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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: Emerging market indices have been underperforming for some time now and are ostensibly quite undervalued relative to peers in aggregate. I happen to hold a fairly sizeable portion of my portfolio (~15%) in XEC. As such, I am curious as to your opinion on whether or not holding emerging market exposure is a valuable form of diversification in today's landscape. Finally, acknowledging you lack a crystal ball, do you anticipate emerging markets reverting to the mean in the foreseeable future?
Read Answer Asked by Andrew on July 18, 2022
Q: Always looking for return, it seems with the euro almost or at parity it might be an opportunity to put a modest amount of cash into the euro at this time. Do you consider this a good idea or is there a stock or ETF that would do the benefit the same from a future growth point of view?

Peter
Read Answer Asked by Peter on July 12, 2022
Q: What are your thoughts on IQLT in this current environment? It does have a heavy weighting in Europe. Are you presently concerned about further deterioration of the European economy ?

Without trying to make this a question about market timing, would it be best to wait to add to one's current holdings? I am close to the desired weighting, but would like to top it up when things appear to be close to being at their worst. Wouldn't we all like to buy at the bottom ?!
Read Answer Asked by James on July 07, 2022
Q: Diageo PLC ( DEO)

- I like the business, they have great brands, they provide products that people consume in these down markets, covid lockdowns, world war concerns, night out on the town...- If people go out to a restaurant, bar or liquor store, they are buying one or multiple of their products...

- What is your take on a Long Term buy/hold, with stock price and dividend and overall comment of the company ?


Thanks,
M
Read Answer Asked by michael on June 14, 2022
Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM
Read Answer Asked by James on June 08, 2022
Q: Hi Peter
The IPO for WISE (previously TRANSFERWISE) was July 2021 and the share price has dropped from a high of GBP 11.4 to now about GBP 3.4. I realize you don't cover European or English stocks but I'd be grateful if you could provide some basic data, such as amount of debt, free cash flow, P/E etc. Is this a stock which you would hold over the long term? As there is a lot of competition in the fintec sector, is there any news of duress experienced by WISE, or a likelihood of the firm going bankrupt?
Thanks a lot.
Read Answer Asked by TOM on June 03, 2022
Q: I read where the Chinese gov't has approved a digital yuan through Yuan Pay Group. They talk about having a fixed price and have someone immediately call you to put money in. They seem pretty pushy and articles say that once the digital yuan is adopted by others it could take off. Appreciate your thoughts
Read Answer Asked by TG on June 03, 2022
Q: Hi 5i, I'm invested in Nestle and like the diversification and div. but the problem is the fees my broker charges me when I receive the dividend they take approx. one third of it even though its in an RRSP. Guess the tax treaty with the US doesn't matter here. Can you give me another suggestion and do you know if the international ETFs have this problem?
Read Answer Asked by Mark on May 27, 2022
Q: My partner is invested in the Mawer International Equity Fund which is down 17.5% YTD. It holds 70% of its portfolio in European companies. Should she divest now as it appears the European economy could get much worse.
Read Answer Asked by John on May 24, 2022
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