Q: Can you please provide an updated assessment on Alibaba, and whether your sentiment has changed vs your answer in Nov 2024? Buy Sell or Hold? Thank you.
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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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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $76.51)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Trisura Group Ltd. (TSU $37.85)
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Murphy USA Inc. (MUSA $373.04)
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Rubrik Inc. Class A (RBRK $86.46)
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A & W Food Services of Canada Inc. (AW $37.13)
Q: Hi !
I refer to your monthly section of "best stocks ideas"
What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?
It would be most helpful to know exactly what you mean by your best stock ideas.
Gratefully,
Jacques IDS
I refer to your monthly section of "best stocks ideas"
What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?
It would be most helpful to know exactly what you mean by your best stock ideas.
Gratefully,
Jacques IDS
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Baidu Inc. (BIDU $132.11)
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Novo Nordisk A/S (NVO $58.71)
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Tencent Holdings Ltd. ADR (TCEHY $85.20)
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Novartis AG (NVS $132.33)
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GSK plc American Depositary Shares (Each representing two) (GSK $43.67)
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JD.com Inc. (JD $34.14)
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AstraZeneca PLC (AZN $85.81)
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ASML Holding N.V. (ASML $978.86)
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SAP SE ADS (SAP $274.33)
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PDD Holdings Inc. (PDD $130.68)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $129.58)
Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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NetEase Inc. (NTES $151.51)
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JD.com Inc. (JD $34.14)
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iShares China Large-Cap ETF (FXI $40.50)
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iShares MSCI China ETF (MCHI $65.07)
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
cheers, Chris
Q: Please provide your comments on earnings and outlook for this stock.
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Baidu Inc. (BIDU $132.11)
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Tencent Holdings Ltd. ADR (TCEHY $85.20)
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JD.com Inc. (JD $34.14)
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KraneShares CSI China Internet ETF (KWEB $41.37)
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PDD Holdings Inc. (PDD $130.68)
Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Thank you.
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Tencent Holdings Ltd. ADR (TCEHY $85.20)
Q: Currently the Chinese market is on track for its 4th down year in a row, which is pretty rare for a global market. The contrarian would say that this pendulum has to swing back the other way at some point here. Fundamentals on many large names have detached from expectations, with names like BABA, TCEHY, etc showing FCF near record highs while share prices are at multi year lows. How do you feel about investing in these names, and if you did recommend any which would they be? Thx
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Tencent Holdings Ltd. ADR (TCEHY $85.20)
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JD.com Inc. (JD $34.14)
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KraneShares CSI China Internet ETF (KWEB $41.37)
Q: Is China investable at this stage or would you wait longer for things to stabilize? I know it will take patience but I'm trying to figure out if it's worth stepping in with a half position.
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.96)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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ASML Holding N.V. (ASML $978.86)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $129.58)
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Evolution AB ADR (EVVTY)
Q: Hello wonderful 5i folks,
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.
Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?
Thank you as always!
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PayPal Holdings Inc. (PYPL $75.27)
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Walgreens Boots Alliance Inc. (WBA)
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Carnival Corporation (CCL $28.64)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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JD.com Inc. (JD $34.14)
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Roku Inc. (ROKU $98.88)
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DocuSign Inc. (DOCU $70.62)
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Zoom Communications Inc. (ZM $81.43)
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Unity Software Inc. (U $37.54)
Q: Hi 5i Team,
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
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Apple Inc. (AAPL $253.36)
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Amazon.com Inc. (AMZN $223.86)
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Meta Platforms Inc. (META $726.91)
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Alphabet Inc. (GOOGL $241.22)
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Microsoft Corporation (MSFT $518.91)
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Netflix Inc. (NFLX $1,236.26)
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NVIDIA Corporation (NVDA $192.78)
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PayPal Holdings Inc. (PYPL $75.27)
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN $122.97)
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The Boeing Company (BA $217.65)
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Bank of America Corporation (BAC $49.75)
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BlackRock Inc. (BLK $1,161.63)
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Carnival Corporation (CCL $28.64)
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Salesforce Inc. (CRM $244.21)
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Delta Air Lines Inc. (DAL $59.75)
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The Walt Disney Company (DIS $111.78)
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Goldman Sachs Group Inc. (The) (GS $775.88)
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International Business Machines Corporation (IBM $287.49)
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JPMorgan Chase & Co. (JPM $305.04)
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Eli Lilly and Company (LLY $851.09)
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Mastercard Incorporated (MA $567.66)
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Morgan Stanley (MS $154.86)
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Pfizer Inc. (PFE $25.43)
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Royal Caribbean Cruises Ltd. (RCL $308.57)
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Visa Inc. (V $347.79)
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Wells Fargo & Company (WFC $79.93)
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Exxon Mobil Corporation (XOM $113.46)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Tencent Holdings Ltd. ADR (TCEHY $85.20)
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Veeva Systems Inc. Class A (VEEV $300.20)
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The Trade Desk Inc. (TTD $53.52)
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JD.com Inc. (JD $34.14)
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Roku Inc. (ROKU $98.88)
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DocuSign Inc. (DOCU $70.62)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $297.52)
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Healthpeak Properties (DOC $18.66)
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National Health Investors Inc. (NHI $73.92)
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Zoom Communications Inc. (ZM $81.43)
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CrowdStrike Holdings Inc. (CRWD $509.25)
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Unity Software Inc. (U $37.54)
Q: Hi 5i Team,
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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BYD Co - Class H (BYDDF $13.99)
Q: I China investable at this stage?
These companies are the lowest P/E Would invest in them?
These companies are the lowest P/E Would invest in them?
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Alphabet Inc. (GOOGL $241.22)
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NVIDIA Corporation (NVDA $192.78)
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Booking Holdings Inc. (BKNG $5,201.00)
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Salesforce Inc. (CRM $244.21)
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3M Company (MMM $152.26)
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Pfizer Inc. (PFE $25.43)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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CrowdStrike Holdings Inc. (CRWD $509.25)
Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
Q: I understand that you don't follow chinese companies, but I was hoping that you could help me understand the mechanics around the split of BABA into its 6 business units.
If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?
If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?
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QUALCOMM Incorporated (QCOM $163.68)
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Chevron Corporation (CVX $152.58)
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The Walt Disney Company (DIS $111.78)
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Kimberly-Clark Corporation (KMB $120.03)
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Charles Schwab Corporation (The) (SCHW $93.06)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Infosys Limited American Depositary Shares (INFY $17.12)
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Interactive Brokers Group Inc. (IBKR $72.03)
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MP Materials Corp. (MP $73.36)
Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.
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
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3M Company (MMM $152.26)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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CrowdStrike Holdings Inc. (CRWD $509.25)
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
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Alphabet Inc. (GOOGL $241.22)
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NVIDIA Corporation (NVDA $192.78)
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3M Company (MMM $152.26)
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Pfizer Inc. (PFE $25.43)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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Fortinet Inc. (FTNT $86.30)
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Palo Alto Networks Inc. (PANW $215.84)
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CrowdStrike Holdings Inc. (CRWD $509.25)
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
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Amazon.com Inc. (AMZN $223.86)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.37)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $173.30)
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?