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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: Hello Peter.

I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?
Read Answer Asked by nicholas on April 26, 2016
Q: Hello 5i,

One of my 'fun to own' companies is having both good news and bad news. The CEO just left (bad) and the company is reporting good news on an open trial with just 10 people taking voclosporin, they also have been given fast track designation. The company un-blinds their larger trial (phase 2b) this August. What do you think of all this, is worth holding for the binary event?

Thanks,
Read Answer Asked by Mark on April 26, 2016
Q: Regarding MEQ. Could I get your thoughts on this company. If I recall correctly its a play on multi family housing in western Canada. How does their valuation look against say Boardwalk. Why don't they pay a dividend? If they were to pay a dividend on the same payout as boardwalk what would the yield look like.

Thanks, Rob
Read Answer Asked by Rob on April 26, 2016
Q: Hi Peter! You have often made the point that every trade has an opposing view. If I hold a mutual fund or ETF that is currency hedged does that mean that someone on the other side is betting against my decision to hedge the fund or ETF. I lack a proper understanding of this situation and would appreciate your clarification. Ian
Read Answer Asked by Ian on April 26, 2016
Q: With the take over of Capstone Infrastructure, can you tell me how come CSE.PR.A is still trading around the$13.00 mark.Also would like to know if the preferred,s of AIMIA CORP and ATLANTIC POWER would be a good investment or are they too risky.
Thank you for the information.
Read Answer Asked by judy on April 26, 2016
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