The market as a whole might be overvalued, but the beauty of value investing is that there are always bargains to be found (individual companies trading below or at fair valuation). Quality and valuation are 2 important drivers of return: a quality business will...
The bull market continues strong, and a lot of companies are becoming very expensive. But even in a generally overvalued market there are reasonable valuations to be found. Therefore, it’s paramount to have an approach focused on value and quality. A value investor...
I firmly believe that we can always find good valuation in any market (bull or bear), including when the market is overvalued. If we consider the stock market as a supermarket of stocks, a place to pick and choose good companies when priced right, it becomes a lot...
It’s been 3 months since my last purchases, as other projects continue to keep me very busy. But that’s the beauty of dividend growth, the monthly cash that I set aside keeps piling in and now that I have some time, I can deploy them to further partner...
Now that the Canadian DGI Portfolio for 2019 has been reviewed, it’s time to review the US DGI Portfolio. Moving forward, I will hold the US portfolio to a more stricter standard regarding dividend growth, because there are a lot of companies listed in the main...
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...