Investment Q&A

Q: Hi 5i, I currently have preferred shares in 13 different companies. I would like to diversify as they are all in finance, utilities, energy and Telecom. Can you name three companies to put into my RRSP that are US based with preferred shares that are solid. I'm looking for 5y resets or perpetual, thanks.

Q: Hi Team,
BN appears to be selling off, assuming it's being treated like a bank with the SVB disaster. Do you feel this is justified? I am feeling not, and I am thinking about adding to BN. Would you feel the same? And is it the right time to start buying, or should I perhaps wait a while longer? Thanks

Shane.

Q: I currently own BN, BAM, BIP, and BEP. With recent decline would you be adding to these names? Can you confirm good entry points and if you would consider them a Buy/Sell/Hold.

Thank you
Tim

Q: The SVB rescue seems to have ushered in some fundamental changes in banking in the U.S which one would assume will have ramifications here in Canada.

Now that the Fed has essentially recognized that depositors are no longer unsecured creditors and bonds are valued at par regardless of market rates, what are the implications for investors?

Equity investors will have to assess their position and risk. Certainly giving every Canadian the option of having an account at the Bank of Canada would solve the security issue for depositors, and would avoid the considerable expense of extending insurance to all deposits regardless of amount.

But are Canadian banks and their investors now significantly disadvantaged if one central bank accepts government bonds as collateral at par regardless of market value while the other doesn't? Your thoughts as always would be appreciated.

Mike

Q: Is there a US $ equivalent to HSAV?

Q: I have yet to participate in the lithium "play" and wondering if its too late, and if not, what you would recommend. Individual stock, or ETF? Will be held either in RRSP or TFSA. Thanks

Q: I bought this stock a few years back, it pays a consistent dividend but little value add outside of that. I am thinking of selling and moving into other US pharma with better growth upside. What are your thoughts and a couple of recommendations for alternatives.
As always thanks for your advise.

Jim

Q: What are your thoughts on MPW's recent lawsuit?

Thanks for your service!

Q: Do you believe these preferred shares are safe to hold until maturity?
Thanks

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 ?

Q: I am helping my young adult daughter to start a freshly funded TFSA, she will have an approximate 50K. She is not risk adverse. At this point in the markets, besides BN, which 3 or 4 best names you would you recommend?
Thank you always for your precious advice, and holding our hand in the scary times.

Q: I thought BOS had a good Q4. Did it, and does your upbeat outlook for '23 still hold?

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

Q: Am I correct in assuming the Svb banking failure could benefit as Csu may be able to purchase prospects at a cheaper price?

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.

Q: hi
I own MFC. Would it be pointless to add another for diversification? Is SLF still your favourite? Or would you just add to MFC?
thanks

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.

Q: Hi
I use TD WebBroker. Why can I not purchase PSA or HSAV on WebBroker? Do you have a similar investment I can buy on WebBroker? I would like CAD and USD options please.

Thanks for everything
Greg

Q: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks

Q: I have owned this company for several years and are up over 100% in it. The past few days have been a bit disconcerting. Thoughts? Thanks