My DGI Portfolio: October 2017 purchases
Following my monthly posts on what dividend stocks to buy for both Canadian and US Exchanges, below are the rationale to what stocks got added to my portfolio this month, and why. The first addition is regarding Enbridge, and the current valuation is a good...
Charles Munger: A Lesson on Elementary, Worldly Wisdom
Excellent speech from Charles Munger, given at USC Business School in 1994. The lesson on Elementary, Wordly Wisdom relates to Investment Management and Business. Enjoy the read! Download the...
Excess Returns: A comparative study of the methods of the world’s greatest investors
Here you will find Frederik Vanhaverbeke’s presentation for his excellent investing book Excess Returns: A comparative study of the methods of the world’s greatest investors. It’s great to see how effective investment philosophy and investment...
My DGI Portfolio: September 2017 purchases
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,...