Investment Q&A

Q: Have room for one industrial - looking at AXON or RNMBY - which gets the nod?

Q: My portfolio by region is Canada 58%, US 37%, International 5%. It is recommended that I put my international to 25%. What are 5 stocks/ETF's that you would recommend that would increase my international exposure? Industry-wise, I am heavy on financials and energy already, and I prefer a balanced portfolio. Thanks!

Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?

Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?

Q: Are you familiar with this one ? What are your thoughts - Is it a buy ? I see they have warrants - when do the warrants expire ?

Q: If one believed Japan will slowly start increasing interest rates. Is it generally better to invest in a hedged or non-hedged Japan ETF? Is the Japan Value ETF, EWJV hedged?

Q: Can you comment on the outlook /valuation of Ferrovial?

Q: Your opinion on this ETF,please.

Q: A while back my phone kept giving me updates about Poland's stock market performance which I thought rather odd. However it sounds like their economy has experienced a lot of growth lately. Is that likely to continue? Are there any ETF's (US or CA) that you might recommend if one wanted exposure to Poland? I realize you don't follow non-NA markets that much but any info you can offer will be appreciated.

Regards,
Zara in BC

Q: May I please have your opinion on Frontline as a profitable oil shipping company? Does the low PE ratio indicate potential problems?
With appreciation,
Ed

Q: Hello Everyone,

If possible I'd like to know what you think of WDS:US please?
I realize it's based in Australia, so not one you follow.

Thank you!

Q: I'm looking to deploy some funds outside of North America, for perspective my portfolio consists of mostly small, growth companies, I can handle very high volatility, and spend time daily managing my holdings and size positions. Have a couple of etf's that would fit my style?

Q: Hello 5i,

We currently have IEMG and AIA at 2% positions. Would EMM be a complimentary ETF to increase foreign exposure as it also has NDIA (India) and BRAZ (Brazil),

Would you have any concerns if all three were @2% positions?

Thank you
D&J

Q: "Is Digital Core REIT (SGX: DCRU.si) currently a sound investment given its recent financial performance, dividend yield, portfolio quality, and sector outlook for global data centre REITs?"

Thanks Rick

Q: Wanting to diversify my holdings to include international markets.

Could you please recommend an ETF for India, Japan, Europe and emerging markets.

What percentage do you recommend to be outside North America?

Thanks Dave

Q: I currently hold modest positions in both FEZ and VGK, and I am evaluating whether to add to my European equity allocation despite the generally weak performance over the last decade. I would value your view on:
• FEZ’s concentrated Eurozone-only exposure vs. VGK’s broader developed-Europe approach (includes UK, Switzerland' I am unsure about the UK’s prospcets),
• how their sector weights differ— financials, industrials, and consumer names,
• concentration risk in FEZ versus the broader diversification of VGK,
• the impact of European macro conditions, rate cuts, and currency trends on each ETF,
• whether it makes strategic sense to overweight Europe at this time,
• and whether increasing one fund offers a clear advantage or if adding to both provides meaningful diversification.
Your reasoning would assist greatly.

Q: Do you have a preference between DXJ and EWJ for Japan equity exposure? DXJ has outperformed historically—largely due to currency hedging but this may not continue. I would value your detailed view —and reasoning on:
• attractiveness of hedged vs. unhedged Japan exposure in the current reckless debt levels,
• fundamental index differences (TOPIX-based vs. WisdomTree dividend/quality tilt),
• concentration risks and sector biases of each,
• DXJ is already held and I could add to it but I wonder what you think of how each ETF fits into strategic vs. tactical allocations,
(whether holding both funds offers diversification? Or would that be unnecessary overlap?)

Q: Do you have a preference between FXI and MCHI for China equity exposure outside pure tech? I would appreciate your rationale e.g. index methodology and coverage (large cap vs broader market), sector weights, liquidity and cost, risk concentration.
Any structural advantages or drawbacks? Assuming portfolio capacity permits, does holding both make sense from an incremental diversification standpoint, or does one ETF sufficiently capture the intended exposure?

Q: AXIA This company is on the NYSE and AMEX. Please provide your comments on the investability of this company.
Thanks

Q: Has NVO fallen to a level you see as attractive?