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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: In this article, the author favours the BEP Preferreds instead of the common shares. Would you agree?.....

https://seekingalpha.com/article/4503184-brookfield-renewable-sell-common-buy-preferred-shares?mailingid=27474894&messageid=dividend_ideas&serial=27474894.25362&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-04-24&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

Read Answer Asked by James on April 25, 2022
Q: An information circular I am reading says that shareholders will be asked to approve the creation of two new classes of shares, both Preferreds and that these shares will not be listed on the TSX (but will be subject to approval of the TSX).

How common is this, and how do they trade (how is value determined)?
Read Answer Asked by Peter on April 25, 2022
Q: I think I misunderstood your previous answers on ZPR to mean it was the better preferred ETF to be in considering it holds rate resets, which should go up as interest rates rise. However, your last answer indicated it holds significant long exposure preferreds, which would cause it to fall more heavily under the current environment?

To be clear, what is your best idea for a preferred ETF right now?
Read Answer Asked by Curtis on April 19, 2022
Q: As an owner of these shares I am trying to ascertain the next call date for this security..is it 2026 or can it be called/redeemed earlier , and if so , when and at what price...Is there a resource available where this info is readily available to investors...thanking you in advance for your reply...Cheers
Read Answer Asked by Cam on April 08, 2022
Q: Hi
I owned BIP.PR.D for a couple of years and liked the steady dividends. I am looking at a) another Brookfield preferred that is similar or
b) an ETF that has mostly rate reset bons with a decent dividend or
c) another preferred share from a stable company, like fortis, bce, telus, enb, trp, etc
I would like something that provides 5%, has at least 2 years shelf life. Is it possible to provide maybe 5 choices, ranked that meet the above criterion?
As always great, Len
Read Answer Asked by Leonard on April 05, 2022
Q: I have owned a few perpetual preferreds for quite a few years. Now that interest rates are going up, some of them (particularly the ones with Canadian Utilities) have been declining. I should have sold them earlier this year but did not. What do you think perpetual preferreds will do in the coming year?
Read Answer Asked by Maria on March 30, 2022
Q: Hi,
TD has just issued an offer for convertible debentures on AFN, and I'd be interested in your opinion of it. The shares themselves have improved lately and seem to be attracting some interest. Whether that's due to the overall situation within the Agri area or something else, I wouldn't presume to know. The conversion rate seems generous, but then again - I don't have a lot of experience in rating convertible debentures. Any thoughts or suggestions are most welcome - whether good or bad, happy to listen!
Thanks,
Dawn
Read Answer Asked by Dawn on March 30, 2022
Q: Good morning,

As some of my rate reset preferreds are being recalled, I have been looking for replacements with more term. One that looks attractive is MFC.PR.Q. It pays a dividend of 4.7% until June 2023. The price has dropped from $25 to under $24 in the last 5 days increasing the yield to almost 5%. I have noticed that preferreds have been volatile lately. Is there anything wrong with this one?
Read Answer Asked by Ken on March 10, 2022
Q: I have been seeing a gradual price loss with some of the example preferred stocks I hold shown above.
With the continuing disaster going on in Ukraine and its inflationary impact, should I expect this to further reduce valuations for these types of investments as interest rates rise?
Read Answer Asked by Ted on March 10, 2022
Q: Peter,

My preferred shares keep getting redeemed. Please give some suggestions for p/s that would be appropriate for a rising interest rate environment. Would you stick with rate resets or would you think perpetuals would be discounted now?

Thank you

Paul
Read Answer Asked by paul on March 08, 2022
Q: Hi,
I am puzzled by Intact's jump in price today, it isn't earnings related, but seems rather significant. Also, given that they have just issued preferred's at 5.25%, would you rate these as a good addition to a diversified portfolio looking to add a lower volatility holding for income? Thanks for your valued thoughts.
Dawn
Read Answer Asked by Dawn on March 07, 2022
Q: You have the profile of the RY.PR.S shares. It has a 4.8% dividend.
I was looking at it for some stability during current strong market swings.
Am wondering how it compares to RY itself -
How the dividend is set since it says 'rate reset'.
If the dividend eligible under CRA or is it a ROC
If there is a management fee
It seems like the only asset is RY
There are no questions on it. Would you own it?
Thanks a lot for your views and guidance.
Read Answer Asked by TOM on February 15, 2022
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