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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: 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
Q: Hello team,

In your answer to Peter, you listed the above companies for a healthcare watch list. Sorry to corner you by asking about your favorite and why?

CVS is cheap and has long-term promise, but I bet your choice will be between ANTM and HUM based on management. Will you endorse both for purchase in the near future? Why or why not?

Or will you prefer something completely outside this list?

Many thanks for your invaluable objectivity and guidance!
Read Answer Asked by Saeed on April 24, 2019
Q: I would like to start a watch list for US health care companies that have been hit this year but are good for the longer term.
Thank You, Peter
Read Answer Asked by Peter on April 22, 2019
Q: I have been looking at CVS in the last few days as a long term hold, the dividend is quite attractive. The share price has dropped to what looks like a 5 year low, the Forward PE is at 8.6. How would you evaluate the long term prospects of CVS? Could the large merger it has gone through make future dividend increases doubtful?
Read Answer Asked by Mike on March 01, 2019
Q: hello 5i:
given that US Health Care is not your specialty, and given that the 3 companies occupy different sectors in health care, could you give me your pick as to which of the three you like best using safety first, and growth second as criteria (I do realize that growth and safety create a conundrum of sorts).
thanks
Paul L
Read Answer Asked by Paul on November 05, 2018
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