Investment Q&A

Q: Hello 5i Team,
Excerpt from MarketWatch : "the Senate looks set to consider sweeping new legislation that could ultimately bar many Chinese companies from listing shares on U.S. exchanges, or otherwise raising money from American investors." I own ADRs in JD.com and I'm starting to wonder what would happen if they were delisted from the NASDAQ as a result of the above. I fear being stuck with my shares in the company and not be able to sell them at some point in the future. Should I sell them now as a precaution?
Robert

Q: Hello your thoughts on BlueStar Technology etf

Q: Hello 5i,
I'd be interested in your thoughts on Orange. A past fav of Contra the Herd.
Thanks for the service

Q: What is your opinion of Sea Limited, the S.E. Asia digital entertainment financial services co. ? It is near its 52 week high and reports before the 18th.
Thanks

Q: Hi. Donald Trump ordered US federal pension fund not to invest in Chinese stocks. I have JD and Tencent. Should I sell with a small profit? Please advise. Thank you.

Q: Hi Peter
i hold this company for many years, it do not perform well, is it a hold ,sell and why,
i also hold BKNG.

Q: Your thoughts on this company and the move to digital payments with paypals beat and trend, and maybe the effects on visa and master card.

Q: Hi 5i,
The last time anyone asked about Ocado was June 4, 2018. What are your thoughts now, all things considered. Would it be best to purchase OCDGF or OCCDY? What’s the difference?
It looks like Amazon began to take in this space with Whole Foods, but Ocado is further along in the grocery business. Would it be a take out prospect?
Tia

Q: what International ETF's would you recommend for buying in Canadian dollars? I have no exposure in the international sector.
Thanks

Q: Peter and His Wonder Team
I have held this company for a number of down years. At this point I am up about 50% which seems like a miracle. I am always reluctant to sell a winner...let them run! However I am trying to be smarter this time. Do you think it would be safer to sell this gold company now that I have a profit and buy another safer gold in the sector. I am worried that this company may have more risk factors than others. Your assessment of HMY please...does my rational have any merit? Thanks again...your opinions are always a reality check!

Q: this stock of recent has had a good run Seem like the right type of business for current conditions and possibly in the future Whats your opinion?

Q: Morning, Wondering about your thoughts on buying Baba right now?
I need more international exposure, which this seems to satisfy, would you be
concerned by C19 implications, or anything else? Would be in an RRSP account which is well diversified, long term hold, growth the objective. If not Baba, others more favourable? Thanks Again

Q: If Trump goes ahead with the China stock ban, will there be any major impact on stocks such as TCEHY?
Thanks.

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 ?