2012

Paid

December 24, 2012 Comments

Canadian Western Bank Preferred shares are updated and rated Sell at $26.87. This preferred share is included because 1. When

Paid

December 23, 2012 Comments

Melcor Developments is updated and rated (lower) Strong Buy at $15.60. It’s my third largest holding. FirstSerivce preferred is updated

Paid

December 13, 2012 Comments

The market was generally down somewhat today. This is not surprising and probably represents a sort of exhalation after the

Paid

December 12, 2012 Comments

Notable stock price movements today included, Berkshire up 2.3% (about which, more below). Research in Motion up 5.8%. Toll Brothers

Paid

December 5, 2012 Comments

Markets were modestly higher today. The strongest performers included Bank of America up 5.7%, Walgreen up 3.8% and Stantec up

Paid

December 4, 2012 Comments

Canadian Western Bank fell 3.5% to $28.00 today after announcing good but not-quite-as-good-as-expected earnings. I will consider adding to my

Paid

November 25, 2012 Comments

I have updated my personal portfolio composition. I find that tracking my portfolio composition and including the value ratios is

Paid

October 22, 2012 Comments

The Canadian Q3 earnings season has begun with Canadian National Railway reporting slightly better than expected earnings. We had last

Paid

October 18, 2012 Comments

While the markets were down very slightly today, our stock picks did reasonably well. Hudson’s Bay Company is going to

Paid

October 12, 2012 Comments

Wells Fargo released earnings before the open this morning. It opened down roughly 3.5% and remains down roughly 3.5% at

Paid

October 2, 2012 Comments

Most stocks were down somewhat today as markets focus on various risks including lower earnings and the Europe situation and

Paid

October 1, 2012 Comments

Stocks had a surprisingly good day after a report showed stronger U.S. factory activity and also apparently becasue Spain signaled

Paid

September 5, 2012 Comments

Alimentation Couche-Tard released earnings today. Reading through the report the earnings look very good. However the share price has risen

Paid

August 29, 2012 Comments

Stocks overall did not do much today as the North American stock indexes were approximately unchanged on the day. Canadian

Paid

August 24, 2012 Comments

So stocks were up nicely today, after being down yesterday. Many people complain that “these days” stocks are unpredictable. They

Paid

August 9, 2012 Comments

Canadian Tire came through with good earnings and the stock was up 4.8% today. The actual Canadian Tire stores had

Paid

August 6, 2012 Comments

Canadian markets were closed on Monday. U.S. markets were up modestly. Bank of America was up 2.8% to $7.64. While

Paid

August 4, 2012 Comments

Markets were up strongly on Friday mostly due to a better-than-expected jobs creation number and I think partly due to

Paid

August 2, 2012 Comments

Today the market was down because the European Central Bank did not promise to meddle in the markets immediately. It

Paid

August 1, 2012 Comments

The market was disappointed that the Fed did not come through with some economic stimulation today. Whatever, the FED has

Paid

July 31, 2012 Comments

The Case-Shiller report today showed that U.S. house prices rose in May. We are past the bottom of house prices

Paid

July 30, 2012 Comments

Markets were somewhat weak today. There is some anticipation that the Fed further “stimulate” the economy at a meeting this

Paid

July 25, 2012 Comments

There was not too much excitement happening with our stock picks today. Not surprisingly we continue to get mixed signals.

Paid

July 23, 2012 Comments

As a long-term investor I really should not be concerned with daily market fluctuations. Yet it seems impossible to keep

Paid

July 20, 2012 Comments

Stocks did well on Thursday but our picks suffered with declines from Walmart and Bank of America. Walgreen, rated (higher)

Paid

July 17, 2012 Comments

Markets rose today based on a positive interpretation of Ben Bernanki’s comments. Also positive earnings reports from Goldman Sach’s and

Paid

July 9, 2012 Comments

Markets were down modestly today, but our stocks picks held in quite well. Walmart, Wells Fargo and Berkshire all edged

Paid

July 7, 2012 Comments

Our reference article on Global Exchange Traded Funds is updated. Many argue that the best investments are to be found

Paid

July 5, 2012 Comments

Even with some news of stimulus and rate cuts from Europe and China, markets were down somewhat today. Well, that

Paid

July 4, 2012 Comments

U.S. markets were closed today. The TSX gained another 0.5% Well before the market opened this morning, the TMX group

Paid

July 2, 2012 Comments

The U.S. markets were open today and closed about unchanged. I would have expected at lest some decline after the

Paid

June 30, 2012 Comments

My personal portfolio composition is updated After Thursday’s market surge, my own portfolio is up a surprising and rather satisfying

Paid

June 28, 2012 Comments

Our stock picks managed to do okay today. U.S. investments were helped in terms of their Canadian dollar value by

Paid

June 27, 2012 Comments

Pleasantly enough (and a bit surprisingly) the market has given back the losses of Monday over the past two days.

Paid

June 20, 2012 Comments

I was just reading the Canadian Business magazine article about SNC Lavelin and it’s Libyan scandal. I know very little

Paid

June 19, 2012 Comments

Market were surprising strong today (Tuesday) with the Dow up 0.75% and Toronto up 1.6%. Almost all of our stock

Paid

June 17, 2012 Comments

Stock markets were up of Friday despite fears over the outcome of the Greek election. It appears the outcome of

Paid

June 14, 2012 Comments

Stocks ended up doing well today on rumors / news that certain central banks would take some kind of coordinated

Paid

June 13, 2012 Comments

A glance at the graph of today’s trading shows the Dow started out down but was modestly in positive territory

Paid

June 11, 2012 Comments

Update: earlier tonight I posted some thoughts about selling some shares to raise cash. I have now entered an order

Paid

June 7, 2012 Comments

The big market gains on Wednesday were apparently due to rumors of further “easing” by the Fed and  perhaps some

Paid

June 5, 2012 Comments

Markets were a bit more cooperative today with most of our stocks rising. This despite continued negative news out of

Paid

June 3, 2012 Comments

As of 9 pm eastern on Sunday evening, the Dow futures were down 100 points… I imagine markets will continue

Paid

June 2, 2012 Comments

Friday’s market was certainly a reminder that the road to stock market wealth does not proceed in a smooth fashion.

Paid

May 31, 2012 Comments

Our stocks picks did fairly well today. Walmart at $65.82 could soon reach a new all-time high surpassing its old

Paid

May 29, 2012 Comments

I have updated the composition of my own portfolio. Perhaps surprisingly, amid  the gloom, stocks did well today. With Stantec

Paid

May 27, 2012 Comments

Stantec Inc. is updated and rated (lower) Strong Buy at CAN $31.25 or U.S. $30.15 Stantec has been growing its

Paid

May 24, 2012 Comments

Our stock picks made modest progress today. The lower Canadian dollar has helped out for Canadians holding U.S. stocks. At

Paid

May 23, 2012 Comments

Toll brothers reported earnings early this morning. The earnings and sales figures were good. However, Toll Brothers is already pricing

Paid

May 22, 2012 Comments

Melcor (real estate) Developments is updated and rated (higher) Buy at $15.55. If you wish to own a real estate

Paid

May 20, 2012 Comments

Canadian Tire is updated and rates (lower) Strong Buy at $65.82. The valuation here looks excellent with the shares trading

Paid

May 17, 2012 Comments

Today’s winner was Walmart, up 4.2% after reporting strong earnings. Honorable mention to RIM, up 4.0%. And consolation prize to

Paid

May 16, 2012 Comments

Among the very few bright spots for our Stock Picks in today’s trading was Constellation Software which was up 3.1%

Paid

May 13, 2012 Comments

Boston Pizza Royalties Income Fund is updated and rated Buy at $17.87. Basically it pays a cash distribution of 6.6%

Paid

May 10, 2012 Comments

Canadian Tire reported strong results this morning and was up 4.2% to $70.23. This is my second largest holding. It

Paid

May 8, 2012 Comments

The market down-draft that was supposed to happen Monday came a day late. In Canada we had news that housing

Paid

May 7, 2012 Comments

As of Sunday and even as of Monday morning it looked like markets would be down noticeable on Monday. Instead

Paid

May 6, 2012 Comments

Election outcomes in France and Greece this weekend are considered negative for markets. Dow futures were down 131 points as

Paid

May 4, 2012 Comments

Berkshire Hathaway is updated and rated (higher) Buy at $80.94. The Q1 earnings just come out today and were quite

Paid

May 2, 2012 Comments

The Canadian market was down 0.8% today at 12,230. This market has not done well at all after reaching levels

Paid

April 25, 2012 Comments

We continue to see mixed signals in the markets. North America and earnings doing well, some of Europe seemingly circling

Paid

April 24, 2012 Comments

Walmart dropped a further 3.0% today to $57.77. Walmart, today, during trading hours, released a statement on this matter. To

Paid

April 21, 2012 Comments

Comment on Bank of America. Bank of America released earnings last week. This is a complex company. After reading its

Paid

April 18, 2012 Comments

The big news today was that Alimentation Couche-Tard was making a huge acquisition of Statoil Fuel and Retail fuel /

Paid

April 17, 2012 Comments

Our stock picks did well today, notably Walmart up 2.0%, Toll Brothers up 2.0%,  Walgreen up 5.3%, Fedex up 2.6%.

Paid

April 15, 2012 Comments

Markets were down noticeably on Friday. My level of concern about this is approximately zero. Yes, markets could fall further,

Paid

April 11, 2012 Comments

North American markets were up about 0.7% today after ALco reported better-than-expected earnings. Of note, Canadian Tire was up 3.0%,

Paid

April 8, 2012 Comments

Markets as of Sunday night are predicted to open on Monday morning about 125 points down on the Dow. Personally,

Paid

April 7, 2012

Two important analysis articles are updated for 2011 year-end data. The first shows what happened to portfolios  for all the

Paid

April 6, 2012 Comments

The latest edition of our free newsletter was sent out today. Stocks were down on Thursday. And today, Friday the

Paid

April 4, 2012 Comments

Markets were down again today… Everyday the market turns its attention to something new. Tomorrow, I believe tit will be

Paid

April 2 ,2012 Comments

It was another good day in the markets. One of our favorites,  Canadian Tire was up 2.3%. Melcor has slipped

Paid

April 1, 2012 Comments

In about two weeks Shaw Communications will release its Q2 earnings. No doubt they will report some loss of basic

Paid

March 30, 2012 Comments

Sino-Forest filed for bankruptcy protection today. I suspect shareholders will never see a dime out of this. They say they

Paid

March 21, 2012 Comments

I have just now updated my reference article on the (inflation adjusted) performance of Stocks, versus Bonds, Versus Gold and

Paid

March 17, 2012 Comments

Our article that calculates the fair value of the Tornoto Stock exchange index has been updated. It suggests that the

Paid

March 8, 2012 Comments

Boston Pizza Royalty Income Trust raised its distribution by 6.5%. The units are now at $16.50 to yield 7.1%. Growth

Paid

March 7, 2012 Comments

A partial recovery today of yesterday’s losses… After the close Canadian Western Bank came out with earnings. The report looked

Paid

March 6, 2012 Comments

Well, as you will have noticed markets were down today (DOW down 1.6%, Toronto down 1.8%). It’s been a number

Paid

March 4, 2012 Comments

Strange Real Estate Developments On Friday we had the news that Sears Canada has agreed to vacate the premises of

Paid

March 3, 2012 Comments

My article on the valuation of the Dow Jones Industrial Average is updated and suggests that the DOW is probably

Paid

January 12, 2012 Comments

Shaw Communications reported earnings before the open today. The market was not excited by the earnings and the shares were

Paid

January 7, 2012 Comments

Our comprehensive reference article on Canadian Exchange Traded Funds is updated. This article contains current P/E ratios and dividends yields

Paid

January 1, 2012 Comments

Walgreen Company inc., the largest U.S. drugstore chain is updated and rated (higher) Buy at $33.06. It’s price has dropped

Scroll to Top