Investment Q&A

Q: What has been pushing down the price of PDYPF YTD? What are the expectations for the 11 Aug semi-annual report? Thanks!

Q: What do you think about adding to a position in Alibaba at these levels? Asking for a friend.

Q: Does TTE's current low valuation and reported moves into renewable energy suggest success for a 10 year-hold especially given its favourable dividend?

Q: YOUR THOUGHTS ON YUMC WOULD BE APPRECITED. THANKYOU

Q: Hi Peter,

Any good picks you see in the China crash?

Name a few stocks in china ( with high upside ) for the bravehearts !

Thanks

Q: Is there a technical support level where these types of names get attractive or do political influences trump tools like this?

Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!

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: Ignoring the risk that come with a Chinese company, how would you currently evaluate BABA's business as a long term investment? I'm interested to hear your thoughts on the business aspects you typically focus on, such as management, earnings growth potential, debt, cash flow, runway etc.? Thanks
Marc

Q: HI folks

JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend

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.

Q: While very interested in the dividend and the very positive impact VOD has on the diversification of my portfolio, is the dividend sustainable? Is the stock capable of turnaround?

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

Q: I figured if this name was safe enough for Charlie Munger and Mohinsh Pabrai, that it would be safe enough for me. However, I always get week knees when I start to lose money. My guess is that China will not want to kill a golden goose like Baba and Im therefore hoping to look past the noise about CCP regulation which seems to be driving down the price of Chinese stocks indiscriminately. I know you do not closely follow overseas stocks but do you suggest I hold this name or move on to North American names which do not face the same regulatory dangers. I’m only down $7 at the moment. Thank you.

Jason

Q: Could you please update your comments and views since the merger with the DYOU did not go through. Sell or add more to bring the cost down. I have very small position.

Q: This stock jumped 11.65% today and has been moving up fast recently. China based company offering internet security, media advertising, micro marketing and data analysis. Have you any information on this company and is it worth jumping in at this time ? Thanks for any info.

Q: Hello 5i team,

Reading your response to one of our 5i members' question about "POAHY" which is listed in US ADR market, you mentioned ADRs can have more risks itself. Could you please elaborate more about the risks associated with ADRs.

Thanks,

Q: Wondering your thoughts on this UK company going forward?

Q: POAHY:US is the symbol in NY for Porsche Auto in Germany (it’s an unsponsored ADR and is not in your data base) . This business is held in the EWG (Germany) ETF. In addition to holding a modest amount in EWG, I also have a tiny position in POAHY. I thought of topping up after reading some near-rave reviews in Barrons on July 6, 2021. Barrons also listed it as a PICK in its "Picks and Pans" on 6 July. I would appreciate very much if you would please care to comment on Porsche Auto Company.

POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.

Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.