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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 5i team.

Given the recent SEC statements re: china listings in the US, and the continued Chinese Gov't crack down on swaths of sectors, specifically Tech., what would your advice be with investments that are China related. Is there a safer way to play this via ETF vs trying to pick winners and losers? Or do I just sit and watch as this unfolds.

Appreciate your insights.
Read Answer Asked by Arthur on August 18, 2021
Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Read Answer Asked by Brad on August 18, 2021
Q: Can you please comment about the Mawer funds Which are the top 3 or four? Which are better for a non-registered account, and is there one you recommend for a TFSA? I don't have a long time horizon, being 76, but am open to some risk (and reward), Is there another mutual fund company in Canada you can recommend that sells diversified holdings in Europe and the US? I'd like some holdings that aren't usually found in ETFs that are good value. Thanks for all your help.
Read Answer Asked by Elizabeth on August 18, 2021
Q: Walmart reported good earnings but Costco shares have outperformed Walmart over the last year. Do you think Costco shares are too expensive? Which shares, if any, would you buy today? Would you sell either company?
Read Answer Asked by Steven on August 18, 2021
Q: Hello
When watching BNN, I occasionally see ads for companies promoting their stock. Out of curiosity, what are your thoughts on this?

Thanks,
Greg
Read Answer Asked by Greg on August 18, 2021
Q: In your answer to Dan today, you rated the desirability of holding stock for a 5 year + period. You show NVEI and MAGT as 8 and KXS as 6. While all three are expected to show good year over year earnings growth the analysts high target price for KXS is $288, up 60% while the high for NVEI is $169, up 30%.
Just looking for your thoughts on what would suggest a higher rating for NVEI and MAGT.
Many thanks
Mike
Read Answer Asked by michael on August 18, 2021
Q: Leon's pays a regular dividend of $0.16/share/quarter and has also announced a special dividend of $1.25, both effective Sept 08/21 (DOR).

All else being equal, my understanding is that on the ex-div date the share price should drop $0.16 due to the regular dividend. Is the same true for the special dividend....in other words should we expect the share price to drop $1.25 as well?

Thanks...Steve
Read Answer Asked by Stephen on August 18, 2021
Q: Is this a good long term stock? can you recommend a few other US stocks in this price range that you feel are strong holds forn5 years.
Read Answer Asked by Lorraine on August 18, 2021
Q: Following the pandemic there is a significant increase in mental health issues. Would you suggest any company or companies which are helping in addressing this issue and which you think have a good opportunity to grow. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on August 18, 2021
Q: 1) With Partners in the name is the corporate structure a limited partnership, and if so is it HQ'd in Bermuda, like BIP and BEP?
2) Please assess the recent quarterly report and CEO comments.
3) Where is the $5 billion cash for the American National takeover coming from?
Read Answer Asked by Jeff on August 18, 2021
Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.
Read Answer Asked by Brian on August 18, 2021
Q: What do you think of this company? Seems cheap to me. They aggressively position themselves for further growth through M&A. Would you buy? Currently own AAPL
In a second question, If AAPL was to build an electric car wouldn't you think that HNHPF would have a chance to partner somehow? Are there some hints from APPL management that they will eventually move to electric cars? Lots of rumors but any words from AAPL ?
Thank you.
Yves
Read Answer Asked by Yves on August 18, 2021
Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?
Read Answer Asked by Kelly on August 18, 2021
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