Investment Q&A

Q: Hi 5iResearch Team,

I have a full position on CVS for just over a year the stock has not been doing great over this period of time. I understand from a piece on BNN that Amazon is looking at getting into the pharmacy business.

If indeed that comes to past, I imagine it would impact negatively on pharmacies such as CVS, Walgreen, etc. So I am contemplating of liquidating my position on CVS. Your comments and thoughts on this would be appreciated.
Thanks,
Harry

Q: RE: Health care exposure

Hello, I need to add into the healthcare sector to have proper portfolio diversification.

I sold my CRX shares a while back, and today I am looking buying some CVS and MCK shares.

I might buy GUD in the future but right now I want to buy bigger cap companies.

May I have your opinion on these two companies for LONG term BUY and HOLD strategy?

Thank you very much and have a GREAT day!

Stephane

Q: for a RRSP account, sector issues aside. I am asking for guidance regarding Exxon and CVS

My investor personality is buying blue chip dividend paying companies at a fair price;
A. present yield relative to historical yield
B. present P/E ratio relative to the companies historical P/E ratio
C. company I basically understand (this is not my day job.) i.e. how they make profit doesn't seem to be going into extinction
D. company I don't expect to go away anytime soon.
E. company with expectation of growth

do either Exxon or CVS fit my investor personality ?
if so which would you think is "better" value today relative to future growth potential ?
or would you recommend something else ??

thanks

Ernie

Q: Hello 5i,
I don't have much healthcare exposure right now but I'm thinking about getting back in. I noticed the resent many reasonably priced options in Canada - CRH and GUD seem like the go to names but each have massive P/E ratios.
As a result, I was thinking about buying a US retail pharma stock like CVS or just buying the XLV instead. I like CVS as it is kinda like "owning the race track instead of the the race car". Am I hitting the mark with this analogy or am I missing something? Some Bio tech names appear quite cheap due to pricing/political risk etc. But I also would never know which one to buy. Do you see any issues with the CVS in general? Would you recommend just buying the XLV instead? Thanks

Q: THIS SEEMS LIKE A SOLID BLUE CHIP U.S. COMPANY WITH A DECENT DIVIDEND AT A GOOD PRICE. YOUR THOUGHTS ON TRUMP AND OR AMAZON HURTING IT IN THE FUTURE. THANKYOU

Q: CVS has dropped significantly in recent months, and I'd appreciate it if you could explain what has been going on. What future do you see for CVS?

Q: Good day,

I know that your focus is not the US but the landscape is changing with the election so perhaps you could just be a sounding board. I have a large position in JNJ (for growing yield and broad diversification), a full position in EXE (for yield), and a 3% position in CRH (for growth). JNJ trades at a premium, justly so. I was thinking of swapping these holdings except maybe EXE for CVS, NVO and DHR. DHR is now focused since its spin off of Fortive and has been a long-term outperformer (it is devices and consumables). NVO (drugs) and CVS (broad healthcare) are great growth stocks that are beaten down compared to JNJ and together offer comparable yields. What would be your thoughts?

Thanks!

Derek

Q: Hi Peter & team: Greetings! with reference to Tamara's question regarding who will be next US president, I hold the 3 US stock with total of some 10% gain (that is all I have in US$ and it is about 4% of my portfolio) should I hold or sell? Some money managers still recommend it. SIS I have some 30% gain and it is only less than 2% of my portfolio and you still favour it, should I take some profit? Honestly taking profit is difficult as it increases my total income and I may face a clawback of OAS. Please feel free to take my credit points as I have lots of it! Thank you.

Q: Hi; I know US stocks are not your focus but I wanted to ask your opinion on CVS. It seems like a great, stable US franchise not unlike Shoppers in Canada. It trades at a historically low valuation and below the broader market multiple. It pays a dividend. It seems like a great long term buy and hold for my RRSP. Is there something I'm missing?

Q: Would you please comment on CVS-N as an addition to the US exposure in our portfolio. Thanks for your input.