Blog

On the Canadian side, I'll be adding more OpenText. The stock is trading is what I believe to be fair valuation, and earnings and dividend growth estimates are looking decent:     There is little institutional coverage, so not much of market consensus, but...

I've decided to add the following holdings to this DGI portfolio this month: On the Canadian space, utilities are a bit underweight, and RNW is trading at a price with very attractive dividends. Both earnings and cash flow are estimated to grow this year and next...

I’ll be doing the following purchases for this portfolio this month, to improve the sector weight distribution: Emera is fairly valued, and although earnings are estimated to decline this year, the current stock price is aligned with its historical valuation, and...

For this month, on the Canadian portfolio, I decided to add SJ as valuation gets more attractive. It's still track to evaluate it, since has long periods of undervaluation and overvaluation.     Earnings have been at a higher rate lately, so I will use that...

May is always a nice month for me as I get extra cash from tax return to be invested. Considering the existing live portfolio, and the goal to have a balanced sector distribution, I added the following companies last Friday: Canadian portfolio: I took advantage of the...

There have been lots of emotional comments and questions regarding Home Capital Group, which I own as well. I continue to hold at the cost of having to sell them for nothing, as I evaluate them further. I plan to hold them until fundamentals deteriorate (cash flow...