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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 October 2017.

63 Canadian companies, sorted by sector:

Energy: CNQ, ENB, ENF, KEY, PPL, IPL, SU.
Materials: BOS, CCL.B, SJ.
Industrials: CNR, CP, FTT, MAXR, RBA, RCH, STN, TCL.A, WJA.
Consumer Discretionary: CCA, CGX, CJR.B, CTC.A, DOL, LNR, MTY, QSR, SJR.B, TRI.
Consumer Staples: ATD.B, EMP.A, HLF, LAS.A, MRU, PJC.A, SAP.
Financials: BAM.A, BNS, CWB, EQB, GS, HCG, IAG, IFC, LB, MIC, NA, RY, TD.
REITs: AP.UN, BEI.UN, REF.UN.
Information Technology: CSU, ENGH, OTEX.
Telecom: BCE, RCI.B, T.
Utilities: ACO.X, CU, EMA, FTS, RNW.

97 US companies, sorted by sector:

Energy: CVX, XOM
Materials: APD, ECL, PPG, SHW
Industrials: CTAS, DNB, DOV, EMR, EXPD, GD, GE, GWW, ITW, MMM, NDSN, NOC, PH, PNR, RTN, SWK, UTX
Consumer Discretionary: DIS, DRI, GPC, JCI, KSS, LOW, MCD, ROST, SBUX, TGT, TJX, TUP, TPR, TWX, VFC
Consumer Staples: ADM, BF.B, CL, CLX, COST, GIS, HRL, HSY, KMB, KO, KR, LANC, MKC, MO, PEP, PG, PM, SYY, TAP, WBA, WMT
Health Care: ABBV, ABT, BAX, BCR, BDX, CAH, JNJ, MDT, UNH
Financials: AFL, AMP, BEN, BLK, CB, SPGI, TROW, WFC
REITs: HCP, O
Info Tech: AAPL, ACN, ADP, BR, CSCO, DVMT, IBM, INTC, MA, MSFT, ORCL, PAYX, QCOM, TXN, V
Telecom: T, VZ
Utilities: AWR, SO, VVC

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