Investment Q&A

Q: Hi there, any reason for the nice move today regarding Flutter?

Any other intel regarding the US listing coming soon?

Anything else you can add would be greatly appreciated.

When do they report next, and what is expected, etc etc

Thanks!

Q: May I please get your current thoughts on TH International. Growth seems strong and they are starting to open up Popeyes locations as well as Tims. Thanks.

Q: Good afternoon all;

I have a developing opinion (still sorting it out) that it may be time to increase overseas holdings; I have underrepresented them significantly in the past 5 years. I am particularly looking at the African and SE Asian (ex China) economies. While I understand these may not be questions fully in your wheelhouse, your views would be appreciated.

- Do you concur that, subject to Black Swan events, we could expect overseas economies to outperform Canada in the coming few years?
- What geographic areas would you put focus on?
- Do you have 2 or 3 ETF's that may suit such a strategy? DGS is one that has peaked my curiosity.

Thanks for your assistance as always.

Q: Please share your analysis of ARM holdings, do they have some sort of competitive advantage? What is your view on valuation?

Q: Hi,
I am under weight in both international and fixed income.
I have US$ cash in both my RSRP and TFSA that I'd like to invest in these areas.
Can you recommend some US$ ETF's.
Much appreciated.

Q: VEE has not done much in my portfolio over the years and as a result its weighting in portfolio has dropped. I would like to add to my emerging markets exposure but I am hesitant to invest in china with the growing tensions in the south China seas. Is there a liquid ETF that will give me the exposure I desire without the China risk.

Q: hi, can I get your current thoughts on NIO. any projections when they will start making a profit? do you see any serious risk of liquidity problems? cheers, chris

Q: Interested in your opinion on Ambev, the Brazilian brewing company (ABEV). If that’s a bit too far afield, what would be your top choice among the larger beverage companies?

Q: Hi, I would appreciate if you can provide your feedback for Bayer. Would you consider it a buy?

Q: 3 years ago I divided my pension 50/50 between MFS Global Equity and Schroder Emerging Markets in an effort to increase my international exposure. I had been 100% in the MFS Global Equity Fund and would have been much better off had I stayed there. I have a couple of options as I see it:

1) Move back to 100% MFS Global Equity Fund (portfolio drops to 20-25% international)
2) Stay the course (portfolio stays at 30% international)
3) #1 plus allocate some non-registered funds to an international ETF to get portfolio back to 30% international (suggestions?)

Q: Is this a good entry point to buy BTI? Is the dividend safe? In which account should I hold the stock to maximize after-tax return? cash, Tfsa, rrsp in cdn or us$

Thank you

Q: I China investable at this stage?
These companies are the lowest P/E Would invest in them?

Q: What is the best way to buy this stock? Is the PNK market legitimate?

Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much

Q: Looking to add a one-stop-shop etf to my TFSA for buy and hold long term growth to provide global equity exposure. Would HEQL be a good option? Would you recommend any others?

Q: Hi 5i Team,

I know international markets aren't your wheelhouse per se but any insight you have is appreciated. I have been reading a lot about Mexico's surprising growth over the last few years and better-than-thought projected growth for 2024. It sounds like even Scotiabank is planning on redirecting investment from other underperforming Latin American countries to Mexico in it's "Mexico First" strategic plans.
With this in mind, do you know of any Mexican companies that may benefit from this growth with compelling fundamentals that are listed on the NYSE or NASDAQ? Or even American companies that get most of thier revenue from Mexico?
I already own the ishares Mexico ETF but was interested in buying some individuals stocks.

Thank you all for your always sage advice and wishing you all an excellent and relaxing holiday season!

Q: Hi guys,

Thoughts on eww (Mexico etf) for 2024.

Thanks again for another great year with 5i !!

Merry Christmas and Happy New Year!

Jim

Q: I'm thinking about adding an emerging market ETF to my portfolio, what do you think about this ETF? I like the dividend and the holdings, i suspect you might have reservations about the market cap and volume?
Is there another EM ETF that you prefer?

Q: What are your thoughts on PRGO? It’s been in a downtrend for almost nine years.

Q: How much of Sea's business is E-commerce, which will experience competition from the TikTok deal.