Investment Q&A

Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......

Q: Could I get a list of the best Small Cap ETF's to buy for Canada, USA & International?

Thank you.

Q: Hope everyone had a great long weekend!

I've a question well outside of your regular commentary on Canadian and US markets. Fevertree Drinks PLC had a great run from listing until 2018, and then again after sinking when Covid hit until January 2022. The stock has since hit what appears to be another floor and has bounced along it since.

I am curious what your thoughts are, if any, on their performance, what management issues has led to their share price challenge and what they are doing about it, and lastly the stocks potential for value appreciation over the next 3-5 years.

Thanks very much

Q: The chart for PERI is a disaster. Do you now consider it a sell? Or a wait for tax loss season? Would you still buy it back after 30 days? It seems like you sold the stock last October?

Maybe this was a situation where extraordinary circumstances might have warranted a note in October to all of us that... 'based on our 35 years of investing, war isn’t a tailwind for most stocks and you should consider selling.’ This might have been helpful given how many companies from Israel you were recommending and there are so many opportunities elsewhere, even for defense stocks… Instead you’re cautious with PERI sometimes and then still positive at other times. It’s very confusing for someone sitting on a big loss.

Usually, when someone asks a question about a foreign stock... from Europe, China, Brazil etc. you mention you don’t have sufficient knowledge of stocks outside of North America to recommend. But not so much with Israel, which in retrospect seems to have been one of the most risky places to invest? On closer look, it seems the country has been constantly at war for a long time? What made you feel you had a leg up despite this? Is it possible that these stocks were fundamentally cheap for a reason… because of the risks?

On top of all the headwinds every company faces now we’re constantly hearing in the news about students demanding divestment from Israeli companies? I understand and can be patient with SHOP or DUOL but is war and this divestment thing worth waiting out or buying back into after selling for a tax loss?

There have been good recommendations otherwise, and my portfolio will be fine but it’s a big hit to performance that maybe could have been avoided or at least lessened…

thx, Mark

Q: Does FLUT seem like a strong buy given today’s earnings report and recent move to the US stock exchange? Will FLUT shareholders be rewarded or potentially hurt with an IPO for FanDuel?

Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Q: Some really smart investors hold positions in this company. What are the growth opportunities for this business moving forward?
Thanks

Q: Which of these two have more copper and they both pay high dividends,Are the dividends sustainable and do you have a preference between the two

Q: Can you tell me what you think of this company? Buy?

Q: Hi Guys,

I'm looking for a good base metals mine, who pays a dividend, for a long term hold. I have been leaning towards BHP, but would rather avoid the USD exposure. Who would you recommend?

Thanks,

Q: what are your thoughts in terms of growth potential, as Infineon invest more in the semi conductor space. Would you recommend investing.

Q: Hi Team,

Can you provide your current thoughts on this company? 40% of the market cap in cash with good expansion plans.

Thanks

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!

Q: Hi Everyone at 5I!
I am trying to figure out the step by step process of Norbert's Gambit. I have a TD WebBroker account both CAD and USD. I want to move CAD into USD. How do I proceed? It is probably very simple and I can't see the forest because of the trees.
Cheers,

Tamara

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!!

Q: Good Morning,

Knowing that you don’t follow Japan Index in a big way and also the run these ETFs have been on, what are your thoughts on holding one of these for minimum 3-5 years? If so which one? Still lots of upside, room to grow?

Looking to diversify a bit.


Thanks!
Robert

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

Q: Japan is showing some recent economic recovery. What are the factors responsible for that and is it sustainable? If yes than is it a good idea to add some exposure via an ETF?

Q: I know it's not your focus but can you commend on Nubank- last question was asked about it in 2021 -

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