


My list of fairly valued and undervalued US companies: Summer 2018
Continuing the valuation exercise that I started for the Canadian companies, I present the second part of my list of fairly valued US companies for this summer. The US stock market overall is overvalued, with many companies trading at unjustifiable valuation…. But...
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...
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...