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Financial 15 Split Corp T.FTN

Alternate Symbol(s):  T.FTN.PR.A | FNNCF

Financial 15 Split Corp. is a mutual fund, which invests in a portfolio consisting of over 15 financial services companies. The Company offers two types of shares, such as Preferred Shares and Class A Shares. Its investment objectives with respect to Preferred Shares are to provide holders of Preferred Shares with cumulative preferential monthly cash dividends in an amount of over 6.75% annually and to pay the holders of the Preferred Shares approximately $10 per Preferred Share on or about the termination date. Its investment objectives with respect to Class A Shares are to provide holders of Class A Shares with regular monthly cash distributions and to permit holders to participate in all growth in the net asset value of the Company over $15 per unit, by paying holders on or about the termination date such amounts as remain in the Company after paying over $10 per Preferred Share. The Company’s investment manager is Quadravest Capital Management Inc.


TSX:FTN - Post by User

Bullboard Posts
Comment by YellowBrickRoadon Dec 22, 2018 12:52pm
137 Views
Post# 29150428

RE:RE:RE:So Much for a Low Ball Bid

RE:RE:RE:So Much for a Low Ball Bid
mouserman wrote: I think what really screws with my mind, is that LBS is trading at a BIGGER DISCOUNT to NAV than FTN which is actually trading right around NAV, down from over 30% premium a week ago.
LBS reported NAV at 5.93 to Dec 20 , and dropped about 3 % or so on the 21st. So LBS NAV  still up around 5.50 and could possibly continue on thru 2019 not missing any distributions.


$15.90.  That is the NAV of FTN and FFN the last report before they dropped below $15.  It could be that folks see LBS following FFN and FTN, so just getting out now before more capital is lost. If they bought up around $8 or $9, they are just trying to get out before it follows the lead of FFN/FTN.  They would rather prevent loss than hang in.  It makes sense if they want their income to continue rather than possibly be suspended for who knows how long.  

That is one high cost of  high yield - volatility.  Although if one holds the underlying stocks directly they would still be looking at a lot of red - but at least they would still have the dividend.  
For those who want less volatility (even less than the underlying stocks) and a dividend, the Split Preferreds could be the best option.  They are like bonds.  Very little growth prospects, but very low chance of loss of capital due to the $15 threshold most splits have and very reliable income.  Most of the Split preferreds are only down a few % rather than the underlying stocks, many of which are down double digits.  

It is a good time to buy the Preferreds right now, many are trading at a discount, which is unusual.  Some of them yield 6% to 7% which is more than the underlying stocks - fairly safe leverage, unlike the Class A which are higher risk, higher reward, and can run dry in terms of income for periods of time.

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For a comparison of Split Share Funds, see this blog:
Bullboard Posts