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For the Canadian portfolio, I've decided to add 2 new holdings for the Utilities sector, since there's room for further exposure in this sector, and that always provide safety for the portfolio income growth. I want to add more in the Materials sector (the smallest...

I plan to post articles like this one from time to time to draw inspiration. Posting an old but relevant article from Morningstar. "I don't understand why business schools don't teach the Warren Buffett model of investing. Or the Ben Graham model. Or the Peter Lynch...

There are 2 sectors that the current portfolio for this thread doesn't have: Info Tech and Materials. The stocks on my list for Info Tech sector are expensive. However, on the materials side, AirBoss seems fairly valued, given the aggressive estimated growth, but I...

I took advantage of today's lower prices and I made the following purchases on my portfolio. Part of the funds came from selling some of my company's share (acquired via their employee share purchase plan), and moved over to my RRSP. US Companies: Bought KSS, TGT,...

Originally posted on February 24th, 2016:   Below follows the valuation for the Canadian companies in the Consumer Staples sector: ATD.B is fairly valued. They have had massive growth lately, trading currently at a P/E of 21.5: I believe this P/E is justified,...

Originally posted on February 1st, 2016   Below follows the valuation for Canadian REITs: First, REITs are best valued based on funds from operations (FFO) and/or adjusted funds from operations (AFFO). Usually AFFO is considered a better proxy of operating...

Originally posted on November 30th, 2015   Below follows the valuation for the Canadian companies in the Consumer Discretionary sector: CCA is fairly valued, trading at its 5-year blended P/E: Long term estimates also look good: I've placed an order at 1% of...

Originally posted on November 26th, 2015   Below follows the valuation for the Canadian companies in the Information Technology sector: CMG is overvalued. Although it`s trading within its historical high P/E, earnings are estimated to deteriorate given the...

Originally posted on November 21st, 2015:   Below follows the valuation for the Canadian companies in the Materials sector: BOS is fairly valued today, considering that it`s historical blended P/E for the last 5-year and 10-year period is 15.5, and that earnings...

Originally posted on November 8th, 2015   My preference is to invest in the best 3 (from an earnings growth rate standpoint) of the Big 5 banks, and on 3 smaller banks, besides investing in other type of companies from the financial sector (alternative lenders,...