Investment Q&A

• iQIYI Inc. (IQ $1.94)
  • $1.94 P/E (TTM): 17.13X Cap: $1.86B
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Q: Just the beginning of young Netflix or to risky being in China? Would appreciate your thoughts. Thanks Gary

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Read Answer Asked by Gary on June 11, 2018

• SolarEdge Technologies Inc. (SEDG $33.91)
  • $33.91 Cap: $2.02B
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Q: What is your take on Solaredge Technologies? Is there a growth story here?

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Read Answer Asked by Grant on June 11, 2018

• Noah Holdings Limited American Depositary Shares (NOAH $11.24)
  • $11.24 P/E (TTM): 11.62X Cap: $753M
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Q: Can I please get your view on Noah Holdings Ltd.

Thank You

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Read Answer Asked by Scott on June 08, 2018

Q: It was shown in BNN that the Chinese company ( Sunny optical technology group- symbol SNPTF (OTC) 2382 (Hong Kong) surge 9500 % since 2008. Please comment on the financial health, Is all the good money has been made already ? Is it still a buy if I take 1/4 position , then some more in a pull back ?
Thanks very much.

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Read Answer Asked by Lai Kuen on June 08, 2018

• JOYY Inc. (YY)
  • P/E (TTM): 8.53X Cap: $2.52B
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Q: Please comment on the recent financial report of YY Inc ( Nasdaq ). Please give opinion on the financial health . Is it a investable stock for 5 - 10 year time horizon ?
I can tolerate volatility.
Thanks for your great service

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Read Answer Asked by Lai Kuen on June 07, 2018

• Chartwell Retirement Residences (CSH.UN $21.18)
  • $21.18 P/E (TTM): 96.27X Cap: $6.43B
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• Sienna Senior Living Inc. (SIA $21.65)
  • $21.65 P/E (TTM): 48.11X Cap: $2.03B
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Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

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Read Answer Asked by Chris on June 06, 2018

• Horizons China High Dividend Yield Index ETF (HCN $22.00)
  • $22.00 P/E (TTM): 7.3X
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• iShares China Index ETF (XCH $25.97)
  • $25.97 P/E (TTM): 37.02X Cap: $206M
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Q: I would like to add a China Dividend ETF and a China Growth ETF to my portfolio. I would prefer Can$ ETF's. Can you recommend some?
Thank you
Kevin

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Read Answer Asked by Kevin on June 05, 2018

• Miscellaneous (MISC)
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Q: What are you thoughts on this company as an investment, and is it only available on the London exchange, or can it be purchased on the US OTCBB? Ocado

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Read Answer Asked by C on June 04, 2018

• Seaspan Corporation (SSW $9.91)
  • $9.91 P/E (TTM): 5.8X
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Q: hi Peter know you do not follow US companies but wondered if you had any general thoughts about the recent further investment by Fairfax in SSW(now up to 1 billion USD). the shares trade at under 14X and with a div of .50 cents yield 5.59%. the CEO is a former senior executive with Berkshire Hathaway SSW is using the capital infusion to buy or create strategic partnerships with competitor companies not sure about debt/equity thanks for your input Richard.

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Read Answer Asked by richard on June 04, 2018

• DAQO New Energy Corp. American Depositary Shares each representing five (DQ $25.18)
  • $25.18 Cap: $1.71B
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Q: Dropped this morning ? Is it a buying opportunity ? Thanks

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Read Answer Asked by Kamal on June 04, 2018

• iQIYI Inc. (IQ $1.94)
  • $1.94 P/E (TTM): 17.13X Cap: $1.86B
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Q: Can I please have your opinion on this company?

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Read Answer Asked by Rick on June 01, 2018

Q: Hi Team,
My question is China Mobile (CHL) and China Mobile HK (CHLKF) are they the same company - one listed in China and one listed in Hong Kong ?
I understand you are not specialize in US ADR, I sure hope you can have an answer for my question.
But if no, I understand !
Thanks as Always ,
Tak

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Read Answer Asked by Tak on June 01, 2018

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.49)
  • $5.49 P/E (TTM): 51.05X Cap: $81B
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Q: What are your thoughts on LYG at prices we are seeing today? I believe this bank is quite undervalued given the recent performance. Thoughts?

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Read Answer Asked by Kevin on May 30, 2018

• Deutsche Bank AG (DB $38.88)
  • $38.88 P/E (TTM): 18.08X Cap: $75.74B
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Q: Hi Team,
DB down to almost 5 year low at US$12.00, is it time to buy 1/2 position ? Your idea is appreciated !!
Thanks as always.
Tak

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Read Answer Asked by Tak on May 25, 2018

• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • P/E (TTM): -1.5X Cap: $286M
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Q: Appreciate your updated perspective of fah.u-fairfax africa holdings.Thanks.

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Read Answer Asked by Maurice on May 23, 2018

• Baidu Inc. (BIDU $149.53)
  • $149.53 P/E (TTM): 15.83X Cap: $51.40B
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• Spotify Technology S.A. (SPOT $504.50)
  • $504.50 Cap: $102.83B
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Q: Can I have your opinion on the steep price decline in Baidu & Spotify, is the market reaction overblown ?
Thanks

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Read Answer Asked by Lai Kuen on May 22, 2018

• iQIYI Inc. (IQ $1.94)
  • $1.94 P/E (TTM): 17.13X Cap: $1.86B
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Q: Do you have any opinion on this Chinese “Netflix” company??

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Read Answer Asked by Bill on May 21, 2018

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $38.41)
  • $38.41 P/E (TTM): 13.94X Cap: $3.35B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.85)
  • $46.85 P/E (TTM): 7.49X Cap: $3.43B
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Q: aside from expenses,what are the differences between xec and vee,specifically with regards to holdings and weightings in specific countries? I own vee and am wondering if xec would compliment/add to vee. Thanx for your services.

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Read Answer Asked by Steve on May 17, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $48.69)
  • $48.69 P/E (TTM): 28.71X Cap: $17.73B
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• Vanguard Total International Stock (VXUS $78.64)
  • $78.64 P/E (TTM): 11.84X Cap: $122.06B
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Q: Could you comment on XEF as the sole holding for non-N.American exposure, and what would you consider the maximum holding as a percent of total portfolio? Are there any other ETFs that you prefer for this purpose?
Thank-you

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Read Answer Asked by grant on May 15, 2018

• Baozun Inc. (BZUN $2.79)
  • $2.79 Cap: $161M
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Q: Can you tell me what you think of this company and would you buy it (say half position) before it reports next week? Also what are the expectations for when it reports? Thank you. Great service.

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Read Answer Asked by John on May 11, 2018