Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BMO MSCI Emerging Markets Index ETF (ZEM $28.20)
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iShares Core MSCI Emerging Markets IMI Index ETF (XEC $37.55)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.21)
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iShares MSCI South Korea ETF (EWY $132.25)
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VanEck Vietnam ETF (VNM $16.92)
Q: Given the strong recent performance of the MSCI Emerging Markets Index relative to the MSCI World Index (42.8% vs. 19.6% for the year ending Jan. 31), could you recommend appropriate ETFs that track each index?
I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.
I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.
Q: What do you think about the risk investing in Mercado Libre. It has a very strong growth profile, with forecasted revenue and EPS GAGR of 30% for the next 3 years. It operates in South America, a region with unsure stability. If one of the countries it operates in has a major macroeconomic downturn (political or economic), then this can deeply affect the company. However, it's growth rate and potentially very high is compelling.
Q: Is now the time to add to this stock. I am down 20% since my
last purchase.
last purchase.
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $42.39)
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CI Morningstar International Value Index ETF (VXM $50.42)
Q: How high a percentage of your portfolio would you feel comfortable keeping in VIDY? Would that number be lower if one also had, say, an additional 5% in VXM?
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Freeport-McMoRan Inc. (FCX $52.87)
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Glencore plc (GLCNF $6.90)
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Rio Tinto Plc (RIO $84.69)
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BHP Group Ltd. (BHP $66.62)
Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph
Q: In your answer to Brad this morning you mention Ben Watsa managing " a successful India focused fund with strong returns " ..... Doing some research I find the symbols MCL 400 and 0P0001TWBV.TO ..... Neither of which gets any response when I search for it in my TD Waterhouse RRIF account.... First where can I research the company ? And should I desire how do I buy it ?..... And if I do buy it how do I track it's movement in a place it doesn't appear to exist ? .....Thanks for you terrific service .....
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.21)
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State Street SPDR EURO STOXX 50 (FEZ $61.46)
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iShares MSCI Japan ETF (EWJ $83.13)
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VanEck Vietnam ETF (VNM $16.92)
Q: What are your favorite markets outside of the US to invest in today.I am looking for three or four ETFs to hold for the next 5-10 years for international diversification.
Thanks for the excellent service that you provide for the small investor!
Have a great day!!!
Thanks for the excellent service that you provide for the small investor!
Have a great day!!!
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iShares Core MSCI EAFE IMI Index ETF (XEF $46.15)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.21)
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iShares International Select Dividend ETF (IDV $41.69)
Q: Hi,
I have all of my international equity in XEF with a small amount of VEE. I noticed that IDV has performed extremely well this past year and better than XEF. Can you please explain why?
And are the two different enough that it would make sense to own both or is this too much diversification with both being broad market ETFs?
thanks
I have all of my international equity in XEF with a small amount of VEE. I noticed that IDV has performed extremely well this past year and better than XEF. Can you please explain why?
And are the two different enough that it would make sense to own both or is this too much diversification with both being broad market ETFs?
thanks
Q: Do you feel that the international markets can continue to produce the returns that they have in the last year. If you look at S. Korea, Mexico, Brazil, Europe, Emg. Markets, these ETFs have outperformed the US market by HOME RUNS.
Thanks Again
Thanks Again
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Eli Lilly and Company (LLY $920.44)
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Novo Nordisk A/S (NVO $36.64)
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Hims & Hers Health Inc. Class A (HIMS $23.57)
Q: Greetings,
Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.
Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.
1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?
2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?
Cheers
A
Is the sell off in NOVO Nordisk warranted? Seems a bit harsh me thinks.
Just when the stock was pulling out of a tax loss selling nose dive, it now seems to have run out of gas and is falling again.
1) Should we view such a steep drop as possibly an over reaction? Should we wait to see if a bottom forms before stepping in? Buy, sell or hold?
2) I know 5i favours Eli Lilly but has most of the growth already taken place or do you predict even higher altitudes? Buy now or wait for a dip?
Cheers
A
Q: KPGHF Any reason for the sharp share price drawdown?
Q: I want to enter into small position in an India etf . I have 2 suggestions of FIH .U.CA and ZID from BMO . Which would you feel most comfortable with ?
Cheers, Doug
Cheers, Doug
Q: What are your thoughts on the Santander's $12.3 Bln purchase of Webstar financial group, to expand their US landscape in Mid West ? It's a Cash and stock deal and Bank confirmed that it is committed to the 5% stock buyback plan, recently approved and has surplus capital to fund this.
Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).
How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?
Thank You
Santander stock has dropped 7% today, after this news release ( conversely Webstar stock popped 9% ).
How is stock's present valuation and does today's pull back present a buying opportunity, in your view ?
Thank You
Q: You stated that there has been an 'avoid the US' trade occurring and think that some international diversification makes good sense today.
Understanding that you don’t cover international companies, what would be your top 5 international stocks for a growth investor?
Understanding that you don’t cover international companies, what would be your top 5 international stocks for a growth investor?
Q: Please provide a case summary for either investing in FUTU or avoiding it
Q: What is going on with AstraZeneca this morning? On Friday it closed at 92.77, and the quote this morning on my BMO Investorline site as well as the TMX Money page and your own quote is 187.10. I don't see any news, in fact if I try to open the TMX page for AZN, it says "page does not exist".
Q: What percentage of a portfolio do you think should be non North American? Does that change if portfolio size is 500k, 2 mil, 5 mil?
Do you recommend fund or etf or individual stock, for someone with no knowledge and only buy stocks based on your recommendations? Which fund or etf?
Do you recommend fund or etf or individual stock, for someone with no knowledge and only buy stocks based on your recommendations? Which fund or etf?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $43.72)
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Japan Smaller Capitalization Fund Inc (JOF $10.54)
Q: This fund has done well over the last few years but historical really up and down. It shows a 9% dividend -is that correct? Could you let me know how high risk it is, and if you would recommend it as part of a basket of international ETF's? Is there others you prefer that you think would do better over the next few years and any in Canadian dollars? Currently I only own ZDI.
Thank you!
Thank you!
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Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.30)
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iShares India Index ETF (XID $42.01)
Q: I know it’s not in your wheelhouse but would you have a good suggestion to invest in India? With the European trade deal and potential for increased trade around the world including Canada, it seems like a good place to begin investing a small portion of one’s portfolio