Q: Hopefully, your research will recognise the first 3 NASDAQ listings. Based on the continuing manic disorder in the Land of the Free & the Home of the Brave I am planning on certain substantial changes in our US investments. The major tax changes certainly provide new opportunities & I would appreciate your evaluation & assessment of the 4 individual choices I am considering. Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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CME Group Inc. (CME)
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E*TRADE Financial Corporation (ETFC)
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Charles Schwab Corporation (The) (SCHW)
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AMTD IDEA Group American Depositary Shares each representing six (6) Class A (AMTD)
Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.
Please explain your rational.
Thanks, Tim.
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Allstate Corporation (The) (ALL)
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JPMorgan Chase & Co. (JPM)
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Progressive Corporation (The) (PGR)
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Charles Schwab Corporation (The) (SCHW)
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AMTD IDEA Group American Depositary Shares each representing six (6) Class A (AMTD)
Q: I would like to combine JPM with two new other US positions in a US$ portfolio to achieve a good mix in the financial sector. Wondering what your thoughts are about adding an investment company like SCHB or AMTD or is there another entity that you suggest?....and also an insurance company that you would suggest that would benefit from rising US interest rates? (I currently hold SLF in a Cdn$ portfolio.)....Thanks
Q: I am wanting to increase my exposure to US Financials and I am thinking of adding a US investment services company. May I have your assessment of AMTD, ETFC, RJF, and SCHW? Do you have other suggestions in this area? I already hold KRE and KBE.
Thanks, Tim.
Thanks, Tim.
Q: I read a recent review in Morningstar and this sounded rather appealing. It would be held in a rrif as a conservative large cap hold. As the gurus seem to feel the C$ has gotten ahead of itself would it be a reasonable purchase time, although that probably matters less than the low fee. (Schwab US Dividend Equity)