Investment Q&A

• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
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Q: Can you please explain 1) what the legal battle with Fox over FanDual is all about 2) How material it is to Flutter's overall future growth and what the upside and downside is of losing/winning the fight with Fox would be 3) if this is the reason for Flutter's recent weak performance does it mean the market believes they will lose this battle? 4) are you still as excited about Flutter's future as you once were?

Many Thanks
Scott

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Read Answer Asked by Scott on April 21, 2021

Q: Good morning
Michelin Tires has or is creating tires for EVs...that will not wear out as fast as existing tires on EVs. Would this be ahead of the pack.? Would this be a good investment.?
Ps..I can't find them in your list of companies
Much thanks as usual.

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Read Answer Asked by El-ann on April 20, 2021

Q: Hi. I'm considering investing in Strauss Group Ltd [TD Webbroker: Grey Market: SGLJF].
1. What is your opinion of investing in a Grey market holding. Risks or gotchas?
2. I know not a 5i focus, but do you have an opinions on SGLFJ?
Thank you.

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Read Answer Asked by Paul on April 20, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO $6.71)
  • $6.71 Cap: $16.75B
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Q: Your thoughts on prospects for short-term gain with NIO's depressed price? Understand they have been suffering with production problems relating to battery and chip supply but are expectations for a recovery in the next 6-8 months?

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Read Answer Asked by Ted on April 19, 2021

Q: Have you got an opinion on IG Group (IGGHY)? They are into leveraged trading, CFDs and derivatives. Their stock has been on a roller coaster ride due to tighter regulation on spread betting but they have bounced back each time.

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Read Answer Asked by Andrew on April 19, 2021

• SOS Limited Class A (SOS $1.91)
  • $1.91 Cap: $14M
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Q: I would appreciate your opinion on this before I buy. Following is via Seeking Alpha:
SOS is an emerging growth stock with zero debt. Profitable in 2019 and 2020, with approximately $400M cash on the books. In-house R&D is innovating in high-growth tech industries. SOS may deliver multi-year, triple digit growth. Typically, this level of growth has become the domain of private equity in recent years.
THANKS!

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Read Answer Asked by Austin on April 16, 2021

• BYD Co - Class H (BYDDF $13.20)
  • $13.20 Cap: $75.31B
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Q: Would you happen to know if Buffet is still a shareholder??

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Read Answer Asked by Bill on April 16, 2021

Q: What is your opinion on Evolution Gaming? It is the the top holding in one of David Fingold's funds which leads me to believe this company may have excellent growth potential if not already baked into the price today. Your analysis please.

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Read Answer Asked by Ian on April 15, 2021

• Infineon Technologies AG ADR (IFNNY $36.81)
  • $36.81 Cap: $49.95B
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Q: Peter; Could you comment on this co outlook,management,debt etc? Thanks.Rod

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Read Answer Asked by Rodney on April 14, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $159.01)
  • $159.01 P/E (TTM): 24.06X Cap: $401.07B
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Q: What are your thoughts on Alibaba? There is an old saying “sell on news” but would you think with the settlement announced that it may be a good time to take a position?

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Read Answer Asked by Ralph on April 12, 2021

• UBS Group AG Registered (UBS $39.74)
  • $39.74 P/E (TTM): 26.76X Cap: $130.48B
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Q: I am looking to purchase a large, foreign (non-North American) bank. Would you recommend UBS or are there others you prefer?
With appreciation.
Ed

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Read Answer Asked by Ed on April 09, 2021

• Sociedad Quimica y Minera S.A. (SQM $40.77)
  • $40.77 P/E (TTM): 18.56X Cap: $12.34B
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Q: I have recently received rights issued from a common share holding in SQM. I can't locate information on the rights, e.g., right to buy at? time expiration - can you provide some insight or, alternatively, a link that provides that information. I've looked on the company website, investor news releases and looked up the rights on the TMX (ADR) but can't find anything

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Read Answer Asked by John on April 07, 2021

Q: do you have an opinion of Tiziana Life Sciences

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Read Answer Asked by brent on April 07, 2021

• The Boeing Company (BA $210.73)
  • $210.73 Cap: $163.33B
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• Embraer S.A. (ERJ $56.04)
  • $56.04 P/E (TTM): 30.37X Cap: $10.69B
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Q: Hi There! which one would you prefer and why? Thanks a bunch!

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Read Answer Asked by Austin on April 01, 2021

• Sony Group Corporation American Depositary Shares (SONY $28.25)
  • $28.25 P/E (TTM): 23.31X Cap: $179.78B
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Q: Hi There, can you give me your analysis on Sony? I noticed your analysis 6-9 months ago was quite favourable. Also I understand the shares are available only in ADRs - can you tell me if the tax treatment on theses shares in an unregistered account is a drawback? Thank you.

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Read Answer Asked by Robert on April 01, 2021

• Baidu Inc. (BIDU $121.69)
  • $121.69 P/E (TTM): 14.89X Cap: $45.51B
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Q: Your thoughts on BIDU? Too risky based on China crackdown on internet companies? Or, a buying opportunity as with all storms, this too will pass?

Thanks as always.

Dave

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Read Answer Asked by David on March 29, 2021

• Rio Tinto Plc (RIO $65.44)
  • $65.44 P/E (TTM): 9.58X Cap: $84.02B
  • View RIO Profile
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Q: good afternoon - I'm reading a bit about RIO and it seems a bit odd that such a big company pays such a high dividend. Is this a worthy investment for someone looking for more basic material exposure? Is this dividend real and sustainable? thanks

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Read Answer Asked by alex on March 29, 2021

• Bally's Corporation (BALY $13.11)
  • $13.11 Cap: $651M
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Q: Looks like the shares I was left with after numerous acquisitions over the years (I can't even remember what I originally purchased) are slated to, yet again be acquired, this time by Bally's. What are your thoughts on the proposed acquisition and why would the shares of GAMESYS be trading above the offer price?

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Read Answer Asked by Robert on March 27, 2021

Q: DUFRY is a US duty free company, With people getting excited to travel is DUFRY a good bet. It did trade above $ 16.00 in past 5 years, RAK

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Read Answer Asked by bob on March 27, 2021

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $159.01)
  • $159.01 P/E (TTM): 24.06X Cap: $401.07B
  • View BABA Profile
  • View Questions on BABA
• JD.com Inc. (JD $31.85)
  • $31.85 P/E (TTM): 9.27X Cap: $49.36B
  • View JD Profile
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Q: The decline in Chinese stocks is of concern, not only the ones listed that have experienced serious erosion. The stocks do have substance within their immense markets even under the 'political cloud'. Should these stocks be sold and avoided?
Thank you for your analysis, Team!

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Read Answer Asked by Sigrid on March 25, 2021