Investment Q&A

Q: What is your opinion of Avadel Pharma?

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Read Answer Asked by David on October 20, 2021

• Anglo Pacific Group PLC Ordinary Shares (APY)
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Q: You commented upon this company in 2019. I am interested in it as a royalty play and would appreciate your current assessment.

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Read Answer Asked by Peter on October 19, 2021

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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• Vanguard FTSE Europe ETF (VGK)
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Q: Sorry VDY is wrong index. FTSE dividend was the index I was asking about.

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Read Answer Asked by Gerald on October 15, 2021

• Vanguard FTSE Emerging Markets ETF (VWO)
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• Vanguard Total International Stock (VXUS)
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• Vanguard FTSE Developed Markets ETF (VEA)
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• WisdomTree International SmallCap Dividend Fund (DLS)
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• WisdomTree International MidCap Dividend Fund (DIM)
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Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.

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Read Answer Asked by Mark on October 14, 2021

• goeasy Ltd. (GSY)
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• MercadoLibre Inc. (MELI)
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Q: Any reasons why these two keep going backwards ?

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Read Answer Asked by Frank on October 13, 2021

• Ford Motor Company (F)
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• NIO Inc. American depositary shares each representing one Class A (NIO)
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Q: Hi 5i
For a 3 year hold which one will be most rewarding :
NIO, Ford Motors, Rivian (unlisted as of today), Please can you share you opinion
medium risk, I do like what Rivian is doing.
Thanks

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Read Answer Asked by Fernando on October 08, 2021

• BP p.l.c. (BP)
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Q: Do foreign companies held in American Depository's qualify for drips? For eg, I hold BP PLC ADR (in a registered act) and it pays out but does not reinvest. Is this a brokerage issue?

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Read Answer Asked by Harry on October 08, 2021

Q: I know this is a bit out of your focus area, but I have a small position in a small UK company called Focusrite. Have you got any opinion, Buy Hold or Sell?

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Read Answer Asked by Andrew on October 08, 2021

• Golden Ocean Group Limited (GOGL)
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Q: I am considering investing in the bulk shipping market. In particular I have been looking at Golden Ocean Group (gogl) on NASDAQ.
They have recently commissioned three new large bulk carriers.
I would appreciate any comments you have on the bulk shipping industry in general and on gogl in particular.
If required use as many credits as necessary.
Thank you for your excellent and balanced reviews.

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Read Answer Asked by Labie on October 08, 2021

• Rio Tinto Plc (RIO)
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• VALE S.A. American Depositary Shares Each Representing one (VALE)
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• BHP Group Ltd. (BHP)
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• Sibanye Stillwater Limited - ADR (SBSW)
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Q: Hello. As a Canadian resident, how are the dividends from these companies handled in respect of any hold back and taxes? They would be held in a non registered account.

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Read Answer Asked by Robert on October 08, 2021

• ReNew Energy Global plc (RNW)
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Q: ReNew Energy Global down about 15% this morning on heavy volume and no news that I could find. Are you aware of anything that would account for this or is this just a case of the volatility you warned of in previous comments . Acceptable entry point for a bit of a speculative position ?

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Read Answer Asked by William on October 06, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Dear 5i,
who would be worthy competitors to TSM's business? Can you please rate who you think is best to worst including TSM. Can you also comment on whether you think they are fairly valued at this time. My concern withTSM is the sovereignty risk with China. Can you offer an opinion regarding China and Taiwan?

thanks

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Read Answer Asked by Ian on October 06, 2021

Q: Swiss Re seems poised to dramatically improve its earnings from its current seemingly modest Price to book and Price to Sales valuations. Can you please comment re: its prospects per future growth/dividend reliability? Thanks!

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Read Answer Asked by David on October 06, 2021

• Rio Tinto Plc (RIO)
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• VALE S.A. American Depositary Shares Each Representing one (VALE)
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• BHP Group Ltd. (BHP)
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• Sibanye Stillwater Limited - ADR (SBSW)
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Q: Hello. Can I please get your comments on these companies as to commodity exposure mix, valuation, growth and dividend safety/payout details?

How would you rank if one was looking to buy all or some?

Deduct points as appropriate. Look forward to your comments. Thank you.

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Read Answer Asked by Robert on October 04, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Q: I’ve been holding this painfully watching it fall everyday. In hindsight, I should have sold it. Now I’m wondering if it will be delisted. Since I own the ADR shares, I’m wondering what would happen if it were delisted and also, how likely an outcome is the delisting in your view? Thank you.

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Read Answer Asked by Jason on October 04, 2021

Q: KSPI Do you have an opinion on this company? Trades in USD ($107.60 on Fri.) in London.
Is there a way to buy it in the US?

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Read Answer Asked by George on October 04, 2021

• VALE S.A. American Depositary Shares Each Representing one (VALE)
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Q: Your thoughts on Vale today? Is there some fundamental reason why it seems to be dropping like a stone?

Thanks

Dave

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Read Answer Asked by David on September 29, 2021

• Vanguard FTSE Emerging Markets ETF (VWO)
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• Vanguard Global Value Factor ETF (VVL)
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• WisdomTree Emerging Markets High Dividend Fund (DEM)
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Q: I am trying to find a good Emerging Markets Value ETF. I'm looking for something to compliment VWO which I already have. I see Pimco has an ETF PEIFX but I can't find much trading information on this one when I am on the Yahoo Canada site. Is there something similar that you might recommend ?

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Read Answer Asked by James on September 28, 2021

• Rio Tinto Plc (RIO)
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• Vedanta Limited American Depositary Shares (Each representing four equity shares) (VEDL)
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Q: What are your thoughts re: VEDL’s value as a:
A) source of dividends
B) source of growth
C) proxy for the success of the Indian economy?
I.e. or would it be wiser just to get back in to Rio Tinto?

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Read Answer Asked by David on September 28, 2021

Q: Could you pls. discuss in some detail the Structure of BHP Group; the differences between BBL and BHP and the advantages if any of holding one over the other?

Hugh

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Read Answer Asked by Hugh on September 24, 2021