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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.

Q: I would appreciate your high level thoughts regarding investing in Japan.
Many strategist are suggesting that Japan might start increasing their very low interest rates which would spur interest in their own countries stock market which seems to be flat for a very long time. Do you think there is a good chance this might happen? I also thought the Japanese elevated age doesn't bode well for their economy which makes their stock market less attractive. I would appreciate your view point on Japan's investability for the long term. If yes, would you buy a hedged or non hedged Japanese ETF to get exposure?
Read Answer Asked by Ian on May 02, 2023
Q: I know you don't cover Chinese stocks and this one is quite volatile. But can you please advise if this stock exhibits any other signs of distress that might indicate it is possible for it to reach bankruptcy. Would you say that its balance sheet is over-leveraged, is there a worrying amount of insider sales, or other things that you would deem worrysome?
Thank you for any info you can provide, I really appreciate it.
Read Answer Asked by TOM on May 02, 2023
Q: I have done very well on Novo Nordisk - likely because of the hype around Ozempic. Despite selling 10%, my position is likely close to double what I'd consider a typical holding.

I don't need the money and the stock has been a good long term hold. I am inclined towards holding a somewhat "fat" position. How do you see the valuation and is there any way to assess the value of things they have in the works?
Read Answer Asked by Dave on April 26, 2023
Q: Hello Folks:
We are interested in purchasing Mercedes Benz (New York Stock Exchange): perhaps a 5 %% weighting.
Merc stock appears having decent upside in addition to a 7% dividend.
We are considering selling perhaps some Visa, REMX, Johnson Controls, Manual Life, or reducing some energy companies etc. to raise funds for this purpose. We could also thin down big Tech however feel these Tech stocks will have some wind in their sales.
How would you compare outlook for Mercedes Benz with industrials such as John Deere, Cat, Cummins etc. We are Merc fans, however don't wish being over enthusiastic.
Thanks again for all you contribute!!!
brian
Read Answer Asked by Brian on April 25, 2023
Q: What do you think of TH International ? Is it too early to see what the fundamentals are?
Read Answer Asked by Ian on April 21, 2023
Q: Are you aware of an ETF for Southeast Asia ex China?
Read Answer Asked by Les on April 11, 2023
Q: Dear 5i,
Out of all the countries classified as Emerging Markets.
In your opinion which countries are expected to outperform the S&P500 index if held for at least 5 years? Can you suggest some Canadian and/or US listed ETF's that might achieve this goal. I'm interest in holding a 2 to 5% position for at least 5 years in my TFSA.
Read Answer Asked by Ian on April 05, 2023
Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.
Read Answer Asked by Brian on March 29, 2023
Q: Hi team,
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks

Shane
Read Answer Asked by Shane on March 28, 2023
Q: Everyone, as the press release this morning indicates Alibaba will be splitting into six companies. The news will have a short term bounce for the stock but does it have a long term benefit? If it has a long term benefit what is the increase in the returns due to the split. This same strategy could be used for any company so if there is a long term benefit why does all other companies not prefer to split to generate benefits for their shareholders. Clayton
Read Answer Asked by Clayton on March 28, 2023
Q: I would appreciate your comments on AKE, an Australian lithium producer that trades on the TSE. It earns $1.05/year and has PE of 9.19. Revenue is growing rapidly and margin is 40%. Revenue is forecast to grow 16%/year. The Globe did a screen yesterday that showed the company 74% undervalued. Sounds too good to be true.
Read Answer Asked by Ken on March 23, 2023
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