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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: Which of the above funds are reset preferred? When do they reset and what would the dividend look like at that time? What is their present dividend. Could you also tell me about the ones that are not reset preferred? What are they and what is their dividend? Need information as not sure whether to sell with interest rates decreasing. Would I do better holding the common shares? Thanks for providing this service.
Read Answer Asked by Lorraine on July 15, 2019
Q: Good morning 5i Team

I currently have a half position in BPY.UN and have been looking for an opportunity to increase it to a full position (3.5%). I'm primarily interested in dividend income (I like BPY's 7%) supplemented with some growth. I tend to hold dividend payers for long term.

I would have thought lower interest rates would have been a tailwind for three reasons:
1) dividend income versus alternatives
2) lower cost of borrowing
3) lower cap rates for properties for sale, increasing potential sales price (offset by recession risks lowering demand for same).

Interested in your comments on this.
Thanks as always.
Peter
Read Answer Asked by Peter on July 12, 2019
Q: Own 500 units of this as well as CPD, XPF and XTR in TFSA. Income is okay but volume is thin. Preferred space is out of favour today, worst bond alternative ever it has been said, I get that.

So what to do? Consider them stranded assets and notionally eliminate from portfolio allocation and hang on until better times arrive? Problem is they take up brain time thinking about alternative use of funds now invested in them. But with interest rates declining and rate-set preferreds having further room to fall is the best one can do is hope and collect the distributions? Taking losses in a TFSA is emotionally hard to do.
Read Answer Asked by William Ross on July 12, 2019
Q: What would be the value today of the initial Balanced Equity Portfolio if you invested $100,000 and bought and hold? Thanks.
Read Answer Asked by John on July 12, 2019
Q: You mention you like companies that don't issue lots of shares, therefore not leading to share dilution. Examples would be Constellation Software and Alimentation Couche-Tard. Are there other companies on the Canadian exchange that you favour that are also not serial stock issuers?
Read Answer Asked by Dennis on July 12, 2019
Q: What is 5i thoughts of Caldwell Partners' all-time record-breaking quarterly results. It seems that they have recovered nicely from a slow start to this fiscal-year. They also suggest in their outlook that fiscal Q4 could be just as strong (or stronger) than Q3 which could lead to a record-breaking year for the Company. If anything the results and outlook is great bell-weather indicator of the strength of US economy for which a large portion Caldwell's revenues are generated from.
Read Answer Asked by Charles on July 12, 2019
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