Q: What are your thoughts on NU Holdings latest quarter? Other than revenue being slightly below estimates, things looked good. Does growth look to be intact and is the drop related to profit taking or is there something else here? Thanks
Q: Have the recent declines in these resource companies mainly due to the US new leadership tariff threats or more related to the diminishing China demand.
Would you feel the dividends are safe or should we expect cuts from VALE and others?
Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?
Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.
Q: What do you think of Europe and specifically of ZWP? It's been trading within the same range since March and while the yield of 6.75% is nice, it has very high MER of 1.7% and barely moves with the market. The ETF is in my RRSP. Would you replace it with something else or wait patiently for Europe's recovery?
Q: I want to start doing an RRSP meltdown. I'm considering moving ZID in-kind to my non-registered account but was wondering about the implications. Since this is a Canadian-based ETF, I don't think it has any effect on having to fill out Form T1135, Foreign Income Verification Statement, does it ?
Acknowledging that 5i staff are not tax experts, do you recognize any other caveats that one should be aware of for having this ETF within a non-registered account? Thanks !
Q: I know you don't follow closely companies outside NA, but still, would you have any opinion/information on this Korean company as there might increasing demands on memory chipson memory chips?
Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Q: I am concerned about the upcoming US election. Does Hungary have a stock market? If so, what happened to its valuation when the current dictator took over and the country evolved from a democracy into a dictatorship? How has their stock market performed, if they have one, since it became a dictatorship. Thank you