Investment Q&A

Q: I have a base of preferred shares ETFs to help counterbalance the tech stocks and their volatility, and these ETFs generally move very little in a day. Wednesday was an exception, with TPRF and CPD in particular, down more than 1%, and the others down quite a bit, as well. This despite the TSX and all other indices being up. Would you care to speculate what made all the preferred shares ETFs drop in tandem on Wednesday?

Q: I have made good gains and dividends on fts.pr.g over time ,now at $25 trim ,sell or hold as I do not know how long this will stay up?

Q: How do you feel about this laddered preferred etf as a stable income provider mixed in with some growth stocks such as (CSU, TOU, EQB, Shop and TRP) for a retiree, in this falling interest rate environment?

Q: Is there withholding tax in a TFSA

Thank you

Q: I see Galaxy is down after hours on news of some sort of a share offering. Can you comment please? I’m guessing that this is not an issue - growth companies need to raise money to gown. Just interested in your comments. This stock has been a good performer for me and I was planning on just holding. Thanks,

Jason

Q: What role can a Preferred Share ETF play in an income portfolio? With the current values of the bank stocks would it be reasonable to move some of the bank monies into a Preferred Share ETF to take advantage of the higher payout? If so which ETF would you recommend?

Q: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.

Q: Hi 5i

A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.

THx
Gerry

Q: It’s time for me to rebalance my stock portfolio. What I usually do is figure the percentage that’s in each sector and I include the preferred shares in the sectors. Does it make sense to do this? Maybe preferreds should be part of the fixed income. Your thoughts on this is appreciated.

Q: i owen several 5 year rest perfered shares.I would like your opion on to hold them and if they are a ok hold for a period of time. they have performed well the past year.

Q: Can you evaluate EU's recent senior notes offeing and the market dip on the common shares?

Q: Peter; With Canadian rates low, and may go lower, would it not be to BPY’s advantage to redeem this proffered at $25.00 next July? Any other comments would be appreciated. Thanks.
Rod

Q: Hi Team,

This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.

Thanks very much

Q: What are the risks to investing in this company's 9% newly issued preferred share dividend Mr Saylor seems to explain is backed by his company's bitcoin holdings. He claims there is $5 of bitcoin value in backing of the dividend for every dollar invested. He's rather slick and bright but reminds one of a snake oil salesman of the past. Is this anywhere close to a sleep at night 9% dividend holding? Thank you.

Q: Do you know why I get the following message in my margin account for the first time?

BROOKFIELD RENEWABLE PRTNRS LP 5.5% CUM MIN RT RST CL A PFD LP UNIT SER-7 MLP NON-RES TAX WITHHELD REC 07/15/25 PAY 07/31/25

Q: I would like your opinion in light of the recent change of ownership, and as well the reset situation in March 2026, and what you would expect to likely happen if 5 year rates are unchanged. I am thinking that based on current 5 year rates, and the spread that this could be an attractive hold considering the Brookfield ownership now with meaningful capital upside if redeemed as well. Thank you

Q: I have held NPI.PR.A for a number of years (approx 5-8 ). Purchase price was something around 13.50 and it displayed alot of volatility rising into the 20s and after falling into the lo to mid teens.

After again reaching 21.25 recently I asked my financial advisor if we should sell before experiencing the elevator trip down again and he felt with the lo yield and unlikely prospects the Prep would be called it was best to sell the equity.

Since that time the equity has been on a relentless price increase. Govt of Canada rates have been in decline altho slower lately ...

What have i missed in the timing of my sale of this Reset Pref? When you look at the Reset Premium based on Sept reset is the strength since my recent sale related to the likelihood this Reset may in fact be called?

Trying to better learn from why i have missed some of the easiest gains on this equity.

Q: I would be interested in your opinion on this investment, and the appropriateness of holding in a non-reg account for income with a reasonable level of capital protection for a retiree but not necessarily requiring the income to live on.

Q: Thinking of including at least two of these in the fixed income portion of our portfolio. Do any carry any 'yellow' flags? All seem to DRIP, at least througfh my broker. Could one just weigh them based on current yield? Appreciate any thoughts.
Thanks, Bill

Q: What is your view on proffered shares inclusion in a small size (~200 000) self- directed beginner portfolio ? Would you recommend such investment and what percentage of one portfolio?