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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: Would you buy Rio Tinto at current levels primarily for copper exposure? It seems cheap at ~10x earnings with a 6.4% dividend yield.

On a technical basis the chart seems to have a wedge pattern formed over the last 4 years that looks like it is about to resolve. With copper prices close to all time highs, in my opinion it seems more likely to resolve to the upside than downside. Would you agree?

Thanks!
Read Answer Asked by Marco on April 25, 2024
Q: Hi 5i team!

I know companies outside the US/Canada are not your focus but what do you know about Miniso?
My kids and all of their friends love this retailer and I was curious if you could comment on the fundamentals and if you would be a buyer for some international exposure?
Would this be considered higher risk?

Thanks for all you do, your knowledge and service is so appreciated!!
Read Answer Asked by Josh on April 23, 2024
Q: Hi, There has been a lot of talk about Japanese stock market witnessing a strong recovery after almost a lifetime. In your view, what are the factors causing this rebound ?

Many portfolio managers on CNBC and BNN have recommended to have an exposure to Japanese markets. Mr Buffet, for one, as always, started early, taking sizable positions in some well known Trading and Industrial companies. Over past 2-3 years, they have also issued many tranches of Japanese Yen denominated Bonds, with interest rates higher than usually offered by Japanese issuers, once such large issue just announced.

What is your view and if you concur, is EWJ a decent investment vehicle to invest at current levels ?

Thank You
Read Answer Asked by rajeev on April 19, 2024
Q: I know it's not your focus but can you commend on Nubank- last question was asked about it in 2021 -
Read Answer Asked by Ashleigh on April 18, 2024
Q: I had purchased this company after using stock screener which showed very low valuation. Recent annual earnings were also 26 cents. However, the stock keeps declining especially a large decline from $3 to $1 on very hight volume. Since then volumes have become small. What do you think? Do you think there is still potential. Also, after the annual results, I do not see any quarterly announcement even thought appratenly thier quarter ends Dec 31, 2023. Please provide any insights you may have.Thanks
Read Answer Asked by Imtiaz on April 15, 2024
Q: hello 5i:
we are (satisfied) holders of DIVO. Would like your take on IDVO and see its not listed in your data base yet. Is there another International ETF you'd recommend? We currently hold both VIGI and EFAV in the international space.
thanks
Paul L
Read Answer Asked by Paul on April 03, 2024
Q: Hi Everyone,

I am very interested in FINALLY purchasing an actively managed Global/International ETF or Mutual Fund. I have had zero such exposure in my portfolio for many years and am also currently sitting with USD in my accounts.
I have been following Mr. Hodson for many years and even though based on my personal metrics/age I still cannot contain my high risk individual stock picking tendencies.
My Investment Advisor has loaded up for decades on 'SGA Global Equity Growth Fund' and some Lazard Freres managed fund but I am not tempted to do so.

I would greatly appreciate some of your favourite recommendations in this space.

Thank you,

Dean

Read Answer Asked by Dean on March 26, 2024
Q: I one " strongly believes" that swiss money could be a protection against US or CDN dollars ( for various economical reasons..),would it then make sense to invest in a swiss multinational Cie to obtain benefits from a future growing exchange rate ,if yes what Cies (2-3) listed on US market would be interesting at the présent time?
Read Answer Asked by Jean-Yves on March 21, 2024
Q: Hi Team,
I am looking to invest in Europe for the first time in a few years. I have held XEU and FEZ. The biggest difference between them seems to be that FEZ includes only 50 large stocks (ASML is 10%) and excludes the UK. Over the last 6 months, XEU has begun to outpace FEZ. Which one do you prefer for a new position? Or would you suggest splitting the investment into both?
Read Answer Asked by Ken on March 18, 2024
Q: Can you comment on London listed Judges Scientific .Valuation and outlook….thx
Read Answer Asked by Kim on March 08, 2024
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