Q: Good morning, your thoughts/comments on replacing BIDU with AMZN, thanks, Peter
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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.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: After substantial declines in both stocks and being aware of political risk sentiments, which one of the two would be a better option currently?
Thank you!
Thank you!
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: Your thoughts on BIDU? Any better options here?
Q: Your thoughts on BIDU? Too risky based on China crackdown on internet companies? Or, a buying opportunity as with all storms, this too will pass?
Thanks as always.
Dave
Thanks as always.
Dave
Q: I'm thinking if adding this company to my American holdings. Should I go ahead with the purchase?
- Amazon.com Inc. (AMZN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- iShares S&P Global Clean Energy Index Fund (ICLN)
- Trimble Inc. (TRMB)
- ARK Next Generation Internet ETF (ARKW)
- WELL Health Technologies Corp. (WELL)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- KE Holdings Inc American Depositary Shares (each representing three Class A) (BEKE)
Q: Hi,
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- Tencent Holdings Ltd. ADR (TCEHY)
- NetEase Inc. (NTES)
- Invesco China Technology ETF (CQQQ)
- SPDR S&P China ETF (GXC)
Q: I have no exposure to China. What can you recommend as an ETF for growth over the next 5 years including some individual companies.
Thanks Peter
Thanks Peter
- Micron Technology Inc. (MU)
- Baidu Inc. (BIDU)
- Ambarella Inc. (AMBA)
- GLOBAL X FDS (FINX)
- Sonos Inc. (SONO)
- VanEck Vectors Video Gaming and eSports ETF (ESPO)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- Tencent Holdings Ltd. ADR (TCEHY)
- JD.com Inc. (JD)
Q: I would like to start investing in Chinese technology companies. What would you suggest?
Q: Could you please give your buy/sell/hold recommendation on Baidu and Gamesys GYS and your overall opinion on these companies for a 2 to 3 year investment. Are these companies undervalued at this time. Thanks
Q: I know you don't do us listing/ chinese companies much, but BIDU has come down a lot and I am wondering if this is an attractive entry point for a long term investor? Is it just NA/ China worries that is causing the pullback?
Q: Hello! Can you tell me if there is an etf that holds Chinese technology companies Baidu, Alibaba and Tencent? Thanks
Q: Please comment on their earning .Thanks.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- Tencent Holdings Ltd. ADR (TCEHY)
- Trip.com Group (CTRP)
- JD.com Inc. (JD)
- iQIYI Inc. (IQ)
Q: I am thinking of shifting my portfolio to overweight Chinese equities such as Baidu, Ctrip, Iqiyi, NIO, JD.com, BABA, Tencent. I have a very high risk tolerance and these are all long term holds 10+ years if needed. Couple of questions, firstly any red flags in any of these names. Secondly, what do you think of Chinese equities in general? My thesis is that the Chinese market sold off aggressively last year and valuations look cheap. Trade wars seems to have been priced in and if we get some type of deal potential upside there. I know the economy is slowing, but I believe this is priced in also as thats all I hear almost on a daily basis from BNN, Bloomberg, CNBC, etc. Also, the possibility of stimulus and rate cuts seem bullish for the equities. Your thoughts? Thank you.
- Photon Control Inc. (PHO)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- iShares MSCI China ETF (MCHI)
- Invesco China Technology ETF (CQQQ)
Q: Looks like it is good time to buy Chinese stocks?,
After scary month of October most of us are very low in our total equity at the sometime some stocks have become very good buy but we need your opinion before we buy.
After scary month of October most of us are very low in our total equity at the sometime some stocks have become very good buy but we need your opinion before we buy.
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- Tencent Holdings Ltd. ADR (TCEHY)
Q: What would be best buy today. How would you rank them?
Thanks,
Milan
Thanks,
Milan
Q: Please comment on the earning release .
Thanks a lot
Thanks a lot
Q: Can I have your opinion on the steep price decline in Baidu & Spotify, is the market reaction overblown ?
Thanks
Thanks
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
- Tencent Holdings Ltd. ADR (TCEHY)
Q: In what order would you rank these stocks which has the better growth profile? . Your opinion will be appreciated Thank You Claude