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Ideas and Updates on Investing and Trading
My updated watchlist for 2024 / 2025
Hello, folks! It’s been a while since my last post, but the beauty of investing in dividend growth companies is that we can take our time to review their performance, guidance and how it fits into our portfolio, according our goals and risk tolerance. The watchlist...
Annual review: My Portfolio for 2022
Hello folks, and welcome to the annual review of the dividend growth companies from my watchlist! I have been busy with other projects, which is why I haven’t posted updates on when I add positions to my portfolio, but the method hasn’t changed. I continue to use the...
Annual review: My US DGI Portfolio for 2021
Continuing my annual review for 2021 regarding US companies, after posting my 2021 watchlist review for Canadian companies, the same steps apply: I evaluate the operating performance of the business, not how the price stock did. More importantly, I scan the market for...
Annual review: My Canadian DGI Portfolio for 2021
Greetings!! I haven’t posted in a while, as I have been busy with other projects, but the beauty of a dividend growth portfolio is that it keeps working for us and it doesn’t require much baby-sitting. Typically at any period, dividends keep piling on,while we...
High yield during uncertain times: Worth chasing it?
Many companies are at a high yield now. Should we take advantage of it? Or leave it alone because these are unknown times? I have always advocated to not chase yield, and instead, chase dividend growth and the sustainability of growing that dividend. So this...
Annual review: My US DGI Portfolio for 2020
Greetings! Now that the Canada DGI Portfolio for 2020 has been reviewed, it’s time to review the US DGI Portfolio. Companies that no longer meet my goals for 2020: 1 company on my US DGI Portfolio was removed for 2020, due to being acquired and delisted as a...
Annual review: My Canadian DGI Portfolio for 2020
Happy New Year!! Every year I review my current watchlist, to ensure that the businesses that I decided to partner with still meet my goals. This exercise has nothing to do with stock price performance. A decision to invest in these businesses (buy at sound...
Dollarama has negative book value – Is this a massive risk?
A reader asked a very interesting question on the comment session: “With the recent price drop in Dollarama, I am tempted to start a position. However, its book value per share is negative. Would this be a concern?” Before diving into Dollarama’s...
My DGI Portfolio: October 2019 purchases (US companies)
As I mentioned on my previous post of my recent Canadian companies purchase, the market as a whole might be overvalued, but the beauty of value investing is that there are always bargains to be found (individual companies trading below or at fair valuation). Like...
My DGI Portfolio: September 2019 purchases (Canadian companies)
The market as a whole might be overvalued, but the beauty of value investing is that there are always bargains to be found (individual companies trading below or at fair valuation). Quality and valuation are 2 important drivers of return: a quality business will...
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