Investment Q&A

Q: Any thoughts about KOF? I saw some videos about and became a member here today, would like to get a couple opinions before decide anything

Q: I own this stock on LSE ( formerly TSGI )
Its price has been slowly decreasing to the point where all my gains are gone
Is there something going on with this stock ?
In past you have recommended it
Thanks

Q: Takeda is near its 52 week lows, with most of the drop in the past few months. Is this a potential buy opportunity (I don't currently hold this stock) or are there some major issues or concerns to be aware of?

Q: AYM just initiated a dividend and the stated policy is to distribute 30% to 50% of free cash flow. Copper has been identified as a key component in the "greenification" of energy supply. What's your opinion of buying a full position in this stock for its future potential?

Q: I’m interested in the French telecom ORAN. Does it have enough exposure to be considered a play on population growth in Africa? Would VOD be better? Also wondering if it’s a 5G play as well. Thanks for your thoughts.

Q: I presently hold this in a RRIF although not much income is generated . I would like to switch to a global or international dividend ETF. What would be your top 3 choices for income, stability and hopefully some growth

Q: If there is no withholding tax on this stock’s dividends, would you recommend it over BHP? Thank you, Bill

Q: Since mid October, Sea Limited has declined 22% from $367 to $285. Why was there such a rapid decline?

Q: I’m considering a pure play China ETF. Have no exposure to any eastern market in my portfolio.
As a #2 and potentially future #1 economy it makes a compelling long term investment.
Thoughts and suggestions are appreciated.
Thank you

Q: Your views , assessment and ranking of these two funds?

Q: I have been filling out my TSFA with the BMO equal weighted Canadian bank ETF and their utility ETF. I would like to add a emerging markets ETF. Would you recommend the BMO ETF or another ETF company’s product? Thanks Ken

Q: Hi,

Do you consider STNE cheap at the present level ?

Thanks

Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks

Shane

Q: is their potential or is their to much risk to bother

Q: Looking at CAQQ,CHIK AND KWEB as China tech stock etf's.Please rank these and if there is another that is your favourite,please recommend.Thanks.

Q: Hello 5i Team,
When designing a portfolio about a year ago I made sure to have exposure in Emerging Markets as I was underweight in foreign equities. With Chinese equities under pressure does one just continue to hold these equities in order to have a diversified portfolio and ride the ups and downs if one is a long term investor? Your insight is greatly appreciated. Thanks!

Q: I would appreciate your thoughts on BABA as an entry point at this time. And if not now, what price would you find attractive? Thank you.

Q: Do you have any suggestions on a good Canadian dollar ETF in Chinese internet stocks?

Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?

Q: Good morning. I have VALE in my registered account, with a much lower value than cost. It does pay a substantial dividend and I am aware that it also has cash. Is it reasonably safe to hold since materials are doing fairly well generally? Should I consider reducing my position or selling? Is it safe to hold with its high dividend at this time?