Q: If you could only hold one company in the materials sector for long-term what would that company be?
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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: 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.
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Vanguard FTSE Emerging Markets ETF (VWO $53.94)
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WisdomTree Emerging Markets High Dividend Fund (DEM $46.72)
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.
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,
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
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
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
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
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WisdomTree Japan Hedged Equity Fund (DXJ $143.21)
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Nintendo Co (NTDOY)
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Sony Group Corporation American Depositary Shares (SONY $26.77)
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iShares MSCI Japan ETF (EWJ $84.00)
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abrdn Japan Equity Fund Inc. (JEQ)
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Toyota Motor Corporation (TM $208.12)
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Franklin FTSE Japan ETF (FLJP $36.05)
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
Thanks
Dave
Q: My question is really about CSI300....which is looks undervalued compared to S&P...why so undervalued and what top 10 large cap Chinese companies ( maybe a EFT?) should i be buying if and when a rebound occurs?
Q: MBGYY
Looks cheap. Number of wealthy people in the World is increasing. Will they buy a Mercedes is the key. Your thoughts please RAK
Looks cheap. Number of wealthy people in the World is increasing. Will they buy a Mercedes is the key. Your thoughts please RAK
Q: Hello,
Can I please get your opinion of IQ. Thanks
Dave
Can I please get your opinion of IQ. Thanks
Dave
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Tesla Inc. (TSLA $458.96)
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Tencent Holdings Ltd. ADR (TCEHY $77.81)
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Spotify Technology S.A. (SPOT $597.80)
Q: Tencent Holdings Ltd OTCM: TCEHY
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Should I buy this company for the game industry or would you recommend something else?
Thank you.
Q: After reading your past replies to questions regarding STM, I wonder if you can update your opinion based on news and events since your replies in March and May? The price is higher now but have you also seen increased reasons for investors to look at this? Would it be a worthy buy today or something to wait on and buy only in the event of a pullback?
Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?
Thanks
Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?
Thanks
Q: Hello,
As a follow-up to my question of earlier today, could you compare CRH to MLM in the same industry? Which would you prefer?
Any other stocks in the materials sector that you would prefer or recommend?
Thanks,
As a follow-up to my question of earlier today, could you compare CRH to MLM in the same industry? Which would you prefer?
Any other stocks in the materials sector that you would prefer or recommend?
Thanks,
Q: Good morning,
As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…
And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.
Thank you,
As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…
And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.
Thank you,
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.07)
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Global X Europe 50 Index Corporate Class ETF (HXX $65.90)
Q: Morning, could I have your favored Canadian ETFS that focus on Europe. Criteria: safety of capital with some growth. Thanks for your service.