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 ?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Templeton's recent bad PR reminded me of my previous interest in their Templeton Dragon fund. Any idea whether the fund's recent poor performance can be reversed? Thanks!!
Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave
Q: potential what do you like?
Q: Gordon Reid has a top pick. Your comments pls.
Q: Can I get your thoughts on GDS Holdings Limited as a competitor to NVDIA and possible beneficiary of the move to growing more data centers in Asia and elsewhere. Would it be a company you would be okay with taking a small position at the current price?
Q: I have never invested in this sector before but Q2 results look very good. They have some debt but are projecting around $10 EBIT this year. What am I missing?
Thanks, Terry
Thanks, Terry
Q: your updated thoughts on bayer pls.
Q: Any new thoughts on SBSW?
Chris M.
Chris M.
Q: How would a possible breakup or spinoff with GOOG CDR be handled?
Q: Do you know anywhere I could park some UK Sterling and gain some interest while it sits? Maybe a low cost ETF or something?
Thank you
Thank you
-
PayPal Holdings Inc. (PYPL $68.62)
-
Sea Limited American Depositary Shares each representing one Class A (SE $186.89)
Q: Thoughts on these companies? Would you buy today? If so why?
Q: I bought FLUT shares when they listed in the US thinking they have strength in being the largest international company in sports gambling. Worried to hear recently that they might IPO FanDuel independently from FAN and thus potentially split the interest amongst 2 stock choices and dilute the FAN price. Notes from today’s strong earnings report stated that ‘ Jackson (CEO) said he had no plans to rename the company FanDuel or pursue an initial public offering of that business, something he once considered’. If that statement can be taken on face value, do you see FAN as being more attractive previous to the earnings and that revised strategy?
Q: Hi 5i
Could I have your thoughts on Femsa ( if any )
Thx
Gerry
Could I have your thoughts on Femsa ( if any )
Thx
Gerry
Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.
Q: Hi 5i Team - Could you provide an update on Flutter Entertainment including your opinion on purchasing it at its recent price. Also you mentioned in a previous answer in May that the passing of a progressive tax on online sports betting in the Illinois senate was bringing the sector down. Do you think this is still a concern for Flutter and that other states may follow suit.
Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.
Thanks.
Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.
Thanks.
Q: Do you see nVent Electric (NVT) as a buy in the low $60s for at least a 5 year old?
Q: Can you comment on company financials and if it is worth starting a new position?
Is the forward dividend yield of 10% sustainable or it's a value trap ?
Is the forward dividend yield of 10% sustainable or it's a value trap ?
-
Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.17)
-
Tencent Holdings Ltd. ADR (TCEHY $85.04)
-
JD.com Inc. (JD $35.24)
-
KraneShares CSI China Internet ETF (KWEB $42.59)
Q: Is China investable at this stage or would you wait longer for things to stabilize? I know it will take patience but I'm trying to figure out if it's worth stepping in with a half position.
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
Q: Please comment on this small company GMM which is showing phenomenal results in the latest 6 month results. The company made 36 cents in 1H but the stock is stuck at 90 cents. Please provide your view. Thanks