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...
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...
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...
The bull market continues strong, and a lot of companies are becoming very expensive. But even in a generally overvalued market there are reasonable valuations to be found. Therefore, it’s paramount to have an approach focused on value and quality. A value investor...
I firmly believe that we can always find good valuation in any market (bull or bear), including when the market is overvalued. If we consider the stock market as a supermarket of stocks, a place to pick and choose good companies when priced right, it becomes a lot...
It’s been 3 months since my last purchases, as other projects continue to keep me very busy. But that’s the beauty of dividend growth, the monthly cash that I set aside keeps piling in and now that I have some time, I can deploy them to further partner...