skip to content
  1. Home
  2. >
  3. Investment Q&A
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: My question relates to Warren Buffet's purchase of 5 major Japanese trading companies.

If one likes to mirror Buffet's buys, in your opinion, would you be inclined to follow him into this move?
I believe none of these are traded on USA exchanges.
So if you like the move, is there an ETF that you would suggest in order to participate in this move of his?
Read Answer Asked by Donald on September 01, 2020
Q: Morning Peter and Team,
The National, a Abu-Dhabi based publication, recently published an article stating that several of Alibab's biggest investors in the States (all institutional investors) had swapped billions of dollars in Alibaba's US shares for Hong Kong-listed stocks to avoid potential sanctions and delistings of big Chinese tech companies.
Please comment on how would the process of delisting Chinese stocks from US markets work and and how likely do you see this coming to fruition? Also should it indeed come to past, what would happen to the shares of Chinese tech stocks that were already bought through the US exchanges prior to delisting taking place?
Finally are there ways where retail investors can access overseas stock markets such as the Hongkong Exchanges (HKEX)?
Best regards and thanks for your help.
Read Answer Asked by Harry on August 31, 2020
Q: What are your thoughts on the company ‘Afterpay’? Could they acquire or be acquired by goeasy, or even Shopify?
Thanks
Read Answer Asked by Rick on August 27, 2020
Q: Can you help us understand the value of holding an ETF such as VEE for foreign exposure and why it is highly recommended to own this ETF? Returns are low with high volatility. The ETF remains below 2018 levels when BABA and Tencent were ~30% less and they make up 12% of the portfolio. Maybe we are nuts but something seems amiss. Why not just buy BABA and Tencent instead? Are there other recommendations for capitalizing on Asian growth outside of China as we do not believe VEE is going to deliver returns for the expected growth in those regions.

Thank you for the great Service
Debbie and Jerry
Read Answer Asked by Jerry on August 26, 2020
Q: What are your thoughts on Garmin as an investment? It even near it's 52 week high it doesn't seem overly expensive. Is this because they're a mobile hardware company competing with Apple? I do a lot of road and mountain biking and it seems like every other bike has a Garmin mounted on the handle bars. Did I miss all the growth on this one or do you think it's got plenty left?

Also it looks like it still hasn't recovered from the '08 recession. Do you know what happened to them back then or why it's taken so long to recover?

Cheers
Read Answer Asked by Dennis on August 25, 2020
Q: In answer to Paul's question re free on-line stock screener for Euro dividend payers, you can refer him to the post "Euro Dividend Payers" in the Forums. Hope that helps.
https://www.5iresearch.ca/forums/viewthread/368
Read Answer Asked by Marc on August 24, 2020
Q: You had a comment on this company a while ago. What is your opinion today in light of the possible use of hydrogen as a fuel for future large truck applications. Would they be a major player to supply equipment to produce as well as distribute the hydrogen gas.
Thanks
Albert
Read Answer Asked by ALBERT on August 20, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!