Investment Q&A

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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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

Upvote 2

Read Answer Asked by Peter on August 26, 2025

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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Q: Your thoughts on the most recent results for MCK would be appreciated. Thanks
Ian

Upvote 1

Read Answer Asked by Ian on February 10, 2025

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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Q: Do you know of any reason why this stock is selling off? Should I buy more, hold or sell?

Upvote 2

Read Answer Asked by Merrilyn on September 25, 2024

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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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

Upvote 4

Read Answer Asked by Ian on August 13, 2024

• Eli Lilly and Company (LLY $764.71)
  • $764.71 P/E (TTM): 49.37X Cap: $723.76B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• Novo Nordisk A/S (NVO $57.20)
  • $57.20 P/E (TTM): 15.42X Cap: $363.68B
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Q: No healthcare exposure other than WELL, could you compare these, or if you have a better idea?

Upvote 7

Read Answer Asked by Charles on May 07, 2024

• Cardinal Health Inc. (CAH $148.37)
  • $148.37 P/E (TTM): 23.6X Cap: $35.42B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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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!

Upvote 3

Read Answer Asked by Doug on March 08, 2024

• Apple Inc. (AAPL $238.15)
  • $238.15 P/E (TTM): 35.52X Cap: $3.51T
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• Expedia Group Inc. (EXPE $224.98)
  • $224.98 P/E (TTM): 26.51X Cap: $27.83B
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• Microchip Technology Incorporated (MCHP $64.45)
  • $64.45 Cap: $34.93B
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• VeriSign Inc. (VRSN $287.47)
  • $287.47 P/E (TTM): 34.07X Cap: $26.47B
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• AbbVie Inc. (ABBV $216.26)
  • $216.26 P/E (TTM): 104.47X Cap: $384.42B
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• Mastercard Incorporated (MA $586.42)
  • $586.42 P/E (TTM): 39.14X Cap: $530.13B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• McCormick & Company Incorporated (MKC $67.11)
  • $67.11 P/E (TTM): 22.98X Cap: $18.01B
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• Procter & Gamble Company (The) (PG $158.05)
  • $158.05 P/E (TTM): 24.09X Cap: $370.21B
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• Fortive Corporation (FTV $48.75)
  • $48.75 P/E (TTM): 22.0X Cap: $16.42B
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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.

Upvote 8

Read Answer Asked by Toge on January 30, 2024

• Regeneron Pharmaceuticals Inc. (REGN $575.06)
  • $575.06 P/E (TTM): 14.09X Cap: $60.94B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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Q: Hello Team,
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry

Upvote 1

Read Answer Asked by Barry on January 22, 2024

• Amazon.com Inc. (AMZN $234.05)
  • $234.05 P/E (TTM): 34.78X Cap: $2.49T
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• Booking Holdings Inc. (BKNG $5,475.01)
  • $5,475.01 P/E (TTM): 38.05X Cap: $177.44B
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• Tractor Supply Company (TSCO $58.99)
  • $58.99 P/E (TTM): 30.11X Cap: $31.26B
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• AutoZone Inc. (AZO $4,223.93)
  • $4,223.93 P/E (TTM): 27.71X Cap: $70.66B
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• Eli Lilly and Company (LLY $764.71)
  • $764.71 P/E (TTM): 49.37X Cap: $723.76B
  • View LLY Profile
  • View Questions on LLY
• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
  • View Questions on MCK
• Novo Nordisk A/S (NVO $57.20)
  • $57.20 P/E (TTM): 15.42X Cap: $363.68B
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• Super Micro Computer Inc. (SMCI $44.91)
  • $44.91 P/E (TTM): 26.79X Cap: $26.96B
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• Axon Enterprise Inc. (AXON $750.67)
  • $750.67 P/E (TTM): 186.98X Cap: $59.72B
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• e.l.f. Beauty Inc. (ELF $143.28)
  • $143.28 P/E (TTM): 79.54X Cap: $7.83B
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• UBS Group AG Registered (UBS $41.32)
  • $41.32 P/E (TTM): 26.8X Cap: $129.31B
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• Vistra Corp. (VST $209.43)
  • $209.43 P/E (TTM): 33.23X Cap: $72.34B
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• Interactive Brokers Group Inc. (IBKR $62.48)
  • $62.48 P/E (TTM): 33.37X Cap: $105.81B
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• Vertiv Holdings LLC Class A (VRT $136.65)
  • $136.65 P/E (TTM): 64.52X Cap: $52.79B
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• Celsius Holdings Inc. (CELH $55.27)
  • $55.27 P/E (TTM): 175.21X Cap: $14.46B
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• Brookfield Corporation Class A Limited Voting Shares (BN $95.95)
  • $95.95 P/E (TTM): 157.67X Cap: $142.95B
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• Fiserv Inc. (FI $132.75)
  • $132.75 P/E (TTM): 22.46X Cap: $72.16B
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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

Upvote 6

Read Answer Asked by Jason on January 08, 2024

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• Cencora Inc. (COR $290.00)
  • $290.00 P/E (TTM): 31.06X Cap: $56.49B
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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

Upvote 2

Read Answer Asked by Ian on December 04, 2023

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• Cencora Inc. (COR $290.00)
  • $290.00 P/E (TTM): 31.06X Cap: $56.49B
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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.

Upvote 0

Read Answer Asked by Ian on October 03, 2023

• FedEx Corporation (FDX $227.70)
  • $227.70 P/E (TTM): 13.66X Cap: $53.71B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• United Parcel Service Inc. (UPS $85.20)
  • $85.20 P/E (TTM): 12.57X Cap: $72.21B
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• Trane Technologies plc (TT $399.99)
  • $399.99 P/E (TTM): 31.81X Cap: $89B
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 33.5X
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Q: Are you aware of any companies that have the infrastructure i.e. (cold storage) and distribution capabilities for Covid-19 vaccines.

Upvote 0

Read Answer Asked by David on December 02, 2020

• FedEx Corporation (FDX $227.70)
  • $227.70 P/E (TTM): 13.66X Cap: $53.71B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
  • View Questions on MCK
• United Parcel Service Inc. (UPS $85.20)
  • $85.20 P/E (TTM): 12.57X Cap: $72.21B
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• Trane Technologies plc (TT $399.99)
  • $399.99 P/E (TTM): 31.81X Cap: $89B
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• Carrier Global Corp - Ordinary Shares (CARR.WI)
  • P/E (TTM): 33.5X
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Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine?

Upvote 0

Read Answer Asked by Ian on November 23, 2020

• Becton Dickinson and Company (BDX $186.21)
  • $186.21 P/E (TTM): 34.07X Cap: $53.23B
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• Humana Inc. (HUM $272.32)
  • $272.32 P/E (TTM): 21.17X Cap: $32.75B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
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• Medtronic plc. (MDT $94.19)
  • $94.19 P/E (TTM): 26.05X Cap: $120.81B
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• Stryker Corporation (SYK $376.62)
  • $376.62 P/E (TTM): 50.77X Cap: $143.98B
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• UnitedHealth Group Incorporated (DE) (UNH $339.78)
  • $339.78 P/E (TTM): 14.76X Cap: $315.07B
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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

Upvote 0

Read Answer Asked by Patrick on December 09, 2019

• Biogen Inc. (BIIB $143.68)
  • $143.68 P/E (TTM): 13.86X Cap: $21.06B
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• Gilead Sciences Inc. (GILD $110.86)
  • $110.86 P/E (TTM): 22.77X Cap: $137.55B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
  • View Questions on MCK

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

Upvote 0

Read Answer Asked by Ninad on February 26, 2019

• Celgene Corporation (CELG $108.24)
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• CVS Health Corporation (CVS $73.48)
  • $73.48 P/E (TTM): 20.91X Cap: $93.17B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
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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

Upvote 0

Read Answer Asked by Paul on November 05, 2018

• Cerner Corporation (CERN)
  • P/E (TTM): 46.72X Cap: $27.91B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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• Heliogen Inc Com (ATHN)
  • P/E (TTM): -41.8X Cap: $328M
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Q: can you tell me a company with global healthcare software

Upvote 0

Read Answer Asked by paul on September 06, 2018

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
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Q: Given Buffet/Dimon's plans to enter the pharma space would you still see an opportunity in McKesson and amerisource bergen regardless for the long term

Upvote 0

Read Answer Asked by Vicki L on February 12, 2018

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
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Q: Can I get your thought on McKesson, buy, sell, hold?

Upvote 0

Read Answer Asked by Nino on November 07, 2017

• McKesson Corporation (MCK $693.45)
  • $693.45 P/E (TTM): 28.49X Cap: $86.25B
  • View MCK Profile
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Q: I know The Us market is not your field but I need your advice as the potential of this Co. as it has acquired the pharmacy chain Uniprix ?
thanks in advance
georges

Upvote 0

Read Answer Asked by georges on May 25, 2017