Investment Q&A

Q: Hi 5i,

MELI has had a sharp decline in its share price the past two days and I can't seem to find any news that would explain it.

I know.... I cringe when I see a question about "why did this stock price drop" and usually the answer is "because the market is crazy and doesn't have to make sense short term".

I am asking this question because when I take a look at what I would consider MELI's competitors/similiar business, like AMZN and SHOP, their stock prices are moving in a positive or at least stable direction. Can't help but feel as though I am missing some key info.

I have held the stock for over 5 years and intend to hold it for at least another 2-3years. Still have confidence in the Business model going forward.

Maybe I'm just letting the market noise finally get to me.

Would appreciate your thoughts.

Thank you,

Greg C.

Q: May I have your thoughts on this stock. It has been moving up steadily.
Are there others that you would prefer?
Thanks.

Q: With the TSX & US markets being over valued today, can you suggest a few ETF's or stocks that would benefit from international momentum, countries of interest Japan, Mexico or Indonesia.


Thanks for all you do and provide.

Q: In a letter today Bespoke investments describes how TIGO has improved its operations in several of its Latin American companies , including some businesses it acquired from Telefonica. Bespoke just added TIGO to its model ‘Dividend portfolio’. TIGO pays over 6% in dividend. I assume TIGO shares are undervalued due to perception of political uncertainty in Central and Southern America (?). I would appreciate your analysis , insight, and opinion. (Or should I just go back to being shy?)

Q: Good morning,

I am concerned about US debt levels and US instability and am worried about a currency crisis which would negatively impact both the US and Canada. I am looking into investing into etfs of specific countries that I believe could whether the storm well. (I am current looking at NORW as an example) Can you please recommend 3 foreign country etfs that would be relatively insolated from a currency crisis for the US and Canada?
Thanks

Q: Read NIO's plan to issue $1B-US of ADR's into the market expecting this to drive the down the share price but the opposite has happened? Actually stock is still climbing since the announcement, would you have any insights to what is driving the price up?
Appreciate all your excellent advice. Ted.

Q: Good day. I would be interested in your opinion of the Chinese EV company, BYD.

Q: Thoughts on RNW ? Thank you.

Q: My stock allocation for Canada and US combined is close to 90 per cent.
I’m very pleased with my portfolio growth and I have your team to thank for the advice and suggestions. In my portfolio analysis, your suggestion is for me to have 30 per cent allocated to international stocks. Since the vast majority of your advice and reports pertain to Canadian and to a lesser extent American stocks, how do I gain the expertise and suggestions having to do with international investing? Is it really a concern or can I accomplish steady growth without the full 30 percent international diversification? Thanks

Q: Considering buying SBUX because of its new leader. But I find LKNCY very attractive as well. - with good momentum this year.

What would your inclination be here? ….or both?

Thanks.

Q: This utility company seems to have the volatility of a tech stock,do you think it could get back to its high of $25
Also anything you could tell me on why their dividend is so low for a utility and any info on growth,debt ,management,and ROE …Thanks as always

Q: Good Morning - I'd like some exposure to China. Can you suggest an ETF or two? If there's a specific company you consider worth while, please advise. Thanks, as always.

BTW, great early call on NBIS. Very ahead of the curve on that one.

Q: Which international ETF do you like the best for a RESP account ? Money not needed for 10 years.

Thanks

Q: Hi,Please recommend global healthcare etfs(ex North America) that you like.
Thank you

Q: hello 5i:
please update your comments on NU. Recent articles indicate they are undervalued compared to peers. Do you agree? Do you see them more favourably than you did in previous answers or are you still cautious?
thanks
Paul L

Q: Is good to buy some to hold 2-3 years? Thank you.

Q: Curious about your thoughts on growth potential for this company. They produce additives to accelerate decomposition of materials in landfill.

Q: Hi 5i Team,

How would one go about taking advantages of rising international tourism in China. Thanks

H

Q: Can I get your opinion on BAT…I’ve held it for many years…mainly for the fat dividends paid in US dollars…sort of like a bond proxy. But this year the share price has risen sharply and considering it’s in the tobacco industry, I’m not sure what to make of it…my plan is to hold it for the long haul but I’m awfully tempted to take some profits.

Q: I just want to thank all of you at 5i for your great advice.
Aside from the cad $ hedge is there too much overlap? Could I remove one? And If I remove one should I add a different international etf. I also own VEE.TO they are all equal % amounts in reg acct. and please deduct required amount of credits.Thank you all.