February 5, 2014 Comments

On Wednesday, the S&P 500 fell 0.2% and Toronto rose 0.4%. Most of our stock picks were up.

Liquor Stores N.A fell another 3.8% to $11.80. I added modestly to my position in that stock today. I consider that to be a speculative purchase to some degree. I checked the insider trading on this company and there was no insider trading reported since December 31. That was as expected. Most companies prohibit their insiders from trading after the end of quarter until earnings are released. This is to prevent accusations of trading on material non-public information, which is not allowed. Several insiders were buying in December at around $14. So that is a positive sign.

I have updated the composition of my portfolio.

I am currently working on adding American Express to the list of stocks.

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