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Investment Q&A

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Q: Could I get your views on the preferred share part of a couple split share funds, in particular the two above, which recently had new issues. I am not interested in the equity side of the split shares, but the recent preferreds have caught my attention, admittedly from the relatively high yield and the underlying investment being in solid companies. How consistent/sustainable are these dividends and what are the downsides to these stocks?
Thank-you
Read Answer Asked by grant on February 05, 2026
Q: Over the next six months I am looking to rebuild my preferred share allocation to 8-10% of my investment portfolio. Brookfield Asset Mgmt, Power Financial, Fortis and Intact are of interest. Some perpetual and some rate reset. Any issues with this strategy?
Read Answer Asked by Greg on December 29, 2025
Q: Assume that these shares were reset today , what would be the

effective dividend on a percentage basis. Thanks BRIAN
Read Answer Asked by Brian on December 09, 2025
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?
Read Answer Asked by John on November 21, 2025
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
Read Answer Asked by Jason on October 28, 2025
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.
Read Answer Asked by Barbara on October 20, 2025
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
Read Answer Asked by Gerry on September 29, 2025
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.
Read Answer Asked by Mark on September 17, 2025
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.
Read Answer Asked by judy on September 15, 2025
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
Read Answer Asked by Dustin on August 07, 2025
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.
Read Answer Asked by Ken on August 05, 2025
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