Investment Q&A

Q: What do you think of COPA as a bounce back candidate in the next year?

Q: Hello 5i,
RCEL just reported. Can you please give me your assessment of their quarter and prospects looking forward.
Thanks for keeping the “doors open” during the lockdown and moving shop to your respective homes.

Q: Just looking at the decline in Margins on Alibaba, the revenue has been going up nicely , but with declining Margins how is it that there earnings keep going up ?
thanks Gord

Q: Would like your assessment of PDD please. I am a bit heavy on tech, but it looks very interesting. Many thanks.

Q: In your April 20th response to Mike regarding FLTR, you said "We are not sure the company will list an ADR yet". I came across PDYPY which appears to be a FLTR ADR trading on the OTC market. It appears as if the ADR is .5 of a FLTR share.
- Is this correct?
- Is it possible to elect to receive the PDYPY ADR shares instead of the FLTR shares to avoid the excessive trading fees of buying and selling on the LSE?
- If so, are there downsides to owning the ADR other than making sure you put a limit price on any trade?
- I also noticed a PDYPF that appears to be FLTR shares trading on the OTC market but does not appear to have any trading volume. What is this and how does it compare to the ADR?
- if we can not elect to receive either of these in place of the FLTR shares and still want to be exposed to FLTR but not own LSE listed shares, I assume we would need to sell the TSGI shares in advance of the deal closing in May and buy one of these?
- which one would you recommend?
- will TSGI announce the closing date well in advance so those that want to sell have plenty of time?
Sorry for all the questions but I am confused and am hoping you can explain.

Many thanks
Scott

Q: Given Ternium's apparently strong financials and excellent dividend, would you consider this equity a solid, non-ETF way to get Emerging Market exposure?

Q: What is your outlook on this company, for a three year hold ?

Q: Hi 5i,

You mentioned in your last question that Veolia Environment has a 5% dividend. Was the dividend cut recently? What is the forward yield. Also, how high is their debt and how manageable is it? I know utilities normally have high debt, so is it in line with others?

TIA!

Q: On the whole what do you think of emerging markets' ETF's now? Do you think one should be buying? What are your favorites?

Thank you

Q: I’m looking to take a position in this company but have concerns about it trading on the OTC due to it being home-based in the UK, I’m guessing. It has growing 5-yr revenue and earnings and strong ROC and It’s not small at $9B market cap. How does it compare with its main competitor, United Rentals?

Thank you

Q: Good morning,

On April 17th you mentioned some U.S. and global names you currently liked. Could you please briefly give your thesis including the risks vs opportunities for Veolia Environment and Lazard.

Thanks in advance

Q: I ran across this company by pure chance. Other rating sites describe this company as having "excellent growth potential with flawless balance sheet". What is your perspective? Am I "behind the times" by finding its Pink Sheet status problematic?

Q: Hi gang, could you please suggest 2-3 100%foreign ETF. For a conservative invester. Large cap only. Thanks
Alnoor

Q: I presently hod these 2 ETF's and was looking for your opinion. They are approximately 1.25% each of portfolio. Being a small amount do I add or sell.

Regards,

Q: Do you still like this ETF VA or would you suggest another one?
Thanks

Q: Hi,
If one believes the Canadian dollar will depreciate vs USD, what products/strategies available to hedge ? For example could you suggest unhedged ETF with less volatility tracking some US/International markets ? Thanks a lot

Q: Hi, Do you think ZDI and XWD could complement each other, or would there be too much overlap, thanks?

Q: Is there any merit to owning PID if you have XBAL?Having difficult time seeing if there is an overlap. Thanks

Q: What do you make of Luckin Coffee after the recent news. Is it a fraud and broken business.

Q: Hi Guys
What do you guys think of Dassault Systems, you can purchase it on the OTCPK .
Thanks