Investment Q&A

• WisdomTree Japan Hedged Equity Fund (DXJ $155.05)
  • $155.05 P/E (TTM): 32.71X Cap: $6.07B
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• iShares MSCI India ETF (INDA $47.62)
  • $47.62 P/E (TTM): 44.02X Cap: $7.72B
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• iShares S&P India Nifty 50 Index Fund (INDY $42.91)
  • $42.91 P/E (TTM): 19.17X Cap: $576M
  • View INDY Profile
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• iShares MSCI Japan ETF (EWJ $84.28)
  • $84.28 P/E (TTM): 39.27X Cap: $19.17B
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Q: Some suggestions for investing for growth in either India or Japan please.

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Read Answer Asked by Mark on June 26, 2023

• Rio Tinto Plc (RIO $85.73)
  • $85.73 P/E (TTM): 14.77X Cap: $110.17B
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• BHP Group Ltd. (BHP $67.18)
  • $67.18 P/E (TTM): 20.0X Cap: $179.44B
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Q: Please comment on each of these companies. Would like to add to RIF account. Interested in the material sector. Do you have another suggestion if neither of these are stable in your view. Thank you.

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Read Answer Asked by Stella on June 21, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ $155.05)
  • $155.05 P/E (TTM): 32.71X Cap: $6.07B
  • View DXJ Profile
  • View Questions on DXJ
• iShares MSCI Japan ETF (EWJ $84.28)
  • $84.28 P/E (TTM): 39.27X Cap: $19.17B
  • View EWJ Profile
  • View Questions on EWJ

Q: Could you please recommend a couple of your favorite Japanese ETF'S that provide
value and growth?

Stephen G

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Read Answer Asked by Stephen on June 20, 2023

Q: Hi, I want to buy Sonova Holding AG. It is a swiss company - how do i buy that as a canadian? Can I?

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Read Answer Asked by Max on June 19, 2023

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: I have owned Flutter for some time and am generally pleased with its performance. I am wondering if you are still positive on the name and if you see good growth potentail ahead. If so, what makes you bullish (or bearish). Finally do you see the listing of Fan Duel as likely to happen and is it a strong catalyst that gives us another reason to continue to hold beyond the basic business performance? Many thanks
Scott

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Read Answer Asked by Scott on June 16, 2023

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.60)
  • $44.60 P/E (TTM): 6.04X Cap: $3.61B
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• Infosys Limited American Depositary Shares (INFY $13.09)
  • $13.09 P/E (TTM): 17.37X Cap: $53.67B
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• iShares MSCI India ETF (INDA $47.62)
  • $47.62 P/E (TTM): 44.02X Cap: $7.72B
  • View INDA Profile
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• iShares S&P India Nifty 50 Index Fund (INDY $42.91)
  • $42.91 P/E (TTM): 19.17X Cap: $576M
  • View INDY Profile
  • View Questions on INDY
• Wipro Limited (WIT $2.19)
  • $2.19 P/E (TTM): 16.44X Cap: $22.93B
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• ICICI Bank Limited (IBN $26.87)
  • $26.87 P/E (TTM): 17.87X Cap: $94.72B
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• VanEck Vietnam ETF (VNM $17.02)
  • $17.02 P/E (TTM): 43.84X Cap: $560M
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Q: Hello,

Can you suggest several specific companies and/or ETF's to gain exposure to both the Indian economy as well as that of countries like Vietnam?

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Read Answer Asked by Tim on June 15, 2023

• DHT Holdings Inc. (DHT $17.81)
  • $17.81 Cap: $2.80B
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• Diana Shipping inc. (DSX $2.47)
  • $2.47 Cap: $303M
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• Frontline Plc (FRO $32.72)
  • $32.72 Cap: $7.15B
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Q: Hi

Can I have your opinion on shippers such as DSX and FRO and those juicy dividends at least for the next year. Longer term I know these can be risky.

Is there a best of breed shipper you would be comfortable recommending?

Thanks.

Upvote 1

Read Answer Asked by Donald on June 13, 2023

Q: Hi Guys

I know you don't really follow non North American stocks closely but wonder if you have any thoughts on the Swedish bank Svenska Handelsbanken and its valuation right now? It seems to near a 5 year low in terms of stock price yet seems to a conservative bank with a decent yield.

Thanks
Stuart

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Read Answer Asked by Stuart on June 06, 2023

• Vanguard FTSE Emerging Markets ETF (VWO $54.07)
  • $54.07 P/E (TTM): 4.23X Cap: $118.04B
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• iShares Latin America 40 ETF (ILF $33.85)
  • $33.85 P/E (TTM): 2.2X Cap: $4.05B
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• iShares MSCI Brazil ETF (EWZ $36.52)
  • $36.52 P/E (TTM): 55.54X Cap: $9.23B
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Q: How stable is the $2 dividend, currently yielding 8%?

Any similar etf you would consider to be a better choice for income and some growth?

Thanks.

Upvote 0

Read Answer Asked by Donald on June 02, 2023

• Glencore plc (GLCNF $6.93)
  • $6.93 Cap: $82.37B
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Q: Peter; can you clarify the correct symbol for Glencore. In my BMO search it came up with GLCNF and GLNCY- and in 5i it shows GLEN ? Thanks.
Rod

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Read Answer Asked by Rodney on June 01, 2023

• iShares MSCI Germany ETF (EWG $39.84)
  • $39.84 P/E (TTM): 70.48X Cap: $1.58B
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Q: Good Morning
Recently the German Stock index DAX is reaching all time highs. Why is it that the German ETF EWG is down 22% from its high.
As well, can you tell us if the EWG is a good buy? Thank you for your insight.

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Read Answer Asked by Terry on June 01, 2023

• CRH PLC (CRH $101.23)
  • $101.23 P/E (TTM): 21.65X Cap: $69.73B
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Q: CRH is potentially changing its stock listing from London to the U.S. in the near future. Are they attractive now as an ADR and would this change make them more attractive?

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Read Answer Asked by David on May 31, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ $155.05)
  • $155.05 P/E (TTM): 32.71X Cap: $6.07B
  • View DXJ Profile
  • View Questions on DXJ
• iShares MSCI Japan ETF (EWJ $84.28)
  • $84.28 P/E (TTM): 39.27X Cap: $19.17B
  • View EWJ Profile
  • View Questions on EWJ

Q: Hello 5i,
I realize you don’t follow the Japanese market but if you were to try to ride the current momentum there how would you do it?
Thank you
Dave

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Read Answer Asked by Dave on May 30, 2023

Q: You don't seem to have a listing for it but what do you think of Panasonic (PCRFF)

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Read Answer Asked by John on May 30, 2023

• Philip Morris International Inc (PM $164.01)
  • $164.01 P/E (TTM): 23.81X Cap: $256.33B
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• Restaurant Brands International Inc. (QSR $101.81)
  • $101.81 P/E (TTM): 32.07X Cap: $46.34B
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• British American Tobacco p.l.c. (BTI $58.73)
  • $58.73 P/E (TTM): 33.41X Cap: $132.43B
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Q: Good Morning 5i

We have EPD and GIC's in our income side of RRSP's. We have room for a another stock at a 1/2 position. What are your thoughts on BTI with an 8.52% dividend? Do you have another stock as a preference?

Thank you
D&J

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Read Answer Asked by Jerry on May 24, 2023

• Tesla Inc. (TSLA $382.31)
  • $382.31 P/E (TTM): 369.69X Cap: $1.47T
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• Moderna Inc. (MRNA $52.27)
  • $52.27 Cap: $20.78B
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Q: Barron’s Andrew Bary wrote a very interesting commentary on this Baillie Gifford fund this weekend. What are your thoughts on its value, low cost, and investment diversification?

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Read Answer Asked by David on May 23, 2023

• StoneCo Ltd. (STNE $13.81)
  • $13.81 Cap: $3.77B
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Q: Hi,

Your analysis of Stone's latest results ?

Thanks

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Read Answer Asked by Guy on May 19, 2023

• WisdomTree Japan Hedged Equity Fund (DXJ $155.05)
  • $155.05 P/E (TTM): 32.71X Cap: $6.07B
  • View DXJ Profile
  • View Questions on DXJ
• iShares MSCI Japan ETF (EWJ $84.28)
  • $84.28 P/E (TTM): 39.27X Cap: $19.17B
  • View EWJ Profile
  • View Questions on EWJ

Q: Could you please commended a Japanese index ETF? Both David Rosenberg and Warren Buffet have mentioned Japanese equity market will be outromanced. Just wondering if it's good timing to invest in that market.

thank you,

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Read Answer Asked by Kiwi on May 18, 2023

• Ferrari N.V. (RACE $319.30)
  • $319.30 Cap: $77.31B
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Q: Can you please comment on $RACE's debt load versus cash flow.

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Read Answer Asked by Valter on May 18, 2023

• Honeywell International Inc. (HON $229.36)
  • $229.36 P/E (TTM): 31.44X Cap: $146.15B
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• ABB Ltd. (ABBNY $83.89)
  • $83.89 P/E (TTM): 42.16X Cap: $154.44B
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Q: Hi 5i. ABB is delisting in NewYork. Debating if I should keep or sell the stock. What would be the approximate cost for selling or buying the stock on the Swiss exchange? What are US or CDN companies comparable to ABB that you like and have confidence in. Best regards.

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Read Answer Asked by Donald on May 16, 2023