Investment Q&A

Q: Peter: I have noticed HNZ.A has dropped quite a bit over the past few months, It is now down to about a dollar more than I paid for it. Do you see a bright future for this firm over the next year or two or would you sell
Thanks
Ken

Q: Where is the low for the price of oil and is surges div safe at these levels. thanks

Q: I hold approximately 900 shares of both CNQ and Suncor and have a profit on both. As you know both have been dropping significantly in the last several weeks. Given the low global oil prices would you recommend that I sell my positions or add on this weakness.

Q: Peter; Could you update your opinion on PD? It seems to be falling off the cliff every day. Thanks.Rod

Q: Best Wishes to all. Indigo seems to be showing strength in a weak market. Would this be a good time to consider purchasing as we approach the holiday season?
Thank you

Q: What is your take on Aet.un since they announced they are looking at ways to increase shareholder value,including the possible sale of entire company.

Q: Why would Surge be outperforming the decline in the market for energy sector, after all, ownership buys lots, pays good dividend, what gives?

Q: Hello
I recently read the following,
Warren Buffet flatly endorsed a simple portfolio of inexpensive index funds for his own survivors. My advice to the trustee couldn't be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard's.) I believe the trust's long-term results from this policy will be superior to those attained by most investors — whether pension funds, institutions or individuals — who employ high-fee managers.

If a Canadian was to follow this advice, and allocate some to a Canadian index fund, a U.S index fund and short term government bonds. What would your allocations be and what Canadian Index fund would you recommend? If you where to periodically rebalance the portfolio how often would you do that. Would you use this strategy in RRSPs, TFSAs and RESPs?
Also should the investor protect him/herself from U.S dollar currency risk?
Use the assumption that this is for long term investing.

thanks, looking forward to your comments.
Bryon

Q: I am down 34% with AVO, but I still like the growth story. I would like to buy more to bring the holding back to a full position now that the price is under $18. Would you add to my holding at this point or would you wait until after tax loss selling?

Q: Since you have downgraded this stock by 2 notches would you now say that it is a sell rating? I currently owned this stock in my RRSP and wonder if I should sell and replace with another stock?
Thanks
Dolores

Q: CF has fallen over 20% from it's one year high and shows continued weakness. What are your thoughts on the company going forward?

Q: Greetings,

i am looking for your views on unilever versus Bristol-meyers. both of these have corrected significantly and am looking to add to my US holdings. I need a steady stream of US income in the future so trying to build a nice, steady group of dividend payers that i can hold for a long period of time.

Cheers and thanks for all your great advice.

Q: Everything is getting hammered this week, but i do not understand the complete devastation in surge, if as you say the payout ratio is 65 per cent with oil at 90. Dollars, then at what point will surge have to cut there payout, now yielding over 9 per cent at a price of 6.60. It seems to me like this selling in surge is way over done, it is down at least 25 percent in less than a month. And why are insiders buying, they are getting killed. Dave

Q: Hi: Thank you for your Sept.28th. article "Signs to Watch for When the Market Declines." Perhaps you could follow up by suggesting where I can find the data to implement the criteria in that article, data I find hard to find. Thank you for your excellent service.

Q: Can you please explain what's going on with BXE hitting a new annual low?

Q: Why don't you own DOL in your model portfolio?

Q: On Oct 2 Elann wrote Enghouse (ESL) is dropping a fair amount in the last 5 days and TD is notifying to SELL.

I don't know who at TD said sell, but the last word I have from TD was on Sept 12 when they updated their report after ESL's results were released on Sept 10 and they called ESL a Buy and raised their outlook from 40 to 43.

Q: The U.S. gov't is being lobbied by the rail and oil companies to delay the railcar upgrade deadline and the TRN price has dived. TRN is said to have a huge order backlog. Do you think the co. is oversold here?

Q: Please provide your comments on this stock. Yield of 11.% seems high. Is it worth taking a small position ?? Thanks

Q: I would appreciate your opinion of this publicly-traded private-equity small cap. Would this be suitable for a medium-to long-term investment? Thanks!