Investment Q&A

Q: Greetings,

Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.

Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.

1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?

2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?

Cheers
A

Q: KPGHF Any reason for the sharp share price drawdown?

Q: I want to enter into small position in an India etf . I have 2 suggestions of FIH .U.CA and ZID from BMO . Which would you feel most comfortable with ?
Cheers, Doug

Q: What are your thoughts on the Santander's $12.3 Bln purchase of Webstar financial group, to expand their US landscape in Mid West ? It's a Cash and stock deal and Bank confirmed that it is committed to the 5% stock buyback plan, recently approved and has surplus capital to fund this.

Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).

How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?

Thank You

Q: You stated that there has been an 'avoid the US' trade occurring and think that some international diversification makes good sense today.

Understanding that you don’t cover international companies, what would be your top 5 international stocks for a growth investor?

Q: Please provide a case summary for either investing in FUTU or avoiding it

Q: What is going on with AstraZeneca this morning? On Friday it closed at 92.77, and the quote this morning on my BMO Investorline site as well as the TMX Money page and your own quote is 187.10. I don't see any news, in fact if I try to open the TMX page for AZN, it says "page does not exist".

Q: What percentage of a portfolio do you think should be non North American? Does that change if portfolio size is 500k, 2 mil, 5 mil?
Do you recommend fund or etf or individual stock, for someone with no knowledge and only buy stocks based on your recommendations? Which fund or etf?

Q: This fund has done well over the last few years but historical really up and down. It shows a 9% dividend -is that correct? Could you let me know how high risk it is, and if you would recommend it as part of a basket of international ETF's? Is there others you prefer that you think would do better over the next few years and any in Canadian dollars? Currently I only own ZDI.
Thank you!

Q: I know it’s not in your wheelhouse but would you have a good suggestion to invest in India? With the European trade deal and potential for increased trade around the world including Canada, it seems like a good place to begin investing a small portion of one’s portfolio

Q: Hello Peter,
Your opinion and suggestions please.

There seems to be a consensus emerging that China and the emerging markets in particular will outperform the US markets. Do you think the same? I understand that 5i does not research international markets. Nonetheless I would appreciate it if you could suggest sectors and stocks from China and elsewhere; within your knowledge sphere.
I heard the German Chancellor in Davos mentioning deregulatory reforms as well as refrain from looking at outside capital markets(US) as a source of capital. And I believe that Trump threatened Europe with retaliation if they sold off US assets. The dollar has ben weak and probably goes even lower. That should bode well for international markets.
It would be great for us subscribers if 5i expanded its research even if limited, to international markets, particularly China. Any chance of that happening in the near future?
Regards
Rajiv

Q: for an Asian play would you recommend Sea Ltd, or is it overvalued at this point and wait for a price drop or nor invest at all

Q: in diversifying away from American companies, What would be your top international companies (excluding China and Russia)

Q: I am looking to diversify outside of North America. The iShares EEM is an option. Would Vanguard or BMO have a good option as well?

Q: BMO now has a selection of CDRs
Is there a difference or any concern compared to those offered at CIBC
Thanks

Q: Not a Canadian listed company tcg.ax but would you provide commentary on its prospects.Thanks.

Q: LYSCF Australian rare earth company that trades OTC.

What do you think of them for a rare earth stock, and what do you think of the valuation and growth?

Q: what is your opinion regarding IEUR? Are there better options out there?

thanks,

J

Q: Hello 5i
Please tell me what you can about the Amplify ETF.
Pros and cons , peers, preference.
Thank you
Dave

Q: Can you comment on Kelly partners ?any reason for its two year drought?