Investment Q&A

Q: Do you still think right now is a good time to invest in Japan? If so... How do you compare these ETFs? Which one are best for a long term investor? Thank you.

Q: Hi

What would be your picks for International stocks or ETF's, for both a cash account and RRSP accounts.

Thank you

Mike

Q: What ETFs would you recommend to use to represent the international portion of a portfolio? What ones would you use for:
1. Europe
2. India
3. Japan
4. South America
I have excluded China because I don’t trust their reporting. How would you divide that 30% up? Is there any other countries/areas that you would view as investable that I am forgetting.

Thanks in advance.

Q: Are etfs the best way to incorporate a Japan exposure into one's portfolio? If so, which do you recommend as the best combination of dividend/growth? Thanks.

Q: Some suggestions for investing for growth in either India or Japan please.

Q: Could you please recommend a couple of your favorite Japanese ETF'S that provide
value and growth?

Stephen G

Q: Hello 5i,
I realize you don’t follow the Japanese market but if you were to try to ride the current momentum there how would you do it?
Thank you
Dave

Q: Could you please commended a Japanese index ETF? Both David Rosenberg and Warren Buffet have mentioned Japanese equity market will be outromanced. Just wondering if it's good timing to invest in that market.

thank you,

Q: I hold Japan and South Korea ETFs for diversification. EWY’s holdings include Samsung and other large well-run large industrials in South Korea but EWY has nothing for several years (continues instead to go glug-glug). Likewise, my various Japan ETFs hold good businesses yet seem to have only downward trajectories. Do you think these ETFs have sunk so much now that one may as well ride it out? OR:

Is it better to sell any ? Which to sell and which to keep? (In theory I could sell now and revisit later, but I have never done that well. My several questions today show my various psych biases. Yes, one can be self-aware AND continue to make the same behavioral mistakes).

Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?

Q: Could you please suggest one or two Japanese's ETF's to buy?

Warren just bought 4 company's in Japan.

Thank you.

Q: You have previously answered my question on Japan ETFs (large cap; small-mid cap). I own EWJ:us and FLJP:us , an ETF you recommended to me when I asked you about EWJ. (FLJP:us is still not in your data base). Japan has me more puzzled now than ever. Several financial commentators insist that Japan is good value; that many small-mid caps trade below the cash values on their balance sheets. I stayed with my Japan ETFs because of such comments and blurbs in financial media. I now have doubts about Japan and certainly no longer trust the “trade below cash value” comments. I recently visited medical equipment companies in Tokyo and Osaka, but one trip is no basis to judge if an economy— or even just one sector— is on an upswing. Additionally, Japan’s stock markets have had false starts since the 1990s.

Would *YOU* keep holding Japan ETFs, and why please? (Diversification would not be sufficient reason to hold, in my case).

Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?

Q: You proposed that Warren Buffet's investment in five Japanese commodities traders is motivated by their commodities exposure, rather than by growth and/or multiple expansion prospects for Japan as a region. Okay, but suppose we ignore Buffet's specific interest; is it plausible that Japan's markets have priced-in its disadvantages (such as age-related lower productivity) to the degree that its country-specific ETFs (for example, BBJP) are now 'interesting'? Or should the apparent permanence of such structural constraints drive us away, indefinitely?

Q: Hi Guys
I just use these 2 ETFS to cover the World it keeps it simple, I was told Canada only represents 3% of the World so that is the weighting i use, would you find that an acceptable weighting. Also. VXC has Japan at 8% and China at 4.5% would this be acceptable or would you add another ETF to compliment the 2 listed above, to get a higher exposure to China and other countries, and if so at what percentage weighting.
Thanks Gord

Q: Hello Peter,
If you owned these as full-positioned laggards in your portfolio, but were also a patient, long-term investor and appreciated the dividends, which of the following would you currently hold, sell or add to at this time? FSZ, AW.UN, CSH.UN, T, EWJ, HCG, MX, KBL, APR.UN, ZPR, NTR, TECK.B and CN?

Q: I am looking for a Japanese equity etf, preferably Canadian but could be US. Any recomendations? Thanks

Q: Hello. Wondering what you view as the best way to play the overall market in Japan as it appears cheap on valuation? ETF or other investment vehicle recommendations for Japan?

Q: Is there an etf you can suggest for exposure to the Japanese market.

Q: Has the time come to get back into Japan? If so can you recommend a mutual fund or ETF as a vehicle? I'm looking for a reasonable yield, blue chip quality, with Yen and/or US exposure.