Investment Q&A

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.58)
  • $45.58 P/E (TTM): 23.36X Cap: $8.70B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $50.25)
  • $50.25 P/E (TTM): 15.7X Cap: $737M
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $44.10)
  • $44.10 P/E (TTM): 9.92X Cap: $1.46B
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Q: Which one do you prefer for international exposure?

Upvote 3

Read Answer Asked by David C. on February 04, 2025

• Novo Nordisk A/S (NVO $44.38)
  • $44.38 P/E (TTM): 14.29X Cap: $363.68B
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• Alcon Inc. (ALC $78.85)
  • $78.85 Cap: $39.10B
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Q: I would like to increase my investments in foreign, but non-USA situs, companies, by buying ADRs (as my estate would be subject to US estate taxes). Currently, I have smallish positions in NVO (NovoNordisk; Danish) and ALC (Alcon; Swiss), which I am planning to add to. However, I would like to invest in up to three additional ADRs. My approach to investing (over the past 3 decades) is very long term buy & hold (indefinite holds, to bequeath to future generations), so I am aiming for high-quality companies. Can you perhaps provide your thoughts on NVO and ALC, as well as suggest up to 5 additional ADRs for consideration? (I'm not a fan of tobacco or gaming stocks, but generally open to wide spectrum of ideas.)

Ted

Upvote 2

Read Answer Asked by Ted on February 03, 2025

• Evolution AB ADR (EVVTY)
  • Cap: $13.99B
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Q: EVVTY is down 7% this morning. It just keeps getting cheaper and cheaper but fundamentally the company seems very strong with a few issues its been handling. But the earnings this morning looked good, a small miss on rev but EPS beat. I'm thinking the pullback is more about mgmt's comments and expected margin decrease. They increased the div and are buying back more shares, and debt free. Is this more attractive now or do the continued negative issues and mgmt comments still make this a company to stay away from? Thx

Upvote 1

Read Answer Asked by Adam on January 30, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.90)
  • $157.90 P/E (TTM): 21.31X Cap: $367.49B
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• NetEase Inc. (NTES $121.28)
  • $121.28 P/E (TTM): 19.49X Cap: $76.87B
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• JD.com Inc. (JD $27.52)
  • $27.52 P/E (TTM): 7.28X Cap: $40.03B
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• iShares China Large-Cap ETF (FXI $38.42)
  • $38.42 P/E (TTM): 48.28X Cap: $6.38B
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• iShares MSCI China ETF (MCHI $60.41)
  • $60.41 P/E (TTM): 27.66X Cap: $7.63B
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Q: hi, what would be your current top ETF for China, and why? also, if you were to buy individual China stocks today, which ones would you be looking at ( I assume on the US exchanges?)?
cheers, Chris

Upvote 3

Read Answer Asked by chris on January 29, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $56.31)
  • $56.31 P/E (TTM): 4.24X Cap: $105.56B
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Q: Your thoughts on this fund. I have had it for three years and it has done nothing. It is 5% position. I thought it would balance my portfolio with some emerging markets, but it seems like more of a boat anchor. Should I keep it for the long term or move on.
Thanks

Upvote 1

Read Answer Asked by Gordon on January 28, 2025

Q: Hi Guys

It seems the pressure to increase spending on defense in Europe is overwhelming. One assumes that European nations would much rather spend that money with European defense companies versus US ones. Can you give me your 3 best European defense companies., preferably with US listings. And if possible could you give a statement of how these companies compare to major US defense companies like RTX.

Much thanks

Stuart

Upvote 7

Read Answer Asked by Stuart on January 27, 2025

• Himax Technologies Inc. (HIMX $7.60)
  • $7.60 P/E (TTM): 16.93X Cap: $1.32B
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Q: Could I have your opinión of this company please.

Upvote 1

Read Answer Asked by Tom on January 27, 2025

• BMO MSCI EAFE Index ETF (ZEA $29.43)
  • $29.43 P/E (TTM): 1.17X Cap: $11.97B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $48.52)
  • $48.52 P/E (TTM): 15.62X Cap: $18.33B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.58)
  • $45.58 P/E (TTM): 23.36X Cap: $8.70B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.28)
  • $46.28 P/E (TTM): 6.44X Cap: $3.50B
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• iShares International Select Dividend ETF (IDV $42.48)
  • $42.48 P/E (TTM): 27.76X Cap: $7.54B
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• iShares MSCI EAFE Growth ETF (EFG $117.06)
  • $117.06 P/E (TTM): 11.24X Cap: $9.79B
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Q: Can you recommend some global ETF's in both USD and CAD?

Upvote 7

Read Answer Asked by Wes on January 24, 2025

• Nestle SA ADR (NSRGY $100.97)
  • $100.97 P/E (TTM): 1.44X Cap: $263.15B
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Q: What are your thoughts on this company?Do you consider it a buy given it's dramatic drop in price over the past year or do you think there is more downside to come?

Upvote 1

Read Answer Asked by John on January 14, 2025

• EMQQ The Emerging Markets Internet ETF (EMQQ $38.09)
  • $38.09 P/E (TTM): 18.92X Cap: $335M
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Q: Hi Team,

Thoughts on adding this etf to a long term portfolio?

After the big run in U.S markets there seems to be great value here relatively.

Upvote 1

Read Answer Asked by Keith on January 10, 2025

• Evolution AB ADR (EVVTY)
  • Cap: $13.99B
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Q: Can you give me your updated thoughts on Evolution Gaming? The stock keeps getting cheaper, and it has some good fundamentals but a few issues they are dealing with. Do you see this as an opportunity of falling knife? Thx

Upvote 2

Read Answer Asked by Adam on January 09, 2025

• Frontline Plc (FRO $28.13)
  • $28.13 Cap: $6.27B
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Q: there have not been any questions for quite some time

your previous comments were not very favorable

the sp peaked in may and has come off considerably. i would think that oil shipments would be robust given geopolitical turmoil

what is your current view

also, how is a plc taxed in a cash account and tfsa

thank you

Upvote 1

Read Answer Asked by JACK on January 08, 2025

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $332.75)
  • $332.75 P/E (TTM): 47.53X Cap: $1.68T
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Q: TSM has slightly more than doubled in the last year. Can you please comment on its current price versus fundamentals and your outlook going forward. Thank you.

Upvote 2

Read Answer Asked by Kim on January 07, 2025

• iShares MSCI South Korea ETF (EWY $120.23)
  • $120.23 P/E (TTM): 40.69X Cap: $11.82B
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Q: I'm looking for a way to invest in Korea given its long term prospects vs the short-term volatility and negativity due to the political events happening in the country. When I look at the RSI for this ETF it's at 30 which indicates it's becoming highly oversold.

I realise Korea growth is forecasted to be slower than the US but I'm looking for a bit of geographical diversification.

Any good ETFs to suggest to play this investment thesis?

Upvote 2

Read Answer Asked by Michael on January 02, 2025

• iShares MSCI Singapore ETF (EWS $28.14)
  • $28.14 P/E (TTM): 10.79X Cap: $766M
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Q: Peter; A happy,safe and prosperous 2025. It’s been a great ride since 2012 - your Mawer recommendation then has been exceptionally beneficial.
Is there a way to participate in Singapores growth? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on December 31, 2024

• Novo Nordisk A/S (NVO $44.38)
  • $44.38 P/E (TTM): 14.29X Cap: $363.68B
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Q: what is the NVO revenue breakdown for its weight loss/diabetes drugs versus the various other revenue streams thanks Richard

Upvote 1

Read Answer Asked by richard on December 22, 2024

• Birkenstock Holding plc (BIRK $37.12)
  • $37.12 Cap: $7.06B
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Q: Hello 5i
It’s been over a year since the last question on BIRK. How does its recent performance and guidance look?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on December 19, 2024

• iShares MSCI South Korea ETF (EWY $120.23)
  • $120.23 P/E (TTM): 40.69X Cap: $11.82B
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Q: Can I get your opinion on investing in South Korea? I know it is unlikely to be a focus area of 5i, but in your experience, do political issues (in relatively stable countries) represent good buying opportunities?

Upvote 1

Read Answer Asked by Mike on December 18, 2024

Q: Since Milei was elected in Argentina a year ago, there has been some economic revival. Is Argentina now an attractive investment?

Upvote 1

Read Answer Asked by James on December 16, 2024

• BMO S&P 500 Index ETF (ZSP $102.20)
  • $102.20 P/E (TTM): 25.89X Cap: $21.51B
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $38.68)
  • $38.68 P/E (TTM): 11.48X Cap: $274M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.28)
  • $46.28 P/E (TTM): 6.44X Cap: $3.50B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.96)
  • $104.96 Cap: $2.31B
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• BMO S&P US Mid Cap Index ETF (ZMID $51.30)
  • $51.30 P/E (TTM): 20.48X Cap: $298M
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Q: good morning:
if you were going to start buying a etf today that had low costs [mer] in canadian dollars and invested outside of canada and paid a decent dividend which 5 would you look at? can be small cap, european, etc

Upvote 10

Read Answer Asked by hans on December 12, 2024