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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: 3 years ago I divided my pension 50/50 between MFS Global Equity and Schroder Emerging Markets in an effort to increase my international exposure. I had been 100% in the MFS Global Equity Fund and would have been much better off had I stayed there. I have a couple of options as I see it:

1) Move back to 100% MFS Global Equity Fund (portfolio drops to 20-25% international)
2) Stay the course (portfolio stays at 30% international)
3) #1 plus allocate some non-registered funds to an international ETF to get portfolio back to 30% international (suggestions?)
Read Answer Asked by Dale on January 08, 2024
Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much
Read Answer Asked by Thomas on December 21, 2023
Q: Hi 5i Team,

I know international markets aren't your wheelhouse per se but any insight you have is appreciated. I have been reading a lot about Mexico's surprising growth over the last few years and better-than-thought projected growth for 2024. It sounds like even Scotiabank is planning on redirecting investment from other underperforming Latin American countries to Mexico in it's "Mexico First" strategic plans.
With this in mind, do you know of any Mexican companies that may benefit from this growth with compelling fundamentals that are listed on the NYSE or NASDAQ? Or even American companies that get most of thier revenue from Mexico?
I already own the ishares Mexico ETF but was interested in buying some individuals stocks.

Thank you all for your always sage advice and wishing you all an excellent and relaxing holiday season!
Read Answer Asked by Josh on December 21, 2023
Q: FM

That is a big mine 5 % on worlds copper production Why did government take this approach towards FM and take over the mine.

Who will now operate the mine ??The Government. ?? How many employees work at the mine.

What will Govt have to pay FM ? 10 Billion or more. ??

Will govt come to its senses and allow FM to continue. What impact to FNV Royalty. FNV is down 45 % .. Is it a BUY ? Is FM a BUY ?

Panama Canal is low on water and not many ships can pass through on a daily basis. Does this cost the government

What kind of Government runs Panama. Should one not invest in Panama at all. ?

RAK
Read Answer Asked by bob on December 18, 2023
Q: What do you think of this company as a recovery stock? The price seems to have come down on slowing China economy and is at a 52 week low. Do you think the reaction has been overdone on the downside given it is fast food which could experience an increase in sales in a recession, it is a US company operating in China so reporting is reliable, and it is likely not a US company which would experience retaliation by US government or the public. Can you go over recent results in your answer. Thank you.
Read Answer Asked by John on December 15, 2023
Q: Hi 5i,
not sure if you are comfortable giving ideas regarding International Large Caps stocks but I would like to do further research on Non-USA, Non-CAD that might meet the following criteria;
1. International stock that has a min. 10 to 15Y Total Return better than SP500.
2. Stock must be investable; meaning it is easy to buy from USA or CDN exchange with decent liquidity.
I already found the following which seem to meet these criteria; ACN, LVMUY, NOVO, Happy holidays!
Read Answer Asked by Ian on December 13, 2023