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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 hope I know the answer but I want to make sure. I'm already at this years limit for my TFSA. However, within my TFSA I'm getting dividends that I want to use to buy new shares. I want to confirm that that is OK. I also want to confirm that if I buy stocks with the dividends that I can buy a stock that is not already within my TFSA.
Read Answer Asked by Graham on November 04, 2020
Q: My International exposure has been identified as deficient. After reading the Q&A the above ETF's have been identified. My question is would the above as a50/50 split provide good international diversification or would adding another ETF help. If another is needed what would be your choice, and how would you divide the positions eg. 1/3's
Thank you,
Mike
Read Answer Asked by Mike on November 04, 2020
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
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