Investment Q&A

Q: I used to own a REIT called INN . A play on the Canadian tourism industry . I did quite well on it and sold it for a tidy profit when they were bought out . With our southern neighbors rapidly approaching " Most Hated Nation " status coupled with their currently well publicized Gestapo tactics at the border resulting in travel alerts in at least five countries ..... I am curious in what ways I can invest in the Canadian tourism industry ? On social media I am reading a lot of European and Aussie tourists are planning trips to Canada instead of the U.S. .... Any suggestions of an approach to investing in Canadian tourism ? I am looking for Canada " only " options . If there are no " Canada " options how about Europe ? Not interested in any company that even uses U.S. airspace..... I'm an " Elbows Up " Canucklehead .....

Of course one other concern is Trump throwing the world into recession and the travel industry suffering as a result. Could 5i comment on that thesis as well ? ..... Thanks for your terrific service .....

Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.

Q: Which is the better long term etf choice?

Q: Can I get recommendations for the following:


Best Europe ETF (cad listed)

Best Emerging Market ETF (cad listed)

Just vanilla etfs, though would like a dividend

Q: Retired investor can wait, not ready to leave risk assets.

My current allocation is 9% International markets, 38% US, 27% Can and 27% Cash and bonds.
Would like to start dipping some Emerging markets. For long term hold, how would you proceed and in what % in can$ ?
I just sent a question regarding ZEM, actually if we need to reduce the US allocation than us$ can be used to buy EM. Please make the necessary correction to the previous question if need be.

Thank again.
Yves

Thank you
Yves

Q: Dear 5i, If one were interested in investing in Japan using a TFSA for a long term hold. Which would you prefer between FLJP or EWJV ETF on the US exchange? FLJP has approx. 500 holdings and EWJV has a value tilt. with approx. 100 holdings. EWJV's 100 holdings are a subset of FLJP's holdings.

Q: Dear 5i, FLEE is a Europe ETF incl. UK and FLEU is Eurozone excl. UK.
For a long term hold which one would you prefer for a long term hold?
Can you please help explain your reasons.

Q: What are your thoughts on Marex Group, please, thanks.

Q: With the current downturn in the market, could you please recommend 5 global ETFs (not US based equities) and rank them from 1st to 5th.

Q: Hi, I would appreciate if you could suggest a best ETF to invest in China. Also, if you can suggest an ETF for Emerging Markets with less focus on China.

Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.

Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?

NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?

Q: Hi - as the US has been a stronger market for the last couple of years, a large portion of my portfolio is USD. With the recent economic turmoil in the US and the resultant effect on their dollar, would you consider holding some ETF's in currencies such as the British Pound, Euro and Canadian dollar? My portfolio is heavily weighted in cash, as I hope to be able to wait on the sidelines till we see a buyable bottom, vs get whipsawed based on the latest idea from the 'Village Idiot'. As always, I welcome you thoughts!

Q: Rheinmetall (RNMBY:US) Looks to have a promising future now that Germany is beginning to invest more money in defence.

Would it be better to invest directly through the NYSE or through an ETF, or some other vehicle you might recommend?

Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Q: Good day. Your last question on this company was nine years ago. Could you give me a brief rundown on whether you believe it's investible given the current climate? I've been doing well in it, but have only about 1% and am interested in increasing that.

Q: Peter and His Wonder Team
I know this bank is out of your territory. However I would appreciate your opinion. I know it has done well in the last year but am wondering what are the odds that it may go higher. I have owned it for a long time. Not sure if I should lock in a profit or take the risk that it will go higher. Thanks...your opinion is always sobering!

Q: Hi I am trying to diversify more,would like to look at India like the best bank,do you have any thoughts?

Q: Good afternoon all; Given recent market performance can I get your assessment of ASML. It is down on an annual basis and since November, while it has bounced around the price is relatively flat.

I would appreciate some background on why it has declined, it their near captive market expected to increase its rate of growth in the mid term, and if a potential buy, at what price would you get interested in it?

Thanks as always.

Dave

Q: I am concerned about Tariffs and the impact it may have on our Stock Market

I do like GOLD what Gold Companies do you like that are outside of Canada

RAK