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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: As my wife and I 'leap' over the 90 year-yard line, we ponder what to invest in for our heirs in the coming year - - specifically using our 'new' TFSA contribution room. Historically, we have preferred to use Perpetual Preferred shares - - specifically WN.PR.A and POW.PR.A for their yield, their track record as companies, their distributions which are dividends and taxed as such, and they offer DRIP (at least in our discount house). I am looking for suggestions of other high quality firms that might be considered. Use as many credits as required to answer please. Thank you for all your help over the past several years. Happy New Year! Bill
Read Answer Asked by Bill on January 06, 2026
Q: Thinking of including at least two of these in the fixed income portion of our portfolio. Do any carry any 'yellow' flags? All seem to DRIP, at least througfh my broker. Could one just weigh them based on current yield? Appreciate any thoughts.
Thanks, Bill
Read Answer Asked by Bill on June 10, 2025
Q: In anticipation of continuing 'interesting' times, I am considering moving some WN.PR.A over to my TFSA. Since I am in my late eighties I consider this more of a fixed incme investment and less a consumer staple. Given the number of years the issue has exited, I am uncertain as to current redemption. I would appreciate relevant tho'ts. Thanks for all ideas that the team has provided over he past decade+. Bill
Read Answer Asked by Bill on January 14, 2025
Q: I have been seeing a gradual price loss with some of the example preferred stocks I hold shown above.
With the continuing disaster going on in Ukraine and its inflationary impact, should I expect this to further reduce valuations for these types of investments as interest rates rise?
Read Answer Asked by Ted on March 10, 2022
Q: Have held NWC for a few years as one my major consumer staple holdings. Am now wanting to deploy more resources to this sector and want an opinion on this (WN.PR.A) perpetual preferred issue - similar type of sector and I would think limited volatility (March notwithstanding). With very low interest rates, is there a major concern of redemption? Thanks for your help and support, Bill
Read Answer Asked by Bill on September 14, 2020
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