Investment Q&A

Q: In what order would you rank these stocks which has the better growth profile? . Your opinion will be appreciated Thank You Claude

Q: Hello,
What do you think will be the impact of trade wars on these two chinese companies. I have a full position in BABA and a half position on TCEHy as part of my international exposure. Thanks. Shyam

Q: Please rank your preference for these 3 stocks for a growth investor considering establishing a new position today after trimming Shopify position, with a brief explanation of why you prefer one over another.

Q: Hi 5i,
I have checked your Q & A on these three and since your comments are from awhile ago, I wonder about your current views. How would you rank them? Long term view. Thanks Paul

Q: Hello,

One of largest positions are Alibaba along with Berkshire about 6% each. With Ant financial planning an IPO..does it make sense for me sell some BABa and invest in ANt.

Black rock along with being one of the largest investement companies is now trying to do something in the model of Berkshire. Would this be a good time to start a position on BLK.

Thanks very much for your guidance.
Shyam

Q: Muddy Waters is going after Alibaba suggesting it is a repeat of Enron. What do you think?

Q: I know that China is not your area but what do you think of ...

Baba, after its recent earnings report, which seems good, yet is being punished? I'm up 25% and wonder if I should sell?

And Tencent vs Baba for the next couple years.

Q: Looking for growth 2-5yrs in a US account with international content. Which of the two do you prefer now?

Q: Good Morning! There is a big drop in the price of BABA depository notes in the last 2 days. Is there any news that I have missed?

Q: Dear team,
Thank you for your valuable investment guidance that has helped me to invest prudently so far. I have around $10,000 to invest in my RRSP this year.Which one of the following three stocks/ETFs -BABA, VGT, ZQQ- would you recommend to add to my portfolio? I already own equal weight of stocks FB, NVDA, BRK.A in my RRSP account. Many thanks in advance .

Q: Hello,
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian

Q: I own shares in Shopify, now at a small loss. I was thinking about dumping them and moving into Baba, which has also gone up quite a bit but may be poised for more explosive gains in the future as far as I can tell. I would be interested and grateful for your comment on this proposed trade. I realize I'm trying to chase gains here. Thank you in advance.

Q: Can you compare the business models of the three companies?

Q: Hi team,
Great investment service. I seem to have trouble using a credit (a great problem) as when I am composing a question, I check the new Q&A and another subscriber has already asked a similar one on that security. So I get my question answered for free. I guess I will have to go outside Canada to use one.

The only time I invested in a company in China was in Sino-Forest about 7-8 years ago. It was an Action List Buy from TD. A few days later it was in freefall and I was down 25% before I could get out.

Eight years later, I am now considering BABA as another investment based in China. Most analysts are very enthusiastic about BABA as potentially having a bigger impact on e-commerce than AMZN. However, they always warn about the political risks of BABA. What exactly are the risks? Sino-Forest was a fraud. I don’t think BABA is a fraud. What else could happen? Could the Chinese Government nationalize the company or part thereof?
Also, earnings are coming out Thursday evening. I don’t usually like to step into a stock just before earnings. You could get a pop or a drop. So, what are all these political risks with BABA that the analysts allude to and would you purchase before earnings release, or if at all?

thanks
dave

Q: Hello Peter, Ryan and 5i team,

I recently sold my position in BYD.un and would like to instead deploy the funds to add another one of the FAANG stocks?
The ytd return on BYD.un is just about 10% and would like a growth stock for a 5+year hold. I own half postions in FB, GOOG and would like to know which would you add and have most conviction with for a long term (forever?) hold? I was leaning towards AMZN, BABA or APPL? Or would you suggest a half position in a two of these?

Thank you as always for your valued opinion,
Regards,
Romeo

Q: Dear 5i
I1m considering investing in the named companies primarily as my US stock allocation. I currently own appl , fb , and nvda along with the etc`s vfv , vgg , and zwh.
Do these stocks seem like a good addition at this time
Thanks
Bill C

Q: I have 100,000 US to invest in RSP. would you recommend a mix of these 3 OR put it all into VWO? Suggestions?

Q: Hello team,
Which one has the most downside risk? Which one has the most upside potential? Which one you would buy today and why? Would you consider all three as buy-and-forget kind of stock for the next five years? (Everyone is waiting for a correction, if not a market crash, and I am afraid of causing one by finally accepting to invest a bit.)
Thank you as always!

Q: I have done so well with tech companies that they have grown to 29% of my portfolio. I expect I have some duplication and some are not as profitable, so I am hoping you can help me to reduce to about 20%. Many thanks for your excellent and thoughtful advice. Reading member questions is an essential part of my day.

Here is my list:
BABA
BOX
GPS
ISDR
KXS
NVDA
PHO
SHOP
SQ
TCEHY

Q: HI !

Which would be your favorite between Amazon, Alibaba and JD.com and why ?
Thanks a million,
Jacques