Investment Q&A

Q: An article in today’s Globe recommended this stock as a solid counter-market sentiment investment. Your thoughts?

Upvote 0

Read Answer Asked by James on October 28, 2021

• Garmin Ltd. (Switzerland) (GRMN $233.58)
  • $233.58 P/E (TTM): 28.34X Cap: $45.41B
  • View GRMN Profile
  • View Questions on GRMN

Q: Hi 5i Team,
Pls comment on Garmin qtr. earning and guidance . SP dropped 7% this morning. What do you think of this company going forward?

Thank you for your great advice as always.

Upvote 0

Read Answer Asked by Pui on October 28, 2021

• Rio Tinto Plc (RIO $62.57)
  • $62.57 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
  • View Questions on RIO

Q: Good morning,

Looking for your insights on the why the rather poor performance since May (down by 30% or so) given inflation concerns and rising material prices.

Thank you.

Upvote 0

Read Answer Asked by Brad on October 26, 2021

• BP p.l.c. (BP $34.84)
  • $34.84 P/E (TTM): 21.68X Cap: $91.23B
  • View BP Profile
  • View Questions on BP
• Royal Dutch Shell PLC American Depositary Shares (Each representing two Class A) (RDS.A $51.04)
  • $51.04 P/E (TTM): 11.44X Cap: $322.78B
  • View RDS.A Profile
  • View Questions on RDS.A
• TotalEnergies SE (TTE $63.14)
  • $63.14 P/E (TTM): 9.13X Cap: $140.66B
  • View TTE Profile
  • View Questions on TTE

Q: I was wondering which energy (especially oil) companies look like they are moving into renewable energies as a transition away from oil.

Upvote 0

Read Answer Asked by Federico on October 25, 2021

• StoneCo Ltd. (STNE $15.37)
  • $15.37 Cap: $4.16B
  • View STNE Profile
  • View Questions on STNE

Q: Hi 5iTeam,

I would appreciate your thoughts on STNE going forward. I am thinking of taking a position on this company for a 2-year hold.
Cheers,
H

Upvote 0

Read Answer Asked by Harry on October 21, 2021

• Adaptimmune Therapeutics plc (ADAP $0.06)
  • $0.06 Cap: $15M
  • View ADAP Profile
  • View Questions on ADAP

Q: I would be very interested in your assessment of this company's future prospects if you have a view. Buy, hold or sell? Thank you.

Upvote 0

Read Answer Asked by Barbara on October 21, 2021

Q: What is your opinion of Avadel Pharma?

Upvote 0

Read Answer Asked by David on October 20, 2021

• Anglo Pacific Group PLC Ordinary Shares (APY)
  • P/E (TTM): 3.4X Cap: $593M
  • View APY Profile
  • View Questions on APY

Q: You commented upon this company in 2019. I am interested in it as a royalty play and would appreciate your current assessment.

Upvote 0

Read Answer Asked by Peter on October 19, 2021

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $54.40)
  • $54.40 P/E (TTM): 9.2X Cap: $4.21B
  • View VDY Profile
  • View Questions on VDY
• Vanguard FTSE Europe ETF (VGK $79.42)
  • $79.42 P/E (TTM): 24.32X Cap: $26.54B
  • View VGK Profile
  • View Questions on VGK

Q: Sorry VDY is wrong index. FTSE dividend was the index I was asking about.

Upvote 0

Read Answer Asked by Gerald on October 15, 2021

• Vanguard FTSE Emerging Markets ETF (VWO $52.17)
  • $52.17 P/E (TTM): 7.78X Cap: $92.69B
  • View VWO Profile
  • View Questions on VWO
• Vanguard Total International Stock (VXUS $71.94)
  • $71.94 P/E (TTM): 0.5X Cap: $97.25B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard FTSE Developed Markets ETF (VEA $59.07)
  • $59.07 P/E (TTM): 22.82X Cap: $165.84B
  • View VEA Profile
  • View Questions on VEA
• WisdomTree International SmallCap Dividend Fund (DLS $79.60)
  • $79.60 P/E (TTM): 16.78X Cap: $1.04B
  • View DLS Profile
  • View Questions on DLS
• WisdomTree International MidCap Dividend Fund (DIM $78.13)
  • $78.13 P/E (TTM): 7.74X Cap: $161M
  • View DIM Profile
  • View Questions on DIM

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.

Upvote 0

Read Answer Asked by Mark on October 14, 2021

• goeasy Ltd. (GSY $208.36)
  • $208.36 P/E (TTM): 12.3X Cap: $3.36B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• MercadoLibre Inc. (MELI $2,400.36)
  • $2,400.36 P/E (TTM): 57.74X Cap: $123.22B
  • View MELI Profile
  • View Questions on MELI

Q: Any reasons why these two keep going backwards ?

Upvote 0

Read Answer Asked by Frank on October 13, 2021

• Ford Motor Company (F $11.75)
  • $11.75 P/E (TTM): 14.53X Cap: $46.72B
  • View F Profile
  • View Questions on F
• NIO Inc. American depositary shares each representing one Class A (NIO $6.30)
  • $6.30 Cap: $14.23B
  • View NIO Profile
  • View Questions on NIO

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

Upvote 0

Read Answer Asked by Fernando on October 08, 2021

• BP p.l.c. (BP $34.84)
  • $34.84 P/E (TTM): 21.68X Cap: $91.23B
  • View BP Profile
  • View Questions on BP

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?

Upvote 0

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?

Upvote 0

Read Answer Asked by Andrew on October 08, 2021

• Golden Ocean Group Limited (GOGL $7.98)
  • $7.98 Cap: $1.59B
  • View GOGL Profile
  • View Questions on GOGL

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.

Upvote 0

Read Answer Asked by Labie on October 08, 2021

• Rio Tinto Plc (RIO $62.57)
  • $62.57 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
  • View Questions on RIO
• VALE S.A. American Depositary Shares Each Representing one (VALE $10.19)
  • $10.19 P/E (TTM): 6.81X Cap: $43.20B
  • View VALE Profile
  • View Questions on VALE
• BHP Group Ltd. (BHP $55.95)
  • $55.95 P/E (TTM): 15.24X Cap: $141.16B
  • View BHP Profile
  • View Questions on BHP
• Sibanye Stillwater Limited - ADR (SBSW $8.37)
  • $8.37 Cap: $5.89B
  • View SBSW Profile
  • View Questions on SBSW

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.

Upvote 0

Read Answer Asked by Robert on October 08, 2021

• ReNew Energy Global plc (RNW $7.81)
  • $7.81 Cap: $2.79B
  • View RNW Profile
  • View Questions on RNW

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 ?

Upvote 0

Read Answer Asked by William on October 06, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $236.98)
  • $236.98 P/E (TTM): 30.51X Cap: $1.20T
  • View TSM Profile
  • View Questions on TSM

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

Upvote 0

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!

Upvote 0

Read Answer Asked by David on October 06, 2021

• Rio Tinto Plc (RIO $62.57)
  • $62.57 P/E (TTM): 8.67X Cap: $78.62B
  • View RIO Profile
  • View Questions on RIO
• VALE S.A. American Depositary Shares Each Representing one (VALE $10.19)
  • $10.19 P/E (TTM): 6.81X Cap: $43.20B
  • View VALE Profile
  • View Questions on VALE
• BHP Group Ltd. (BHP $55.95)
  • $55.95 P/E (TTM): 15.24X Cap: $141.16B
  • View BHP Profile
  • View Questions on BHP
• Sibanye Stillwater Limited - ADR (SBSW $8.37)
  • $8.37 Cap: $5.89B
  • View SBSW Profile
  • View Questions on SBSW

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.

Upvote 0

Read Answer Asked by Robert on October 04, 2021