Investment Q&A

Q: Would like to invest in the Chinese market, is there an ETF that you recommend. Thanks Clare

Q: This has been rallying recently very strongly. Today it is very much down. Is this the end of the rally? Should I sell it or keep it through the end of the year? Thanks.

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.

Q: Do you think that the recent news out of China that they are taking steps to stimulate the economy will have a positive impact on China Etf's and if so what ETF's do you think will it will benefit? Thank you.

Q: May I please have your top two emerging market ETFs?
With appreciation,
Ed

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.?

Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much

Q: What do you think of this company as a recovery stock? The price seems to have come down on slowing China economy and is at a 52 week low. Do you think the reaction has been overdone on the downside given it is fast food which could experience an increase in sales in a recession, it is a US company operating in China so reporting is reliable, and it is likely not a US company which would experience retaliation by US government or the public. Can you go over recent results in your answer. Thank you.

Q: Emerging markets are getting some attention lately for reasonable valuations.
India is being mentioned as a strong growth country. Many experts suggest US large corps as a better way to invest rather than the corps of the emerging markets .
What are your thoughts and ideas for investment to take advantage of emerging markets as far as actual emerging market etf or etf of large cap US based major exporters/worldwide etf. ?

Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John

Q: Dear 5i,
Out of all the countries classified as Emerging Markets.
In your opinion which countries are expected to outperform the S&P500 index if held for at least 5 years? Can you suggest some Canadian and/or US listed ETF's that might achieve this goal. I'm interest in holding a 2 to 5% position for at least 5 years in my TFSA.

Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?

Thank you,
Roger

Q: Hello Team

If the underlying ADR’s get delisted in the US, would this etf convert the ADR to the underlying stock that is traded on the Hong Kong exchange? Does this greatly reduce the delisting risk and the risk of losing the invested capital? Thanks for your expertise.

Q: Looking at CAQQ,CHIK AND KWEB as China tech stock etf's.Please rank these and if there is another that is your favourite,please recommend.Thanks.

Q: Do you have any suggestions on a good Canadian dollar ETF in Chinese internet stocks?

Q: I would like to invest 50 thousand in a etf or two investing outside of Canada. Please give a couple o f recommendations and a specific country or investment idea you would consider attractive at this time as well. I already own US banks through ZBK as well as Alibaba. Do you consider XID attractive at this time? THANKYOU I have been well pleased with 5i over the years and consider your advice a good investment.

Q: I'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!

Q: Good Afternoon 5i,
After reading the recent edition of your ETF newsletter, I am inclining to invest a bit directly in China. I already hold VWO but, after reading the well reasoned and written article of yours, I may want a direct, China only etf. Especially now that Chinise stocks have been hammered. Although i am a long term investor, I thought I might capitalise on this fall of Chinese stocks. I think it is most prominent in the technology sector. For that reason I am leaning towards KWEB rather than MCHI. But, when I read the article I see that three of the top ten holdings in both are Tencent, Alibaba and Meitvan, with a similar weighting. Although 63 percent of Kweb and 44 percent of MCHI are the weights for the top ten holdings. That is a difference but it doesn't seem like a lot. So, it looks to me that I get a pretty good cut of the technology stocks in MCHI, as well as more safety. I am therefore leaning in that direction. But, I am tempted by a tech comeback, where I might make a bit more with KWEB. I know it comes down to personal decision. But, I have a bit of trouble understanding how big a difference there would be between the two in a tech comeback. So, I thought I would ask the professionals how you would look at this?
thanks for all your great work

Q: Could you compare investment into KWEB or BABA.
Would you recommend both for diversification?
Thank you.

Q: I am interested in investing in the Chinese market particularly in the technology and internet sectors. What would be the best way to invest. It can either be in US or Can $. Also I have a Chinese stock, SMIC, a overcounter stock that is being delisted, how can I convert to the HK stock as I would like to stay in the stock.
Thanks