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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

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

Tyson Foods – Attractive Despite Legal Issues

Subsequent to posting my December 17th Tyson Foods, Inc. (TSN) article in which I disclosed that I had initiated a position, TSN disclosed that an internal review determined that one of its beef suppliers made 'misrepresentations regarding the number of cattle the supplier purchased on behalf of TSN's beef segment.' I stand by my decision [...]

By |December 24th, 2020|Equity Investing|Comments Off on Tyson Foods – Attractive Despite Legal Issues
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