Not only do I have to do the rebalancing for November month-end, but a lot of things have been piling up this week to soak away my time! I will do the volume and price change reports tonight, but the index levels will have to wait until tomorrow. Sorry!
Update 2006-11-7
| Note that these indices are experimental; the absolute and relative daily values are expected to change in the final version |
| Index |
Mean Current Yield (at bid) |
Mean YTW |
Mean Average Trading Value |
Mean Mod Dur (YTW) |
Issues |
Day’s Perf. |
Index Value |
| Ratchet |
4.15% |
4.08% |
39,965 |
10.54 |
2 |
-0.2611% |
1,010.1 |
| Fixed-Floater |
4.83% |
3.97% |
137,276 |
12.98 |
7 |
+0.1140% |
1,024.4 |
| Floater |
4.52% |
-18.83% |
70,995 |
6.49 |
5 |
+0.2796% |
1,024.5 |
| Op. Retract |
4.67% |
1.30% |
84,595 |
2.29 |
18 |
0.0976% |
1,023.7 |
| Split-Share |
5.04% |
3.74% |
184,790 |
3.36 |
9 |
-0.1743% |
1021.1 |
| Interest Bearing |
6.93% |
5.52% |
58,231 |
2.43 |
7 |
-0.1667% |
1,016.4 |
| Perpetual-Premium |
5.08% |
3.85% |
250,223 |
3.85 |
49 |
+0.1257% |
1,040.8 |
| Perpetual-Discount |
4.58% |
4.61% |
604,477 |
16.18 |
7 |
+0.1167% |
1036.4 |
End of 2006-11-7 update
| Major Price Changes |
| Issue |
Index |
Change |
Notes |
| MST.PR.A |
InterestBearing |
-2.7333% |
The underlying interest for this issue is … income trusts! June 30, 2006, the fund had assets of about $127.8-million to cover preferred securities of $53.2-million: asset coverage of 2.40:1. If we have a look at the Capped Income Trust Index ETF (Symbol : XTR), we see it closed at $15.58 on June 30, compared to $13.19 today, a loss of about 15.4%. This would imply net assets of MST.UN of $108-million to cover the $53.2-million prefs … more than 2:1, still quite adequate. No need to panic just quite yet! The YTW is now 5.48% to a maturity on 2009-9-30. |
| STW.PR.A |
InterestBearing |
-1.8646 |
The underlying interest for this issue is a vehicle called COMPASS … and COMPASS is … an Income Trust Fund! On Jun 30, 2006, this fund had assets of $184-million to cover preferred securities worth $72.4-million : asset coverage of 2.54:1. Reduce assets by 15.4%, as above, estimate assets to be now $155-million. Still in excess of 2.0:1, no need for any throat-cutting. YTW is now 6.16%, based on a 2009-12-31 maturity. |
| AL.PR.E |
Floater |
+1.5578% |
On zero volume! |
| ENB.PR.A |
PerpetualPremium |
+1.6634% |
A big bounce back from a steep drop yesterday. At a bid price of $25.67, it is now trading with a YTW of 0.97%, based on a call 2007-1-1 at $25.25. If it survives until its 2008-1-1 call at $25, it will have yielded 3.98%. Given that the issue pays $1.375 and Enbridge can save $0.25 by waiting a year, it may well make it to the later date. |
| Volume Highlights |
| Issue |
Index |
Volume |
Notes |
| CM.PR.G |
PerpetualPremium |
102,735 |
MacDougall bought 100,000 from RBC (in two tranches: one lot was of 100 shares!) @ 27.05. |
| GWO.PR.G |
PerpetualPremium |
94,434 |
RBC sold 20,000 to Desjardins and 63,700 to Scotia, both lots trading at $26.85. |
| RY.PR.C |
PerpetualPremium |
61,670 |
A steady day for the new issue: it closed a little better than yesterday at 25.18-22, 3×50 |
| CU.PR.A |
PerpetualPremium |
50,000 |
The only trade was a purchase by MacDougall of 50,000 @ 27.21 from RBC. It pays $1.45, so the issuer may just wish to call it without taking advantage of the $0.25 p.a. declining premium – if this happens, the 2008-3-31 call will result in a yield of 2.93%. |
| SLF.PR.D |
PerpetualDiscount |
49,103 |
Only just on the high-volume charts! The clearance sale is definitely winding down … but how long until the price recovers? If anything, the issue should be priced higher (not much higher!) than SLF.PR.C, which closed 40-ish cents better than SLF.PR.D. |
There were six other index-included issues trading over 10,000 shares today.