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...
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...