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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: From a "green" standpoint I am considering BYDDF which is a Chinese company partly owned by Warren Buffet. Just wondering what your thoughts are on whether this is a compelling company to invest in.

If not BYDDF, are there other green stocks or ETFs that you feel hold promise. I already have BEP, AQN, INE, TSLA.
Thanks.
Read Answer Asked by Brian on May 16, 2019
Q: Hello

I am aiming to have about 20% of my equity portfolio in international stocks (ie. not US or Canada). I currently own ZDH (4.3%), ZDM (5.06%), ZEQ (1.87%), ZLD (4.19%) and ZEM (4.15%).

Do these ETFs appear reasonable to you? Do you see any need to change/consolidate, or to reduce MERs? The Portfolio Analyzer recommends VIU, XEF, VEE and XEM. Do you think it is worthwhile replacing my ETFs for the recommended versions?

Also, VEE and XEM do not appear to be as tax efficient as ZEM, or am I missing something?

Thank you for this great service!
Read Answer Asked by Dale on May 15, 2019
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Read Answer Asked by Martin on May 14, 2019
Q: I have the above international ETF's in my RIF at a total allocation of 39%. I am interested in your assessment of my choices. Any duplication? Should I delete any? What should I add in it's place? Any suggestions are appreciated. Thanks for adding analytics. It's a great assist.
Read Answer Asked by Richard on April 30, 2019
Q: Is it possible for a Canadian investor to buy into BYD Build Your Dreams a Chinese electric car company. Is there an ADR for this company. I heard Mr Buffet owns 20%. Any thoughts on this and could it go into a TFSA. Thanks Chris
Read Answer Asked by chris on April 25, 2019
Q: Hello team,

Just wanted to ask what you think of STNE for the long term? Is this SQ of Brazil/Latin America? Can it compete effectively as a disruptior?

It fell significantly after Itau Unibanco, a large Brazilian bank, said that it will begin to advance credit card payments to merchants in just two days as opposed to the 30-day industry standard. It might fall even more once its lock-up period expires on 23 April.

I appreciate it if you can comment on its moat, market, and management? Would you be a buyer at the current price, given their current balance sheet and future growth? Or would you wait for the dust to settle?

Many thanks!
Read Answer Asked by Saeed on April 24, 2019
Q: Hi .... There seems to be a lot of attention these days around new IPO's. One that caught our attention the other day is LUCKIN ..... China..... going up against the Gorilla known as SBUX. This is a 2 part question:
1. What are your thoughts regarding the appeal of Luckin as an IPO?
2. In order to be "allocated" shares on an IPO are there any specific guidelines or rules that apply? E.G how big an investment is required to have a chance of getting IPO shares or is this a investing/trading opportunity more limited to the BIG GUYS with deep pockets vs the average smaller retail investor.

Thanks for any insights you can provide here.
Read Answer Asked by Donald on April 24, 2019
Q: Good day 5i and happy Easter to all.my current allocation to global equity is 25%of which 7% is mpcf and 18% xdg..I am retired with a divided and growth profile.do you like mpcf as a so called way to have an alternative weight to portfolio or as I am considering dropping it in favour of more yield and add to xdg? And also do you think xdg offers good value at 21$ or would you wait for a pull back? Your input geatly appreciated.tks Larry
Read Answer Asked by Larry on April 23, 2019
Q: Knowing Sapiens of 5i - 2 questions - do you think that over the next year some increase in exposure to emerging markets is appropriate and would you use VEE or XEC if so and IEMG for US dollar exposure or another US ETF - second might a reduction of exposure to Cdn banks seem reasonable over the next year (ie sell some TD and maybe some BNS) and buy some SLF or another financial Cdn equity for some greater torque - in other words do you suspect the banks may stagnate a bit over the next year and become income only to some extent - best guess please - appreciate your instincts - Ken of Yonge and Eg
Read Answer Asked by Ken on April 22, 2019
Q: Hi, thank you for the article on international stocks and the portfolio analytics.
I am now trying to decrease my Canadian home bias (40% to 25%) by increasing my international exposure (20% to 35%) and maintaining my US at 40%. My wife and I own XWD, VE and XEF in our TFSAs. I was thinking of selling XWD and adding VEE or VWO (RRSP) and/or VDU or VEA (RRSP). The switch to RRSP additions is to benefit from US withholding tax exemption.

Could I have your thoughts on the above changes. Is there too much overlap in owning all four ETFs? Could I simplify to one, two or three?

Thank you.
Read Answer Asked by Dave on April 17, 2019
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