Investment Q&A

Q: It hit a 52 week low. Where do you think sina is going from here . Buy sell or hold. .?.? Thanks Peter. Cheers.Alnoor

Q: I own shares in Volkswagen. I have received a corporate action notice advising that they are cancelling the Ordinary share sponsored ADR program. I have the option to either receive 2 Unsponsored ordinary share ADRs for each Sponsored ordinary share ADR exchanged or exchange 5 ADRs plus pay any charges or fees per ADR to receive one ordinary share of Volkswagen AG.

Why would a company terminate sponsored ADRs? Would it be better to reveive Unsponsored ADRs or Ordinary shares?

Q: What is your current assessment of HUYA? And when is the earnings release date?

Thanks!

Q: Hello Peter & Ryan,
I appreciate your opinion about: NAKD, BURBY (Burberry group), LVMUY (Louis Vuitton Moet Hennessey), CFRUY (Compagnie Financiere Richemont S.A. ADR)

"Naked Brand Group Limited, a global leader in intimate apparel and swimwear (the “Company” or “Naked”), has announced an agreement between its wholly-owned subsidiary Bendon Limited (“Bendon”) and CVS Health (CVS), a leading pharmacy innovation company helping people on their path to better health. Under the terms of the agreement, Bendon’s master licensed Heidi Klum Intimates Solutions line has been featured in over 4,000 CVS locations across the United States."

Thank You!

Q: Can you comment on the investment merits of KT

Q: Please comment on the earning release .
Thanks a lot

Q: First off, my apologies to all the members for the recent sell-off in the markets. I should have warned your readers that I decided to put some money to use at the end of last week so there would inevitably be a sell-off not too long afterwards.

But seriously, I was wondering if you could provide any insight/feedback/critique into whether it makes sense to view the projected growth in market development in African nations in the coming years and decades as a viable investment thesis. If so, do you have any suggestions on how to invest in Africa? A cursory exploration led to Fairfax Africa (FAH.U) - does this seem like a worthwhile investment? Are there any other suggestions I could investigate further?

Thanks in advance,
Rory

Q: I am interested in investing in companies in Vietnam. Can I please get your opinion on investing here and maybe a good ETF recommendation for this area. Thanks!

Q: With prices of copper recently hitting a one-year low, just wondering what your thoughts are on RIO for the 2 years.
Great work, guys.

Q: I am interested in investing in a company that is involved in Esports. Esports had 3 times the viewing audience of Netflix last year and it is skyrocketing in its customer usage around the world. Are there any companies that you are aware of that would be a good entry into this market?

Q: What is your opinion of this ETF? Thanks. RAM

Q: I wish to add more fixed income to both my Can $ and US$ portfolios. Reviewing recent Q & A has given me information for Canadian options. Can you suggest US$ Etf's for US and/or international exposure. Thanks for your help and continuing good advice. Doug

Q: How do you rate SNY and IMGN ? Are they buys ? Thank you for your valuable advice.

Q: I currently hold VYMI for large cap international dividend income. There is a fairly new Fidelity product holding international large cap ( FIDI) . Do you see any advantages of FIDI over VYMI? Do you consider VYMI a reasonable ETF for international exposure? It is down recently. Would you continue to hold this investment? Thank you kindly for a comparison of the above efts and for your comments on continuing to hold VYMI.

Q: Could I have your opinion on this company would this pullback 10% be a good time for a half position do you think they have a long runway of growth and are they considerably cheaper than Amazon on a EPS basis thanks for professional service Greg

Q: I would appreciate your opinion on these three companies. Softbank seems undervalued based on their asset base. IQ, after the correction, appears interesting. Would Etsy be sufficiently competitive with other web retail sites?
Thank you for your input!

Q: May I have your current opinion on this stock. It has finally reached my purchase price! Is it worth holding? Thank you

Q: What do you think about a short on this one in light of the Muddy Waters' report? Thank you in advance for your comments.
Jason

Q: GW Pharma sounds like it will likely have it’s epidiolex approved by the FDA. In light of this would you think of a purchase at $145.00 US.

Q: I hold BABA.us in a registered account. I bought believing Chinese sponsored ADRs are subject to SEC disclosure requirements. Your response to my question on MOMO.us confirmed the above. But I am not so sure now that you or I are correct in our beliefs. I was not necessarily surprised to hear Jim Chanos say he was shorting BABA.us. That’s not odd per se. I was however startled to hear him go on to say his SOLE reason for shorting BABA was that he didn’t trust its accounting and filings. He went further and said BABA-- and I now presume other Chinese ADRs--- do not follow US or international acctng rules (IFRS, FASB etc. and not SEC regs). Yet BABA is by law required to file disclosure with the SEC. Please comment on the issue of the RELIABILITY of financials AND those all-important DISCLOSURES, that BABA and its auditors need to file with SEC. Should I believe those filings as much as you do? Chanos’ argument and puzzlement were over the fact that net value of BABA was lower today than when it did its IPO. Chanos wonders where the profits and cash are flows the company has generated and reported since IPO ! Chanos or his shop is do not slouch when it comes to doing homework on filings. What gives? Should I believe those filings (as stated in your response to my question on MOMO?) I have a lot in Chinese Tech ADRs and this issue now has me re-thinking the basis for my buy decisions.