Investment Q&A

Q: What are your thoughts about buying any of the above stocks? Thank you, rose

Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.

Q: I read the blog post on best US dividends.

5) IVZ - Invesco Ltd
4) AMAT - Applied Materials
3) T - AT&T
2) WBA - Walgreens Boots Alliance
1) CAH - Cardinal Health

What do you think of these? If I bought US Cash now to get some exposure are these relatively safe to hold for income and potential growth in the next 1 – 5 years?

I searched past questions on a few of these and I didn’t necessarily see 5i recommending them. Interested to know your thoughts / ranking.

Thanks.

Q: Hello,
Once a while 5i Research Blog has posted some articles from Mr. Nick Mccallum. I am wondering how is his Sure Dividend track records. Does 5i Research endorse Nick Mccallum’s recommendations. Like most recent one, he give 5 best dividend stocks in S&P 500 (IVZ, AMAT, T, WBA, CAH) to buy. I would like to know your thought for these 5 stocks. To me the wording sounds promotional.
Thanks
Victor

Q: my pharma bio is very thin Savaria in Canada and Pfizer inU.S.
However I am hesitant to add holdings.
does switching out of Pfizer to Wallgreen (a top pic recentlyin BNN )or J&J add value

Q: I have a well diversified CND and US portfolio. I have done well on both SWKS and WBA in the US but wonder if its time to move on from these names due to better opportunities elsewhere? If so, what would you recommend to replace them with and why (can be in different sectors),
Thanks for the great service!

Scott

Q: I have small positions in both wba and cvs. Should I unload them here? Thanks.

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott

Q: I currently hold CVS and am down 21%. In a response today to a question about WBA, you indicate that a switch from WBA to HD would be okay given the structural change being brought about by AMZN on the purchase of Whole Foods. While the person asking the question had a good gain on WBA, would your response be the same for my position in CVS?......thanks....Tom

Q: I have a reasonable gain of about 35% on this stock. However the pending acquisition of Whole Foods by Amazon has hit many retailers short term. I am pretty good at holding stocks through "noise" but I am considering taking profits here and moving on, in particular to Home Depot or Wyndham Worldwide. May I have your thoughts on this possible move. Thank you. Bill

Q: It has been since last summer since you commented on WBA. Do you like this a go-to name in consumer staples? Outside of Jean Coutu, there really isn't an equivalent any longer in Canada, is it worthwhile to hold long-term? Divi is only about 1.8%

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane

Q: Good evening,
Walgreens is one of the larger and most successful holdings in my US portfolio. I am concerned that it may be particularly exposed to significant currency and other negative impacts from Brexit. Would you see any reason to retain this position? Or a portion of it? I hold a similarly large position in JNJ and smaller positions in GILD and CELG in the health space.
Thank you for your guidance.

Q: Hello Team,
Would you prefer Pfizer or Bristol Myers in this space, or, given the electioneering going on in the U.S. would something like Walgreens be your preference in the Health Care space?
Thank You,
Barry