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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.
Read Answer Asked by Paul on March 09, 2021
Q: Appreciate your best advice regarding selling half of my large position of Visa and purchasing Walgreen's in my cash account. Anticipating Walgreen's will be very involved in providing vaccinations. Or better to stay with a large concentration of Visa with the economic recovery (hopefully) in USA. What is Walgreen's dividend? Thanks for your valuable input/advice as always.
Read Answer Asked by Dr Lorraine on January 11, 2021
Q: If you were entering new money today to try to yield at least 4 or 5 percent, what would be your top 5-10 dividend income stocks in Canada that you feel would be a safe hold for at least ten years? Alternatively, what would be your top dividend stocks in the U.S. obviously yielding less?
Read Answer Asked by Neil on December 07, 2020
Q: Hi there. I hold positions in ABBV, PFE, MRNA, and AMGEN. I am looking for some supplemental help in the healthcare space and considering MDT, WBA, JNJ(on pull back and aware of legal risks).

What would your opinion and/or recommendations be on these companies JNJ/WBA/MDT Do you have one or two alternatives for a dividend conscious investor?

Thank you so much.
Peter
Read Answer Asked by Peter on October 19, 2020
Q: WBA: this one is driving me crazy - I have held for a long time. Last 4 Q beat except for one previous to the April report. I keep thinking I should add to my position. You would think pharmacy would be doing well during this panic crisis? I know people were worries about Amazon; but, quite frankly, it has not panned out. Any analysis you have would be appreciated. Maybe, I should sell and buy technology - already own IGM Etf - had for 3 years.
Read Answer Asked by James on May 14, 2020
Q: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.
Read Answer Asked by Dennis on March 16, 2020
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Read Answer Asked by Tamara on July 29, 2019
Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris
Read Answer Asked by chris on April 25, 2019
Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always
Read Answer Asked by chris on November 16, 2018
Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.
Read Answer Asked by Marco on July 10, 2018
Q: I read the blog post on best US dividends.

5) IVZ - Invesco Ltd
4) AMAT - Applied Materials
3) T - AT&T
2) WBA - Walgreens Boots Alliance
1) CAH - Cardinal Health

What do you think of these? If I bought US Cash now to get some exposure are these relatively safe to hold for income and potential growth in the next 1 – 5 years?

I searched past questions on a few of these and I didn’t necessarily see 5i recommending them. Interested to know your thoughts / ranking.

Thanks.
Read Answer Asked by Patrick on June 08, 2018
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