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Ideas and Updates on Investing and Trading
My list of fairly valued and undervalued Canadian companies: Summer 2018
I firmly believe in the merits of quality and valuation when looking to invest in stocks. My watchlist contains the companies that meet my quality criteria, and which I intend to partner for many years - except if fundamentals deteriorate beyond my risk tolerance, or...

My DGI Portfolio: July 2018 purchases
I’ve been quite busy lately, and finally had a chance now to take a look at what stocks from my watchlist are selling at an attractive price. That’s the beauty of dividend growth investing, it keeps making money while we sleep, generating income that can be reinvested...

Investing Made Easy: My screener to find quality companies at attractive valuation
On this post I will explain the rules to screen the companies that meet my goals from a quality and valuation perspective and choose the best ones among the stocks from the TSX and US Exchanges. This is typically used as an initial quantitative analysis only, so I...

My review on Enbridge and why it’s a great buy opportunity
Enbridge, the stock, just keep making new lows and making a lot of investors nervous. I believe this is because these investors are focused too much on Enbridge, the stock, and not so much on Enbridge, the company. Also, few have a good understanding of how midstream...

Annual review: My US DGI Portfolio for 2018
Every year I do an annual review of the companies that I’m invested on. You can find the review for my Canadian portfolio here. This post is to review the companies on my US portfolio for 2018. As I mentioned before, this review is not based on stock price...

Annual review: My Canadian DGI Portfolio for 2018
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 valuation) or to wait and...

My biggest inspiration to algorithmic trading models
Jim Simons (founder, Renaissance Technologies) is probably the most successful hedge fund ever. Simons, an award-winning mathematician that used his skills to decipher Soviet codes for the NSA during the Cold War, founded Renaissance in 1982, a private investment...

Evaluating Growth Stocks: Shopify
I typically review my dividend portfolio at the beginning of the year, so while this is in progress, I thought about posting my views on some of the growth stocks that I own or plan to own. My long term investment strategy always has a mix of dividend...

My DGI Portfolio: December 2017 purchases
On the Canadian side, in order to average down and get juicer dividends, I’m adding more Enbridge and Enbridge Income Fund. Enbridge Inc. (ENB.TO) is a leading North American oil and gas pipeline, gas processing and natural gas distribution company. I...

My review on Enbridge and Enbridge Income Fund
Enbridge and its group of companies belong to the Oil & Gas Transportation subsector subsector, and this sector is more of a utility and service operation, where performance is very stable. That’s because of its continuous flow and measurable revenue...
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