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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 Guys.

I have a question about Rate Reset preferred shares. Where do you think the cutoff point is for a company not to extend their preferred share?

The call will affect my yield to maturity calculation.

As examples, TD Bank has a preferred share with a reset of GOC 5 year plus 1.68% (TD.PR.Y) and another at 4.66% (TD.PF.G). I would assume TD won’t call the 1.68% and will call the 4.66% at maturity.

I will ask the same question in the forums under “preferred shares” to get additional opinions from any member wanting to help another member.

Thanks for your insight.
John
Read Answer Asked by John on October 09, 2018
Q: Hi there,

The last week has had a mass sell of in stocks - particularly the tech sector - do you think this is another dip and then the bull market will be back to the races? Or is there going to be a long term downward correction? I know no one knows the actual answer but in your opinion and with your experience and expertise, what are your thoughts?

Thanks!
Read Answer Asked by Michael on October 09, 2018
Q: Do you have any information/insight you can share about Cool Holdings in the US?
Read Answer Asked by Gary on October 09, 2018
Q: The preferreds of various insurance companies are getting whacked with numerous issues hitting yearly lows on Friday, including some not connected with the Mosten lawsuit such as GWO. As a holder of several investment grade issues of these companies it is difficult for me to quantify how large the potential liability could be. Does 5i have any sense of this?
Read Answer Asked by Jeff on October 09, 2018
Q: Happy Thanksgiving Peter and Team, with the change last week re: accessability to hedge funds for regular folk, are there any you would recommend ? Also, if one thought that we might be in for a medium - prolonged downturn would that affect your choice ?
Thanks, Paul
Read Answer Asked by Paul on October 09, 2018
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