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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: 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
Q: This stock jumped 11.65% today and has been moving up fast recently. China based company offering internet security, media advertising, micro marketing and data analysis. Have you any information on this company and is it worth jumping in at this time ? Thanks for any info.
Read Answer Asked by Frank on July 21, 2021
Q: Hello 5i team,

Reading your response to one of our 5i members' question about "POAHY" which is listed in US ADR market, you mentioned ADRs can have more risks itself. Could you please elaborate more about the risks associated with ADRs.

Thanks,
Read Answer Asked by Lin on July 21, 2021
Q: POAHY:US is the symbol in NY for Porsche Auto in Germany (it’s an unsponsored ADR and is not in your data base) . This business is held in the EWG (Germany) ETF. In addition to holding a modest amount in EWG, I also have a tiny position in POAHY. I thought of topping up after reading some near-rave reviews in Barrons on July 6, 2021. Barrons also listed it as a PICK in its "Picks and Pans" on 6 July. I would appreciate very much if you would please care to comment on Porsche Auto Company.

POAHY pays a healthy dividend (4.85%). More troubling than the high dividend is that it does appear to be seriously under-valued. Is it a value trap, you think? And do UNSPONSORED ADRs carry more risk? Thank you.
Read Answer Asked by Adam on July 19, 2021
Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.
Read Answer Asked by Francisco on July 16, 2021
Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!
Read Answer Asked by David on July 15, 2021
Q: This payment process provider has been recently mentioned as a buy from an adviser.
what are your thoughts on the strength and future of this company as a buy?
Thanks!
Read Answer Asked by Tom on July 14, 2021
Q: Dear 5i,

can you please suggest an alternative ETF from ZID that has same as or better price performance. The ETF can be listed on either US or CDN exchange.

thanks
Read Answer Asked by Ian on July 13, 2021
Q: Does President XI like China's Billionaires .. He treated Mr. Ma of BABA Badly and punished the shares After all China is a Communist Country He seemed to hurt other Chinese Companies recently. Should I stay away from BABA and other Chinese
Companies. What about Taiwan ? Is it OK to invest in ? RAK
Read Answer Asked by bob on July 12, 2021
Q: Hello Peter & Ryan,
My wife would like to have your thoughts on EPAM & DAVA. She has some cash but only enough to buy either EPAM or DAVA. She wants to know which one do you prefer and why?

By-the-way there is still no response to my question on UFS submitted almost 2 days ago.

Your opinions are always valued (even if occasionally a little tardy)!
Jim
Read Answer Asked by James on July 09, 2021
Q: Hello 5i,
Is Didi too speculative at this time?
Thanks for the service
Read Answer Asked by Gregory on July 09, 2021
Q: Thoughts on futu? What do they do? Insider ownership? Debt? Revenue growth?
Read Answer Asked by Cory on July 08, 2021
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