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
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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.
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Rio Tinto Plc (RIO $60.54)
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VALE S.A. American Depositary Shares Each Representing one (VALE $9.77)
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BHP Group Ltd. (BHP $51.84)
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?
Would you feel the dividends are safe or should we expect cuts from VALE and others?
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Sea Limited American Depositary Shares each representing one Class A (SE $168.55)
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Nutanix Inc. (NTNX $75.55)
Q: Which business do you have more confidence in over the next five years? I have smaller positions in both and would like to merge into one.
Thanks
Thanks
Q: Thoughts on their quarter? Has there been much insider buying over the past 6 months?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.95)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.66)
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Vanguard S&P 500 Index ETF (VFV $153.30)
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Vanguard Total International Stock (VXUS $69.11)
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?
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: In regards to 5iis respective portfolio recommendations for members - are ETFs what 5i prefers to equal the international geography allocation ?
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iShares MSCI Mexico ETF (EWW $59.46)
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SPDR EURO Stoxx 50 ETF (FEZ $59.24)
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VanEck Vietnam ETF (VNM $15.58)
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: Could you please give me your opinion on Unilever?
What is their balance sheet?
Thanks,
Milan
What is their balance sheet?
Thanks,
Milan
Q: Can you comment on the outlook for this name?
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 !
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: does the future look positive for this company ?
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: ASML seems to be on sale if one has faith in a long term view. Do you?
It is a cyclical stock but surely the demand will rise again.
It is a cyclical stock but surely the demand will rise again.
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: Can you please comment 3rd quarter report. Is it potential for long term?
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
Q: CEO Arkady Volozh has plans and cash to deploy and little no debt, is there a business here? Your general thoughts please, thanks.
Q: Thoughts on Lloyds earning and is it a buy after the 8% drop today?
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iShares China Index ETF (XCH $24.83)
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iShares China Large-Cap ETF (FXI $38.06)
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iShares MSCI China ETF (MCHI $57.45)
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KraneShares CSI China Internet ETF (KWEB $36.22)
Q: Would like to invest in the Chinese market, is there an ETF that you recommend. Thanks Clare