Investment Q&A

Q: Takeda is near its 52 week lows, with most of the drop in the past few months. Is this a potential buy opportunity (I don't currently hold this stock) or are there some major issues or concerns to be aware of?

Q: AYM just initiated a dividend and the stated policy is to distribute 30% to 50% of free cash flow. Copper has been identified as a key component in the "greenification" of energy supply. What's your opinion of buying a full position in this stock for its future potential?

Q: I’m interested in the French telecom ORAN. Does it have enough exposure to be considered a play on population growth in Africa? Would VOD be better? Also wondering if it’s a 5G play as well. Thanks for your thoughts.

Q: I presently hold this in a RRIF although not much income is generated . I would like to switch to a global or international dividend ETF. What would be your top 3 choices for income, stability and hopefully some growth

Q: If there is no withholding tax on this stock’s dividends, would you recommend it over BHP? Thank you, Bill

Q: Since mid October, Sea Limited has declined 22% from $367 to $285. Why was there such a rapid decline?

Q: I’m considering a pure play China ETF. Have no exposure to any eastern market in my portfolio.
As a #2 and potentially future #1 economy it makes a compelling long term investment.
Thoughts and suggestions are appreciated.
Thank you

Q: Your views , assessment and ranking of these two funds?

Q: I have been filling out my TSFA with the BMO equal weighted Canadian bank ETF and their utility ETF. I would like to add a emerging markets ETF. Would you recommend the BMO ETF or another ETF company’s product? Thanks Ken

Q: Hi,

Do you consider STNE cheap at the present level ?

Thanks

Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks

Shane

Q: is their potential or is their to much risk to bother

Q: Looking at CAQQ,CHIK AND KWEB as China tech stock etf's.Please rank these and if there is another that is your favourite,please recommend.Thanks.

Q: Hello 5i Team,
When designing a portfolio about a year ago I made sure to have exposure in Emerging Markets as I was underweight in foreign equities. With Chinese equities under pressure does one just continue to hold these equities in order to have a diversified portfolio and ride the ups and downs if one is a long term investor? Your insight is greatly appreciated. Thanks!

Q: I would appreciate your thoughts on BABA as an entry point at this time. And if not now, what price would you find attractive? Thank you.

Q: Do you have any suggestions on a good Canadian dollar ETF in Chinese internet stocks?

Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?

Q: Good morning. I have VALE in my registered account, with a much lower value than cost. It does pay a substantial dividend and I am aware that it also has cash. Is it reasonably safe to hold since materials are doing fairly well generally? Should I consider reducing my position or selling? Is it safe to hold with its high dividend at this time?

Q: I am thinking about starting a position in BYD because of its battery technology and EV focus. Which ticker to buy? You only list BYDDF which is the OTC ticker. There is also the ADR ticker BYDDY which is said to have greater liquidity. Also hat is opinion of this company?

Q: Hi 5i,
For the equity part of my portfolio I'm looking to diversify internationally. As a percentage of my total equity portfolio I'm thinking 4%VXUS 2%DLS and 2%DIM. Is 8% international stocks a reasonable number for a conservative investor and is there maybe a better way to adjust the percentages? The equity portfolio will be rebalanced yearly. The bonds and cash part of the portfolio have not been included this is strictly equity.
Thanks