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My watchlist

"Investment is most intelligent when it is most businesslike" - Benjamin Graham

 

These companies already passed my criteria for quality. Below is what I’ll be buying, from time to time, once each business is trading at or below its intrinsic value. Last updated on January 2019.

66 Canadian companies, sorted by sector:

5 Energy: ENB, ENF, IPL, KEY, PPL.
3 Materials: BOS, CCL.B, SJ.
11 Industrials: CAE, CNR, CP, EIF, FTT, MAXR, RBA, RCH, STN, WCN, WJA.
11 Consumer Discretionary: CCA, CGX, CTC.A, DOL, GIL, LNR, MG, MTY, QSR, SJR.B, UNS.
7 Consumer Staples: ADW.A, ATD.B, EMP.A, L, LAS.A, MRU, SAP.
14 Financials: BAM.A, BNS, CIX, CWB, EQB, GS, IAG, IFC, LB, MIC, NA, RY, TD, TRI.
3 REITs: AP.UN, IIP.UN, CHP.UN.
3 Information Technology: CSU, ENGH, OTEX.
3 Telecom: BCE, RCI.B, T.
6 Utilities: ACO.X, CU, EMA, FTS, RNW, NPI.

96 US companies, sorted by sector:

2 Energy: CVX, XOM
4 Materials: APD, ECL, PPG, SHW
17 Industrials: CTAS, DOV, EMR, EXPD, FDXGD, GWW, ITW, JCI, MMM, NDSN, NOC, PAGPH, PNR, RTN, SWK, UTX
12 Consumer Discretionary: DIS, DRI, GPC, KSS, LOW, MCD, ROST, SBUX, TGT, TJX, VFC
21 Consumer Staples: ADM, BF.B, CL, CLX, COST, GIS, HRL, HSY, KMB, KO, KR, LANC, MKC, MO, PEP, PG, PM, SYY, TAP, WBA, WMT
9 Health Care: ABBV, ABC, ABT, BAX, BDX, CAH, JNJ, MDT, UNH
7 Financials: AFL, AMPBLK, CB, SPGI, TROW, WFC
3 REIT: AMT, O, SPG
15 Info Tech: AAPL, ACN, ADP, AVGO, BR, CSCOIBM, INTC, MA, MSFT, ORCL, PAYX, QCOM, TXN, V
3 Communication Services: CMCSA, T, VZ
3 Utilities: AWR, SO, VVC

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