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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.

Q: Hi Peter,

Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.

Best,
Matt

Read Answer Asked by Matt on November 04, 2021

Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

Read Answer Asked by Ian on October 28, 2021

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Read Answer Asked by lorraine on August 31, 2021

Q: I had been thinking about but Tencent for a long time. With the recent bargain basement price, I'm still willing to take a small punt despite the current risk. It's a long term play.

But perhaps I'm too incautious, even for a 'play'. When I tried to buy on Questrade, I got the following message: "You're attempting to buy enter a position in an OTC/PINK sheet listed security. The following risks may limit your ability to sell your position in the future...".

Can you explain what 'OTC/PINK sheet listed security' means. I take this as a serious warning sign but am still tempted to buy under the belief that China would be shooting itself in the foot to undermine the company long-term.

Read Answer Asked by Kevin on August 06, 2021

Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.

Read Answer Asked by Elaine on July 26, 2021

Q: Hi 5I,
You have recommended that I up my international , consumer defensive , & consumer cyclical exposure. With a 5 year time frame what would be some of your suggestions?
Earl

Read Answer Asked by earl on April 26, 2021

Q: Tencent shares took a tumble when its market value hit $1 trillion yesterday. Besides some profit taking, there was also warning by an adviser to Chinaís central bank indicating that excessive liquidity was creating asset bubbles. The prospect that China will tighten funding conditions also threatens to derail Tencentís stock rally. Do you think it's time to sell the stock or continue to hold? Thanks!

Read Answer Asked by Keith on January 26, 2021

Q: Do you have any ideas or suggestions how to invest in eSports, aside from investing in game publishers (Blizzard, EA)? While the publishers will clearly make money, it seems like the companies associated with streaming/tournaments/professional teams have a lot of growth potential as well. But eSports seems like the wild west right now, with lots of small outfits starting up 'professional teams'. Are there any companies in this space (teams/streaming/etc) that seem more legitimate than others?
I'd appreciate your thoughts on this industry and where you see the growth here.
Thanks!

Read Answer Asked by Michael on January 13, 2021

Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.

Read Answer Asked by Gary on January 04, 2021

Q: I would like to diversify a little more internationally in the coming year. I was looking at these two ETFs EZA and ZWP for a combination of yield from ZWP, and growth and yield with EZA. Naspers, I believe has a large interest in Tencent and has not followed the SP growth to the same extent so I am thinking this might be a good way to play this within an ETF. Could I please have your thoughts or other recommendations to expand internationally?
Thank you
J

Read Answer Asked by Jeremy on December 18, 2020

Q: What are the Chinese companies that Trump has prohibited Americans from owning. Do you think Biden will reverse this decision? Will this affect Chinese etf's such as Kweb and other popular stocks? Thanks for your insight.

Read Answer Asked by Ian on November 26, 2020

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

Read Answer Asked by Peter on October 05, 2020

Q: Can you help us understand the value of holding an ETF such as VEE for foreign exposure and why it is highly recommended to own this ETF? Returns are low with high volatility. The ETF remains below 2018 levels when BABA and Tencent were ~30% less and they make up 12% of the portfolio. Maybe we are nuts but something seems amiss. Why not just buy BABA and Tencent instead? Are there other recommendations for capitalizing on Asian growth outside of China as we do not believe VEE is going to deliver returns for the expected growth in those regions.

Thank you for the great Service
Debbie and Jerry

Read Answer Asked by Jerry on August 26, 2020

Q: I know U.S listed Chinese companies are likely not your primary focus but I'm very interested in some of the tech based companies China is producing (KC.US specifically). I understand there are political risks but do you see 3-5 companies that you find VERY interesting as a mid-term hold? Or is this a space too filled with risk to bother?

Read Answer Asked by Robert on June 29, 2020