Investment Q&A

Q: Thank you for your suggestion of books to read on my earlier question. I really enjoyed "what works on wallstreet" and find the quantitative analysis methods really interesting and been applying them on my own excel spread sheets. Just wondering if you have any suggestions of books of similar nature?

Q: Do you have information or advice on this CAAS. It trades at a very low multiple and I believe it now subject to an take out offer. Any info would be very much appreciated. Thanks

Q: Hi Folks:
Do you have any opinion as to where the Canadian/ US dollar relationship will settle?
Thank You
brian

Q: Hi, is the link for Peter's small cap power appearance available ?

Thx
Karim

Q: Reference to important note to John Sept.11 (misc) stating that US stocks in a Cdn ETF will pay the 15% with holding tax (even in a RRSP)) and is not recoverable.

So if I want to own an unhedged SP 500 ETF in my RRSP I should buy one that is listed on an American stock exchange to avoid the non recoverable 15% tax ? Thanks

Derek

Q: If you had some funds to invest at this time, would you recommend Europe, Canada or US. Please rank with reasons. Thank you

Q: for those interested this is the President of JP morgan comments on Bitcoin...
https://www.cnbc.com/2017/09/12/jpmorgan-ceo-jamie-dimon-raises-flag-on-trading-revenue-sees-20-percent-fall-for-the-third-quarter.html

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: According to the experts in seasonal investing, September is statistically the worst time for markets, but then things start to pick up again later in October and into November. Would you let this consideration influence your investment decisions? I have capital to deploy but I'm wondering if I should wait another month or so before I start new positions. Also, are foreign markets (Europe, EM, Japan, etc) subject to the same September curse, on average? Thanks very much.

Q: Is there a way to download webinars or other material from the Money Show. I would have liked to attend, but was unable to do so. I'm fine with paying for the materials. It all sounds very interesting to me.

Q: Hey, I just wanted to say that I attended The Money Show for the first time as I am a reasonably new 5i subscriber, anyways the show was excellent and I will be an annual attendee.

Q: Hi Peter,

I have just bought the book Market Masters... it is a big book. I was hoping that (other than your interview of course) you could tell me some of the other people that are featured in the book that you think would be the best/most worthwhile to read (primarily for equities but others if you think they are great).

Thank you

Q: Hello everyone. I was wondering if you have any recommendations for AI companies since GTA seems to be a hot spot for AI research.
I understand that it would be speculative and would only allocate a small amount to it. Thank you

Q: Hi from the West Coast . What is your opinion of Sunoco as a long term hold if I were to put it into my income portfolio ?
Thanks
Rick

Q: Hi, I'm not sure of you do Tax questions or not. I am a new DIY investor (March 2017). I currently have Cash, RRSP, and TSFA accounts, all with CAD and USD capability. I did not do much tax research before I started building my portfolio. Currently I hold all my US equities and us funds in the USD Cash account (about 15% of portfolio). Now it seems to me from a tax point of view this is the worst possible place to hold US securities. Of course if I want to use the US cash then it's the only place I should actually put it. But I don't think I will need to use the US cash any time soon. So it seems to me that despite the 15% withholding tax the TSFA would be the best place for US equities, since the US gains are much higher than Canadian, and I could get the money if I do need end up needing it. Does that make sense? Would it be prudent to put a portion of both RRSP money and TSFA money into US funds accts with the CAD relatively strong right now? I have cash available in both accts to do so, but would be raising my overall US funds to about 25%. Thank you.

Q: I was surprised to see the statement in your answer to Umed that shorts can only go down 100%. I had always understood that longs' exposure can only be 100% but shorts' exposure can be virtually unlimited. Have I misunderstood?

Q: Good morning
I have not seen any reports on Canada's economic boom. I am wondering what the key drivers are to spur almost almost 4% growth per quarter this year so far?
Thank You
Clarence

Q: I'd appreciate your opinion of the effect the new Canadian Tax Laws will have on our Small Cap Technology Stocks.

Q: I am considering buying US dollars from my Canadian cash account. What is the most efficient way to do this? The spread at my bank is quite expensive.

Q: Comment with no question.
Thanks for mentioning [Vanguard short-term corporate bond ETF] in your reply to Claire on Aug 31.
The yield is only 2.2% with not much growth, but the slow and steady uptrend is a thing of beauty! I have started a position.

5-year chart:
http://stockcharts.com/h-sc/ui?s=VCSH&p=W&yr=5&mn=0&dy=0&id=p53943492667