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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 have had ESRX.us for some time. I show a loss (it's down another >5% just in recent months). The company pays no dividend. Are its prospects good enough to advise patience? (I can’t use the tax loss). I saw your comment on CVS on Oct 7. That comment prompts me to ask you whether ESRX is worth holding? I looked at some analyses done by 'less superficial' analysts. I found opinions are at significant variance. I therefore ask your opinion , which would be more substantive and more trustworthy. Your opinion on what might be the optimal action would be very helpful. Thank you.
Read Answer Asked by Adam on October 11, 2016
Q: Is United Health (UNH.us) one to sell given the unusual political volatility? My question was also prompted by my renewed awareness that I may have over-allocated funds to bio-tech companies, and older-line pharmaceutical companies listed in the US and Europe. UNH is neither bio-tech nor pharma, but would it be safe from the ongoing and apparently increasing Congressional frustration with the entire industry.How would the abolition of the Advanced Health Care Act affect UNH? I am fine riding out the political yelling, so long as you think UNH still has a good future, with dividend growth and some price appreciation.
Read Answer Asked by Adam on October 11, 2016
Q: Hello Peter, I have some US cash to invest in an RRSP. Can you please suggest four US 'growthy but somewhat conservative' stocks for a long-term (10+ years) hold. There is no need for current income. Also, I know you've suggested IWO as a US growth ETF. Would you be inclined to favour that for an investment now, or do you think that, with current near-highs and the upcoming election, it makes sense to wait until closer to year-end. Thank you for the terrific service!
Read Answer Asked by James on October 07, 2016
Q: I was recently in NYC and impressed with the Whole Foods Market near where we stayed. Looks like the stock has been a basket case since its high of ~$63 (USD) in late 2013. It is now trading at about $28, a bit below $30 support level where it has languished since the end of 2015. The fundamentals are looking decent and it pays a modest dividend (2.93%), but I wonder whether the space is too competitive to allow for much growth going forward?

I would appreciate your opinion of WFM for a long term value play.
Read Answer Asked by David on October 07, 2016
Q: Good afternoon,
You recently responded to a question concerning put write etfs. My understanding is that such an etf may perform poorly in a bear market. Is there an etf trading in Canada employing an option strategy that would benefit from a bear market, apart from the highly leveraged short term products?
Thank you for your advice.
Read Answer Asked by Peter on October 07, 2016
Q: Good day, 5i

I am looking for some strategic advice regarding my position in Twitter. I was up 20% yesterday, and today, on news that a few bidders have shied away (alphabet notably), I am now done 5%. Understanding your are not soothsayers , I'm looking for your experienced opinion on how to handle situation. Cut my losses, or go long on the hopes it is sold in the near future.

Many thanks,

Karim
Read Answer Asked by Karim on October 06, 2016
Q: Hi 5i,

Has your opinon changed at all on the Walgreens and Rite Aid merger going through? They make it sound like the only condition to fulfill is to divest 1200 stores. Not sure if that's true?

The Rite Aid stock is at $7.50 right now and merger price is $9.00. That's a potential 20% return within the next 3 months. Is it worth the risk? I imagine doing an options call would be be more profitble "if" the merger happens?

Shane
Read Answer Asked by SHANE on October 06, 2016
Q: If you were unfortunate to have a full ( and under-water ) position in Alcoa , would you dump it now or wait for the split ... The prospective new company , Arconic could be OK, especially if it will be similar to Precision Cast Parts - but most analysts don't see any recovery in Alcoa if global supplies continue increasing .
I don't know the best strategy .
Thanks
Tom

Thanks
Tom
Read Answer Asked by Thomas on October 06, 2016
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