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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: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Read Answer Asked by Clinton on November 11, 2020
Q: I am considering investing in South east Asia stocks - China, India and other Asian countries.
Do you have any recommendations?
Read Answer Asked by Lorraine on November 04, 2020
Q: Hi,
I’ve held V shares since the IPO and have done really well. With all the talk about the shift to digital currencies/payments becoming a more dominant place in the global financial system, do you think also diversifying into BABA (stake in Ant Group) and PYPL (creating a larger transactional payment landscape for the future through bitcoin) would be a good move? Do you see further secular growth in this area? Thanks!
Read Answer Asked by Keith on October 27, 2020
Q: I have no exposure to China. What can you recommend as an ETF for growth over the next 5 years including some individual companies.

Thanks Peter

Read Answer Asked by Peter on October 05, 2020
Q: Can you help us understand the value of holding an ETF such as VEE for foreign exposure and why it is highly recommended to own this ETF? Returns are low with high volatility. The ETF remains below 2018 levels when BABA and Tencent were ~30% less and they make up 12% of the portfolio. Maybe we are nuts but something seems amiss. Why not just buy BABA and Tencent instead? Are there other recommendations for capitalizing on Asian growth outside of China as we do not believe VEE is going to deliver returns for the expected growth in those regions.

Thank you for the great Service
Debbie and Jerry
Read Answer Asked by Jerry on August 26, 2020
Q: I know U.S listed Chinese companies are likely not your primary focus but I'm very interested in some of the tech based companies China is producing (KC.US specifically). I understand there are political risks but do you see 3-5 companies that you find VERY interesting as a mid-term hold? Or is this a space too filled with risk to bother?
Read Answer Asked by Robert on June 29, 2020
Q: Would like your opinion om this fund for my US account, its performance is excellent five star morningstar rating. MER at 2% is high. Is there a similar ETF with similar performance? Or should I just be contented paying this fee considering its return? Do you see this sector continuing to outperform?
Thanks
Read Answer Asked by Saad on June 25, 2020
Q: Is the delisting of Chinese companies on US stock exchanges a real possibility or more noise. How might Alibaba be impacted. Should investors sell and watch or ride it out. The senate bill would require that foreign companies let the Public Companies Accounting Oversight Board oversee the auditing of their financial records. Does Alibaba currently use American accounting methods - GAAP?

Read Answer Asked by Thomas on June 02, 2020
Q: Hi Team,
I am thinking to buy a small group of China US ADR as growth china group:
TCEHY - Tencent Holding
BABA - Alibaba Group
AACAY- AAC Technologies
XIACY - Xiamoi Corp
HKXCY- Hong Kong Exchange
I will not do it until Trump not going to delist them.
Appreciate your opinion on my List. Or am I crazy ?
Thanks as always and please deduct credits as needed !
Regards, Tak
Read Answer Asked by Tak on June 01, 2020
Q: Given whats happening in the US senate now would you dispose of any holdings of BABA, GDS, MOMO, etc?

Re the delisting issue.

Your urgent response would be appreciated.

Thanks

Sheldon
Read Answer Asked by Sheldon on May 25, 2020
Q:

BABA- Do you think BABA may be delisted from US stock exchnages? I saw an article being prepared about a bill against foreign companies in the US..

FB and SHOP- Regarding the partnershp between facebook and SHOP..which do you think will be most benefitted. Facebook is also making partnership with Reliance Jio..its starting to get really attractive. Would like your thoughts on this.

Thanks for your wise advise as always. Cheers,

Shyam
Read Answer Asked by Shyam on May 22, 2020
Q: Which companies you think are leading in quantum computing technology.
Read Answer Asked by Vinod on May 11, 2020
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
Read Answer Asked by Lavern on May 04, 2020
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