Investment Q&A

Q: I know U.S listed Chinese companies are likely not your primary focus but I'm very interested in some of the tech based companies China is producing (KC.US specifically). I understand there are political risks but do you see 3-5 companies that you find VERY interesting as a mid-term hold? Or is this a space too filled with risk to bother?

Q: Hi, In my opinion, right now it's a good time to enter the UK and France markets. I've looked at a few mutual funds, however none target these markets aggressive enough for my liking. I'm now considering purchasing a few blue chip companies that operate out of these countries. From my understanding, in order to do this, I must purchase them through the OTC. Is that correct, and if so, do you consider this an acceptable strategy? Thanks.

Q: Can you add this stock to your database? What do you think of it as a way to play the gaming space?

TIA!

Q: I would appreciate your thoughts on FLTR on the London exchange. Time to sell? hold? What will be the tax implications of selling from an unregistered account? Thankful for any and all insight. ram

Q: Hello what can you tell me about this company is it good value or a value trap
What do they have for earnings/forecast,their chart looks terrible
Being located in Hong Kong is that a possible negative
Would like your thoughts on this company for 1-2 year hold 3% position
Thank you

Q: I'm curious what your favourite emerging market companies are right now (that can be bought on a US exchange). I currently own MELI and am looking for some other ideas in the tech space. Or can you suggest an etf?

Thanks

Q: Could I have your opinion of this stock please?

Q: I am heartened to see that 5i members have jumped into Flutter London. I wonder what your prospect are. I am guessing for a long term hold and do you see as a target.
Also I wonder if Robert could mention who his broker is and when it happened because TD had not switch over to show the london listed shares in my account still? Thank you for your great service.

Q: Went up 25% today, I see no news , do you ?
Should I keep it or sell, am -5% even after today.
It has not moved along as other tech stocks,can you comment please ? Also lots of lawsuits against IQ, do you think this is the reason for poor performance ?
Thanks

Q: Hi 5i,

I'm interested in Flutter. Which symbol should I use: PDYPF or PDYPY? (Liquidity, foreign exchange, etc)

TIA!

Q: Hi,

In all of the recent turmoil, I missed that The Stars Group was bought out. As such, I obviously didn't do anything and noticed today that I have the Flutter shares in my account - which are actually up quite nicely from the bought price. I'm content to continue to do nothing and let these Flutter shares hopefully continue to appreciate.

Any red or yellow flags from your perspective on Flutter, realizing that you don't follow it.

Thanks,
Robert

Q: Can you please comment on the company ADRs shares issue and the strength in the stock which is well above the issue price. Is it a buy at this level? Thanks.

Q: What do you think of jd right now? Do you think Chinese companies may see less downside fallout from covid near term than say their us counterparts? Thanks.

Q: I am looking at making another investment in the 5g space. I currently own Qualcomm and have done very well partly due to your disposition to this company. Thank you.
I am now trying to choose between Nokia and Ericcson.
What would be your preference between the two and why.
Thanks

Q: Can you please provide your thoughts and analysis on Sony.
It seems to be a very cheap stock and the stock price is acting better.
Thanks

Q: Would you consider this latin American Bottler of Coca Cola to be at a good entry point. They have been hurt by the low Peso. They have diversified by also owning the Oxxo store chain and have been putting Gas stations.
Do you see any Red Flags ?
thanks !

Q: Hello -
Over the first decade this century emerging markets seemed to do relatively well. Over the last 10 years or so, it appears that relative performance has been much better in the U.S.

Do you believe Emerging Markets represent good value compared to the U.S.? For instance, VWO has a PE ratio of 13, ERUS is about 7, whereas I think the U.S. is somewhere around 18 - you can correct me if I'm wrong. How much affect does a strong USD play in this recent past 10-year performance? Assuming we see a weakening USD, would that be the trigger point for the two mentioned ETF's to outperform the U.S. indices? Obviously stronger oil prices would also likely help ERUS.

What affect would this also have on BNS with it's exposure to Latin America? It's been the weak sister among the big Canadian banks. Would a weaker USD then give the BNS stock price a boost as a result?

Q: Your thoughts please on. EWZ.US
Thanks again

Q: I am still confused by this merger and your answers to other questions. The company says Canadian shareholders should use FLTR and those shares are trading at 11,400 GB (pounds) which makes me suddenly a multi-millionaire. You said we should be using PDYPF or PDYPY depending on your answer. Is the PDYP? a half share, so the 225 shares of FLTR that I have is actually 450 units of PDYP?? Then the other question is what currency is this? It appears to be USD. If so, any way I cut it I've made a huge amount from The Stars Group, or maybe I've lost money. Thanks for your help in trying to put a value on these shares.

Q: Hi 5i
What is your opinion on DQ’s recent earning results. Would the current price be attractive to start a new position for 2-3 year hold and how do you view there future growth? Why/why not? Are there domestic based company’s USA companies in same /similar industry segment.
Thx