Q: I think it was me who, when new to buying stocks, put in a market buy for Nio on the very day that it was scaling upward at an unbelievable rate. I'm sure that no one ever bought it at a higher price, USD 62.70. So I've stopped stinging from the mistake but have still refused to sell my shares. It sold a good chunk of vehicles this month and lost a few more pennies than expected. Given their product (swappable battery, growth into Scandanavia, lack of adequate marketing and the EV competition) would you think there is a path upwards? Or sell for tax losses.
Q: Can the team suggest some good ETFs or companies to consider investing in to participate in the Argentinian economy? With the new leader taking over an seeking to abolish the central bank, move to harder money, and reduce government spending and taxes, I would like to get thoughts on companies and ETFs to potentially invest in this theme.
Q: The Fidelity International Value index ETF has done very well over the past year. Its seems like value style of investments has performed better then growth/ momentum style in the last year for the global sector. Do you think this trend will continue for international stocks or is it the other way round. Looking forward for the next 2-3 years would interest rates going down be more of a favorable environment for the valve stocks?
Q: Hello Peter,
What is the difference between byddf and byddy and does it matter which one i invest in.. I believe both are over the counter and if so, is there risk in buying over the counter? Lastly, do you see byd company as a major competitor to TSLA and would a small position make sense at this point or have I missed the boat? Much appreciated.
Q: In your latest update you nominated GIB to a position in the Growth portfolio. It seems to have expertise in consulting, and cloud management etc.
If you were to pick a US company that did basically the same as GIB but which you think is the best company on a US exchange, which company would that be?
Q: Can you explain the large drop in stock price after the release of the third quarter results in mid November. It is hard to believe that this is just profit taking. Thanks Mike
Q: I've got North America covered for my investments through stock purchases. How would you manage the rest or the world if one wanted diversification with a dividend bent. Would you purchase one ETV such as VEA or buy a few ETFs. Also what's a good starting point for a percentage of portfolio outside of North America.
Thanks
Q: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!
Q: What changes over the last few months or weeks may alter your sentiment of Flutter as a long term hold? What would you list as positive and what would you list as negative developments that would impact this sentiment? Thanks.
I am light on international exposure. I am thinking of adding an Indian and Mexican ETF as both economies are robust and likely have a long runway.
Firstly, would you agree? and if so, could you suggest a go to fund for each.
And if no, could you advise what you think would be a better path?
Q: Hi
Are you familiar with Treasury Wine Estates (Australian) and if so could you offer any opinion on them. They are trying to position themselves in the higher end segment in the US specifically. I expect this is to overcome the issues/interference they've encountered with sales / expansion in China.
Thanks for any opinion even if it is "Nope never heard of 'em".
Make question public if you see fit.