skip to content
  1. Home
  2. >
  3. Investment Q&A

Investment Q&A

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

Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Read Answer Asked by Catherine on October 07, 2024
Q: I need to expand my international exposure and would be holding the ETF in a non-registered account.

What are your top 2 international ETFs (ex-north america?).
What do you think of VIU?

Thanks
(Note I tried sending this in previously but not sure it went through so resubmitting)
Read Answer Asked by Simon on September 26, 2024
Q: Do you think that the recent news out of China that they are taking steps to stimulate the economy will have a positive impact on China Etf's and if so what ETF's do you think will it will benefit? Thank you.
Read Answer Asked by Brian on September 26, 2024
Q: Hello; apparently they’re in lithography manufacturing. I stayed after watching on BNN.

Can you guide me on the best way of buying this stock? It seems to be an OTC stock and very difficult challenge to purchase some shares. Also; what are your thoughts on this company?
Read Answer Asked by Marshall on September 25, 2024
Q: I have owned this stock for some time and am in the fortunate position closing in on a double bagger. In similar fortunate circumstances I would normally sell out my original investment in 2-3 tranches.

ABB is a leader in industrial robotics and is evolving its electrification business (among other services) Both of these businesses make me hesitant to sell, given the growing AI influence on the world's industries. Power and robotics would seem central to the theme.

I would appreciate your insights on the AI theme and how well ABB may fit with the idea over the next 5-10 years. Understanding of course this is a Swiss firm and not one you follow closely.
Read Answer Asked by Dave on September 24, 2024
Q: Currently the Chinese market is on track for its 4th down year in a row, which is pretty rare for a global market. The contrarian would say that this pendulum has to swing back the other way at some point here. Fundamentals on many large names have detached from expectations, with names like BABA, TCEHY, etc showing FCF near record highs while share prices are at multi year lows. How do you feel about investing in these names, and if you did recommend any which would they be? Thx
Read Answer Asked by Adam on September 18, 2024
Q: hi 5i,
what are you top picks for non-Canada core ETF's for long term hold/accumulation? im looking for US markets, European, Asia, and India. I like very liquid entities, and a dividend is fine. If possible, can you include both hedged/unhedged to $CDN. I notice that most of the unhedged versions of the ETF's have higher annual returns-do you recommend hedging or no hedging for the $CDN?
thanks, Chris
Read Answer Asked by chris on September 12, 2024
Q: Good Day 5i,
I have been following semiconductor companies in China. Their growth is very impressive. As an example, of the 68 companies latest financial reports, 40 reported over 50% growth. This is largely fueled by internal legacy chip demand, a huge market lost by US sanctions.
Which leads to ask how to invest in the Chinese markets?
Many thanks, Yan
Read Answer Asked by yanyl on September 10, 2024
Q: sanofi trades in a range over the long term. these days it seems to be either breaking out or topping its range. do you see this company dipping to its low end of its range ($45 ish) going forward or is a new higher range being formed.
Read Answer Asked by steve on September 04, 2024
Q: Vale has taken quite a drop since the beginning of the year (now at 5.2x PE). Dividend seems to be highly variable over the last few years. What are your thoughts on the safety of the dividend (seems to pay every 4 months ... are you able to confirm)? How about the payout ratio Do you think the annual dividend can stay above 9% going forward ?
Read Answer Asked by Randy on September 03, 2024