Investment Q&A

Q: With the low oil prices and demand being what they are, will the rail companies see a slow down?

Q: when do companies generallyannounce a dividend cut

Q: Peter When I perished the press release for this quaternary I thought it was good and expected a jump in share price and the opposite happened .What am I missing?
Thanks for all you do
Denis

Q: Hi team, ACQ still under performing other auto related companies like LNR, BYD.un, MG. Any new events you know of? I would like to add to it......still a buy in your view? Thx a lot!

Q: Hi,

What is the rumour regarding acquisition that management issued a press release on today?

John

Q: I have a small position in Trinity and noticed that the stock is down more than 11% today on no news. Is this something with legal issues? What's your opinion of Trinity growth potential? For a long term investor do you suggest selling, holding, or buying at the current levels? Thanks.

Q: Quaestor just took a major dive from 4.00 to 3.25. Any idea why? I've been waiting for an entry point, but worry there is done dirt if bad news I haven't seen?

Q: Hi Peter and Team:

I think there are good fundamental catalysts in Intel. At current price of $37, do you think it's overvalued?

Q: What is thoughts on this company's future and would you purchase at this level with a 1 year time frame. Thanks

Q: For a high risk investor looking to bottom feed, would you agree with taking positions in small cap energy infrastructure and energy stocks such as CEU, PRW, SPE? Any other suggestions? I plan to put a 25% trailing stop on them if they slide further to protect the principal.

Q: Hello Peter, Could you give me your thoughts on Freehold compared to Pairiesky? Do you prefer one over the other? Is the decline in their price due to the panic selling or is due to oil price decline?

Q: I fortuitously sold Suncor back in June but am now wanting to buy back into oil and gas in my wife's TFSA account. I have badger (bad) and Superior Propane (spb) in another rsp account but this would be more of a direct investment in the beleagured oil and gas industry. I have 10 000 dollars of room to invest with a long term window and was wondering which two of sgy,su,spe,or su you would recommend. Do I go back into the rock solid dependable Suncor or seek more growth with the likes of a Surge or Spartan or ???? Thanks

Q: Do you think a lot of these companies will be adjusting their 2015 budget ? These dividends such as TBE at 15 percent and 1.20 price would seem much at risk.

Q: As a portfolio decision, I know you usually trim a position when it reaches 9-10%. However, when do you decide to add to a name when it drops from say a 5% position?

Q: Greeting, Peter & Co.
I fund and administer RDSPs for three young girls on the autism spectrum. Although I still have a 10 year time horizon I fortunately have no energy exposure in these portfolios. I am considering a small position in High Arctic Energy (HWO) as well as a position in a, yet to be determined, large cap energy company. My rationale is:
HWO has operations in Papua New Guinea (PNG) (74%) and Alberta (26%). Although HWO is not a typical Canadian energy services company its 6 month share price decline is identical to that of Calfrac and slightly less than some of the other Canadian companies in this sector. The PNG operations include services and equipment rentals to natural gas companies that provide natural gas to a new LNG plant that has very long-term supply contracts. The Alberta operations, in my opinion, containing more risk than PNG, are similar to those of other Canadian energy service companies.
HWO had a good Q3 and the balance sheet is solid. There is enough cash on hand to cover the CAPEX for the additional rigs that will be delivered in 2015. The dividend was recently increased by 10% to 5.3% at the current share price of $3.73 leaving a very low payout ratio.
Please advise me of any errors in my numbers or logic and your assessment of HWO.
With great appreciation for your most valuable service.
Ed

Q: Considering the Canadian $ vs US $ does it still makes sense to use CDN $ to buy US Equities. Looks to me like you would lose 15% right of the top.

Thank you as always for a great service.

Q: Are you familiar with PKG.US? What would be your opinion, and would you prefer GPK.US?

Q: I hold ALA, IPL, TRP, ENB, KEY, EMA & FTS. They are done with oil. I am thinking of selling some or all (in light of oil) and purchasing Blue Chip US Equities. Your thoughts would be appreciated.

Thank you as always.

Q: Looking at the OPEC correction is there an underlying reason why PD took such a severe pounding knowing that their business model is sustainable. I bought in to-day and am quite comfortable with it. I feel sometimes that these big days are more panic driven or is it the shorts trying to kill the small guys.I guess I'm looking for logic in a big marketplace. Thanks Doug

Q: I am not overly exposed in this area. Given todays drop can you recommend one or two stocks that have been oversold?