Investment Q&A

Q: SYZ has been taking quite the beating lately. Any reason why? Has anything fundamentally changed with the company? I currently hold it (bought at $9.75), but am debating selling it and buying DSG instead. What are your thoughts on this?

Thanks,

Jordan

Q: I understand that Prem Watsa is starting an India Fund but I can't find it listed on my online broker. Is it listed yet and do you know how I can buy it?

Q: Any reason to hold this underperformer?

Q: My wife will be retiring later this year and will depend on her investments to generate her retirement income. While she owns many of the securities in your income portfolio she would like to add a couple of balanced funds to further diversify her investment portfolio. I reviewed all your previous responses to fund related questions and concluded that Mawer would likely be your top pick as a balanced fund manager. Based on your experience in the industry are there one or two other managers that you would recommend for our consideration. Thanks.

Q: I invest mostly in ETF's of foreign equities, but sold in Canada. Example XID. These are held in RRIF and TFSA accounts. If these are held for longer terms, is there any reason I should not purchase U.S. based ETF's instead? In an earlier question you recommended INDA and EPI rather than XID. What are the implications of holding US equities rather than ones based in Canada?

Q: Although outside your scope, any comment you can make on this company would be appreciated.
Thanks.

Q: Hello Peter et al.

I am wondering if you think Ithaca Energy is now hit its low because it seems to be in a trading range of $1.00 to $1.25. It has twice tested $1.27 but has not exceeded it yet. I still believe that oil has not hit its low for the year yet and I am hoping that Ithaca hits a lower price due to this drop so I can pickup some more. However it also has some developments (Stella) that could really increase the price.

Also I was wondering what you think of the Rockefellers getting out of oil all together (selling their $50 billion) back in Sept. Did they know something the rest of us didn't know. Did they know the Saudis would be pumping oil no matter what the market does? How does the little guy get ahead in this environment?

Thanks

Brendan

Q: this company was recently picked by one of the marketcall investor gurus... it was also recently named one of the best
banks in the U.S. I have been looking at Bank of America for the last few months but have been reluctant due to their never ending legal difficulties... what are your thoughts on both the
company itself and the area is doing business??
I was raised in b.c. and am reasonably familiar with the northwest u.s. area which seems to continue to be an extremely
vibrant economical area... appreciate your thoughts!!
ed in pointe Claire, quebec
p.s. - other than within the Canadian Index etf's the only other financial I own is CEW (the equal weight banks and insurance companies)

Q: What do you think of itp's recent announcement.

Q: Hi There
You seem comfortable with the common stock, based on a couple of recent questions. I'm wondering, before I buy some, why the pref has been on such a steady long term decline . Am I missing something with the generous pref yield?

Thanks
David

Q: Where can I find the "Shorts" outstanding for any listed security? Thank you.

Q: I have been told that a major bank in Canada is advising its clients to significantly increase cash positions in their investment accounts. The bank's view was that there will be a significant market correction in Canada. What is your opinion about the Canadian market and their advice? Thanks!

Q: Dear Gentlmen,
On TFSA #3 has AYA (+13%) DHX (+29%) SJ+SJ (+34%)
I want to sell SJ and buy AYA or DHX to lower the number of holding,
Your advice for long term
Thank You
Best Regard

Q: MIC and HCG are both half positions in equity income with growth RRSP with 20+ diversified portfolio. With change in "climate" in Alberta, I am thinking of selling MIC and buying HCG. Makes sense? Your take please.....thanks.....Tom

Q: Could you comment on the impact of a low and declining Canadian dollar on growth by acquisition stories like CSU, DSG ,and ESL.
Thanks

Q: Would RFMD be a wise buy for profits.Dividends & Growth. Eddie.

Q: Hi, could you comment on Devon as an Oil recovery play?

Q: I would like your take on 3 US stocks held in a diversified US big cap growth equity portfolio. I am thinking of transferring out of these 3 because of the change in the last year of the likely overall growth, globally, at least from by point of view, and the resulting lower demand for these companies products. The stocks are CAT-N (construction machinery), and CMI-N and DCI-N, both diversified machinery...... Guess it is about a change in portfolio mix, eh?!....Thanks

Q: A major rating agency shows ENB as overbought. Should that prevent me from taking a position in this stock considering its strength and track record? I've made some of my best gains in stocks over their 52 week high.
You guys are the best. Keep up the good work!

Q: I would like to invest in health care sector in my registered account. Should I buy XLV or PSCH. Which of these ETFs would have more growth? Alternatively, you could recommend another ETF or individual stocks. My weighting in health care is insignificant at this time.

Thank you