PFE & Gen-X Portfolio - Stocktrades Canada

I bought PFE a couple of months back, feeling optimistic about their position in the industry with the vaccination, and with the recent news, I’m feeling even more optimistic. Sorry, my message was sent too soon, and I accidentally clicked my enter button and didn’t finish my question. I’m interested in your thoughts on Pfizer and if you see this being a short-term or long-term investment.

I also analyzed the GenX Aggressive portfolio, and several tickers are showing on the buy side, except a strong sell of EDV, sell of PBH and SHOP. I’ve been holding 50% of my investment in cash waiting for the big market crash as I know it’s coming. It’s just a matter of when (I know we can’t predict…however so far, I’ve been on point and still going with my strategy). Do you see any of these tickers being able to survive when the market does the dive we anticipate will happen?

Lastly, my other 50% of my investment is in ETF XQQ, DIS (NYSE) and of course PFE. I already asked about PFE, just wondering about your thoughts on the ETF and DIS? I invested in these for the long-term as I believe DIS has a great strategy to shift their resources to online programming and XQQ is 48% big tech holdings (Microsoft, Google, PayPal, Apple, …). Would you suggest I move the XQQ into the Gen-X portfolio or hold long term as planned? I want to make double-digit returns and know EFTs can be slow but would appreciate your thoughts.

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Asked on November 11, 2020 5:32 pm

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Private answer

Hi Ellie,

Lots to unpack here. Let's start with the easy one which is PFE - Pfizer is a Blue Chip company and despite having some performance issues over the past couple of years, is one of the best drug manufacturers in the world. In my opinion, it is a long-term hold regardless of what happens with the vaccine.

As for analyzing the stocks - where do you see a strong sell for EDV, PBH and SHOP? Are you saying they have sold off? If yes, many stocks have sold off recently due to macro events and they have nothing to do witht the fundamental prospects of the company or future growth prospects. In fact, none of hose companies have 'sell' rating from analysts and have a majority buy rating. PBH and SHOP are both former BULL List picks of ours and we'd be comfortable adding here. EDV ranks incredibly well on our screener and is generating a ton of cash flow. My only hesitation with EDV is that it has a higher debt profile than its peers.

You seem steadfast in your opinion on an upcoming crash, so I won't tell you why trying to time the market isn't in your best interest. But will any of these 'survive'? They all will - none of these are going bankrupt. WIll they dip in a market crash? Perhaps - as we saw in March, most sectors dipped. Fun fact, in every crash over the past 25 years in each market crash a different industry outperformed. What does that mean? It means that every crash is unique and just because a company or industry did well in the last crash, it doesn't mean they will in the next crash.

As for XQQ - nothing wrong with that one as it tracks the Nasdaq 100 and your are getting nice exposure to tech that way. It should do well and IMO Is a long term hold. With respect to DIS (I own it) but believe it is overpriced right now and may pull back significantly in the event other shutdowns occur. Their parks have been significantly impacted and although they are shifting and doing well on the digital side of things, their parks are a massive part of their business model.

Mat

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Posted by Mathieu Litalien

Answered on November 12, 2020 4:29 am

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