Investment Q&A

Q: Hello 5i Team,
I keep hearing recommendations on the sell of Vodaphone (BNN, TD) due to valuation. I am willing to sell out of my position for JNJ and PG as my portfolio structure could use these additions, are there some better choices?
Thanks,

Q: Good evening,
I am wondering whether you could recommend an ETF(s) that focuses upon emerging market economies smaller than the BRIC countries such as MIST or TIMPs. Speculative risk is not an issue. Thank you for your help.

Q: Hi Peter and 5iResearch Team,
Can you please provide your opinion regarding BP PLC, BP-N. Is it a good time to buy this stock?
Thank you
Linda

Q: Peter and staff,happy new year to you all.
Thanks for all the great work and hopefully we can make some money this year.
What are your thoughts on DVYE as a diversification into the emerging markets?
It pays a dividend of almost 5%
Looks attractive right now?

Q: Hi 5I Team, I would like your opinion on adding FEZ and EEM (5% each) to my RRIF portfolio. Are they a good at this time? Would you recommend others besides these two. I already own EWH, IDV, XLI and XLF. Thanks

Q: Hi Peter
Happy New Year I would like to add a beverage or liquor stock to replace DEO which I sold. Would you recommend Corbys for income and some potential capital gain or Ambev as a better large cap. Thanks

Q: Hello Peter and Team,

Happy New Year. This is not urgent. I've been following your comments on EEM (emerging markets stock ETF) and VXUS (all markets stocks except US) for foreign stock ETF holdings. I was wondering if you could compare/contrast them with EFA-N (developed markets stocks in Europe, Australia, Asia & the Far East). If you had to choose only one, which would it be and why?

Many thanks. Michael

Q: In a previous response you mentioned that Brazil could see a recovery this year. Is there an ETF you can recommend that is either a pure play on the Brazilian market or at least one with a heavy weighting in Brazil?
Separately, I would like to also diversify into Europe. You recently responded that for Europe FEZ is “hard to beat”. In previous responses I believe you have at different times also recommended both IEV and VGK. What is your top ETF pick for exposure to Europe (long term) for new buying at this time?

Q: What are your thoughts on Sony (SNE) right now? It recently had some bad news but now sales are up for the company. I bought it last year at 20 dollars.

Q: ABEV (ADR)
Happy Holiday's.
I had been following Ambev for the past year and it traded in the high $30-$40 range and paid a dividend. In November 2013 it disappeared off my watch lists and I assumed it had not been trading anymore and could not find any info about what happened to it. I noticed that it has recently started trading again under the new symbol ABEV and it is in $7 range and I think no dividend. I can't find any real info about it. It is still near it's 52 week low. Do you have any insight on what happened or financial info? Would you rate it as a buy? High/med/low risk? Brazil has world cup this spring and Olympic's 2016. Thank you,
Kerri

Q: If you could invest in the ishares of any region outside of N America for 2014 where would it be? It seems Japan might be a good bet with Abenomics and resurgent inflation. However S Korea also seems to be a promising growth story, while Brazil has been a poor performer in 2013, but will it come back?

Q: I realize this company is out of scope for the website, but I would appreciate any thoughts on Mitsui(mitsf). I like the valuation, dividend, and diversification.

Q: I hold the iShares CWO Emerging Markets ETF. Its P/E is 8.1, the Price to Book is 1.00, its yield is 1.36%, and the MER is .69%. The performance of this BRIC ETF over the last several years has been flat.

Do you have any other recommendations for an emerging markets play? Should I be concerned that the daily volume averages 3.7K?

Thanks.

Q: Hi Peter and Team: First, thanks for the truly great service. My question: It seems the UK economy might be on the mend, so I have been looking at British ETFs. What do you think of EWU and EWUS for the next year or two? The latter had a particularly good 2013. Merry Xmas.

Q: Hi Peter and team and all the best of the season to you...
What do you think of Rio Tinto? I have been holding it for some time and am wondering whether I should continue or if I should bail out since it hasn't performed well.

Regards, Joanne

Q: HSCEI AUTOCALLABLE NOTES
I would appreciate your views and comments on these types of notes as I am having difficulty finding information on performance.
I am researching a Note- the HSCEI Autocallable Note. The note will be a 5 year note issued by xxxx bank and is linked to the HSCEI (China H Shares) index. It will have approximately an 8% coupon each year, will be callable each year if the index is flat or up from the issue level, have an approximate 30-35% downside principal protection and daily liquidity.
Example Outcomes:
The HSCEI Index is flat or up at the 1st anniversary date the note will be called and the total return will be 8%
The HSCEI Index is down on the 1st anniversary date the note will not be called and will extend to the next anniversary date
The HSCEI Index is flat or up on the second anniversary date the note will be called and the total return will be 16%
The HSCEI Index is down between 1-35% at final maturity your investment amount is returned
The HSCEI Index is down greater than 35% at final maturity the principal will be returned minus the amount by which the index is down.
Thank you.
Nadine

Q: Morning,
What are your thoughts on FAP? Where is the best place to check on it's NAV? Do you think the NAV will move up or down from here? Thanks.
Larry

Q: Hi 5i Team, please give your opinion on IDV (international iShares dividend). I do not have any investment outside North America. suggest better one if you can, thanks

Q: In response to your answer on HSBC, which I bought for global financial exposure, you state that you felt there were better options. What would some of those other choices be?

Thanks.

Paul

Q: Would you be able to provide an opinion on HSBC Holdings plc(ADR)
Thanks again for your comments.