Investment Q&A

Q: HSCEI AUTOCALLABLE NOTES
I would appreciate your views and comments on these types of notes as I am having difficulty finding information on performance.
I am researching a Note- the HSCEI Autocallable Note. The note will be a 5 year note issued by xxxx bank and is linked to the HSCEI (China H Shares) index. It will have approximately an 8% coupon each year, will be callable each year if the index is flat or up from the issue level, have an approximate 30-35% downside principal protection and daily liquidity.
Example Outcomes:
The HSCEI Index is flat or up at the 1st anniversary date the note will be called and the total return will be 8%
The HSCEI Index is down on the 1st anniversary date the note will not be called and will extend to the next anniversary date
The HSCEI Index is flat or up on the second anniversary date the note will be called and the total return will be 16%
The HSCEI Index is down between 1-35% at final maturity your investment amount is returned
The HSCEI Index is down greater than 35% at final maturity the principal will be returned minus the amount by which the index is down.
Thank you.
Nadine

Q: Morning,
What are your thoughts on FAP? Where is the best place to check on it's NAV? Do you think the NAV will move up or down from here? Thanks.
Larry

Q: Hi 5i Team, please give your opinion on IDV (international iShares dividend). I do not have any investment outside North America. suggest better one if you can, thanks

Q: In response to your answer on HSBC, which I bought for global financial exposure, you state that you felt there were better options. What would some of those other choices be?

Thanks.

Paul

Q: Would you be able to provide an opinion on HSBC Holdings plc(ADR)
Thanks again for your comments.

Q: a fellow on bnn mentioned JBSS,said they were moving into the china market. your thoughts if any would help.looks like it might be a pretty good growth name.tkx pat

Q: For tax loss selling I am thinking of selling Trans Ocean (RIG) and buying Ensco PLC (ESV). Do you think this is a sensible switch?

Also in terms of the backdrop to this choice do you think its generally better to favour the UK market as opposed to the US. Bearing in mind the Cyclic Shiller PE is 50% over its long term average for the S&P 500 but under long term average for the FTSE and last week it was reported the UK has the fastest growth in the G8.

Q: Please give me your opinion on The Bank Of Ireland (IRE) as a medium and long term hold.

Thankyou

Q: I would like to purchase a European company, that trades on the pink sheets in New York , as a small retail investor other than the low trading volume are there risks to buying pink sheets? The company I am interested in is bouyf if u have anything I can add on that I would appreciate it.

Q: Please give your opinion on XUE Xueda Education Group. Forward PE is 20.07 and expected growth is 97.80% per annum (4 analysts following per Yahoo Finance). Eye opening presentation on their website for anyone interested in China's top performance on the math test.

Q: What is your opinion of CHIX-N Global X China Financials? Have a great day!

Q: IWC and DFE

Hi Peter & Co:
This morning, Cam Hui sent out his blog entry, "Humble Student of the Markets", writing about two Micro-Cap ETFs, IWC for the U.S. and the other, DFE, for Europe. Although Cam was writing about a seasonal trade, my question is whether these ETFs can form a further diversification of a portfolio with say, a 5%, exposure to Small Caps, usually gained through IWO?
Kind regards, Gail

Q: Peter - can you please recommend an ETF that captures the China market? This will represent 3 to 5 percent of my portfolio. I looked at XCH, however I am concerned of the very low trading volume. Is this an issue? Thank You.

Q: gsz is a european gas company based in France could I have your opinion please

Q: Hi Peter,
will you pl suggest ten US or international stocks, which are out of favour but has strong fundaments/balance sheets for buying during the upcoming tax loss selling season and has good potential for gains if we hold these for one to two years?
Regards,

Q: I would like to have some exposure to a European recovery .....Is a recovery in the offing and if so can you recommend a way (ETF?) to play it?

Q: Hi Peter and gang, what is your opinion of investing in european banks at the present time. Do you like San , or would you recommend an ETF of European banks. Thanks Darryl

Q: NZTCY Telecom Corp. New Zealand I hold shares in this stock
Like to have your advice on this one wilf.

Q: Would like your comments on DPF.UN. I love India for the demographics.

Q: Hi Peter and Team, Thank you all for such a great year and hopefully many more to come. Europe: Can you please give me a few (5 maybe 6) names that you really like in Europe that you anticipate that will do well over the next few years.

Thank you,