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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: 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
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
Read Answer Asked by Steven on August 01, 2025
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.
Read Answer Asked by Craig on July 22, 2025
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
Read Answer Asked by Bill on June 10, 2025
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?
Read Answer Asked by Miroslaw on May 01, 2025
Q: I would like 3-4 ideas for investment to be held in cash account. I don't need the money unless an emergency and was thinking of parking in a few solid pref shares perhaps to pick up a decent tax efficient yield but open to alternatives.
Read Answer Asked by Steven on April 14, 2025
Q: Hoping you might be able to provide some insight as to why 'many' of my preferred share holdings are loosing value even when interest rates appear to be falling with expectations of a recession? Reviewing your earlier posts my understanding was Fortis is a solid company and valuations could be adversely affected with interest rates.
Truly appreciate all your great support. Ted.
Read Answer Asked by Ted on April 07, 2025
Q: What do you think of debentures and do you think this is a good way to possibly hold as a proxy for ones bond side of your portfolio? How are they different from preferred stock? Do you think PBH are a good choice of company to hold them with? I have cash coming out of GIC's and am looking for a better rate now that GIC interest has gone down. Is the Div of 5.5% safe and is it considered interest or div for Canadian taxes? Is it good to get in or wait with a new issue regarding the price- do they tend to fluctuate with the market? Thanks so much.
Read Answer Asked by Pat on March 21, 2025