Investment Q&A

Q: Hi Peter and Staff

In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.

I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"

Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.

Thanks for all you do

Dennis

Q: Hello,
I own these 2 stocks. If the US-SEC delists Chinese stocks, will I be able to sell them, and will the value be close to current value or "zero" ?. Do you recommend to exit now?
Thanks
Carlo

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

Q: Any reason why NIO is taking such a beating lately? One would think EVs are the future of transport. Could you initiate a position today? Thanks.

Q: Hi Team,
With NIO down so much, would it be worth to take a small position, say 1% ?
Your comment is highly appreciated,
Regards,
Tak

Q: Can you advise on your outlook of the EV . Is it a good time to get into these sector ?
Among TSLA, LCID, RIVN, NIO, XPEV, which are your preference and why ?

Grace

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

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

Q: what is your view on these two companies, is it a buy now? which one is better ?thanks.



selina

Q: Hi 5i
For a 3 year hold which one will be most rewarding :
NIO, Ford Motors, Rivian (unlisted as of today), Please can you share you opinion
medium risk, I do like what Rivian is doing.
Thanks

Q: Am wondering which of these stocks are vulnerable to climbing interest rates. For the vulnerable ones, would you please advise at what point you would consider reducing or selling them. Also, a strategy on when and how to do such an assessment would be instructive.

Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.

Whatever number of credits works

ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU

Q: Hi team,

Grateful if you could compare, as growth stocks, NIO, Tesla and Volkswagen. In order, which ones would you buy now for a medium term ?

Have a good day,

Jacques IDS

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry

Q: This stock has dropped 35% since the beginning of 2021. Could you please comment on it's profitability, if it has overcome some or most of its production problems and whether the current crackdown on Chinese firms listed overseas will cause a big drop in the share price. Would you hold onto the company under these circumstances?
Many thanks for your great advice.

Q: Hi 5i, Are this a buy right now? Please rank
thank you

Q: Hi, What is your recommend for 5 stocks for EV or supplier for Electrical Vehicle?

thanks. Jean Guy

Q: Hi 5i Team - Could you provide an update on the fundamentals of Green Power Motor Company. Also your opinion on its growth prospects and whether now is a good time to start a small position. Are there a couple of other similar companies that might provide better opportunities.

Thank you as always for the excellent service!

Q: I have these companies in my growth portfolio. I would like to add 3 more what companies would you suggest.

Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks