Investment Q&A

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?

Q: Can I have your thoughts on owning this stock: value / expectations/ and DIVIDEND @8.4% sustainable?

Thanks.

Q: Can you provide your assessment of Patria. How do you compare it against Brookfield or Blackrock? Is there good long term opportunity? The overview and strategy of the company looks sound, and in early innings. Thank you.

Q: With the surge in commodity prices I bought positions in BHP and RIO. My portfolio is well diversified and mainly in value supported by yield. BHP and RIO combined only represent 3.3% of the total portfolio.
What concerns me at this point is the current noise about a potential recession later this year. That could hit metals and minerals fairly hard, particularly if the recession, if it happens, is worldwide. Spending on infrastructure construction as well as the demand for manufactured products could decrease substantially.
My first question is whether you support this scenario of a late 2022 recession. My second, obviously, is whether it's time to trim, sell, or just chill and ride out any downturn in the economy as I generally do. I do like the dividends of both RIO and BHP although they could easily be cut.

Q: Hi,

What's the issue with Flutter? The decline can't just be its exposure to Russia.

Thanks
Robert

Q: XP is being touted by Barron's as the "Schwab of Brazil". They see a historical imbalance between bonds and equities in retail investors portfolios and foresee XP taking advantage of a reversion to the mean (to paraphrase liberally). What is your opinion of XP? ( I recognize that, as a Brazilian equity, it is outside your preferred sweet spot; however, I value your perspective).
Thanks,

Q: Great dividend payers, what do you think of a basket of these three?

Q: DEUTSCHE POST AG seems like a international UPS type stock that's interesting. Can you tell me anything about the financials and does it look interesting to you from the view of a dividend payer? Thanks!

Q: Could I please get some info and direction With Golden Ocean Group (GOGL (USA) )