A recent podcast described it as a family-owned holding company, the crown jewel of which is Ferrari. They described as a very undervalued fund and a cheaper way to buy into Ferrari.
Can you give me your thoughts on it and tell me how I would buy it as a Canadian?
Q: Happy New Year to all of you at 5I. What are your thoughts on MCHI? I've owned it for a while and it has done nada. China is an export juggernaut with a domestic market in a shambles. The real estate vortex continues. Would India offer better prospects than China, at this time and for say a three to five year hold. Or, back to Japan? I want some exposure to Asia but what say you? Many thanks
Q: Not urgent. Are there companies outside of the US that are 'travel' stocks that you would recommend? If not, where would you lean into in the US travel stock list?
I would appreciate your recommended top 3 ETF’s for investing in the Indian economy. Consider moderate or low risk only, focusing on best expected performance over the next 5 years.
Q: My portfolio by region is Canada 58%, US 37%, International 5%. It is recommended that I put my international to 25%. What are 5 stocks/ETF's that you would recommend that would increase my international exposure? Industry-wise, I am heavy on financials and energy already, and I prefer a balanced portfolio. Thanks!
Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?
Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?