Investment Q&A

• iShares MSCI China ETF (MCHI $62.28)
  • $62.28 P/E (TTM): 24.72X Cap: $7.98B
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Q: Happy New Year to all of you at 5I. What are your thoughts on MCHI? I've owned it for a while and it has done nada. China is an export juggernaut with a domestic market in a shambles. The real estate vortex continues. Would India offer better prospects than China, at this time and for say a three to five year hold. Or, back to Japan? I want some exposure to Asia but what say you? Many thanks

al

Upvote 2

Read Answer Asked by alex on January 08, 2026

• Rio Tinto Plc (RIO $84.19)
  • $84.19 P/E (TTM): 12.06X Cap: $106.46B
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Q: I am interested in RIO. Which one would you recommend ?
Cdr at $3.40 and 0 yield or Adr at $80.00 and 4.7% yield. It would be for TSFA.

Upvote 1

Read Answer Asked by ray on January 05, 2026

• Booking Holdings Inc. (BKNG $5,445.00)
  • $5,445.00 P/E (TTM): 34.84X Cap: $175.53B
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• MakeMyTrip Limited (MMYT $82.51)
  • $82.51 Cap: $9.11B
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• Trip.com Group Limited (TCOM $76.82)
  • $76.82 P/E (TTM): 21.46X Cap: $49.09B
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Q: Not urgent. Are there companies outside of the US that are 'travel' stocks that you would recommend? If not, where would you lean into in the US travel stock list?

Upvote 2

Read Answer Asked by Gregory on January 05, 2026

• iShares MSCI India ETF (INDA $53.72)
  • $53.72 P/E (TTM): 40.75X Cap: $9.59B
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• iShares S&P India Nifty 50 Index Fund (INDY $48.76)
  • $48.76 P/E (TTM): 17.58X Cap: $642M
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• Franklin FTSE India ETF (FLIN $38.27)
  • $38.27 P/E (TTM): 32.11X Cap: $2.88B
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Q: Happy New Year all!

I would appreciate your recommended top 3 ETF’s for investing in the Indian economy. Consider moderate or low risk only, focusing on best expected performance over the next 5 years.

Thanks as always,

Dave

Upvote 2

Read Answer Asked by Dave on January 05, 2026

• CI Japan Equity Index ETF (JAPN $65.80)
  • $65.80 P/E (TTM): 0.09X Cap: $28M
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Q: Your thoughts.

Upvote 4

Read Answer Asked by Mark on January 02, 2026

• Axon Enterprise Inc. (AXON $612.98)
  • $612.98 P/E (TTM): 198.68X Cap: $48.99B
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Q: Have room for one industrial - looking at AXON or RNMBY - which gets the nod?

Upvote 4

Read Answer Asked by Scott on December 24, 2025

• BMO MSCI EAFE Index ETF (ZEA $28.95)
  • $28.95 P/E (TTM): 1.23X Cap: $11.66B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $47.73)
  • $47.73 P/E (TTM): 28.71X Cap: $17.04B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.45)
  • $44.45 P/E (TTM): 23.36X Cap: $8.05B
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• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $55.75)
  • $55.75 P/E (TTM): 1.39X Cap: $680M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.10)
  • $46.10 P/E (TTM): 7.49X Cap: $3.31B
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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!

Upvote 2

Read Answer Asked by Timothy on December 22, 2025

• Apple Inc. (AAPL $259.04)
  • $259.04 P/E (TTM): 35.17X Cap: $3.84T
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• Arm Holdings plc (ARM $113.08)
  • $113.08 P/E (TTM): 154.04X Cap: $122.53B
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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?

Upvote 2

Read Answer Asked by Robert on December 22, 2025

• Amazon.com Inc. (AMZN $246.29)
  • $246.29 P/E (TTM): 34.03X Cap: $2.58T
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• MercadoLibre Inc. (MELI $2,179.80)
  • $2,179.80 P/E (TTM): 53.38X Cap: $109.63B
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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?

Upvote 2

Read Answer Asked by Steven on December 18, 2025

• Grab Holdings Limited (GRAB $4.88)
  • $4.88 Cap: $20.69B
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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 ?

Upvote 2

Read Answer Asked by Pierre on December 16, 2025

• The iShares MSCI Japan Value ETF (EWJV $40.75)
  • $40.75 P/E (TTM): 30.31X Cap: $511M
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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?

Upvote 1

Read Answer Asked by Ian on December 10, 2025

• Ferrovial SE (FER $67.46)
  • $67.46 Cap: $46.48B
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Q: Can you comment on the outlook /valuation of Ferrovial?

Upvote 3

Read Answer Asked by Kim on December 08, 2025

Q: Your opinion on this ETF,please.

Upvote 2

Read Answer Asked by James on December 08, 2025

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

Upvote 6

Read Answer Asked by Zara on December 08, 2025

• Frontline Plc (FRO $24.43)
  • $24.43 Cap: $5.43B
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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

Upvote 1

Read Answer Asked by Ed on December 02, 2025

• Woodside Energy Group Limited American Depositary Shares each representing one (WDS $15.70)
  • $15.70 P/E (TTM): 8.35X Cap: $29.12B
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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!

Upvote 2

Read Answer Asked by Sandra on December 01, 2025

• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $146.78)
  • $146.78 P/E (TTM): 4.03X Cap: $10.09B
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• Invesco S&P International Developed Momentum ETF (IDMO $56.78)
  • $56.78 P/E (TTM): 26.84X Cap: $2.51B
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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?

Upvote 4

Read Answer Asked by Charles on December 01, 2025

• iShares Asia 50 ETF (AIA $103.29)
  • $103.29 P/E (TTM): 41.37X Cap: $1.87B
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• iShares Core MSCI Emerging Markets ETF (IEMG $69.78)
  • $69.78 P/E (TTM): 6.9X Cap: $124.97B
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• Global X Emerging Markets ex-China ETF (EMM $35.02)
  • $35.02 P/E (TTM): 0.18X Cap: $25M
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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

Upvote 1

Read Answer Asked by Jerry on November 28, 2025

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

Upvote 1

Read Answer Asked by Rick on November 27, 2025

• iShares Core MSCI EAFE IMI Index ETF (XEF $47.73)
  • $47.73 P/E (TTM): 28.71X Cap: $17.04B
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• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $42.97)
  • $42.97 P/E (TTM): 31.94X Cap: $1.64B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.45)
  • $44.45 P/E (TTM): 23.36X Cap: $8.05B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed All Cap Ex U.S. Index ETF (VDU $55.75)
  • $55.75 P/E (TTM): 1.39X Cap: $680M
  • View VDU Profile
  • View Questions on VDU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.10)
  • $46.10 P/E (TTM): 7.49X Cap: $3.31B
  • View VEE Profile
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• iShares MSCI India ETF (INDA $53.72)
  • $53.72 P/E (TTM): 40.75X Cap: $9.59B
  • View INDA Profile
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• iShares MSCI Japan ETF (EWJ $82.86)
  • $82.86 P/E (TTM): 39.07X Cap: $16.02B
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• Vanguard FTSE All-World ex-US ETF (VEU $75.43)
  • $75.43 P/E (TTM): 10.49X Cap: $51.51B
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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

Upvote 4

Read Answer Asked by David on November 26, 2025