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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.

Q: NIO reported for July 2022 a 26.7% increase of electric vehicle deliveries over July 2021, plus a 22% cumulative increase for 2022 over 2021.
For China, NIO has installed 1,047 power swap stations as of end July 2022.
I think it has to be able to complete SEC filing which seems to mean an independent auditor.
The stock price has dropped by 2/3rds from a high of USD 66.
If the SEC issue is resolved, would you expect the stock to jump significantly?
What other concerns hold back the stock to grow?
Would you hang on to this stock until the SEC issue is clarified, or take the loss now and move on ? I don't mind waiting it out if there is reasonable hope for the stock to bounce.
Read Answer Asked by TOM on August 08, 2022
Q: If one holds foreign companies via an ADR on the NYSE and the US dollar plummets, is the investor ‘protected’ in any way? Stock price? Dividend? I’m wondering what is the best way to hold investments in foreign companies.

Thanks…
Read Answer Asked by Ronald on July 29, 2022
Q: How do you feel about the short term and long term for Garmin after their earnings? Do you feel confident in their management? How do you feel about the inside ownership? What area of their business us their biggest source of revenue? How do you feel about their financials…and any other pros snd cons…and lastly is it a screaming buy now? a or a hold? or sell?
Read Answer Asked by James on July 28, 2022
Q: Just curious what you guys think of this company. Pretty large at around 9B Market Cap, and roughly 44,000 employees, founded in 1885. My source shows a Forward P/E
of 22.6x and a forward P/S of 2.3x.
Do you like this Company, for diversification, and would the price get cut in 1/2 during a recession, as they seem to do a lot of Quality Assurance.
Thanks Gord
Read Answer Asked by Gordon on July 25, 2022
Q: Not a question but rather a comment on the Q&A earlier today that included mention of TEF, the US ADR for Telefonica.

Investors should be aware that their final yield on dividends will be impacted by Spain’s Financial Transactions Tax, which is also levied on the ADR:

https://www.clearstream.com/clearstream-en/products-and-services/market-coverage/europe-t2s/spain/spain-financial-transaction-tax-ftt--2726042
Read Answer Asked by Aaron on July 25, 2022
Q: Emerging market indices have been underperforming for some time now and are ostensibly quite undervalued relative to peers in aggregate. I happen to hold a fairly sizeable portion of my portfolio (~15%) in XEC. As such, I am curious as to your opinion on whether or not holding emerging market exposure is a valuable form of diversification in today's landscape. Finally, acknowledging you lack a crystal ball, do you anticipate emerging markets reverting to the mean in the foreseeable future?
Read Answer Asked by Andrew on July 18, 2022
Q: Always looking for return, it seems with the euro almost or at parity it might be an opportunity to put a modest amount of cash into the euro at this time. Do you consider this a good idea or is there a stock or ETF that would do the benefit the same from a future growth point of view?

Peter
Read Answer Asked by Peter on July 12, 2022
Q: What are your thoughts on IQLT in this current environment? It does have a heavy weighting in Europe. Are you presently concerned about further deterioration of the European economy ?

Without trying to make this a question about market timing, would it be best to wait to add to one's current holdings? I am close to the desired weighting, but would like to top it up when things appear to be close to being at their worst. Wouldn't we all like to buy at the bottom ?!
Read Answer Asked by James on July 07, 2022
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