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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: Hello Peter, Manulife, Enbridge, Royal bank have been offering preferred-shares. Would appreciate your help selecting the best and their trading symbols. Should I also consider I-shares and or Horizons preferred shares? Your opinion of their vulnerability in view of future interest rate increases is greatly appreciated. Many thanks,
J.A.P. Burlington
Read Answer Asked by Joseph on November 18, 2016
Q: Good Morning
I am rebalancing the 40% Fixed Income portion of my portfolio. I currently have 30% Preferred, 8% CVD, 33% Renaissance Global Bond. The remaining is currently in cash.
I am considering adding Pimco Monthly Income for the remaining 30%. Pimco is rated somewhat higher than Renaissance and is similar with a Global component. What would you suggest for a rebalance, an allocation to some Bond ETFs etc.
The Equity side is diversified and makes up the other 60%.

Thanks to all
Read Answer Asked by Warren on November 18, 2016
Q: Hi,
Ive own a few etfs (vgg and vfv). I have some other individual stocks as well, but the majority of my portfolio is in the etfs looking for long term growth. I have been thinking about adding emerging markets but am having a hard time rationalizing it. I saw that a few days ago you recommended VEE. Can you explain the value of this etf, or is there a better way to get some emerging markets exposure? VEE opened at 24.65 4 years ago and has been up and down a little, but is only at 28.84 today. Is 4 years not thinking long enough for this? Im just having a hard time seeing the value of adding it to my account since VFV has doubled and VFV is up 65% in less time.

Thanks!
Read Answer Asked by david on November 18, 2016
Q: I wanted a quick opinion on the nature of these two ETF's, does ZPR hedge ZRE with interest rates? What I mean is that if interest rates rise ZPR should rise and ZRE should decline and vice versa? Looking long term the interest rate effect will balance out with growth of the companies within ZRE and ZPR should be higher with higher payouts as the preferreds reset?
Read Answer Asked by Nino on November 18, 2016
Q: Freehold and Pembina are my 2 largest energy sector holdings and energy is 23% of my portfolio. FRU at 6.7% and PPL at 7.9%. Surge and Whitecap are the 2 smallest holdings. SGY at 1.8% and WCP at 1.0%. Need to reduce my energy sector. Should I reduce my holdings in FRU and PPL and keep SGY and WCP or should I just sell SGY and WCP and reduce either FRU or PPL.
Appreciate your assisstance.

Wayne
Read Answer Asked by Wayne on November 18, 2016
Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?
Read Answer Asked by Patrick on November 18, 2016
Q: Good morning,
Looking for your insights into the latest iteration of preferred shares issuances- fixed /resets with minimum floors. In the past number of years the broad market for various types of preferred shares have been negatively impacted by shocks( the perpetual market in 2013 "Taper Tantrum" / the most recent declines in fixed /resets with rates lower for longer) which for the most part, were wholly unforeseen. In terms of the newest preferred type, could you please offer your analysis on what factors could create the same problems( ie downside) for this share structure.

With thanks,
Brad
Read Answer Asked by Brad on November 18, 2016
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