


My automated screener to find quality and valuation: Second-half 2018 update
I’ve developed a series of ranking and criteria to automate my screening process when looking for candidates for my watchlist. As per my initial post on this topic, here is an update (which I plan to post at every 6 months) on how that initial list looks like...
My DGI Portfolio: October 2018 purchases
This was a busy summer, and I finally got a chance to take a look at what stocks from my watchlist are trading at an attractive price. As I posted earlier, that’s the beauty of dividend growth investing, it keeps making money while we sleep, generating income that can...
Estimating earnings when evaluating stocks
Investing in stocks is about finding good quality companies that are reasonable priced, so you can have a decent return as the company keeps growing earnings and cash flow. The more we think of owning a piece of business, the better investors we become. That’s...
My list of fairly valued and undervalued US companies: Summer 2018
Continuing the valuation exercise that I started for the Canadian companies, I present the second part of my list of fairly valued US companies for this summer. The US stock market overall is overvalued, with many companies trading at unjustifiable valuation…. But...