Investment Q&A

Q: Could you please explain the difference between these two stocks that trade in the US. If interested in owning the company, which is the preferred vehicle for a Canadian investor?

LVMUY - Lvmh Moet Henn ADR

LVMHF - Lvmh Moet Henn L Vut ADR

I'd also appreciate any insight you may have into the trigger(s) for the sharp declines in both of these in recent days. Thanks very much.

Q: Hi Peter & Ryan...May I have your thoughts on Schneider Electric? Are they well positioned to win loads of projects assisting homeowners to generate electricity? Is their valuation reasonable and are they on the growth side or more like a utility dividend stock?

I understand the logic of mining uranium to fuel nuclear reactors and CCO has done pretty darn well this year. I think they have doubled from the $40 stock price recommendation earlier this year. But reactors have long lead times, are expensive and come with their own set of problems (nuclear waste). CCO's valuation is pretty expensive too.

Cities are the demand load for electricity and locally produced supply from roof top solar panels should help fill the gap. At least the transmission losses will be minimized!

Is Schneider Electric part of any "Green" ETF?

Any comments you have would be appreciated.
Jim

Q: " Australia is the world's biggest LNG exporter..." ( Globe and Mail ). What is the best way to invest in that?

Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?

Q: With the owner controlling almost all of the stock will it be impacted by short sellers? Is it a good candidate for fun money purchase.

Q: I understand that you don't follow chinese companies, but I was hoping that you could help me understand the mechanics around the split of BABA into its 6 business units.

If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?

Q: Big pullback in Adyen today. It has been a stellar company historically. Do you see this as a buying opportunity or the first of more red flags to come and more of a wait and see story? thx

Q: Hi,

Could you tell me why Stone is dropping like a ''stone'' given that the quaterly results seemed pretty good ?

Thanks

Q: If you could only hold one company in the materials sector for long-term what would that company be?

Q: Can I please get your opinion on CYB? It’s been a long term hold in an RRSP and has done well. Do you see it as a continuing long term hold in an RRSP or maybe sell half and put into something else? It is over 10% now.

Q: I currently have little emerging market exposure and would like to move some surplus funds into that sector. The transaction would be in my USD non-registered account. I've been looking at a few ETFs and think that DEM:US would be a good pick as a start. Of course if you have other suggestions please include them with your response.

What should be the maximum allocation to an emerging market ETF given I am retired and this income stream would supplement my pension, LIF and RIF income.

Thank you.

Q: Hello,

In your response to the last question about Sea Limited, you mentioned that the next quarter would be telling as to its ability to grow profits. Can I get your assessment of this company now that it has reported?

The stock drop today has been brutal and I'm at a loss in a registered account, unfortunately. Can I ask what you would do with it? Thanks,

Q: Can you give some comments

Q: Looking at adding Rio Tinto or BHP Group. Would you consider them buyable right now or should I wait until Chinas picture becomes a bit more clear? Thanks

Q: Hi 5i,
I am interested in purchasing HXX to get tax efficient exposure to Eurozone in my NonReg account. The AUM is approx. 95M, Counter party exposue is 24% and the 30 day trading volume is 1,500. Do you see any issues with buying this ETF for the long haul? Is Eurozone a decent valuation compared to Canada and USA markets? thanks

Q: I know that you focus on Canada but this one looks to be in a good industry, growing market share, a FCF Yield approaching 15%. What is the issue that I am missing? Thanks!

Q: Dear 5i,
If one wanted to get exposure to Japan using either FLJP or FLJH and had a medium to long term view that the Japanese currency was going to get stronger than the US dollar. Which ETF is the best one to purchase for maximum appreciation? I often get confused with hedged and non-hedged products. Can you share any simple rules I might use in future to avoid the confusion. Thanks

Q: WHi Peter,

I read your comparison of Flutter and DraftKings on July 13.

Do the recent results from DraftKings shift the needle significantly for growth as well as profitability making it less risky and would give it the nod over Flutter for a balanced portfolio investment. Is DKNY a buy now?
Regards
Rajiv

Q: Are etfs the best way to incorporate a Japan exposure into one's portfolio? If so, which do you recommend as the best combination of dividend/growth? Thanks.

Q: Your thoughts on EEM? Is there a Canadian equivalent?

Thanks

Dave