Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?
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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 own these 3 low dividend paying stocks on the USD side of my RRIF. All of them have done well. For my mandatory 2026 withdrawal, I plan to do a transfer in kind to my TFSA of whichever one you believe has the best growth going forward. All three will continue to be long-term holds either way.
Thank you for your wonderful service! I seldom ask questions but I benefit from reading the question section daily.
JaneN
Thank you for your wonderful service! I seldom ask questions but I benefit from reading the question section daily.
JaneN
Q: MCK has had significant declines in the last several days. Fortunately , I got out before there was too much damage and I am wondering at what price I should get back in? What is the reason for the drop?
Many thanks for your thoughts.
Ian
Many thanks for your thoughts.
Ian
Q: May I please get you outlook on COR and MCK. Both have done well so far in 2025 and I wonder if you expect this to continue through 2026? DO you have a preference between the two?
Many thanks for your great advice.
Ian
Many thanks for your great advice.
Ian
Q: Hello everyone,
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
Thanks again.
Peter
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
Thanks again.
Peter
Q: Your thoughts on the most recent results for MCK would be appreciated. Thanks
Ian
Ian
Q: Do you know of any reason why this stock is selling off? Should I buy more, hold or sell?
Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian
Thanks for your insights.
Ian
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Eli Lilly and Company (LLY $918.05)
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McKesson Corporation (MCK $920.35)
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Novo Nordisk A/S (NVO $37.45)
Q: No healthcare exposure other than WELL, could you compare these, or if you have a better idea?
Q: Hi - do you have a preference between these two drug distribution companies? If you would avoid both at this time, then that's fine too!
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Apple Inc. (AAPL $249.94)
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Expedia Group Inc. (EXPE $240.04)
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Microchip Technology Incorporated (MCHP $64.71)
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VeriSign Inc. (VRSN $238.89)
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AbbVie Inc. (ABBV $208.34)
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Mastercard Incorporated (MA $488.47)
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McKesson Corporation (MCK $920.35)
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McCormick & Company Incorporated (MKC $55.06)
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Procter & Gamble Company (The) (PG $146.71)
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Fortive Corporation (FTV $54.84)
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.
Q: Hello Team,
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry
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Amazon.com Inc. (AMZN $209.87)
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Booking Holdings Inc. (BKNG $4,381.39)
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Tractor Supply Company (TSCO $45.95)
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AutoZone Inc. (AZO $3,361.98)
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Eli Lilly and Company (LLY $918.05)
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McKesson Corporation (MCK $920.35)
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Novo Nordisk A/S (NVO $37.45)
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Super Micro Computer Inc. (SMCI $30.35)
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Axon Enterprise Inc. (AXON $508.41)
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e.l.f. Beauty Inc. (ELF $70.31)
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UBS Group AG Registered (UBS $37.39)
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Vistra Corp. (VST $170.12)
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Interactive Brokers Group Inc. (IBKR $68.45)
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Vertiv Holdings LLC Class A (VRT $264.71)
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Celsius Holdings Inc. (CELH $41.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
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Fiserv Inc. (FISV $57.06)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
Q: 2 months ago you answered a question about COR and MCK in which you were positive. Since then both stocks have continued to do well. Are you still positive here for a long term buy and do you now have a preference. COR pays a better dividend.
Thanks for you great advice.
Ian
Thanks for you great advice.
Ian
Q: Hi 5i,
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.
COR (formerly AmerisourceBergen) and MCK are classified as Healthcare Distributors. Do you like either of these in this area? Are both worth owning assuming you like them for a long term hold in a TFSA and NonReg account?
Can you please provide your high level thoughts for your choice.
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FedEx Corporation (FDX $349.74)
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McKesson Corporation (MCK $920.35)
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United Parcel Service Inc. (UPS $96.84)
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Trane Technologies plc (TT $426.70)
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Carrier Global Corp - Ordinary Shares (CARR.WI)
Q: Are you aware of any companies that have the infrastructure i.e. (cold storage) and distribution capabilities for Covid-19 vaccines.
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FedEx Corporation (FDX $349.74)
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McKesson Corporation (MCK $920.35)
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United Parcel Service Inc. (UPS $96.84)
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Trane Technologies plc (TT $426.70)
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Carrier Global Corp - Ordinary Shares (CARR.WI)
Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine?
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Becton Dickinson and Company (BDX $158.08)
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Humana Inc. (HUM $170.42)
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McKesson Corporation (MCK $920.35)
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Medtronic plc. (MDT $87.21)
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Stryker Corporation (SYK $345.81)
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UnitedHealth Group Incorporated (DE) (UNH $284.33)
Q: Good afternoon,
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Q: Hi
I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.
Great service
Thanks
Ninad
I currently own GILD. Should I sell it and switch to BIIB or any other biotech. What are your thoughts about medical distribution companies (ABC, CAH, MCK) Which one would you recommend and any threat from Amazon. Should healthcare plans companies be part of healthcare portfolio and which one do you recommend.
Great service
Thanks
Ninad
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Celgene Corporation (CELG $108.24)
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CVS Health Corporation (CVS $73.02)
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McKesson Corporation (MCK $920.35)
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
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