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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: Income investments - preferred shares
On Jan 4, you posted an answer for an income investor, expressing approval of ZPR (BMO Laddered Preferred Share Index ETF). I am somewhat cynical about preferred shares, their being subject to the interest rate sensitivity of bonds, lacking the upside of common stock and generally lacking a fixed redemption date or any other assurance of capital preservation. I wonder whether, even on a reset date, they would necessarily trade at their face value. If I am right, I can't understand in what circumstances they would be suitable (without fixed redemption or as an interest-rate play with a high coupon). What am I missing?
Read Answer Asked by Carl on January 05, 2017
Q: Some economists argue that as debt to GDP ratio rises, it reaches a certain point when further fiscal stimulus will have little effect. Debt can be measured as Government Debt or Total debt (Government, Corporate and Individual). David Rosenberg in his New Year musings about the way things might be going in 2017, (a rare freebie for cheapies like me who don't pay for his missives) uses nonfinancial debt. How is "nonfinancial debt" defined, pray? Happy New Year and many thanks for your help again. Henry
Read Answer Asked by Henry on January 05, 2017
Q: Happy New Year to the 5i team! I was checking out Photon Control on my TD Waterhouse site, in particular the insider trading and am curious as to why the directors' holdings fell from about 13 million shares to 3 1/2 million last August/2016. Also, in the 10% holders group, the number of shares held went from 0 to 100 million then down to 10 million all in the month of November/16. Also the INK insider trading report shows net selling as around $1,600,000. First of all are these numbers accurate and secondly can you explain the large swings in insider ownership. Thanks.
Read Answer Asked by Rob on January 05, 2017
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