .04 as you reported on your recent post. Can you explain the weak stock performance today? Thank you

Q: Pls comment on quarter, forward guidance and current and FY25 valuations. Thx.

Q: Hi there, may I please have your quick thoughts on results for FLUT, SPB and WELL?

Thanks!

Q: Well announced today that Circle’s growth continues to be excellent and possibly accelerating. The last thing I would think of doing is selling that business if I owned part of it. They talk about unlocking shareholder value. I would prefer they buy more of Circle. Never mind selling there piece.
What are your thoughts on this.

Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Q: i hold a number of these small cap names. I do not hold CLS or TVK. At current pricing what order would you add to these names, what names do you think are very attractively priced right now?

Thanks
Tim

Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: Hi there, could the following be helping WELL, considering its investment in AIDX and of course the Musk factor connection?

Thanks!


https://www.rbcrichardsonbarr.com/IndustryResearch/News.aspx?a=news&ticker=a&w=&story=202406newsfilecorp214430#:~:text=HEALWELL%20AI%20Announces%20Strategic%20Investment,Benefit%20from%20xAI%20Developer%20Ecosystem

Q: Hi guys,

WELL.CA is starting to act better, is it time to increase the percentage from 1/3 to a 1/2 of a position?

Thanks

Jim