Investment Q&A

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

Q: IDBA Just wondering if you could do some research on this Norway biometric company and if worth investing a small amount in?

Q: I understand you don't normally follow this company(trades on London Stock Exch.). I have been a long time share holder and am starting to wonder whether I want to continue with it or seek better alternatives. It has been quite flat for some time now and has done some questionable stock 'schemes' and share capital consolidations in the past. I would greatly appreciate any input and thoughts you may have on this company, if any. Many thanks to the 5I team for all their great work!

Q: NVNXF Would like your thoughts on this company,they are looking to develope and supply lithium batteries for car and houses,they have an partnership with Emera to develope energy storage systems for community micro grids.
They seem to be getting their ducks in a row for potential commercial long term possibilities....
Thanks

Q: What do you think of bhp as an investment at this time.

Q: Hello your thoughts on New Oriental Education
Thanks again

Q: Hi team,
I would like very much to read your take on the 3 following industrials, as growth stocks: ZIM-N, CRAI-Q and TGLS-Q (Technoglass). Would you buy it now or do you have better alternatives to suggest ?

Gratefully,

Jacques IDS

Q: Your views on ZCH

Q: What is your opinion of BNTX as a 3 year plus hold. Do you believe there is evidence to show there technology is transferable to cancer and flu vaccines. Do you see any potential downside to purchasing the stock at this time or are there other companies that you would prefer in this sector. Thanks

Q: What would you think about trading gamesys for flutter

Q: What is you analysis of this Sea Ltd adr as a diversified game, e-commerce, and financial services play for the Asian market. Also can you provide current PE and projected PE ratio going forward and any other pertinent financial info. Thanks so much.

Q: I have been searching for quality emerging market stocks with only moderate success to date. Does your information suggest that either of TIMB or VINP have the financial and marketing wherewithal to be strong long-term choices? Diversification and, to a lesser extent, income are my primary goals. Thanks!

Q: Hello again your thoughts on Cemex please thanks

Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service

Q: Please comment on the Qtr. How low can you see this one going? Greg