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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: Your thoughts on these e-commerce companies. Could these be another meme stocks or there is real value? Thank you!


Read Answer Asked by Nhung on August 12, 2021
Q: I had been thinking about but Tencent for a long time. With the recent bargain basement price, I'm still willing to take a small punt despite the current risk. It's a long term play.

But perhaps I'm too incautious, even for a 'play'. When I tried to buy on Questrade, I got the following message: "You're attempting to buy enter a position in an OTC/PINK sheet listed security. The following risks may limit your ability to sell your position in the future...".

Can you explain what 'OTC/PINK sheet listed security' means. I take this as a serious warning sign but am still tempted to buy under the belief that China would be shooting itself in the foot to undermine the company long-term.
Read Answer Asked by Kevin on August 06, 2021
Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!
Read Answer Asked by Michael on July 28, 2021
Q: This stock has dropped 35% since the beginning of 2021. Could you please comment on it's profitability, if it has overcome some or most of its production problems and whether the current crackdown on Chinese firms listed overseas will cause a big drop in the share price. Would you hold onto the company under these circumstances?
Many thanks for your great advice.
Read Answer Asked by TOM on July 27, 2021
Q: Ignoring the risk that come with a Chinese company, how would you currently evaluate BABA's business as a long term investment? I'm interested to hear your thoughts on the business aspects you typically focus on, such as management, earnings growth potential, debt, cash flow, runway etc.? Thanks
Marc
Read Answer Asked by Marc on July 26, 2021
Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.
Read Answer Asked by Elaine or Gerry on July 26, 2021
Q: I figured if this name was safe enough for Charlie Munger and Mohinsh Pabrai, that it would be safe enough for me. However, I always get week knees when I start to lose money. My guess is that China will not want to kill a golden goose like Baba and Im therefore hoping to look past the noise about CCP regulation which seems to be driving down the price of Chinese stocks indiscriminately. I know you do not closely follow overseas stocks but do you suggest I hold this name or move on to North American names which do not face the same regulatory dangers. I’m only down $7 at the moment. Thank you.

Jason
Read Answer Asked by Jason on July 26, 2021
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