Investment Q&A

Q: Everyone, as the press release this morning indicates Alibaba will be splitting into six companies. The news will have a short term bounce for the stock but does it have a long term benefit? If it has a long term benefit what is the increase in the returns due to the split. This same strategy could be used for any company so if there is a long term benefit why does all other companies not prefer to split to generate benefits for their shareholders. Clayton

Q: From the recent news , what do you believe will happen with the shares of alibaba ? Should we hold the shares and wait for further news ? Thanks

Q: hi, I think you mis-read my question. I own CRWD already. and also you did not comment on BABA. could you please add a follow up... thx

Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris

Q: I own SHOP, AMZN and BABA and might be a bit overweight in the online shopping space. I am thinking it might be wise to dump one of the three. SHOP is the smallest weighting of the three thanks to it's spectacular decline from where I purchased. All are in regestered accounts so no tax considerations. How would you rank these three against each other today and if you were going to drop one which one would it be?

Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?

Thank you,
Roger

Q: Hi group I am out of credits...Hopefully you can give me some guidance on how to play China opening up from Covis restrictions. Commodities and oil seems to stand out if you agree what companies have the most potential upside. Also looks like big tech is another beneficiary if you agree what is your top picks in this sector as well. Thanks for your goodwill service it much appreciated

Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris

Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

Q: I'm down 35% on ZEM & don't know whether I should sell or hang in there. With the increasing US $ & many emerging countries with debt in US $ will those markets continue to fall. I believe that 30% or so of ZEM is China based with Alibaba & Ten cent being larger %ages. These stocks continue to be out of favour in China & are dropping in New York as well. Your opinions are always appreciated.
Dave

Q: Good afternoon, I am down between 30% to 50% on BABA, SHOP and NVDA (over the last 6 months) and I'm considering averaging down on some or all if them, If you had to choose where to allocate your "average down" dollars what would be your first, second and third choices and why?
Many thanks
Tim

Q: I have a full position in AMZN as well as half positions in both SHOP and BABA (which actually began as full positions). I'm thinking I may have overdone it a bit in the on-line consumer shopping space. Would you continue to hold all of these and if not how would you suggest reducing my exposure?
Thanks

Q: Hi, Is it permitted to buy these adr (nio,baba,bp) in a tfsa or rrsp?
Thank you

Q: What are your thoughts on BABA short term. It seems to be so beaten up that any good news is pushing it up rapidly. How does it look on a valuation stand point if it ends up being a long term hold

Q: Hi Team,
Should these three Chinese's ADR stock delisted from U.S. exchanges by US Government, would the owner of these ADRs can move to Hong Kong and relisting in Hong Kong market ? Or just completely vanished !
I understand my question is properly not quite your expert area, but hope you can comment on it !
Thanks as Always,
Tak

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: Seems Putin has asked China for military and economic help and the US is going to tell China such action is crossing a red line. With this news, is it best to sell now rather waiting to see the out coming?......Yes, I know this is a predictive question but am seeking your take.......Thank....Tom

Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.

Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.

Q: Has Amazon’s online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, what’s the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isn’t Alibaba’s model better by only providing online retail space? Thanks. Liping