Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i Team - Could you provide an update on Flutter Entertainment including your opinion on purchasing it at its recent price. Also you mentioned in a previous answer in May that the passing of a progressive tax on online sports betting in the Illinois senate was bringing the sector down. Do you think this is still a concern for Flutter and that other states may follow suit.
Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.
Thanks.
Also any idea on when Fan Duel might be spun out. My understanding is that shareholders will not receive shares in Fan Duel. Is this correct.
Thanks.
Q: Do you see nVent Electric (NVT) as a buy in the low $60s for at least a 5 year old?
Q: Can you comment on company financials and if it is worth starting a new position?
Is the forward dividend yield of 10% sustainable or it's a value trap ?
Is the forward dividend yield of 10% sustainable or it's a value trap ?
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
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JD.com Inc. (JD)
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KraneShares CSI China Internet ETF (KWEB)
Q: Is China investable at this stage or would you wait longer for things to stabilize? I know it will take patience but I'm trying to figure out if it's worth stepping in with a half position.
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
Q: Please comment on this small company GMM which is showing phenomenal results in the latest 6 month results. The company made 36 cents in 1H but the stock is stuck at 90 cents. Please provide your view. Thanks
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BMO Equal Weight REITs Index ETF (ZRE)
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Real Estate Select Sector SPDR Fund (The) (XLRE)
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iShares Global REIT ETF (REET)
Q: I have noticed that the real estate ETFs have been languishing over the last 10 years. What is your view of the real estate ETFs over the next 5 years? Under what conditions will these ETFs do well? What type of real estate ETFs do you expect to do well (domestic vs international, commercial vs residentical, etc.)?
Please recommend a North American and an international ETF which you feel could do well over the next 5 years. What percent of a portfolio would you recommend include real estate for diversification purposes?
Thank you for this excellent service.
Please recommend a North American and an international ETF which you feel could do well over the next 5 years. What percent of a portfolio would you recommend include real estate for diversification purposes?
Thank you for this excellent service.
Q: Greetings 5i,
Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.
Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.
Q: With ongoing growth in the Indian economy, do you recommend investing in an etf or other vehicle there? Our access looks to be limited to a handful of large caps.
Q: Better than BKNG or ABNB? Thks
Q: While it's outside your normal sphere of interest, is there a solid basis for believing JMIA has turned the corner to realize its potential? I have long liked their Baillie Gifford association but their potential's realization has been a long-time coming...
Best regards,
David
Best regards,
David
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Miscellaneous (MISC)
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WisdomTree Japan Hedged Equity Fund (DXJ)
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iShares MSCI India ETF (INDA)
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iShares S&P India Nifty 50 Index Fund (INDY)
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iShares MSCI Japan ETF (EWJ)
Q: Hello 5i Team
Do you think that investing in Inda and Japan ETF is beneficial for diversification and growth. Are there any ETF that you can recommend?
Thanks
Do you think that investing in Inda and Japan ETF is beneficial for diversification and growth. Are there any ETF that you can recommend?
Thanks
Q: Peter,
Very interesting article in the recent moneysaver about stock market history. What do you see as the chief reasons the Japanese stock market was down for so long a period of time.
Thanks
Paul
Very interesting article in the recent moneysaver about stock market history. What do you see as the chief reasons the Japanese stock market was down for so long a period of time.
Thanks
Paul
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard Total International Stock (VXUS)
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Vanguard FTSE All-World ex-US ETF (VEU)
Q: Using the Portfolio Analytics, I see I need to increase my international exposure. What strong performing stock and ETFs do you suggest? In Canadian dollars, and US dollars.
Also I'd like to know if CSU, LMN and TOI are Canadian.
TIA,
Brenda
Also I'd like to know if CSU, LMN and TOI are Canadian.
TIA,
Brenda
Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?
Q: Hi Everyone at 5i!
With all the political complications in France right now, do you foresee any problems with TTE? It is a France based oiled gas company. I feel that the stocks in France may get a bit of a drubbing depending on the election results. I have a nice profit right now. Your thoughts??Hold?? Sell??
Cheers,
Tamara
With all the political complications in France right now, do you foresee any problems with TTE? It is a France based oiled gas company. I feel that the stocks in France may get a bit of a drubbing depending on the election results. I have a nice profit right now. Your thoughts??Hold?? Sell??
Cheers,
Tamara
Q: Thoughts on XDG?
Q: Can you provide your analysis of Weibo as an investment over a medium term hold, amid a potential recovery in the China/Hong Kong stock market. It has a very attractive forward P/E ratio of <5, and until recently a P/B value close to 1 - your insight is appreciated.
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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ASML Holding N.V. (ASML)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
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Evolution AB ADR (EVVTY)
Q: Hello wonderful 5i folks,
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
Q: Please can I have your opinion on this bank stock. Is it a sell hold or add to a position that is finally above water.
Thanks for your help
Barry
Thanks for your help
Barry