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?
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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 am very much in favour of Telecomm firms in the current market environment. Is its Turkish origin reason enough to disregard TKC? Please comment. Thanks
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
Peter
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 ?!
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 ?!
Q: I bought some shares of this Russian ETF the day they put a no trading.
Is there going to be any value in the future?
Can I get rid of it?
Is there going to be any value in the future?
Can I get rid of it?
Q: What your opinion of PID at these levels? Would you add to a position here? Good dividend but a horrible looking long term 10 year chart. Thanks Ron
Q: Can you compare ZDI vs VXUS and rate which you prefer?
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
- 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
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BHP Group Ltd. (BHP $54.00)
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Woodside Energy Group Limited American Depositary Shares each representing one (WDS $14.34)
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
Q: Hi There, what do you think about a position in China within a diversified portfolio right about now…and this particular ETF?
Thank you!
Thank you!
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.
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.
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
Q: David Rosenberg says Mexico will be a great beneficiary of supply chains shifting away from China. Is there a good ETF or other ways to play this?
Do you agree with the premise?
Do you agree with the premise?
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?
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.
Q: Hello, would you continue holding ZEM , how long might returns suffer, are there better alternatives? Thanks
Q: Looking for higher, sustainable dividend income.
What do you think of BHP in that regard?
How Lumen Technologies ( LUMN )?
Thanks again.
What do you think of BHP in that regard?
How Lumen Technologies ( LUMN )?
Thanks again.
Q: Thoughts on SE’s earnings? Can you tell me the short ratio? Prospects for this company going forward?
Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord
Thanks Gord
Q: I’m a believer in the further adoption of Fiverr’s ‘gig economy’ approach, and thus I’m wondering if you see anything to justify such a huge drawdown in today’s results? Or could this represent a good buy opportunity for a long term hold? Many thanks