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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: I am considering investing in South east Asia stocks - China, India and other Asian countries.
Do you have any recommendations?
Read Answer Asked by Lorraine on November 04, 2020
Q: What are your thoughts on treasury bonds?
Who sells them?
Read Answer Asked by Lorraine on November 04, 2020
Q: Need more foreign exposure ex-Canada and ex-USA. I already own VEE and ZDI, should I just add to these or does 5i have additional suggestions? Looking to cover all bases here. Thanks Ron
Read Answer Asked by Ronald on November 03, 2020
Q: Orion Energy Systems, Inc. seems to be on a remarkable run lately. Do you discern any characteristics that would make it any more than a speculative short-term hold?
Read Answer Asked by David on November 03, 2020
Q: Hello 5i Team
BCE Series R preferred share (BCE.PR.R) resets December 01, 2020.
BCE has issued a notice on their website (https://www.bce.ca/investors/preferred-shares/2020-conversion-notice-series-r.pdf) which states the dividend will be published on November 13, 2020 and
“will be based on a fixed rate equal to the product of: (a) the yield to maturity compounded semi-annually (the “Government of Canada Yield”), computed on November 10, 2020 by two investment dealers appointed by BCE Inc., that would be carried by a non-callable Government of Canada bond with a 5-year maturity, multiplied by (b) the “Selected Percentage Rate”. The “Selected Percentage Rate” determined by BCE Inc. is 600%.”
I have reviewed the prospectus available on-line and cannot determine how the “Selected Percentage Rate” is determined.
1 – Can you provide any more information on how the “Selected Percentage Rate” is determined?
2 – The five year GOC bond rate is 0.40 % as of October 30. Therefore the new reset yield would be (600 % x 0.40 % = 2.400%), which would make the reset yield equal to (2.400 % x $25.00 / $11.71 = 5.124 %) as of October 31 closing price. Is this calculation correct?
Thanks
Read Answer Asked by Stephen on November 03, 2020
Q: Do you consider that today's news of a joint agreement with Astra Seneca is significant enough to open a full position in Fusion? My read is that the agreement confirms that AZ believes FUSION has the goods so to speak, and is relieving them of a huge part of the costs of development in exchange for a piece of the action. I like the deal but would like your opinion before I jump.
John
Read Answer Asked by JOHN on November 03, 2020
Q: We are looking for a US Industrial to add into a portfolio for my daughter who is 21 years old. We have followed your balanced portfolio and she owns SIS, WSP, CAE and TFII. We are currently considering Systemax SYX which just reported good earnings and has jumped in price. I know it is a company that you do not follow closely but would it be a decent addition in the industrial space for a long term investor early in their investing “career”?
Read Answer Asked by Paul on November 03, 2020
Q: In your opinion, how does OSTK fair in comparison to its competitors? Their last two quarters seemed great and their business has some diversity with the blockchain wing. And yet, their stock has been punished quite heavily as part of the broader market sell off. Would you consider it a "buy" at these levels? Thanks.
Read Answer Asked by Laxmyharan on November 03, 2020
Q: Retired, dividend-income investor. I focus a lot on asset allocation...by sector and by security. I break out my ETFs into their various sectors (ex. ZLB, ZRE, ZWC, XIT, CDZ, LIFE) and then add in my individual securities (ex. AQN, BCE, NWC, NTR, PBH, PLC, RY, TRP, WSP, etc). Up until now I have lumped Telecoms, Utilities and Pipelines into one category and Energy is a stand-alone sector. The only "adjustment" I make is for TRP. I would normally assign it to Utilities, but because it seems to trade more like the Energy sector I assign it 50-50 to Utilities-Energy.

Fast forward to now with the increasing amount of "Renewable Energy". When researching individual companies for potential inclusion into my portfolio, they seem to all come up "Utilities" (ex. BEP, BIP, NPI). It appears Renewable Energy is not a subset of Energy.

So my question is...how do we deal with the asset allocation? Is Renewable Energy assigned to Utilities or Energy or is it a Hybrid?

Thanks...Steve
Read Answer Asked by Stephen on November 03, 2020
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