Q: Wondering your thoughts on this UK company going forward?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: POAHY:US is the symbol in NY for Porsche Auto in Germany (it’s an unsponsored ADR and is not in your data base) . This business is held in the EWG (Germany) ETF. In addition to holding a modest amount in EWG, I also have a tiny position in POAHY. I thought of topping up after reading some near-rave reviews in Barrons on July 6, 2021. Barrons also listed it as a PICK in its "Picks and Pans" on 6 July. I would appreciate very much if you would please care to comment on Porsche Auto Company.
POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.
POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.
Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.
- Amazon.com Inc. (AMZN)
- eBay Inc. (EBAY)
- MercadoLibre Inc. (MELI)
- StoneCo Ltd. (STNE)
- PagSeguro Digital Ltd. Class A (PAGS)
- DLocal Limited (DLO)
Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!
Q: This payment process provider has been recently mentioned as a buy from an adviser.
what are your thoughts on the strength and future of this company as a buy?
Thanks!
what are your thoughts on the strength and future of this company as a buy?
Thanks!
Q: Any further comments on this fund since the last comment in February?
- BMO MSCI India ESG Leaders Index ETF (ZID)
- iShares MSCI India Small-Cap ETF (SMIN)
- iShares MSCI India ETF (INDA)
Q: Dear 5i,
can you please suggest an alternative ETF from ZID that has same as or better price performance. The ETF can be listed on either US or CDN exchange.
thanks
can you please suggest an alternative ETF from ZID that has same as or better price performance. The ETF can be listed on either US or CDN exchange.
thanks
Q: Does President XI like China's Billionaires .. He treated Mr. Ma of BABA Badly and punished the shares After all China is a Communist Country He seemed to hurt other Chinese Companies recently. Should I stay away from BABA and other Chinese
Companies. What about Taiwan ? Is it OK to invest in ? RAK
Companies. What about Taiwan ? Is it OK to invest in ? RAK
- EPAM Systems Inc. (EPAM)
- Endava plc American Depositary Shares (each representing one Class A) (DAVA)
Q: Hello Peter & Ryan,
My wife would like to have your thoughts on EPAM & DAVA. She has some cash but only enough to buy either EPAM or DAVA. She wants to know which one do you prefer and why?
By-the-way there is still no response to my question on UFS submitted almost 2 days ago.
Your opinions are always valued (even if occasionally a little tardy)!
Jim
My wife would like to have your thoughts on EPAM & DAVA. She has some cash but only enough to buy either EPAM or DAVA. She wants to know which one do you prefer and why?
By-the-way there is still no response to my question on UFS submitted almost 2 days ago.
Your opinions are always valued (even if occasionally a little tardy)!
Jim
Q: I am under water on AEG. Any good reason not to sell even though in a RIF? I am thinking of adding the proceeds to NTR holding. I know, totally different businesses but NTR has recently declined. Any thoughts?
- Lyft Inc. (LYFT)
- Uber Technologies Inc. (UBER)
- DiDi Global Inc. American Depositary Shares (each four representing one Class A) (DIDI)
Q: Hello 5i,
Is Didi too speculative at this time?
Thanks for the service
Is Didi too speculative at this time?
Thanks for the service
Q: RBC likes this business. Its work is in India so not on your normal beat but I wonder if you have any thoughts about it
John
John
Q: Thoughts on futu? What do they do? Insider ownership? Debt? Revenue growth?
Q: I am looking for an emerging markets etf with a value bent or conversely a value etf with an over weight to emerging markets. In addition, do you know of a deep value etf? Thank you so much.
Q: Few of my international holdings pay dividends and in trying to correct that, I thought of adding SDIV as a new holding. I have the following questions or concern:
1. Many companies held in the ETF are on not that large (for the type of internatinal business a Canadian might want to risk); and
2. SDIV also underweights quality and momentum.
Notwithstanding the above concerns, would you say the ETF is worth adding as part of one's holdings outside North America? Please comment on SDIV, but if you have other ETFs you prefer, kindly advise). Thanks
1. Many companies held in the ETF are on not that large (for the type of internatinal business a Canadian might want to risk); and
2. SDIV also underweights quality and momentum.
Notwithstanding the above concerns, would you say the ETF is worth adding as part of one's holdings outside North America? Please comment on SDIV, but if you have other ETFs you prefer, kindly advise). Thanks
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- KraneShares CSI China Internet ETF (KWEB)
Q: Could you compare investment into KWEB or BABA.
Would you recommend both for diversification?
Thank you.
Would you recommend both for diversification?
Thank you.
Q: I have stocks of this company listed on the LSE. What can you tell me about this company and its prospects going forward compared to Flutter.
Thank you as always for your great advice.
Thank you as always for your great advice.
Q: Hello,
Do you have any info on this company? It is involved in supplying lithium ion batteries to the EV market. Jeff Dahn is the principal architect from Dalhousie University. He also has a renewable contract with Tesla. It trades on the Aussie market along OTC in the USA.
Thanks
Rick
Do you have any info on this company? It is involved in supplying lithium ion batteries to the EV market. Jeff Dahn is the principal architect from Dalhousie University. He also has a renewable contract with Tesla. It trades on the Aussie market along OTC in the USA.
Thanks
Rick
Q: Gooday 5i team.
I have a small position in FIH and will hold for the long term.
Is there a Canadian listed ETF that has general exposure to India and it's future growth as the World gets back somewhere close to normal post Covid?
Thanks for your help.
I have a small position in FIH and will hold for the long term.
Is there a Canadian listed ETF that has general exposure to India and it's future growth as the World gets back somewhere close to normal post Covid?
Thanks for your help.
- First Solar Inc. (FSLR)
- Canadian Solar Inc. (CSIQ)
- SolarEdge Technologies Inc. (SEDG)
- JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS)
Q: Noticed an interesting pop in solar stocks today. Any particular reason for this? Also, I’ve noticed that they have traded sideways for several months now. Would you rather trade or invest in this sector?