Investment Q&A

Q: Can you compare ZDI vs VXUS and rate which you prefer?

Q: Diageo PLC ( DEO)

- I like the business, they have great brands, they provide products that people consume in these down markets, covid lockdowns, world war concerns, night out on the town...- If people go out to a restaurant, bar or liquor store, they are buying one or multiple of their products...

- What is your take on a Long Term buy/hold, with stock price and dividend and overall comment of the company ?


Thanks,
M

Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM

Q: Hi There, what do you think about a position in China within a diversified portfolio right about now…and this particular ETF?

Thank you!

Q: Hi Peter
The IPO for WISE (previously TRANSFERWISE) was July 2021 and the share price has dropped from a high of GBP 11.4 to now about GBP 3.4. I realize you don't cover European or English stocks but I'd be grateful if you could provide some basic data, such as amount of debt, free cash flow, P/E etc. Is this a stock which you would hold over the long term? As there is a lot of competition in the fintec sector, is there any news of duress experienced by WISE, or a likelihood of the firm going bankrupt?
Thanks a lot.

Q: I read where the Chinese gov't has approved a digital yuan through Yuan Pay Group. They talk about having a fixed price and have someone immediately call you to put money in. They seem pretty pushy and articles say that once the digital yuan is adopted by others it could take off. Appreciate your thoughts

Q: David Rosenberg says Mexico will be a great beneficiary of supply chains shifting away from China. Is there a good ETF or other ways to play this?

Do you agree with the premise?

Q: Hi 5i, I'm invested in Nestle and like the diversification and div. but the problem is the fees my broker charges me when I receive the dividend they take approx. one third of it even though its in an RRSP. Guess the tax treaty with the US doesn't matter here. Can you give me another suggestion and do you know if the international ETFs have this problem?

Q: My partner is invested in the Mawer International Equity Fund which is down 17.5% YTD. It holds 70% of its portfolio in European companies. Should she divest now as it appears the European economy could get much worse.

Q: Hello, would you continue holding ZEM , how long might returns suffer, are there better alternatives? Thanks

Q: Looking for higher, sustainable dividend income.

What do you think of BHP in that regard?

How Lumen Technologies ( LUMN )?

Thanks again.

Q: Thoughts on SE’s earnings? Can you tell me the short ratio? Prospects for this company going forward?

Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord

Q: I’m a believer in the further adoption of Fiverr’s ‘gig economy’ approach, and thus I’m wondering if you see anything to justify such a huge drawdown in today’s results? Or could this represent a good buy opportunity for a long term hold? Many thanks

Q: Hello 5i Team,
I own ZIM in my TSFA and RRSP. I expected they would withhold tax in TSFA; however I was surprised they did in my RRSP. The $17 dividend was very nice, but the 25% withholding tax was not so much. My buddy mentioned I need to fill out some form my RRSP. I don't know. Perhaps, it's because they are Israeli domiciled?

Thank you,
Brent

Q: Can you please recommend a couple of BRIC ETFs?
Preferably Canadian, but perhaps a good US also.
Looking at a 3-5 year timeline.

thanks,

Paul

Q: I have been looking closer at the industrial sector over the last few months, as I believe that societal increases in technology usage and adoption of electric vehicles in transporation are placing increased demands on the generation and distribution of electrical power. I am looking at both Siemens and ABB as investments in this space which can also serve as long-term anchor holdings. Siemens is a very broad-based company which has a portion of its business dedicated to infrastructure and energy generation, which it describes as its "Smart Infrastructure" unit, while having very robust units in manufacturing, transportation and healthcare. ABB Ltd. appears to be more focused in the infrastructure and utility sectors.

The case for Siemens would revolve around its success in multiple sectors of the economy and its ability to generate revenue from a variety of sources, while the case for ABB would be that it is well-positioned to fulfill the demands of societies which are demanding ever more performance from the energy generation and distribution systems from the places where they live. Both seem to have corrected substantially since early 2022 (SIEGY down 24%, ABB down 18%), which could indicate buying opportunities in the absence of significant news which would account for these depreciations in price.

What are your thoughts on these companies, as well as the idea of investing capital in companies which could address upcoming infrastructure demands? As always, I look forward to reading your thoughts. Thanks so much, and have a great weekend?

Q: With the shortage of computer chips globally. TSM decline to near its 52 w low . Any reason for that? Is this a good time to start cumulate since it has a 2% dividend yield at the current price. Thank you as always

Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.

Thanks as always,

Kevin

Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?