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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: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.

Read Answer Asked by Leonard on September 10, 2021

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Read Answer Asked by Nhung on June 29, 2021

Q: Would you consider CNC a good investment given their involvement in senior care and the aging demographics in the US? They also recently acquired Magellan Health which gives them exposure to one of the US biggest behavioural health platforms and are also starting to focus on a pharmacy segment and look to be developing into a fairly diversified company. However they do have significant exposure to Medicaid programs and linkages to the Affordable Care Act but not sure how big a risk to consider that might be? I currently hold CVS which is not perhaps direct competition but appears to be closer to fair value while CNC is still projected to have anywhere from a 16 to 23% discount. Wells Fargo has them overweight with a target of $87. Would you hold CVS, and take a position with CNC as well, or sell CVS and move it to CNC for it's potential upside? Thanks!
Kevin

Read Answer Asked by Kevin on May 20, 2021

Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug

Read Answer Asked by Doug on April 08, 2021

Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.

Read Answer Asked by Jody on February 17, 2021

Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?

Read Answer Asked by Adam on February 17, 2021

Q: I have been pruning my tech stocks .they have been good to me.
i like to add one financial i own TDand JPM . SAY between SL and Intacf whih is a better fit/
One healthcare . i ownISRG ABBVIE and the Sk bone fixing .
i am considering CVS or X,,, the animal Co split from Pfizer Apologise

Read Answer Asked by thambirajah on February 01, 2021

Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks

Read Answer Asked by Robert on December 04, 2020

Q: I am looking to add energy and health care coverage in my portfolio and am considering DUK, MDT. CVS, and XLV. Would these companies be at the top of your consideration list in their respective spaces. Is now an acceptable time to purchase or might it be prudent to await the fallout in the coming week after last week's corrective activity?

Read Answer Asked by Peter on September 09, 2020

Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?

Read Answer Asked by Mike on August 07, 2020

Q: Hello
I have owned CVS for a approx two years. I am down just over 10%.
Although rumors of Amazon opening up online pharmacy seemed to have died down. Debt I think (correct me if I am wrong)is holding the stock price down?

I am thinking of dumping it for Medtronics although it is a completely different business although still related to health care. I think more chance of stock price upside?

Can I have your opinion on this change?
Thanks
Stephane

Read Answer Asked by Stephane on May 21, 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: Ignoring taxes, cash requirements and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of the following would it be prudent to currently sell, buy, or hold? Thank you.


Read Answer Asked by Harold on January 24, 2020

Q: Hello 5I; Microsoft has had a very successful run; it is hard to argue with success but some commentators on BNN have suggested it has now reached a bit of a top and will not continue to rise. Other BNN commentators have pointed to CVS as being good value and past their problems. I am thinking of a switch. Can you analyze the prospects for these two and provide your thoughts on this idea. Thanks for your excellent service.

Read Answer Asked by Leonard on December 23, 2019

Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?

Read Answer Asked by Graeme on November 04, 2019

Q: When responding to a recent question you said that CVS was a low growth /high risk investment. I own the shares , having purchased them not too long ago around $61 a share, and did not consider the company this way . Yes there is debt. However my thought is that the recent acquisition of Aetna made the company better with modest EPS improvements in 2021 and higher the following year. As the market recognizes that the company is better positioned with Aetna , my expectation is that shares will continue to trend higher over the next 12 to 18 months. Shares currently trade at a very low PE multiple. Can you please provide you rationale for your assessment

Read Answer Asked by John on November 01, 2019

Q: I am considering these companies to buy on 3-yr. time frame. Moderate risk tolerance.
Could you please rate them, separately, in terms of !. Risk 2. Growth potential ( MX and MG Canadian). Take credits accordingly. Thanks Jim

Read Answer Asked by jim on October 31, 2019