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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: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Read Answer Asked by Catherine Ann on October 07, 2024
Q: Currently the Chinese market is on track for its 4th down year in a row, which is pretty rare for a global market. The contrarian would say that this pendulum has to swing back the other way at some point here. Fundamentals on many large names have detached from expectations, with names like BABA, TCEHY, etc showing FCF near record highs while share prices are at multi year lows. How do you feel about investing in these names, and if you did recommend any which would they be? Thx
Read Answer Asked by Adam on September 18, 2024
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.?
Read Answer Asked by David on August 01, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.

Thanks as always,

Kevin
Read Answer Asked by Kevin on April 21, 2022
Q: Hi Team,
Should these three Chinese's ADR stock delisted from U.S. exchanges by US Government, would the owner of these ADRs can move to Hong Kong and relisting in Hong Kong market ? Or just completely vanished !
I understand my question is properly not quite your expert area, but hope you can comment on it !
Thanks as Always,
Tak
Read Answer Asked by Tak on March 15, 2022
Q: Hi Peter,

Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.

Best,
Matt
Read Answer Asked by Matt on November 04, 2021
Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks
Read Answer Asked by Ian on October 28, 2021
Q: Is there any China stocks you like
Thank you for your great service Lorraine
Read Answer Asked by Lorraine on August 31, 2021
Q: I had been thinking about but Tencent for a long time. With the recent bargain basement price, I'm still willing to take a small punt despite the current risk. It's a long term play.

But perhaps I'm too incautious, even for a 'play'. When I tried to buy on Questrade, I got the following message: "You're attempting to buy enter a position in an OTC/PINK sheet listed security. The following risks may limit your ability to sell your position in the future...".

Can you explain what 'OTC/PINK sheet listed security' means. I take this as a serious warning sign but am still tempted to buy under the belief that China would be shooting itself in the foot to undermine the company long-term.
Read Answer Asked by Kevin on August 06, 2021
Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.
Read Answer Asked by Elaine or Gerry on July 26, 2021
Q: Hi 5I,
You have recommended that I up my international , consumer defensive , & consumer cyclical exposure. With a 5 year time frame what would be some of your suggestions?
Earl
Read Answer Asked by earl on April 26, 2021
Q: Tencent shares took a tumble when its market value hit $1 trillion yesterday. Besides some profit taking, there was also warning by an adviser to China’s central bank indicating that excessive liquidity was creating asset bubbles. The prospect that China will tighten funding conditions also threatens to derail Tencent’s stock rally. Do you think it's time to sell the stock or continue to hold? Thanks!
Read Answer Asked by Keith on January 26, 2021
Q: Do you have any ideas or suggestions how to invest in eSports, aside from investing in game publishers (Blizzard, EA)? While the publishers will clearly make money, it seems like the companies associated with streaming/tournaments/professional teams have a lot of growth potential as well. But eSports seems like the wild west right now, with lots of small outfits starting up 'professional teams'. Are there any companies in this space (teams/streaming/etc) that seem more legitimate than others?
I'd appreciate your thoughts on this industry and where you see the growth here.
Thanks!
Read Answer Asked by Michael on January 13, 2021
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
Read Answer Asked by Gary on January 04, 2021
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