Q: Walgreens had a huge run last Friday, do you think there is a turnaround materialized? Would you initiate position today for a long term holding?
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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'm considering a very small position in WBA as a "contra", turn-around pick. I recognize that this is not the type of stock 5i would consider investing in. However I value your opinion on this name despite its warts already mentioned in past Q&A:
- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.
- How sustainable is the new dividend payout?
- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?
- In your opinion, how susceptible is their business model to disruption?
- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.
- How sustainable is the new dividend payout?
- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?
- In your opinion, how susceptible is their business model to disruption?
- PayPal Holdings Inc. (PYPL)
- Walgreens Boots Alliance Inc. (WBA)
- Carnival Corporation (CCL)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Zoom Communications Inc. (ZM)
- Unity Software Inc. (U)
Q: Hi 5i Team,
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NETFLIX INC (NFLX)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Walgreens Boots Alliance Inc. (WBA)
- Wynn Resorts Limited (WYNN)
- The Boeing Company (BA)
- Bank of America Corporation (BAC)
- BlackRock Inc. (BLK)
- Carnival Corporation (CCL)
- Salesforce Inc. (CRM)
- Delta Air Lines Inc. (DAL)
- The Walt Disney Company (DIS)
- Goldman Sachs Group Inc. (The) (GS)
- International Business Machines Corporation (IBM)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Mastercard Incorporated (MA)
- Morgan Stanley (MS)
- Pfizer Inc. (PFE)
- Royal Caribbean Cruises Ltd. (RCL)
- Visa Inc. (V)
- Wells Fargo & Company (WFC)
- Exxon Mobil Corporation (XOM)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Tencent Holdings Ltd. ADR (TCEHY)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Healthpeak Properties (DOC)
- National Health Investors Inc. (NHI)
- Zoom Communications Inc. (ZM)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
- Walgreens Boots Alliance Inc. (WBA)
- ADT Inc. (ADT)
- Hanesbrands Inc. (HBI)
- Hertz Global Holdings Inc (HTZ)
- Rekor Systems Inc. (REKR)
Q: I'd like to start a small portfolio of US stocks in a TFSA, small dollar names/specs. Comments? Also OWL:us (blue owl capital). All sourced from CNBC. Cheers!
Q: Hi 5i
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Currently a share holder of WBA....
Regarding previous 5i comments about WBA, its debt and large dividend.......
Now that WBA has cut dividend by nearly 50%, where do you see it going from here?
Is it a good time to consider or still require wait and see? Attractive entry point at what price?
What has to happen next in this story?
Thx
jim
Q: Is WBA in trouble or is there an opportunity here? Thanks.
Q: Just wondering if your opinion is unchanged. In September you said "At some point it will be so bad it's good". Is it good yet? I could realize the loss now and buy it back next year.
As usual, thanks for your great help.
As usual, thanks for your great help.
- Walgreens Boots Alliance Inc. (WBA)
- International Business Machines Corporation (IBM)
- 3M Company (MMM)
- Realty Income Corporation (O)
- Manulife Financial Corporation (MFC)
- TC Energy Corporation (TRP)
- Chartwell Retirement Residences (CSH.UN)
- Parkland Corporation (PKI)
- Aecon Group Inc. (ARE)
Q: Could you please give me your top five dividend aristocrats. Thank you
Q: Hi 5i
WBA down another 5% today after announcement of CEO stepping down. Is it time for me to let this one go or do you see opportunity here? Why has the stock dropped so much over this year?
thx
WBA down another 5% today after announcement of CEO stepping down. Is it time for me to let this one go or do you see opportunity here? Why has the stock dropped so much over this year?
thx
Q: What is their balance sheet? Is it worth holding?
Thanks,
Milan
Thanks,
Milan
Q: need to sell one of the above. Please rank as to which has least chance of capital gains in next two to three years.
Thanks,
Nigel
Thanks,
Nigel
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Walgreens Boots Alliance Inc. (WBA)
- BlackRock Inc. (BLK)
- JPMorgan Chase & Co. (JPM)
- Verizon Communications Inc. (VZ)
- Blackstone Inc. (BX)
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.
What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Walgreens Boots Alliance Inc. (WBA)
- 3M Company (MMM)
- Philip Morris International Inc (PM)
- Williams Companies Inc. (The) (WMB)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Capital Power Corporation (CPX)
- Parkland Corporation (PKI)
- ATS Corporation (ATS)
- Richards Packaging Income Fund (RPI.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- K-Bro Linen Inc. (KBL)
- A&W Revenue Royalties Income Fund (AW.UN)
- Acadian Timber Corp. (ADN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- goeasy Ltd. (GSY)
- Blackstone Inc. (BX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Stag Industrial Inc. (STAG)
- Scotts Miracle-Gro Company (The) (SMG)
- SVB Financial Group (SIVB)
- Crocs Inc. (CROX)
- Fox Factory Holding Corp. (FOXF)
- Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Q: Why is this stock trading so cheaply? What is your assessment of this stock?
Q: It keeps going down. Is it only market related? Would you add to existing position?
Thanks,
Milan
Thanks,
Milan
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Walgreens Boots Alliance Inc. (WBA)
- JPMorgan Chase & Co. (JPM)
- 3M Company (MMM)
- Realty Income Corporation (O)
- Verizon Communications Inc. (VZ)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Unilever PLC (UL)
Q: AW.UN
AQN
POW
ENB
EIF
I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.
Thank you.
Donna
AQN
POW
ENB
EIF
I am looking for your recommendations on good dividend paying stocks. Stocks which have come under pressure due to market conditions. Stocks that are low risk and do not have high debt. I am mostly interest in income stocks but would also like a stock that would give me some capital gains. I have listed these and would appreciate rating these. Please also provide me with any other tickers you feel would fit my needs here which I may not have thought about.
Thank you.
Donna
- Walgreens Boots Alliance Inc. (WBA)
- Chevron Corporation (CVX)
- JPMorgan Chase & Co. (JPM)
- KeyCorp (KEY)
- Pfizer Inc. (PFE)
- GSK plc American Depositary Shares (Each representing two) (GSK)
- Lazard Inc. (LAZ)
Q: I have some money in my RRSP and would like to buy some US stocks. Could you recommend your top picks you think are priced to buy now, which gives 3% or more dividend. Also any you would wait on, and what price point you would enter. Thanks so much!
- Walgreens Boots Alliance Inc. (WBA)
- CVS Health Corporation (CVS)
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
Q: Hello Peter,
I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.
Your thought, please. Thank you!
I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.
Your thought, please. Thank you!
- Walgreens Boots Alliance Inc. (WBA)
- Chevron Corporation (CVX)
- JPMorgan Chase & Co. (JPM)
- KeyCorp (KEY)
- Pfizer Inc. (PFE)
- GSK plc American Depositary Shares (Each representing two) (GSK)
- Lazard Inc. (LAZ)
Q: Hi
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len
In a past question I was provided these US stocks to purchase: VZ, DUK, GILD, ABBV, O. I was looking for: low to moderate risk and high dividend yields I am again looking for another 5 to 7 stocks with similar criterion. As I am trying to build a US portfolio, please provide some diversification suggestions as well. Thanks, Len