Q: VRNA Your opinion of this co. as a new investment?
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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: Thoughts on quarter? Do you consider STNE a close proxy? Both seemed to have bottomed, high volatility with strong potential(understanding South American risk)
Q: I would like to buy shares in Porsche. What is the stock symbol?
Q: Good morning, some colour on the STNE quarter please. This stock seems to be bottoming? Would you concur... a starter position or stay away?
thx, M
thx, M
Q: Thoughts on their quarterly numbers?
Q: My question relates to Tesla's auto division and indirectly, Toyota :
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?
My son predicts that most major auto manufacturers will go bankrupt or become mere shadows of their former selves by the end of the decade. He cites Tesla's manufacturing innovations as the cause (gigacasting, vertical integration, constant design iteration) as a few of the unassailable competitive advantages that no other manufacturer is even trying to copy at this time.
How does a debt-laden, auto company like Toyota expect to be able to be competitive in the EV marketplace and is this a good time as any to move into TSLA stock?
Q: I sold above today as part of tax loss harvesting. What would be good substitutes for them if I still want exposure to these markets (my cash position is in US dollars). Or would you recommend waiting out 30 days to repurchase VEU and VWO?
Q: FORTESCUE METALS GROUP LTD (FSUMF:QXI, US)
What is QXI?
Is it safe to buy on this exchange?
Does the company look okay to you to buy?
Thank you.
What is QXI?
Is it safe to buy on this exchange?
Does the company look okay to you to buy?
Thank you.
Q: What do you think about selling Kone and buying Otis as a tax loss strategy?
Q: I noticed in a recent answer, you suggested SE as a current buy recommendation. I’m down over 75% on this one but have been wondering about adding to my position. Are there particular growth drivers that you foresee for it, over a longterm (years) hold? Thank you.
Q: On a Risk/ Reward basis how do you feel about ZEM going out 5 years.
When your buying what everyone else is buying you can see what can happen, this year is a good example as people are getting a good beat down.
What % of my overall portfolio would you top this holding up to at this time.
Thanks Gord
When your buying what everyone else is buying you can see what can happen, this year is a good example as people are getting a good beat down.
What % of my overall portfolio would you top this holding up to at this time.
Thanks Gord
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BMO MSCI Emerging Markets Index ETF (ZEM)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: I'm down 35% on ZEM & don't know whether I should sell or hang in there. With the increasing US $ & many emerging countries with debt in US $ will those markets continue to fall. I believe that 30% or so of ZEM is China based with Alibaba & Ten cent being larger %ages. These stocks continue to be out of favour in China & are dropping in New York as well. Your opinions are always appreciated.
Dave
Dave
Q: Hello 5i,
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
How would you compare these two ETF's in terms of overlap in geography and sector allocation? We have both - initially VXUS for International, then adding IDV for both yield and diversification within International. We also hold ZWE, ZWG, and VEE yet we still need to increase our International by about 1.80 %. Yield is very important to us as these will be used for RRIF income in the very immediate future.
Any thoughts would be greatly appreciated, as always!!
Thanks!!
Cheers,
Mike
Q: I need to increase the overall international exposure in my portfolio (currently 15%).
I am considering using VE as a simple way to increase international exposure to 30%.
1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
I am considering using VE as a simple way to increase international exposure to 30%.
1) Is VE appropriate for this purpose?
2) What other ETF(s) might be suitable?
3) Given VE is down 20% in the past 12 mos would you make a single large purchase, or several smaller ones over time?
Thanks,
Trevor
Q: I hold Japan and South Korea ETFs for diversification. EWY’s holdings include Samsung and other large well-run large industrials in South Korea but EWY has nothing for several years (continues instead to go glug-glug). Likewise, my various Japan ETFs hold good businesses yet seem to have only downward trajectories. Do you think these ETFs have sunk so much now that one may as well ride it out? OR:
Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).
Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).
Q: I bought EWG and VGK in tax-deferred accounts for diversification. Both are currency-unhedged. There has been significant uncertainty in the businesses held in these ETFs and both are down significantly. I had decided to ride things out and did not sell these and other such ETFs (the usual loss-aversion ).
Most of us have become increasingly concerned about Europe area companies (humanitarian crises, ongoing war, energy costs). Is one better to sell now, take the loss and come back later? OR do you think these ETFs have dropped so much now that there is a better than even chance of recovery in their price?
Most of us have become increasingly concerned about Europe area companies (humanitarian crises, ongoing war, energy costs). Is one better to sell now, take the loss and come back later? OR do you think these ETFs have dropped so much now that there is a better than even chance of recovery in their price?
Q: I have noticed that VEE outperforms ZEM both ytd and over 5 years. Do you anticipate that VEE will continue to outperform going forward? For a taxable account, which of these two ETFs do you recommend for a long term investment?
Thank you for all of your excellent advice.
Thank you for all of your excellent advice.
Q: Have you been following the news regarding Credit Suisse? What are your thoughts?
Could there be impacts to the Canadian banks / markets as a whole?
Could there be impacts to the Canadian banks / markets as a whole?
Q: Is this stock of any interest in this market being a long term lithium play? It has held up reasonably ok in this volatile market.
Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.