Investment Q&A

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?

Q: Hi gang, what would you buy today
1: golden nugget online
2: rush street interactive
Or would you suggest others. Thanks
Alnoor

Q: Hi Team,
Can you recommend a ETF that cater to Chinese Electric Automobile industry either in US or Canadian dollars.
Thanks as always,
Tak

Q: I am “tickled” by the fact there are already questions on this company especially 8 year old ones. Is this firm for real or does its “frontier” location argue for a continuation of its super low P/E? Comments?

Q: Hi 5i,

Can you recommend a few Dividend & Growth ETF's for Europe and Asia (non-North American) markets.

Q: Portfolio analytics --> I need international exposure.

I'm 44yo with a high risk tolerance and 2 kids, 4 yrs and 7 yrs away from entering post-secondary.

Could you make some recommendations to plug this hole in my portfolio? Individual stocks and an ETF mix would be ideal.

Thank you,
Ian.

Q: Dear 5i,
I identified these three stocks which seem to be traded OTC Pink.
What does this mean and should I avoid trading OTC Pink?
Trading volume is typically 30K to 176K daily.
These stocks are high-end luxury goods.
The tickers are: LVMUY, Louis Vuitton SE, HESAY, Hermes SCA, PPRUY, Kering SA.
Can you please add them to your database.

thanks

Q: hello 5i:
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).

Q: Hello,

Can you please comment on Kingsoft? As per the last reporting how much cash per share does this company has?

Do you recommend purchasing this stock at current levels?

Thanks,

Q: Hi team,
The Economist (june 5th) reports on EV companies vying to compete with Tesla. It reports that a Chinese co. is now selling EV in Norway.
What are your views on these companies ?
Gratefully,
Jacques IDS

Q: My brokerage does not seem to support purchase of PDYPF, at least not online. What are the taxation implications of purchasing Flutter's PDYPY ADR version in a TFSA? Some sites warn of double taxation with ADR versions.
Thank you.

Q: Do you have any insights into Cango Inc. and do you agree that it is a good value stock at this price? It seems very cheap to me.

Q: Your thoughts on BIDU? Any better options here?

Q: Could you provide any up- dated assessment you may have re. Novo Nordisk in light of FDA approval of their obesity drug Wegovy. The monthly cost of a regimen of the drug is apparently $800.00 ( without insurance ) . But with 100 million obese Americans and obesity increasing risk factors for many other diseases, might it be a reasonable speculation that insurers may cover the drug at some point. Any sense of how much of this potential might be already factored in and how much might be a potential game changer if it plays out successfully over time?
Thank-you

Q: Over the weekend, financial press reported that “ President Joe Biden on Thursday blacklisted more Chinese companies from U.S. investment, expanding and clarifying a ban introduced last fall.” This adds more companies that the U.S. says have ties to China’s military complex.

Based on this update would you sell all holdings in Chinese companies and especially ETFs such as CQQQ other? Or would you say this has already been discounted by investors such that now would not be a good time to “dump” possibly good companies? Although I normally look for nuance in answers, on THIS question, more than just a hint would be much appreciated (We understand that you do not study CH companies in detail).

PS: As of midday, CQQQ is about flat (down only half a %; BABA down 1.3% but that could be due to other things, including general weakness in tech

Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?

Q: Greetings,

Your thoughts on FUTU Holdings LTD - nasdaq. Apparently the chinese "Robinhood" - digitized brokerage platform. Im especially interested in your take on financials, company guidance,market expectations, and association with TENCENT.

Cheers!

Q: What is your opinion?

Thanks,
Milan

Q: Hi,

I saw a recent interview with Mark Bunting and Jessie Gamble (DKAM Investments) whereby Jessie was highlighting Vitalhub, Topicus and NeoGames. I have followed Jason from DKAM for years and did well by him.
There are already Q&A on the first 2 stocks but nothing on NeoGames.
Can you elaborate a bit more on NeoGames and whether it might be considered investable? I know they have a relationship with Pollard Banknote but not sure about their finance metrics, management credibility, ROE/ROI, competitive advantage, etc.
Can you also pls add this stock to your database as I tried to pull it up but it could not be found.

cheers,
SteveMc

Q: Hello 5i
Could I have your assessment of Neo Games please. They seem to be in quite a run since their IPO.
Thank you