High yield during uncertain times: Worth chasing it?
Many companies are at a high yield now. Should we take advantage of it? Or leave it alone because these are unknown times? I have always advocated to not chase yield, and instead, chase dividend growth and the sustainability of growing that dividend. So this...
Annual review: My US DGI Portfolio for 2020
Greetings! Now that the Canada DGI Portfolio for 2020 has been reviewed, it’s time to review the US DGI Portfolio. Companies that no longer meet my goals for 2020: 1 company on my US DGI Portfolio was removed for 2020, due to being acquired and delisted as a...
Annual review: My Canadian DGI Portfolio for 2020
Happy New Year!! Every year I review my current watchlist, to ensure that the businesses that I decided to partner with still meet my goals. This exercise has nothing to do with stock price performance. A decision to invest in these businesses (buy at sound...
Dollarama has negative book value – Is this a massive risk?
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...