Mid September Thoughts

12 Responses

  1. Kitstownie says:

    Why do you have slutty and gore pictures on your web page?

    • Hey kits sorry if i offended you. I thought the chugging one fit the topic. The victoria secret girl doesnt seem slutty at all to me. As for gory pictures its just a pic of freddy kruger. For the paragraph titled my nightmare lol.
      Again sorry if i offended you.
      Cheers

  2. I am finding it harder and harder to find value. Seems like almost all stocks are overpriced. I would definitely add to my portfolio … even if I had 20 stocks in it already.
    dividendgeek recently posted…Equifax data breachMy Profile

  3. Cris says:

    Indeed is getting harder to get good deals right now. I like to buy companies under the book value and with decent fundamentals. (P/E. P/B, debt /equity, P/S).
    I own HLF a nd I am thinking to add more… they had some recalls in the spring and the previous CEO (who run the company for 15 years) is back… I am confident that everything will get back to normal.
    I am looking to buy more Reits and I am debating between H&R, Riocan, Melcor, Smart and Boardwalk…

    Genuine parts might be ok but L brands for me is big NO… the book value is negative so…

    A few canadian companies to watch: ACO.X, Domtar, Cenovus, HWO, TECK, POW, PWF…
    Also, for emerging markets I will look to FIH.U and FAH.U.

  4. Jay says:

    Thanks for your update! I just added some exposure back to XIU.TO yesterday because it looks like things are starting to firm up again for the TXS. The move in the Canadian Dollar is also hard to ignore. The chart of EWC for instance (TSX, dollar hedged) looks like a much stronger uptrend. Interesting times to say the least!
    Jay recently posted…How Much Money Do You Need to Trade for a Living?My Profile

  5. Leo T. Ly says:

    To fully diversify, it’s the sector that I will be paying more attention to rather than the number of stocks. I would try to balance my portfolio with the sectors that fits into my strategy rather than buying stocks in all sectors. For example, I try to avoid the airline industry.

    I know that some people will argue that Air Canada had been doing well the last couple of years, but if you did a bit deeper, how many times have they been in trouble and needs a bailout? Not touching that sector.
    Leo T. Ly recently posted…Overcoming Your Money Management ExcusesMy Profile

  6. PCI –

    Genuine parts is interesting, great dividend legacy payer there, will be on my keen eyes..

    -Lanny

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