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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: 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
Read Answer Asked by Rory on July 31, 2018
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?
Read Answer Asked by Jennifer on July 23, 2018
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
Read Answer Asked by Doug on July 06, 2018
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.
Read Answer Asked by Joanne on June 28, 2018
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!
Read Answer Asked by Sigrid on June 27, 2018
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.
Read Answer Asked by Adam on June 15, 2018
Q: I am having a hard time deciding which of these 3 companies to invest in. Can I please get your analysis on these companies? Would you consider any of them as a good buy, longer term. Can you rank them in terms of growth potential? Thank you
Read Answer Asked by Aaron on June 12, 2018
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