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.
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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: What are your thoughts on the company ‘Afterpay’? Could they acquire or be acquired by goeasy, or even Shopify?
Thanks
Thanks
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.38)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.96)
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Tencent Holdings Ltd. ADR (TCEHY $78.94)
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
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
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,
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
https://www.5iresearch.ca/forums/viewthread/368
Q: Your analysis of their earnings out this morning.Seems to be a blowout?
tnx u........
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
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
Is there any ADR to purchase Reliance Industries India. Everyone from Facebook, Google and other majors have invested in their Jio. Thanks.
Regards, Shyam
Q: Can I please have your thoughts on GLG.US TD holding. I hold some should I sell or hold.
Thanks for your great service
Thanks for your great service
Q: Although not within your usual purview, could you please review the outlook for this equity. Does it look like a favourable investment and if so, why? Thank you for your excellent service
Q: SQM seems to be having environmental assessment problems. I believe the mine pumps up a lithium brine ground water. I think this water is allowed to evaporate in the desert sun to produce a lithium rich concentrate. Not sure if they inject water back into the ground to replace what has been taken out. That would add considerable expense to the whole operation. Do you feel SQM's mining operation is sustainable? The share price of SQM looks to be quite volatile over the past 10 years. I'm guessing demand is increasing slowly and the stock volatility has more to do with investor's short term passion followed by lack of passion for lithium. In addition I suppose SQM is a material's company so volatility comes with the territory. I remain undecided on the company and any thoughts you might have would be appreciated.
Thanks,
Jim
Thanks,
Jim
Q: Hi, could I please get your opinion on Youdao as a high growth company? What is the potential, key risks, valuation compared to other similar high-growth stocks?
Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly
Also Costco briefly
Q: Do you have any updated thoughts on Copa Holdings? Market seems to be ok with results this morning. I'd like to step in at some point, but if their restart keeps getting pushed out month by month, can they survive for long?
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.96)
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Baidu Inc. (BIDU $143.54)
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Tencent Holdings Ltd. ADR (TCEHY $78.94)
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JD.com Inc. (JD $29.45)
Q: I would like to start investing in Chinese technology companies. What would you suggest?
Q: How and where can one Buy this Stock? Many Thanks!