Investment Q&A

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: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS

Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......

Q: Do you have an update on your opinion of this company since the last answer I can find from last April? Thanks.

Q: Do you have any comments about this company. I’ve looked at the prices for products that they are offering on Temu and they are real cheap for I’m sure are cheap products. Can they take a run at Amazon, given that they don’t warehouse?

Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.

Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.

Q: Would like your assessment of PDD please. I am a bit heavy on tech, but it looks very interesting. Many thanks.

Q: Hi team,
in an effort for international diversification, preferring individual stocks, I am considering the following Japaneese, swiss and Chineese stocks.
Your views on them would be most appreciated as well as possible alternatives.
gratefully yours,
Jacques IDS