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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: Do you agree with this statement....
"BPYPO matures (at the option of BAM) in March next year, with incentives for BAM to retire the ticker at par of 25% per unit, translating to a potential 56% yield to maturity opportunity in one year."

BPYPO is trading at roughly $15.40 USD. Is the par price $25 USD ? Do you believe BAM (I think that should actually be BN) will retire this preferred next year ? Is this a good investment ?
Read Answer Asked by James on March 14, 2023
Q: Hi
I'm trying to build a concentrated portfolio of Canadian dividend payers. If I want to add a few more names for diversification and safe/good yield, what others would you recommend?
Thanks,
Carlo
Read Answer Asked by Carlo on March 14, 2023
Q: This is in response to Greg's question on cash etf's through TD Webbroker. I use the TD investment savings accounts, TDB8150 for CAD and TDB8152 for USD, they are structured as mutual funds but are not mutual funds, no mgmt fees, no trading fees, current rates are 4.05% and 4.15% respectively, interest is calculated daily and paid monthly, unit value $10 does not fluctuate i.e. no capital gains or losses. Check it out. You have next day liquidity if trade is placed before 3 pm ET and you can buy securities if these holdings are in your account as units are treated like cash, you just have to ensure you sell units to settle trades. Hope this helps.
Read Answer Asked by Barbara on March 14, 2023
Q: We have a diversified portfolio. We would like to automatically invest on a monthly basis going forward for the next 7-8 years. Can you suggest 3 no load mutual funds: 1. Canadian 2. US 3. General bond fund.

We understand that we cannot automatize ETF investments, so even funds that mirror the Canadian, US indices would be good.
Read Answer Asked by Alka on March 14, 2023
Q: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks
Read Answer Asked by Curtis on March 13, 2023
Q: Could you explain why banks are not doing phenomenally well given the interest rate increases?

I understand that it may lead to fewer loans and some defaulted loans, but surely floating-rate loans and the higher interest of new loans would far out-profit these.

On that note, would you recommend locking in a floating rate mortgage at this point?
Read Answer Asked by Kevin on March 13, 2023
Q: Good morning!
As a dividend investor, I am noting that BNS now pays 1.25% higher dividend than EIF. I hold full positions in each. I am considering selling EIF and doubling down on BNS. I see BNS as having - as well as a higher dividend - an upside in the order of 50% when the economy stabilzes and perhaps the Ukraine war is over. I do see growth from EIF, but think that in a 2 to 5 year window EIF might see steady growth with perhaps a maximum of 25% upside, seemingly less than the bank. What do you think of this reasoning, and are there any reasons why this might not be a good idea? This swap would be in registered accounts (50% TFSA and 50% RIF), so there are no immediate tax implications.
Thanks! ... Paul K
Read Answer Asked by Paul on March 13, 2023
Q: Please rank the above companies for level of risk and do you think that our Canadian banks could ever be subject to the issues at SVB? Is BN risky? I read one person writing how his advisor won't let him buy it. Feeling like I don't have much trust in anything right now. How is an investor to handle this uncertainty? I definitely see the benefits of diversity as you had always pushed. I'm also somewhat confused as most advisors have been pushing financials due to the benefits associated with rising rates. Your calm advise would be appreciated.
Thank you!
Read Answer Asked by Neil on March 13, 2023
Q: In my last question I did not have the correct symbol for Sentinel One. (question picked up on Sherrit, which I don't own) Please compare the three cybersecurity companies in terms of hold for recovery, sell for tax loss. I am holding all three at a loss.
Read Answer Asked by Maureen on March 13, 2023
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