Q: Hi there
I own CVS as part of a diversified portfolio. I’ve held it through its latest funk of a year or more. Suddenly as the result of a somewhat promising earnings report yesterday it’s on a nice uptick.
It’s quite cheap with a nice dividend but some say that’s for a reason even though they seem to have assembled all the pieces for complete healthcare service offering (pharmacy, insurance, medical services tied to us heaithcare program).
Can you give me your thoughts going forward? Buy/Add? Hold? Sell?
Thank you !
I own CVS as part of a diversified portfolio. I’ve held it through its latest funk of a year or more. Suddenly as the result of a somewhat promising earnings report yesterday it’s on a nice uptick.
It’s quite cheap with a nice dividend but some say that’s for a reason even though they seem to have assembled all the pieces for complete healthcare service offering (pharmacy, insurance, medical services tied to us heaithcare program).
Can you give me your thoughts going forward? Buy/Add? Hold? Sell?
Thank you !
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CVS Health Corporation (CVS $63.94)
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Capri Holdings Limited (CPRI $18.69)
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Atkore Inc. (ATKR $72.75)
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New Fortress Energy Inc. (NFE $3.76)
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PDD Holdings Inc. (PDD $105.06)
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StoneCo Ltd. (STNE $14.87)
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iShares MSCI USA Value Factor ETF (VLUE $113.49)
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iShares Morningstar Value ETF (ILCV $83.62)
Q:
This question is prompted by concern I felt upon seeing portfolio consists almost entirely of growth companies, few dividend payers, and no bond holdings. After reading the notes, articles and opinions of several financial analysts and investment gurus, I gather:
— that “value investing” has not worked for the past decade; and
— that now however is the time for investors to adopt a Value-centric approach.
Do you agree with this sentiment? If yes, does 5i have screens (or links to them) of US-listed companies whose share prices have declined more than fundamentals justify AND whose prospects for share price appreciation look good going forward ?
Additionally, IF, and *ONLY IF*, you believe “value’s time has come” do you have a US-listed value-oriented ETF that you care to recommend? I reviewed these two ETFs: ILCV and VLUE. Do you like either one? If yes, do you prefer one over the other? Or do you have other suggestions? Thanks! :ao: sab
This question is prompted by concern I felt upon seeing portfolio consists almost entirely of growth companies, few dividend payers, and no bond holdings. After reading the notes, articles and opinions of several financial analysts and investment gurus, I gather:
— that “value investing” has not worked for the past decade; and
— that now however is the time for investors to adopt a Value-centric approach.
Do you agree with this sentiment? If yes, does 5i have screens (or links to them) of US-listed companies whose share prices have declined more than fundamentals justify AND whose prospects for share price appreciation look good going forward ?
Additionally, IF, and *ONLY IF*, you believe “value’s time has come” do you have a US-listed value-oriented ETF that you care to recommend? I reviewed these two ETFs: ILCV and VLUE. Do you like either one? If yes, do you prefer one over the other? Or do you have other suggestions? Thanks! :ao: sab
Q: Thanks for your response to my previous question. Just when I thought it couldn't get any worse, CVS is down 4% this morning on this news:
A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.
But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?
A Senate bill, sponsored by Sens. Elizabeth Warren (D., Mass.) and Josh Hawley (R., Mo.), would force the companies that own health insurers or pharmacy-benefit managers to divest their pharmacy businesses within three years.
But surely, if CVS divested their pharmacy business then the proceeds could be used to reduce their debt? So why has the market reaction been so harsh?