Canadian Preferred Share Research
About the CPSR
We believe that preferred shares are scarcely researched in Canada and investors deserve better.
Capitalight's Canadian Preferred Share Research, authored by Nick Otton, provides full analysis of our investment picks for income investors. CPSR provides two unique products to assist preferred share investors with portfolio management.
Preferred Insights provides a deep dive into a company, analyzing the investment merits of the company's preferred shares. The report also includes our Canadian Preferred Share buy and avoid list.
Preferred Allocation answers questions regarding the overall preferred share market, for example, is the preferred share market fair, under or overvalued, what preferred share structure is the best to invest in and what preferred share sector provides the best opportunity.
Preferred Allocations ETF
The preferred share ETF report is created for investors that rather own an ETF rather than an individual preferred share. The Preferred Allocation ETF report helps investors select which ETF is best for their needs, be it for income consistency or looking for the ETF with best capital appreciation upside. The report breaks down the largest preferred share ETF providing future yield graph, the ETF distribution invested in each preferred share structure, and a sensitivity analysis for varying interest rate situations.
Canadian Preferred Share Research has created a rate reset valuation calculator for investors to use. The calculator lets investors see how changing the 5-year yield or the year that the rate reset preferred share is called affects the valuation.
Why investors choose CPSR?
The benefits provided by CPSR...
"In-depth research into both the underlying Preferred issuer/company and the modelling of the value of the dividend stream within the context of 5-year government bond rates and the Preferred’s reset feature. Benefiting from CPSR’s significant deep dive and understanding of the underlying issuer or company. CPSR is an in-depth, extremely high-quality Equity analysis projected onto the issuer’s preferred shares, overlaid with a reset valuation model"
James Rodgers; CPA, CA
Senior VP & Portfolio Manager, Investment Advisor