Q: I’ve considered NVO and LLY somewhat equivalent due to their exposure to obesity drugs. Is there an opportunity to sell some LLY to buy more of NVO because it has underperformed lately?
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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.
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.87)
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Vanguard FTSE Developed All Cap Ex U.S. Index ETF (CAD-hedged) (VEF $74.92)
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $52.48)
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Vanguard Total International Stock (VXUS $83.42)
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)
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)
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iShares China Index ETF (XCH $24.94)
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iShares MSCI China ETF (MCHI $60.43)
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KraneShares CSI China Internet ETF (KWEB $32.25)
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.
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?
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?
Q: Peter and His Wonder Team
This stock appears to be doing better. Please give me your assessment of this stock going forward. Do you think it still has room to run? Thanks your insights are always valuable!
This stock appears to be doing better. Please give me your assessment of this stock going forward. Do you think it still has room to run? Thanks your insights are always valuable!
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.
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.
Q: Are they in trouble wrt the latest news?
Q: Hello,
Can I please get your opinion of EssilorLuxottica (ESLOF/ESLOY). Thanks
Dave
Can I please get your opinion of EssilorLuxottica (ESLOF/ESLOY). Thanks
Dave
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $133.11)
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Hermes International ADR (HESAY $245.68)
Q: Hello,
I know this is a European stocks but I just want to get your opinion on this two. If you pick between this two which one would you pick on a 3 year hold and why? .
I know this is a European stocks but I just want to get your opinion on this two. If you pick between this two which one would you pick on a 3 year hold and why? .
Q: What are your thoughts on starting a long term position in LVMUY at this time? How much do their fortunes depend on demand from China? Also, how big is their dividend and how much do they raise it every year? Different sites publish different numbers. Thanks.
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $153.11)
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Tencent Holdings Ltd. ADR (TCEHY $66.97)
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
Q: Can I have your thoughts on Ferrari. I have a small position in the company and would like to add. Do you have concerns about the P/E or would you recommend adding? ThankYou.
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BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $32.62)
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BMO S&P 500 Index ETF (ZSP $103.46)
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iShares India Index ETF (XID $46.94)
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Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $56.56)
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iShares MSCI India ETF (INDA $52.67)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $110.54)
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
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
Q: What do you see for the growth of BWLP through 2025 and potential risks given they pay a high dividend. Is the Dividend secure.
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
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
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.
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 ?
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?