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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: Holding a BAC position in US dollar portfolio that is well balanced, diversified. BAC is held for bank exposure in the Financial Sector. Also hold position in V in this sector. Given current circumstances, like low interest rates and lower growth, I am questioning holding BAC. What is 5iR's take about BAC? Is there an alternative to BAC in the US finance sector or just underweight the finance for the time being?........Tom
Read Answer Asked by Tom on April 25, 2019
Q: As an alternative to an ETF, which of these companies would provide growth and a certain level of stability
Thank you, Team!
Read Answer Asked by Sigrid on April 25, 2019
Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris
Read Answer Asked by chris on April 25, 2019
Q: I bought a number of shares in this name last week hoping for a positive move on earnings. It looks like it missed by a few cents and is getting pounded after hours. I'm guess that it will be down a lot tomorrow so the question i have is whether I should sell or hold and hope it recovers. I'm not a long term investor. Appreciate your comments as always on earnings. Thank you.
Read Answer Asked by Jason on April 24, 2019
Q: i own half a position in UTX. I have been holding off on buying the other half due to the pending spin offs. i don't really want to hold Otis or Carrier individually and based on my small position in UTX the spin off would likely result in having very small shares in each company. Would you just sell what I have now, wait for the spin offs then buy back in to UTX or just buy the other half position and call it a day?
Read Answer Asked by Richard on April 24, 2019
Q: I'm thinking of selling my postion in BAC. What would you suggest as a replacement, not just banking, decent dividend yield?
Read Answer Asked by Dennis on April 24, 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: Would like your opinion on this stock a lot of the fundamentals look good low pe ,good dividend growth although it’s at a 52 week low would you consider this a good entry point or value trap?Also do you know if dividend is sustainable,EPS is 3.51 and paying out 1.80 looks good,also any near term catalysts and anything you know abouT management [ownership] thanks take as many questions as needed
Read Answer Asked by Greg on April 24, 2019
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