Investment Q&A

Q: Given the choice of a health care stock to add for portfolio diversification, which of CVS or LLY would you recommend and why. Thanks

Q: Hello, the above mentioned US stocks are now offered in CDRs. Are any of these worth buying and if so, why? Thanks

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.

Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer

Q: Hi group what going on with the big pharma stocks over the last several days ? LLy as an example is now off 10% in the last 5 days. Can you shed any light other than a very tough market. Buy sell or hold and why...thanks

Q: Hi Folks
I am looking to add to my Health Sector, currently holding ABBV, PFE, GILD and WELL in various accounts. I have CVS and MRK in mind to add - which one would you recommend at this time and why ? Appreciate your comments.
Thanks

Q: Hello Peter,

I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.

Your thought, please. Thank you!

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks

Q: As a new subscriber, I’m thoroughly impressed with your advice and 5i Research services overall - thank you for all that you do.

I currently hold ABBV, BMY, CVS, and GSK in a long-term hold, diversified RRSP portfolio. I’m not necessarily looking to add further healthcare exposure, but am very interested in the long term prospects for MRK +/- ISRG and would appreciate your opinion on them. And compared to my existing companies, would there be a suggested ranking of these six in terms of potential for long term compounding growth?

Q: I need to increase the healthcare allocation in my portfolio. I am considering MDT, DGX,and CVS as, I think, together they provide a good balance of strong fundamentals, yield and some growth. Do you agree, and do you have any other (non-pharma) suggestions.
Many Thanks
John

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.

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!

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

Q: I am planning to reduce my health care listings and sell one of these. Was thinking about letting BMY go. What is your opinion about BMY? In order, which ones have the best prospects for the future in terms of dividends and growth?

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

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.

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?