Investment Q&A

Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait

Q: Hi the great team, short term volatility seems to related to actual quarterly earning vs its estimated. In your portfolios, which stocks have good record of beating estimates most of the time and which stocks don't. thanks.

Q: The couch potato portfolio has an annualized return of about 4% and the cms portfolio has an annualized return of about 7%. Would you please compare the returns of the two portfolios for a common time period ie the couch potato portfolio has gone though the 2008/2009 period while the cms portfolio did not exist at that time. Thanks

Q: A different question. As an active retail investor I often get advice to start trading options. Others claim that trading options often leads to losing money. What is your opinion on trading options for various purposes? Thank you.

Q: I am interested i a portfolio review.

Before diving in to the pool, can
You explain what I need to give you,
And what you will provide me?

Thanks
KC

Q: My first year of my 5 year GIC ladder is due.I have $20,000 /year in GIC's most at 2.75%.Oaken is still maintaining the renewal 5 yr. GIC rate at 2.75% I have a good pension, cash in the bank and debt free. I am 71 with a balanced value /income portfolio.
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley

Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George

Q: Is there a place I can find the yield to call for a particular stock ?

Thanks

Paul

Q: This article gives the best explanation I have come across about MERs. It includes some great comparative examples to show how the MER on investments can make a difference to your return.

http://www.urbandepartures.com/effect-mer-on-investments/

Q: I want to setup TFSA account for my son. He will invest 11K equal weight in each below 5 stocks.
SIS, SHOP, CCLB, CSH.UN, TD.

Do you think above stocks is good choice to start or would you recommend something else or ETF.

Q: Hi team,

Just a quick question: If in a taxable account, dollar for dollar, my profit is the same as my loss, do I still have to pay taxes on my profit? or would it be completely cancelled by my loss?

Have a wonderful weekend!

Q: no comments but a good laugh
For What It's Worth... I thought I switch things up a bit today, since its a Fantastico Friday! A few weeks ago in the Dow Theory Letters I wrote about the trend that's taking us to a cashless society... And one reader sent me this response, which if it weren't eerily what I was talking about, would be funny... So here it is... enjoy!

Hello! Gordon's pizza?
- No sir it's Google's pizza.
- So it's a wrong number?
- No sir, Google bought it.
- OK. Take my order please.
- Well sir, do you want the usual?
- The usual? You know me?
- According to our caller ID, in the last 12 times, you ordered pizza with cheeses, sausage, thick crust.
- OK! .
- May I suggest to you this time ricotta, arugula with dry tomato?
- What? I hate vegetables.
- Your cholesterol is not good.
- How do you know?
- Through the subscribers guide We have the result of your blood tests for the last 7 years.
- Okay, but I do not want this pizza, I already take medicine.
- You have not taken the medicine regularly, 4 months ago, you only purchased 30 tablets at Drugsale Network.
- I bought more from another drugstore.
- It's not showing on your credit card.
- I paid in cash.
- But you did not withdraw that much cash according to your bank statement.
- I have other source of cash.
- This is not showing as per your last tax form unless you bought them from undeclared income source.
- WHAT THE HELL? Enough! I'm sick of Google, Facebook, Twitter, WhatsApp. I'm going to an Island without internet, where there is no cell phone line and no one to spy on me.
- I understand sir but you need to renew your passport; it expired 5 weeks ago........

from the daily pfenning

Q: Peter;,In today's Globe , page B2, there is an article about a film showing at your TIFF regarding the Chinese reverse takeover situation. Do you lend any credence to this and is there any way to identify those companies that were created using this method? Thanks.

Rod

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