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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 hold some 5 year rate reset preferred shares series A from Element Fleet Management (EFN.PR.A) which will reset to 6.933% on Dec 31, 2018. They also carry a conversion privilege to convert to series B floating rate preferreds (3 month T-Bill + 4.71%) which will be 6.444% for the first 3 month period in 2019. Given your outlook for interest rates going forward, would you advise converting? In addition I cannot find the ticker symbol to get a quote for the series B preferreds. Do you know the ticker symbol?
Read Answer Asked by Steven on December 10, 2018
Q: LB just got whacked over its results but increased its dividend. What, specifically, do are the risks to this bank? Will it go bankrupt, be taken over or recover from a bad spell? Having just increased its dividend it seems unlikely it will cut it in the foreseable future. Why would it not be a "boring" income stock?
Thanks for your insight.




Read Answer Asked by David on December 07, 2018
Q: I'm 75 and sort of religiously line-up my rrsp based on your income model portfolio,granted i dont expect always 2017 performance and i'm ready to surf the wave but in few case a Tsunami hit few holdings at this point i wonder if GS and FSZ will ever recover or end up like KWH . Mandatory disbursement (wich you are not responsible)and losses could seriously jeopardize my capacity to keep the divi/income in line.
Thank You
Daniel
Read Answer Asked by DANIEL on December 06, 2018
Q: how is it that only days and weeks before announcing a Dutch auction, management and the company were buying large amounts of shares on the tsx? Is the not a prime example of insider trading before the puclic announcement? No wonder so many will not invest as it is not a level playing field!!!!
Read Answer Asked by george on December 03, 2018
Q: Hi, I have a pile of different rate reset preferred shares that have done nothing but lose value, and I am considering ditching some of them and buying bank stocks. Of the choices between the big five Canadian banks which ones would you favour the most, I am looking for steady dividend payers that could go up in value. .........thanks Joseph.
Read Answer Asked by Joseph on November 29, 2018
Q: Good morning 5i,
I believe you have said somewhere that you would prefer the American banks at the current moment. I am wondering if I am remembering correctly and if so, would you stand by that, and again if so, would you buy bac now instead of BNS, all things being equal.
thanks as always
Read Answer Asked by joseph on November 29, 2018
Q: Can I have your comments on BNS's earnings and announcements this morning? At first glance it doesn't seem likely to be well received. Would this be a time to switch into a better performing bank or add to the one that is underperforming? Could you suggest which US bank and which Canadian bank you would switch to? (no problem if this is a multi credit question).
Read Answer Asked by Tim on November 27, 2018
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