Investment Q&A

Q: With China showing signs of recovering (a number of stores have reopened) would now be a good time to buy some BABA? Are there better alternatives?

Thank

Dave

Q: In light of the Coronavirus pandemic, there's no question that some of the big US names will experience a direct hit to their bottom line. I am currently considering purchasing Starbucks and Disney shares when shortsighted Mr. Market starts selling off.

Firstly, do you agree that there is an opportunity to be had for capital appreciation in the two companies I mentioned.

Secondly, can you please recommend three or more other US or Canadian companies with a huge presence in China (or Asia) that are directly affected by the pandemic but will most certainly continue to do well in the future given its durable competitive advantage?

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.

Q: Good Morning to you all ,i appreciate all the great advice .I own jd.com here i am down on it.What are your thoughts on it and the continual slide,Is it worth keeping or should i cut my loss. i thought with google investing into it there would be better results ..Thanks for your opinion Norm

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,
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: What are your thoughts on JD.Com as a rival in the market place to Alibaba?

Motley Fool presented an interesting article recently to suggest that JD.Com's potential is/may be greater than Alibaba's given that JD's business model is more akin to Amazon. While BABA deals mainly in secondary merchants, as in EBAY, JD is selling its own products. The article cited impressive growth percentages showing how JD is outstripping Baba and is a force with which to contend.

I own both BABA and AMZN, but was thinking of making the switch out of BABA into JD. Any thoughts on their potential growth, their financials, etc. .... Notwithstanding your "non coverage of US cos" , which is always understood. Thanks.

Q: HI !

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