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Tag: Westjet

Owl Looking For Prey
The Mispriced Markets Portfolio

Portfolio Update: Two Takeover Offers Boost The Portfolio

Posted on May 14, 2019 by mispriced markets

Gerry Schwarz and I must be using the same playbook as Onex makes a second takeover offer in as many months for one of my portfolio companies.

Portfolio Review January 2019
The Mispriced Markets Portfolio

Portfolio Review – January 2019

Posted on January 2, 2019June 9, 2019 by mispriced markets

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.

Bear Thinking
The Mispriced Markets Portfolio

Portfolio Review – October 2018

Posted on October 13, 2018June 9, 2019 by mispriced markets

A couple of sells, some market commentary and a look at the portfolio from a defensive standpoint.

Portfolio update
The Mispriced Markets Portfolio

Portfolio Review – June 2018

Posted on June 1, 2018May 14, 2019 by mispriced markets

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.

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Contact

Don’t hesitate to reach out if you have any questions, comments or suggestions.

John Cole
mispricedmarkets@gmail.com

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Disclaimer: I am a private investor with no official financial credentials whatsoever. Nothing on this site should be construed as advice to buy or sell securities. This is just me rambling on about my own personal experiences in the investing world. Hopefully someone out there will find something I say mildly interesting. There is a pretty good chance that I own shares in many of the securities I mention on this site. The markets are constantly evolving. A new piece of news could dramatically change the outlook on a stock the day after I post a report on it. So reader beware. The stock market is a dangerous place and you can lose a lot of money. Every investor’s situation is unique and you should consult with your own financial guru before making any investment decisions, including ones made after looking at this website. © Copyright 2018 – Mispriced Markets
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