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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: Could you tell me the difference between these ETFs and would you suggest having just one or all in ones portfolio. Currently I have ZPR in a margin account. I have some room in a TFSA; I'm wondering if I should leave that for my Reit ETF - ZRE as I'm moving away from growth toward income. Why are they all down right now? Is it a good time to buy or is it best to wait? Thank you!

Read Answer Asked by Pat on May 12, 2023

Q: I own the the following preferred shares: ENB.PR.B, SLF.PB.G and TRP.PB.B. What's your opinion on these for a conservative investor? Is the dividend safe? Is there much chance of improved performance in the short to medium term? Thanks - Richard

Read Answer Asked by RICHARD on April 14, 2023

Q: With reference to a question from cal re resets he may find this site informative

Read Answer Asked by Leon on April 13, 2023

Q: I own prefered share ETFs in a diversified revenue/dividend RRSP portfolio.those ETF are at loss(10-20%) and at a lowest annual stock value.I did believe that those ETF would bring a least , a certain stability,wich is obviously not the case.I shall keep those ETF if there were a reasonnable probability of returning to previous values (+10%..),and sell them if more downtrend is expected.In this perspective,your impression as "hold","sell"(or eventually "buy" !)will be greatly appreciated.

Read Answer Asked by Jean-Yves on April 12, 2023

Q: I have zero allocated to fixed income. My brokers make it tedious, difficult and expensive to buy T-Bills. I would be happy to ignore this asset class except the apps I use keep scolding me (as did 5i analytics last year). I regarded securities like , and other such dull ones as bond proxies and considered them as fixed income. Is this thinking unwise? I reluctantly turned my attention— at gun point— to preferred shares. Question:

BN.PR.B has declined almost 7.5% in the last month, pushing yield up over 9% p.a. Is the price change just a function of interest rate changes or is this a flawed security? If not this one , would some other preferred shares be better? Loblaws? Enbridge? Or ETFs like HYG? I just want something to tidy up that pesky asset allocation thing and move on to things I understand. Many thanks.

Read Answer Asked by Adam on April 05, 2023

Q: Please advise. Hold or sell. Forget buy, I'm not sure about your recent response to pat saying there were numerous responses to similar questions. There should have been so I assume I was doing something wrong in the search.

Read Answer Asked by Larry on April 03, 2023

Q: I currently hold 2 preferreds in my RSP, BEP and CPX, both with a floor yield. While I have no compelling reason to sell either (both are up between 5-10% based on my purchase price and disregarding dividends), I note that ZPR has a slightly higher yield and would be much easier to sell should I want to. What do you see as the pros and cons of selling the 2 individual preferreds and replacing with ZPR? Assuming (?) that rates have somewhat stabilized and are probably more likely to decrease long term rather than go higher, how would this affect the price of ZPR? Does the price of ZPR react more to interest rates or the overall market direction?
My objective here is more income-oriented that capital gains.

Thank-you, Grant

Read Answer Asked by grant on March 28, 2023