


Canadian initial purchase: Financial
Originally posted on November 8th, 2015 My preference is to invest in the best 3 (from an earnings growth rate standpoint) of the Big 5 banks, and on 3 smaller banks, besides investing in other type of companies from the financial sector (alternative lenders,...
Canadian initial purchase: Telecom
Posted originally on November 8th, 2015 Below follows the valuation analysis for Telecom companies for the Canadian market. Even though it’s not an industry with much growth, we have a monopoly, which provides stability. BCE is a bit overvalued,...
Canadian Initial Purchase: Industrials
This was originally posted on October 31st, 2015 Below follows the present valuation for some of the companies on the Industrials sector. CNR is a bit overvalued if you look on the estimated gains for the short term, however, it’s still attractive if one...
Determining fair valuation
Originally posted on September 13th, 2015 This post will show how I calculate valuation, but more importantly, why it’s paramount to buy a business when fairly valued. Buying a high quality business is important, but you don’t want it at any price. A high...