Investment Q&A

• BMO MSCI Emerging Markets Index ETF (ZEM)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?

Thank you for all of your excellent advice.

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Read Answer Asked by Dale on October 07, 2022

• Credit Suisse Group American Depositary Shares (CS)
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Q: Have you been following the news regarding Credit Suisse? What are your thoughts?

Could there be impacts to the Canadian banks / markets as a whole?

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Read Answer Asked by Kyle on October 03, 2022

• FREYR Battery Inc. (FREY)
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Q: Is this stock of any interest in this market being a long term lithium play? It has held up reasonably ok in this volatile market.

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Read Answer Asked by Lesley on September 30, 2022

• Atlassian Corporation (TEAM)
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Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.

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Read Answer Asked by Anthony on September 29, 2022

• Purpose International Dividend Fund (PID)
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Q: Hello Team ..I have US and CA$ in my income oriented RIF. I would like to buy either PID:CA ( using CA$) or VYMI ..given their depreciated value (and high US$ ).Both have great dividends but the macro is awful and holding me back which makes me think it is exactly the right time to start easing in. I would appreciate your thoughts...best regards. gary

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Read Answer Asked by Gary on September 27, 2022

• BMO International Dividend ETF (ZDI)
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• Purpose International Dividend Fund (PID)
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Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron

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Read Answer Asked by Ronald on September 12, 2022

• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
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Q: It pays monthly distribution. It works out 7.41% at the current market price of 17.81. Is it considered as good income generating holding? If not then can you suggest a name? I hold ENB and ALA.
Thanks

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Read Answer Asked by Piyush on September 12, 2022

• Vanguard Total International Stock (VXUS)
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Q: Historically, how important has investing outside of North America been for portfolio performance? Could one do just as well or better by ignoring international markets?

Thanks.

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Read Answer Asked by Alan on September 12, 2022

• Newcrest Mining Limited Ordinary Shares (NCM)
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Q: Your thoughts on this company, or alternatives worth considering.

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Read Answer Asked by Garth on September 09, 2022

Q: Your opinion?

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Read Answer Asked by James on September 08, 2022

Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?

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Read Answer Asked by Andrew on September 02, 2022

• StoneCo Ltd. (STNE)
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Q: Hi,

Could you comment on Stone's results and do you know if Buffett still holds a position ?

Thanks

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Read Answer Asked by Guy on August 22, 2022

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Good afternoon,

Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?

Thank you

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Read Answer Asked by Brad on August 19, 2022

• Graphene Manufacturing Group Ltd. (GMG)
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Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.

PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺

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Read Answer Asked by James on August 18, 2022

• On Holding AG Class A (ONON)
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Q: I would like your analysis of this Swiss fashion play. I understand they have high growth and price has corrected in half. When are they expecting profits?

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Read Answer Asked by Scott on August 17, 2022

• Sea Limited American Depositary Shares each representing one Class A (SE)
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Q: Hi folks
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.

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Read Answer Asked by El-ann on August 16, 2022

• Flutter Entertainment Plc ADR (PDYPY)
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Q: What are your thoughts on the most recent quarter ?

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Read Answer Asked by Ian on August 16, 2022

• ING Group N.V. (ING)
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Q: Interested in this for income. Noting RBC shows a 14% dividend while other sites show ~ 7% annual yield. Are you able to confirm the correct annual dividend % and provide feedback on this company and stability of dividend and chances for capital appreciation (or at least capital protection over next 5 years).

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Read Answer Asked by Randy on August 12, 2022

• Sanofi (SNY)
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Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?

Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.

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Read Answer Asked by James on August 11, 2022

• GSK plc American Depositary Shares (Each representing two) (GSK)
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• Haleon plc American Depositary Shares (Each representing two) (HLN)
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Q: Hello, I still have some GSK shares but some are now HLN. How does a demerger affect the HLN shares and what are your thoughts about HLN? Thank you.

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Read Answer Asked by Bren on August 08, 2022