Investment Q&A

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 27.89X
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• iShares MSCI Japan ETF (EWJ $81.74)
  • $81.74 P/E (TTM): 28.92X Cap: $15.57B
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• The iShares MSCI Japan Value ETF (EWJV $39.54)
  • $39.54 P/E (TTM): 31.15X Cap: $490M
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Q: Please recommend your preferred Japan etf or etfs. Your thoughts on a currency hedged etf is also appreciated. Thanks

Upvote 2

Read Answer Asked by John on February 21, 2025

Q: WTKWY:OTCPK
Can you give me your thoughts on Wolters Kluwer.

Upvote 1

Read Answer Asked by George on February 21, 2025

• British American Tobacco p.l.c. (BTI $54.78)
  • $54.78 P/E (TTM): 31.08X Cap: $121.23B
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Q: Hello all,
Just a comment pertaining to BTI’s price movement. In their recent earnings announcement, they referenced a 6.3 Billion GBP provision for the Canadian class-action lawsuit settled - or soon to be settled. That may have some bearing on recent price action, particularly given that it could potentially portend other, similar actions/outcomes.
Cheers,
Mike

Upvote 1

Read Answer Asked by Mike on February 20, 2025

Q: Can I get your view and prospects on Bannerman Energy Ltd. (BBNLF:US) please.

Upvote 1

Read Answer Asked by John on February 20, 2025

• British American Tobacco p.l.c. (BTI $54.78)
  • $54.78 P/E (TTM): 31.08X Cap: $121.23B
  • View BTI Profile
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Q: BTI lost 10% last week. What is it the reason for that and how do you value it? What is the best course of action: buy, hold or sell?

Upvote 1

Read Answer Asked by Michel on February 19, 2025

• WisdomTree Emerging Markets Multifactor ETF (EMMF $31.04)
  • $31.04 P/E (TTM): 13.76X Cap: $135M
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Q: EMMF : I am intrigued by this actively managed ETF that holds around 200 securities chosen based on various factors developed by the manager. It has done nothing for about ten years. Is now however a good time for this ETF to shine (finally)?

Upvote 1

Read Answer Asked by Adam on February 18, 2025

• Radcom Ltd. (RDCM $12.36)
  • $12.36 Cap: $199M
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Q: Can I please have your thoughts on earnings and the outlook for the stock. Thank-you

Upvote 1

Read Answer Asked by Alex on February 18, 2025

• BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ $29.93)
  • $29.93 P/E (TTM): 5.09X Cap: $342M
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• Vanguard FTSE Europe ETF (VGK $78.89)
  • $78.89 P/E (TTM): 10.54X Cap: $26.95B
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• SPDR EURO Stoxx 50 ETF (FEZ $60.98)
  • $60.98 P/E (TTM): 58.94X Cap: $4.60B
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• CI MSCI Europe Low Risk Weighted ETF (RWE.B $27.09)
  • $27.09 P/E (TTM): 18.6X
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• Xtrackers MSCI Europe Hedged Equity ETF (DBEU $46.54)
  • $46.54 P/E (TTM): 11.5X Cap: $621M
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Q: Please recommend a couple of lower risk ETFs for the European market. Both in Canadian and US$.
thank you

Upvote 7

Read Answer Asked by Janice on February 13, 2025

• BYD Co - Class H (BYDDF $12.30)
  • $12.30 Cap: $66.34B
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Q: I owned BYD Company for years and finally sold after it stayed between $50 and $70 US for years. Please advise if it is a buy at current prices, approx. $90. Thank you.

Upvote 1

Read Answer Asked by Catherine on February 13, 2025

• PDD Holdings Inc. (PDD $113.49)
  • $113.49 P/E (TTM): 10.61X Cap: $161.11B
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Q: I am looking to start a position in PDD. Is today's (Fe. 05) pre-market drop due to Google's earnings or is there some other news? In general are you positive on the stock? Thank-you.

Upvote 1

Read Answer Asked by Alex on February 06, 2025

• Vanguard FTSE Europe ETF (VGK $78.89)
  • $78.89 P/E (TTM): 10.54X Cap: $26.95B
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• SPDR EURO Stoxx 50 ETF (FEZ $60.98)
  • $60.98 P/E (TTM): 58.94X Cap: $4.60B
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Q: Hi Peter & Team,
What are your top suggestions for European ETFs?
Thanks as always for your insight.

Upvote 4

Read Answer Asked by Jerry on February 04, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.90)
  • $41.90 P/E (TTM): 0.23X Cap: $7.32B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $45.88)
  • $45.88 P/E (TTM): 0.23X Cap: $619M
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $39.86)
  • $39.86 P/E (TTM): 23.4X Cap: $985M
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Q: Which one do you prefer for international exposure?

Upvote 3

Read Answer Asked by David C. on February 04, 2025

• Novo Nordisk A/S (NVO $44.97)
  • $44.97 P/E (TTM): 13.57X Cap: $363.68B
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• Alcon Inc. (ALC $76.25)
  • $76.25 Cap: $37.71B
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Q: I would like to increase my investments in foreign, but non-USA situs, companies, by buying ADRs (as my estate would be subject to US estate taxes). Currently, I have smallish positions in NVO (NovoNordisk; Danish) and ALC (Alcon; Swiss), which I am planning to add to. However, I would like to invest in up to three additional ADRs. My approach to investing (over the past 3 decades) is very long term buy & hold (indefinite holds, to bequeath to future generations), so I am aiming for high-quality companies. Can you perhaps provide your thoughts on NVO and ALC, as well as suggest up to 5 additional ADRs for consideration? (I'm not a fan of tobacco or gaming stocks, but generally open to wide spectrum of ideas.)

Ted

Upvote 1

Read Answer Asked by Ted on February 03, 2025

• Evolution AB ADR (EVVTY)
  • Cap: $14.35B
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Q: EVVTY is down 7% this morning. It just keeps getting cheaper and cheaper but fundamentally the company seems very strong with a few issues its been handling. But the earnings this morning looked good, a small miss on rev but EPS beat. I'm thinking the pullback is more about mgmt's comments and expected margin decrease. They increased the div and are buying back more shares, and debt free. Is this more attractive now or do the continued negative issues and mgmt comments still make this a company to stay away from? Thx

Upvote 1

Read Answer Asked by Adam on January 30, 2025

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $160.73)
  • $160.73 P/E (TTM): 20.32X Cap: $353.15B
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• NetEase Inc. (NTES $139.20)
  • $139.20 P/E (TTM): 20.7X Cap: $88.14B
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• JD.com Inc. (JD $29.06)
  • $29.06 P/E (TTM): 7.67X Cap: $42.04B
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• iShares China Large-Cap ETF (FXI $39.35)
  • $39.35 P/E (TTM): 42.43X Cap: $6.56B
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• iShares MSCI China ETF (MCHI $61.96)
  • $61.96 P/E (TTM): 21.0X Cap: $7.94B
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Q: hi, what would be your current top ETF for China, and why? also, if you were to buy individual China stocks today, which ones would you be looking at ( I assume on the US exchanges?)?
cheers, Chris

Upvote 3

Read Answer Asked by chris on January 29, 2025

• Vanguard FTSE Emerging Markets ETF (VWO $53.61)
  • $53.61 P/E (TTM): 4.77X Cap: $103.36B
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Q: Your thoughts on this fund. I have had it for three years and it has done nothing. It is 5% position. I thought it would balance my portfolio with some emerging markets, but it seems like more of a boat anchor. Should I keep it for the long term or move on.
Thanks

Upvote 1

Read Answer Asked by Gordon on January 28, 2025

Q: Hi Guys

It seems the pressure to increase spending on defense in Europe is overwhelming. One assumes that European nations would much rather spend that money with European defense companies versus US ones. Can you give me your 3 best European defense companies., preferably with US listings. And if possible could you give a statement of how these companies compare to major US defense companies like RTX.

Much thanks

Stuart

Upvote 7

Read Answer Asked by Stuart on January 27, 2025

• Himax Technologies Inc. (HIMX $7.35)
  • $7.35 P/E (TTM): 15.61X Cap: $1.25B
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Q: Could I have your opinión of this company please.

Upvote 1

Read Answer Asked by Tom on January 27, 2025

• BMO MSCI EAFE Index ETF (ZEA $27.61)
  • $27.61 P/E (TTM): 1.23X Cap: $10.91B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $45.56)
  • $45.56 P/E (TTM): 1.16X Cap: $15.56B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.90)
  • $41.90 P/E (TTM): 0.23X Cap: $7.32B
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.44)
  • $45.44 P/E (TTM): 5.86X Cap: $3.15B
  • View VEE Profile
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• iShares International Select Dividend ETF (IDV $37.43)
  • $37.43 P/E (TTM): 24.18X Cap: $6.16B
  • View IDV Profile
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• iShares MSCI EAFE Growth ETF (EFG $111.01)
  • $111.01 P/E (TTM): 36.28X Cap: $9.27B
  • View EFG Profile
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Q: Can you recommend some global ETF's in both USD and CAD?

Upvote 7

Read Answer Asked by Wes on January 24, 2025

• Nestle SA ADR (NSRGY $99.51)
  • $99.51 P/E (TTM): 1.5X Cap: $260.84B
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Q: What are your thoughts on this company?Do you consider it a buy given it's dramatic drop in price over the past year or do you think there is more downside to come?

Upvote 1

Read Answer Asked by John on January 14, 2025