I sell Essential Energy Services and double down on Linamar and Foot Locker. I claim to rarely be mistaken even though I am frequently wrong. I wonder whether overweighting cash is really a defensive move in this environment and I use my new stock screening spreadsheet to showcase the process I use to find new investments.
Excellent returns in 2021. Could value make a comeback? A big project promises to keep me busy.
In an effort to clean house and focus in on my highest conviction ideas, I sell Melcor Developments and Casa Systems. I explore the state of the markets, discuss the findings from my latest quarterly review and map out my strategy going forward.
Lessons learned from a year of crisis and an optimistic look at the road ahead.
A stunning stock market recovery caps a surreal year in the markets and offers me a golden opportunity to take a little risk off the table.
I cast a critical eye on my recent performance and uncover some interesting stats from a pile of old brokerage statements.
Looking across the valley to the other side of this crisis, I plan for an eventual recovery and add 5 new stocks to the portfolio: Teck Resources, Magellan Aerospace, Foot Locker, Adcore Inc and PHX Energy Services.
With the markets and the economy in disarray, the average p:e ratio of my portfolio has fallen to a level I haven’t seen since 2008.
With a very aggressively positioned portfolio, I am charging full steam ahead into the new decade.
As signs of an impending recession accumulate and trade war tariffs loom, the resultant investor gloom is throwing up some very interesting investment opportunities.
After an extensive review of the investment landscape following the first quarter earnings season, I decide to jettison Preformed Line Products from the portfolio, take profits on PHX Energy Services and add a new name, Bird Construction to the stable.
In the final 2 months of the year I sold Atlas Engineered Products, pared back on my Essential Energy Services and Geodrill holdings and added Gluskin Sheff to the mix. 2018 was a year full of surprises. I take a look back at the tumultuous year just ended and look ahead at what might be in store for investors in 2019.
A couple of sells, some market commentary and a look at the portfolio from a defensive standpoint.
Viemed, Questor and Magna were the bright spots in what was a fairly uneventful start to the year. With the market undecided as to which direction it wants to go, I maintain my hedge but use up most of my remaining cash to add 4 new holdings to the portfolio.
Oil stocks, auto parts, overheated markets and opportunity. A look back at 2017 and a look forward into 2018.