December 14, 2020

On Monday, the S&P 500 finished the day down 0.4% while Toronto declined 0.9%.

Constellation Software was up 2.85%.

RioCan was up 2.5% and has help up surprisingly well after its distribution cut and in the face of the challenges to the physical retail world.

I added to my fairly modest position in RIWI today at $2.62. This is a small company and I consider it to be somewhat speculative.

Recently I also bought some of Alcanna’s 4.7% convertible debenture that I commented about on back on November 15. I had put in an order a little below market and it got filled. I am not exactly excited about the 4.7% yield but I thought it prudent to have more fixed income.

 

 

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