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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 have a large holding of WFS.PR.A. I have done reasonably well on it, with 5.25% return on capital distribution and a stable price, it was much better than any other fixed income I held.
Here is my dilemma, I have to either redeem it now or hold until 2025. Expecting interest rate to go up, I am not sure it will hold its value. My thinking is to redeem it now and perhaps buy it later at a lower price, or just move to other investment. I know this decision is mine, but I highly value your opinion on what you think my best option would be.

Thanks
Read Answer Asked by Saad on June 08, 2018
Q: Hi .... What's your take on Brookfield special opportunities BSO-UN.TO? Is it turning a corner? I think revenues have doubled in last 12months...nice dividend! Looks like the company has been in a decline for a few years but just recently started changing direction. Is this a troubled business with a turn around story that's just getting started?
Read Answer Asked by Stephen on May 24, 2018
Q: Do you have any info on this stock? Dietz had it as a top pick on Friday.
Read Answer Asked by Dennis on April 30, 2018
Q: You stated earlier, in 2017, that BSO has a low payout ratio. However its most recent financial statement over 2017 stated that its 60 cents dividend was 100 per cent return of capital. Are we getting a high dividend here to be punished with a capital loss? Should we stay away from BSO? Hard to know what is happening with its NAV at the moment.

Read Answer Asked by Kurt W on April 24, 2018
Q: This fund will be terminated on April 30, 2018 and delisted from trading on April 26, 2018. Assets will then be sold to and distributed to unitholders. Can you guess whether you think it will more advantageous to wait for distribution or sell into the market assuming your cost is above trading price and above NAV.
Best Regards,
Harold
Read Answer Asked by Harold on April 12, 2018