Q: ASML Holdings (ASML) stock has really run up and is approaching its all time high. I have a small position with a nice return. With the high valuation, do you think most of the upside is already baked into the stock price? Would you sell today or continue to hold? If hold, what should I watch for to know when to sell? Thank you.
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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: While the recent umbers for TSM look great, I don't know how to weigh the risk of china taking taiwan. What would happen to TSM if China took Taiwan. Would TSM probably be nationalized? Would the stock price crater? Would it also severly hurt the stock price of chip companies like NVDA, since they depend on TSM
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.83)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.42)
Q: Peter; My bad - I meant VIU and XAW. Thanks.
Rod
Rod
Q: Could you name some preferred companies and Etfs that would profit from increased EU defense spending. Thanks.
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Select STOXX Europe Aerospace & Defense ETF (EUAD $41.42)
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WisdomTree Europe Defense Fund (WDEF $31.26)
Q: Can you recommend an ETF that covers European military rearmament.
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.42)
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Vanguard Total International Stock (VXUS $81.88)
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Vanguard FTSE All-World ex-US ETF (VEU $79.72)
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iShares Core MSCI EAFE IMI Index ETF (XEF.U $35.79)
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iShares Core MSCI All Country World ex Canada Index ETF (XAW.U $40.34)
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iShares Core MSCI Total International Stock ETF (IXUS $91.98)
Q: I want to increase my exposure to Non North American ETFs. I have a lot of VXUS, VIU and VEU and would appreciate your advise on other ETFs (preferably US dollar and not Vanguard) that are ex North America.
Thanks. Peter
Thanks. Peter
Q: I'm down 25% on a small position so am looking at selling or adding. Do you see any reason to continue holding this stock or would you sell it.
Q: Hi 5i Wonder team!
How do you feel about this company’s fundamentals as a pick and shovel option for critical mineral sector?
I know it’s just IPO’d so has a lot to prove but do you feel it has some compelling attributes? Such as a strong moat, good positioning, promising future revenue projections etc?
Thank you so incredibly much for your expertise particularly in such volatile times.
How do you feel about this company’s fundamentals as a pick and shovel option for critical mineral sector?
I know it’s just IPO’d so has a lot to prove but do you feel it has some compelling attributes? Such as a strong moat, good positioning, promising future revenue projections etc?
Thank you so incredibly much for your expertise particularly in such volatile times.
Q: Airbus is listed on the OTC as EADSY (ADR) and as EADSF (ORD)
Please explain the difference between the two and advise which is preferable.
Thanks.
Please explain the difference between the two and advise which is preferable.
Thanks.
Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks
Q: SAABF your thoughts on Saab
Q: I entered this week at a quite low price ,but it keeps droping daily ,and is now around the 52 wks lows. Your impression( hold ,buy,sell), will be very appreciated ,my goal is " no major speculative risk + time frame more than 8 months" ,many thanks..
Q: What is your opinion of this Materials company and would you consider it best-of-breed in the sector? Thanks...
Q: Samsung is a huge global company and I don’t see any questions about it. Just wondering about your thoughts and how the best way to invest in it if recommended. It has done quite well over the last year, especially for such a large company.
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BMO Equal Weight Global Gold Index ETF (ZGD $315.77)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $68.04)
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iShares Expanded Tech-Software Sector ETF (IGV $86.68)
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Avantis International Small Cap Value ETF (AVDV $104.77)
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iShares MSCI Intl Momentum Factor ET (IMTM $51.20)
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Tortoise AI Infrastructure (TCAI $42.28)
Q: I have good tech exposure in my portfolio through GOOGL, MSFT, NVDA, SOXX, XIT and market exposure through VCN, WXM, and XEQT.
I would like to know your suggestions for the above mentioned ETF's for a time frame of 2-5 Years.
I would like to know your suggestions for the above mentioned ETF's for a time frame of 2-5 Years.
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.42)
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Invesco S&P 500 Low Volatility ETF (SPLV $73.49)
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Vanguard Balanced ETF Portfolio (VBAL $37.98)
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TD Growth ETF Portfolio (TGRO $27.56)
Q: Hi, I’m looking for 2 ETF’s suggestions, that is mostly out of Canada, as all my stocks are on the TSX. ( RY,ENB,BN,CSU,etc.) Looking at a mix of U.S. and other countries. Retired so has to be somewhat conservative with a 2%+ dividend while I wait. Could be a balanced etf for a little growth and safety. I was looking at TGRO, as an example, but maybe it is too much risk? your thoughts, thanks
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$6.70. I am looking for quality international individual stocks and this looks like one.
Q: Hello 5i Team
I hold shares of Diageo (DEO) in my US$ 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?