Investment Q&A

Q: Morning Peter and Team,
The National, a Abu-Dhabi based publication, recently published an article stating that several of Alibab's biggest investors in the States (all institutional investors) had swapped billions of dollars in Alibaba's US shares for Hong Kong-listed stocks to avoid potential sanctions and delistings of big Chinese tech companies.
Please comment on how would the process of delisting Chinese stocks from US markets work and and how likely do you see this coming to fruition? Also should it indeed come to past, what would happen to the shares of Chinese tech stocks that were already bought through the US exchanges prior to delisting taking place?
Finally are there ways where retail investors can access overseas stock markets such as the Hongkong Exchanges (HKEX)?
Best regards and thanks for your help.

Q: Would a combination of VEE and ZDI cover off the international portion of a portfolio? Long term holds for diversification, growth and some income. Thanks Ron

Q: Starr was in my TFSA. Flutter is now in US dollars in my TFSA. Are there any tax consequences? Should I leave it there or move it to my unregistered account?
Thanks.

Q: Hello. Any idea as what happened with the proposed split.

Q: Thoughts please on the quarter? Thx

Q: Hi 5i
Li auto had a surprising 28 % jump in share price yesterday Aug 26. Any reason you are aware of to explain this? Would you continue to hold or add to an existing position at this point and why?
Thx

Q: I would appreciate your opinion on Tencent.
Clayton

Q: May I please have your current analysis and opinion of Novo Nordisk?
With appreciation,
Ed

Q: What is your opinion on KWEB ? I have heard Chinese companies are going to face more accounting scrutiny by the SEC. to maintain listings in the US. Is there a significant risk to buying the major players, ie Alibaba, Ten Cent, etc and etf's such as KWEB? . Thanks for your analysis.

Q: What are your thoughts on the company ‘Afterpay’? Could they acquire or be acquired by goeasy, or even Shopify?
Thanks

Q: Can you help us understand the value of holding an ETF such as VEE for foreign exposure and why it is highly recommended to own this ETF? Returns are low with high volatility. The ETF remains below 2018 levels when BABA and Tencent were ~30% less and they make up 12% of the portfolio. Maybe we are nuts but something seems amiss. Why not just buy BABA and Tencent instead? Are there other recommendations for capitalizing on Asian growth outside of China as we do not believe VEE is going to deliver returns for the expected growth in those regions.

Thank you for the great Service
Debbie and Jerry

Q: Closed ended funds have a sometimes-deservedly mixed reputation. The Templeton Dragon fund's Far East coverage seems to offer that relatively rare (for me, at least) combination of excellent return and low correlation to other holdings in my portfolio. Can you comment on its value to a predominantly North American portfolio?

Q: What are your thoughts on Garmin as an investment? It even near it's 52 week high it doesn't seem overly expensive. Is this because they're a mobile hardware company competing with Apple? I do a lot of road and mountain biking and it seems like every other bike has a Garmin mounted on the handle bars. Did I miss all the growth on this one or do you think it's got plenty left?

Also it looks like it still hasn't recovered from the '08 recession. Do you know what happened to them back then or why it's taken so long to recover?

Cheers

Q: Hi 5iTeam,
Price of iron ore had shot up to levels not seen since 2014. Would now be a good time to take a position in RIO or I may have missed the boat. Also please comment on RIO going forward for the next 3 years.
Cheers,

Q: In answer to Paul's question re free on-line stock screener for Euro dividend payers, you can refer him to the post "Euro Dividend Payers" in the Forums. Hope that helps.
https://www.5iresearch.ca/forums/viewthread/368

Q: Your analysis of their earnings out this morning.Seems to be a blowout?
tnx u........

Q: You had a comment on this company a while ago. What is your opinion today in light of the possible use of hydrogen as a fuel for future large truck applications. Would they be a major player to supply equipment to produce as well as distribute the hydrogen gas.
Thanks
Albert

Q: On the 25 march, you indicated there were better names than QIWI in the US/Canada. What companies are you recommending? Have you change you mind about QIWI over the last few months?

Q: Do you know when Flutter reports and what the market expects? Thx

Q: Hi,

Is there any ADR to purchase Reliance Industries India. Everyone from Facebook, Google and other majors have invested in their Jio. Thanks.

Regards, Shyam