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VISA Inc. – Recent Purchase for Investor in Their Early 20s

Shares in Visa Inc. (V), my largest holding, are held in a retirement account for which I do not disclose details; I have been a shareholder almost from the date the company went public in March 2008. I have now initiated a position in V within a non-registered investment account held by a young investor. [...]

The Bank of Nova Scotia – Still Reasonably Valued Despite Recent Run Up

The Bank of Nova Scotia (BNS.to) has generated investment returns over the last several years which have lagged the other 4 of the Big 5 Canadian banks. This is partially attributed to the bank having exited 23 countries and 7 - 8 businesses within the past several months that were deemed non-strategic. The restructuring is [...]

By |January 14th, 2021|Equity Investing|Comments Off on The Bank of Nova Scotia – Still Reasonably Valued Despite Recent Run Up

Chevron Corporation – Zig When Others Zag

As a long-term investor seeking to invest in undervalued / fairly valued companies, the current market environment has significantly reduced the number of investment opportunities. This is a market of stocks and not a stock market, however, so there are some companies which do appeal to me. Companies in the oil and gas sector have [...]

By |January 12th, 2021|Equity Investing|Comments Off on Chevron Corporation – Zig When Others Zag

The Royal Bank of Canada – Added to One of My Top 10 Holdings

In recent articles I have indicated that I like Warren Buffett's 'punch card' analogy when it comes to investing which favors investing in a relatively small number of high quality companies as opposed 'throwing mud against the wall' which involves investing in a large number of companies. I prefer to limit the number of companies [...]

By |January 11th, 2021|Equity Investing|Comments Off on The Royal Bank of Canada – Added to One of My Top 10 Holdings

Sold Brookfield Property Partners L.P. to Acquire More Brookfield Asset Management

Brookfield Asset Management Inc. (BAM-a.TO) and institutional partners recently announced their proposal to acquire 100% of the units of Brookfield Property Partners L.P. (BPY-UN.TO) not owned by Brookfield for $5.9B. I want to increase my exposure to the BAM group of companies. Since I am of the opinion the real estate aspect of BAM's business [...]

By |January 8th, 2021|Equity Investing|Comments Off on Sold Brookfield Property Partners L.P. to Acquire More Brookfield Asset Management

Recent Purchases for Investor in Their Early 20s

In previous articles I have indicated that I am helping our daughter and her boyfriend (both in their early 20s) create investment portfolios that will aid them in achieving financial freedom at a relatively young age. Our daughter already has exposure to Alimentation Couche-Tard and Brookfield Asset Management. I envision both companies will be far [...]

By |January 7th, 2021|Equity Investing|Comments Off on Recent Purchases for Investor in Their Early 20s

FFJ Portfolio – December 2020 Report

This is my December 2020 FFJ Portfolio report. The portfolio was created in January 2017 for the purpose of demonstrating how investing in high quality companies with competitive advantages and with a record of consistently increasing dividends can assist investors in reaching their long-term financial goals without the need to speculate or to chase dividend [...]

By |January 5th, 2021|FFJ Portfolio|Comments Off on FFJ Portfolio – December 2020 Report

Lockheed Martin Corporation – I Have Once Again Added To My Position

On November 20th I initiated a position in Lockheed Martin Corporation (LMT). I then acquired additional shares on December 15th at a slightly more favorable price. LMT's share price has subsequently pulled back slightly and since my underlying thesis for investing in the company has not changed, I have acquired additional shares on December 31st. [...]

By |December 31st, 2020|Equity Investing|Comments Off on Lockheed Martin Corporation – I Have Once Again Added To My Position

goeasy Ltd. – I Would Never Invest in This Company

goeasy Ltd.'s (GSY.to) stock price has more than tripled since mid-March 2020. This has attracted considerable investor interest. I think many investors may not have taken into consideration the degree of risk they are assuming by investing in a company which is in the business of providing loans to financially challenged individuals/small businesses. Two major [...]

By |December 27th, 2020|Equity Investing|Comments Off on goeasy Ltd. – I Would Never Invest in This Company

Hormel Foods – Great Company But Richly Valued

When I initiated a position in Hormel Foods Corporation (HRL) in June 2017, one of the factors I took into consideration was that The Hormel Foundation controls more than 48% of HRL's stock. While some investors may have a negative opinion of the Foundation's degree of control, I viewed this as a 'positive'. HRL is [...]

By |December 26th, 2020|Equity Investing|Comments Off on Hormel Foods – Great Company But Richly Valued
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