


My DGI Portfolio: February 2017 purchases
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...
Canadian initial purchase: Cons. Staples
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,...
Canadian initial purchase: REITs
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...
Can. initial purchase: Cons. Discretionary
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%...