Q: How do you feel about SIKA, a Swiss materials company? It can be purchased as a CDR (CAD hedged). It has an 8% CAGR for revenue and EPS for the last 5 years and pays a dividend of 2.5% at its current price of CAD$6.70. I am looking for quality international individual stocks and this looks like one.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i Team
I hold shares of Diageo (DEO) in my US$ rrsp account.
On February 25, DEO announced the dividend would be reduced.
DEO paid there dividend for the ADR semi-annually (i.e. April and October) and for 2025 payment amounts were approximately US$1.62 and US$2.52
1 - Did DEO convert to quarterly dividend payments ?
2 - Is there an indication of the total annual dividend payment for 2026 - not sure if DEO stated this in their press release however I am assuming it would be British Pounds.
3 - Is DEO a long term hold, given the reduced dividend ?
Thanks
I hold shares of Diageo (DEO) in my US$ rrsp account.
On February 25, DEO announced the dividend would be reduced.
DEO paid there dividend for the ADR semi-annually (i.e. April and October) and for 2025 payment amounts were approximately US$1.62 and US$2.52
1 - Did DEO convert to quarterly dividend payments ?
2 - Is there an indication of the total annual dividend payment for 2026 - not sure if DEO stated this in their press release however I am assuming it would be British Pounds.
3 - Is DEO a long term hold, given the reduced dividend ?
Thanks
Q: What are your thoughts please on these two, thanks.
Q: Follow up to John’s question regarding this etf: given the strength of south Korea’s economy would today’s drop which I think you agree is an over reaction be a time to add to this etf. I have held it for a few months and the performance has been great as you pointed out. So is the a “buy the dip” time?
Q: VEOEY What are your thoughts on ths company? Is it a buy?
Q: Does it make sense to you for an 18B ETF like EWY, which represents a country's index, to be down almost 13% in one day on a war that does not impact it at all?
Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?
Q: Hi 5i,
Would appreciate you thoughts on MELI latest quarterly earnings.
Thank you,
Greg C.
Would appreciate you thoughts on MELI latest quarterly earnings.
Thank you,
Greg C.
Q: Your thoughts on this foreign financial company
thank you 5i
thank you 5i
Q: A very unfortunate investment that I was hoping would turn a little before I dump it. Down 53%……is there any point in waiting for improvement.
Len
Len
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Garmin Ltd. (Switzerland) (GRMN $242.63)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $132.64)
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Rio Tinto Plc (RIO $90.35)
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Sony Group Corporation American Depositary Shares (SONY $21.62)
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JD.com Inc. (JD $27.47)
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ASML Holding N.V. (ASML $1,357.42)
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UBS Group AG Registered (UBS $38.63)
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BHP Group Ltd. (BHP $72.89)
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Nebius Group N.V. (NBIS $94.94)
Q: Hi,
I am looking at investing new cash and at this time wish to purchase non-US and non-Canadian companies. I know you don’t typically cover the non-North American markets but you have frequently commented on GRMN, NBIS and ASML.
Would you have any other suggestions for outside NA equities, regardless of sector, that represent good long-term potential total returns?
Thank you, Michael
I am looking at investing new cash and at this time wish to purchase non-US and non-Canadian companies. I know you don’t typically cover the non-North American markets but you have frequently commented on GRMN, NBIS and ASML.
Would you have any other suggestions for outside NA equities, regardless of sector, that represent good long-term potential total returns?
Thank you, Michael
Q: I have a fairly large chunk of US cash invested in a 'High-Interest Savings Account' which earns 3.15% interest. The interest has not kept up with the loss in value of the US dollar. Can you suggest a similar kind of investment based on Euros or Swiss Francs which can be purchased through TD Direct? Or do you have a better low-risk idea for this money? (I am pessimistic about both the USD and CAD keeping their value against other currencies.)
Q: 3 growth stocks
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
Q: TOLZ or TOLL WHICH TO BUY?
TOLL looks better.
An ETF better than TOLL?
Thank you.
TOLL looks better.
An ETF better than TOLL?
Thank you.
Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?
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BMO MSCI Emerging Markets Index ETF (ZEM $28.70)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $38.06)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.99)
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iShares MSCI South Korea ETF (EWY $133.89)
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VanEck Vietnam ETF (VNM $17.23)
Q: Given the strong recent performance of the MSCI Emerging Markets Index relative to the MSCI World Index (42.8% vs. 19.6% for the year ending Jan. 31), could you recommend appropriate ETFs that track each index?
I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.
I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.
Q: What do you think about the risk investing in Mercado Libre. It has a very strong growth profile, with forecasted revenue and EPS GAGR of 30% for the next 3 years. It operates in South America, a region with unsure stability. If one of the countries it operates in has a major macroeconomic downturn (political or economic), then this can deeply affect the company. However, it's growth rate and potentially very high is compelling.
Q: Is now the time to add to this stock. I am down 20% since my
last purchase.
last purchase.
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $43.05)
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CI Morningstar International Value Index ETF (VXM $51.22)
Q: How high a percentage of your portfolio would you feel comfortable keeping in VIDY? Would that number be lower if one also had, say, an additional 5% in VXM?
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Freeport-McMoRan Inc. (FCX $60.49)
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Glencore plc (GLCNF $6.98)
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Rio Tinto Plc (RIO $90.35)
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BHP Group Ltd. (BHP $72.89)
Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph