Q: I am currently setting up my portfolio with 30% allocated to fixed income. With bond yelds being quite low, as well as the risk of capital erosion with rising interest rates, can you provide some advise on how i should structure the fixed income portion. What alternatives should i use? Should rate reset preferreds be part of this portion? Thank you
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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: What are your thoughts on ZUP for income as a “safe” investment? Thanks. Peter
Q: Hi Peter and Team,
Can you advise your top two reset preferred stocks and if they offer minimum resets? Also from a macro point of view is this an alright time to purchase?
Thanks
Chris
Can you advise your top two reset preferred stocks and if they offer minimum resets? Also from a macro point of view is this an alright time to purchase?
Thanks
Chris
Q: I am considering the purchase of some Transalta preferred shares. Before making a move, I would first like to know whether Transalta has made any progress reducing the debt on their balance sheet in the past year. Your comments are appreciated!
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Royal Bank of Canada (RY)
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BCE Inc. (BCE)
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Manulife Financial Corporation (MFC)
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TC Energy Corporation (TRP)
Q: Looking to purchase some individual rate reset preferred shares. Looking for relatively early reset dates. Would you be comfortable with: BCE.PR.Q, MFC.PR.J, RY.PR.H, TRP.PR.G ?
Regards,
Robert
Regards,
Robert
Q: Season G's...How would you compare a convertible bond etf vs short term bond etf in a rising interest rate environment. Specifically regarding capital erosion and income, can they really be compared as similar investments all the best gary
Q: Is there any difference between the etf and the mutual fund pm005? Would a combination of pmif and cpd make sense for the fixed income portion of a portfolio? What percent of each would you suggest?
Q: I bought some of this preferred at 25.20. With interest rates holding steady or maybe a bias towards rising interest in Can and US is now a good time to add to my position in this preferred? I invest mainly for income.
Q: For a retired investor, what % of your total would you deem appropriate for preferred shares and would CPD be a good ETF for this?
Thanks
Thanks
Q: Any comments about the recent ENB rate reset preferred issue....it seems to have a very favourable floor reset rate although the spread off 5 year Canada's does seem a little rich.
In addition, any new comments ZPR
Thanks
In addition, any new comments ZPR
Thanks
Q: What sort of circumstances would a company redeem their preferred shares? Are they more likely to be redeemed if they are trading at a premium (above $25.00)?
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Invesco Canadian Preferred Share Index ETF (PPS)
Q: Your opinions on these ETFs, please.
Q: Chesswood has announced that they will redeem all $20 million of its outstanding 6.5% convertible debentures in January 2018, well ahead of their maturity date of December 31, 2018
Can you explain 1) what is a convertible debenture? And 2) how material is it when these are redeemed ahead of their maturity date?
Thanks
John
Can you explain 1) what is a convertible debenture? And 2) how material is it when these are redeemed ahead of their maturity date?
Thanks
John
Q: Hi 5i:
A previous question asked by Joseph today about the newly issued Series 21 Preferred Shares. I have that issue and it is currently listed as PPL.PF.A with my Scotia iTrade account. Hope this helps.
A previous question asked by Roy today, you listed PPL.PR.U as a minimum preferred to consider. That symbol I cannot find. Do you know what issue you are referring to?
Thanks so much.
A previous question asked by Joseph today about the newly issued Series 21 Preferred Shares. I have that issue and it is currently listed as PPL.PF.A with my Scotia iTrade account. Hope this helps.
A previous question asked by Roy today, you listed PPL.PR.U as a minimum preferred to consider. That symbol I cannot find. Do you know what issue you are referring to?
Thanks so much.
Q: I am managing my children's RESP account. Both of them are in university. Every year I am liquidating assets to put in a high daily savings account that is not earning anymore than 1%. It is used to pay for their schooling for the year. I expect my children will still be going to university for another 5 years. I thought an alternative to this strategy is to buy a basket of rate reset preferred share with guaranteed rates? Could you give me a list of 5 rate reset preferred shares with guaranteed minimum rates? Also what do you think of this strategy?
Q: I am unable to find this pref share on the TSX website or in TD Waterhouse. Any suggestions ? Thanks. Joe
Q: I presently hold this reset preferred which I bought at $16. I see the chances of interest rates rising not great. So I’m cashing in this investment to buy a minimum rate reset preferred. My object is to supplement my income with reasonable preservation of capital. I’ve had a good run on equities, the market is expensive, I don’t want to be caught offside. My portfolio is a dividend portfolio.
Q: Kinder Morgan received a favourable ruling yesterday. Yet KMI.PR.H dropped.
Can you explain?
Can you explain?
Q: What are the risks of in investing in ECN.PR.A? What I am alluding to is that these preferred shares have a guaranteed 6.5% return which is an extraordinary rate of return compared to other fixed income vehicles. To me, this means that ECN must be a high risk company, but from what I have researched so far it is not. Are there any other risks that I am not aware of?
Q: Do you when this preferred share is going to begin trading?