Market Action

February 23, 2026

HIMIPref™ Preferred Indices
These values reflect the December 2008 revision of the HIMIPref™ Indices

Values are provisional and are finalized monthly
Index Mean
Current
Yield
(at bid)
Median
YTW
Median
Average
Trading
Value
Median
Mod Dur
(YTW)
Issues Day’s Perf. Index Value
Ratchet 0.00 % 0.00 % 0 0.00 0 -0.1739 % 2,477.6
FixedFloater 0.00 % 0.00 % 0 0.00 0 -0.1739 % 4,697.9
Floater 5.81 % 6.09 % 58,001 13.72 3 -0.1739 % 2,707.4
OpRet 0.00 % 0.00 % 0 0.00 0 0.2225 % 3,640.2
SplitShare 4.80 % 4.66 % 74,817 3.03 5 0.2225 % 4,347.2
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 0.2225 % 3,391.8
Perpetual-Premium 5.66 % 5.57 % 469,644 14.11 7 -0.0962 % 3,080.5
Perpetual-Discount 5.62 % 5.69 % 47,586 14.34 27 -0.8738 % 3,371.1
FixedReset Disc 5.91 % 5.71 % 126,882 14.00 28 0.0966 % 3,186.0
Insurance Straight 5.43 % 5.54 % 68,809 14.50 22 -0.2487 % 3,349.1
FloatingReset 0.00 % 0.00 % 0 0.00 0 0.0966 % 3,790.1
FixedReset Prem 5.94 % 4.27 % 85,744 2.36 20 -0.0477 % 2,669.0
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 0.0966 % 3,256.7
FixedReset Ins Non 5.24 % 5.17 % 82,352 14.76 14 0.0243 % 3,157.7
Performance Highlights
Issue Index Change Notes
PWF.PR.S Perpetual-Discount -24.10 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 16.60
Evaluated at bid price : 16.60
Bid-YTW : 7.33 %
CCS.PR.C Insurance Straight -3.60 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.49
Evaluated at bid price : 22.75
Bid-YTW : 5.57 %
BN.PF.D Perpetual-Discount -1.54 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 21.07
Evaluated at bid price : 21.07
Bid-YTW : 5.92 %
MFC.PR.B Insurance Straight -1.42 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.05
Evaluated at bid price : 22.28
Bid-YTW : 5.30 %
BN.PF.F FixedReset Disc 1.14 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 23.25
Evaluated at bid price : 24.88
Bid-YTW : 5.68 %
PVS.PR.K SplitShare 1.17 % YTW SCENARIO
Maturity Type : Hard Maturity
Maturity Date : 2029-05-31
Maturity Price : 25.00
Evaluated at bid price : 25.05
Bid-YTW : 4.36 %
ENB.PR.J FixedReset Disc 2.49 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.48
Evaluated at bid price : 23.07
Bid-YTW : 5.88 %
Volume Highlights
Issue Index Shares
Traded
Notes
GWO.PR.N FixedReset Ins Non 62,095 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 18.45
Evaluated at bid price : 18.45
Bid-YTW : 5.57 %
BN.PF.C Perpetual-Discount 41,086 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 21.27
Evaluated at bid price : 21.27
Bid-YTW : 5.80 %
GWO.PR.R Insurance Straight 40,400 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 21.73
Evaluated at bid price : 21.98
Bid-YTW : 5.54 %
GWO.PR.P Insurance Straight 34,500 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 24.05
Evaluated at bid price : 24.30
Bid-YTW : 5.64 %
BN.PR.X FixedReset Disc 22,800 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 19.45
Evaluated at bid price : 19.45
Bid-YTW : 5.93 %
CU.PR.K Perpetual-Premium 21,200 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 24.43
Evaluated at bid price : 24.82
Bid-YTW : 5.65 %
There were 8 other index-included issues trading in excess of 10,000 shares.
Wide Spread Highlights
See TMX DataLinx: ‘Last’ != ‘Close’ and the posts linked therein for an idea of why these quotes are so horrible.
Issue Index Quote Data and Yield Notes
PWF.PR.S Perpetual-Discount Quote: 16.60 – 22.06
Spot Rate : 5.4600
Average : 2.9813

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 16.60
Evaluated at bid price : 16.60
Bid-YTW : 7.33 %

MFC.PR.B Insurance Straight Quote: 22.28 – 23.50
Spot Rate : 1.2200
Average : 0.8010

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.05
Evaluated at bid price : 22.28
Bid-YTW : 5.30 %

ENB.PR.H FixedReset Disc Quote: 22.98 – 23.87
Spot Rate : 0.8900
Average : 0.5425

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.49
Evaluated at bid price : 22.98
Bid-YTW : 5.49 %

GWO.PR.T Insurance Straight Quote: 23.75 – 24.50
Spot Rate : 0.7500
Average : 0.4971

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 23.48
Evaluated at bid price : 23.75
Bid-YTW : 5.50 %

CCS.PR.C Insurance Straight Quote: 22.75 – 23.69
Spot Rate : 0.9400
Average : 0.6998

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 22.49
Evaluated at bid price : 22.75
Bid-YTW : 5.57 %

BN.PF.D Perpetual-Discount Quote: 21.07 – 21.87
Spot Rate : 0.8000
Average : 0.5756

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2056-02-23
Maturity Price : 21.07
Evaluated at bid price : 21.07
Bid-YTW : 5.92 %

4 comments February 23, 2026

dan good says:

CALGARY, Alberta, Feb. 26, 2026 (GLOBE NEWSWIRE) — Cenovus Energy Inc. (TSX: CVE) (NYSE: CVE) today announced it will exercise its right to redeem its 2.577% Series 1 Preferred Shares (the “Series 1 Preferred Shares”) and its 3.948% Series 2 Preferred Shares (the “Series 2 Preferred Shares”, collectively, the “Series 1 & 2 Preferred Shares”) on March 31, 2026 (the “Redemption”). All of the Series 1 & 2 Preferred Shares outstanding will be redeemed at the price of $25.00 per share, for an aggregate amount payable to holders of $300 million, less required withholdings, if any, funded primarily from cash on hand.

These are the old (legacy) Husky preferred shares. If memory serves me right you could have picked up the A shares at under $5 in 2020?

jiHymas says:

If memory serves me right you could have picked up the A shares at under $5 in 2020?

… and it seems memory serves me right and you bought a stack at $6 & change:

Don’t worry, I started buying the Husky A preferreds in May and added in June and early July 2020 at just over $6 per share.

You took a fair bit of heat for your ‘deep discounts are extremely important’ thesis (I believe sizeable discounts are more of a valuation ‘nudge’ than a valuation ‘determiner’) but one way or another, it was a good move – even if you cashed out early!

dan good says:

I did alright. I find it “interesting” that preferred shares and debentures can take quite a beating when companies get into trouble even though asset coverage is generally not compromised. Obviously you have to do your homework and have faith. Thanks James!

[…] to Assiduous Readers Dan Good and FletcherLynd for bringing this to my […]

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