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Tuesday, May 14, 2019

Is Brookfield Asset Management Inc. (BAM.A) still a hot Dividend Girl stock pick?

My non-registered portfolio closed today session at $122 286.80, my TFSA portfolio at $71 108.84, and my RRSP portfolio - stocks only - at $43 486.46‬. At +3.19%, JWEL is still for now on a gain of 3.19% inside my non-registered portfolio. To answer the question asks in this title, yes, I still believe that Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A) is a good investment. The past couple of weeks had been rough on the TSX, but no matter what, BAM.A had remained strong in its value. I plan to eventually invest in this one inside my TFSA portfolio.

In those volatile times, it's more important than ever to target only the best of the best. That means a stock that remains in good worth standing despite what the financial environment deal with. I hold many stocks in my real fantastic portfolio. No matter how good I am, it's not absolutely everything that I hold in my portfolio that you should hold. This is actually the kind of post that I publish from time to time. But this is the latest. Which stocks that I hold that you should hold too?

Just ask, and you'll received, only my best stock picks for my readers:

Bank of Nova Scotia (BNS)
Methanex Corporation (MX)
Fortis Inc.
(FTS)
Pembina Pipeline Corporation (PPL)
Corby Distilleries Limited (CSW.A)
TMX Group Inc. (X)
TransCanada Corp (TRP)
Canadian National Railway Co (CNR)
Emera Inc. (EMA)
BCE Inc. (BCE)
Saputo Inc. (SAP)
Lassonde Inc. (LAS.A)
Loblaw Companies (L)
WSP Global Inc. (WSP)
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
CT Real Estate Investment Trust (CRT.UN)
Canadian National Railway Co (CNR)
Brookfield Infrastructure Partners L.P. (BIP.UN)
Brookfield Renewable Energy Partners L.P. (BEP.UN)
Andrew Peller Limited (ADW.A)
Toronto-Dominion Bank (TD)
Boyd Group Income Fund (BYD.UN)
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Morneau Shepell Inc. (MSI)
Royal Bank of Canada (RY
Park Lawn Corporation (PLC)
Toromont Industries Ltd (TIH)
BCE Inc. (BCE)
Northview Apartment Real Estate Investment Trust (NVU.UN)
Calian Group Ltd. (CGY)
BMO Bank of Montreal (BMO)
Canadian Utilities Limited (CU)
WSP Global Inc. (WSP)
Granite Real Estate Investment Trust (GRT.UN)
Nutrien Ltd. (NTR)
TFI International Inc. (TFII) 
SIR Royalty Income Fund (SRV.UN) 
Telus Corp (T)
Royal Bank of Canada (RY)
Thomson Reuters Corporation (TRI)
Park Lawn Corporation (PLC)
Richards Packaging Income Fund (RPI.UN)
Toromont Industries Ltd (TIH)
CAE Inc. (CAE)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Quebecor Inc. (QBR.B)
 
I think that list is fair.
 
If you now want an example of a stock that you SHOULD NOT hold in your portfolio, well that's an easier exercise and won't request hours of search on Stockopedia. The TSX is full of bad shit stock. And one of them is Power Corporation (POW). Personally, the insurance sector is for me a big NO-NO. POW has everything against "him" or "her"???: it's in the insurance sector AND is a Quebec based company. Today, despite the fact that POW net earnings have decreased, the business decided to increase its dividend distribution. This is in my view a complete nonsense, the kind of nonsense that you can only experiment in Quebec province and for what they are best known for. I never understood why Susan Brunner was holding this one in her portfolio???!!!
 
My famous list of stocks that I hold and that you should be holding too, I know, I know, I have several Quebec businesses. But the trick is: stick to the best. You'll find some good Quebec stocks to invest in (PS, they are from my list):
CAE Inc. (CAE)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Quebecor Inc. (QBR.B)
Saputo Inc. (SAP)
Lassonde Inc. (LAS.A)
WSP Global Inc. (WSP) 
 
Currently, my best Quebecker stock is: GIB.A. $$$

Savaria Corporation (SIS) is not from my top notch list because of this stock is not strong enough in term of growth. however, for your info, I made several hundred on that one and SIS is a Derek Foster stocks. Is it still possible, in today market, to register some hot hot hot capital gain on the back of SIS? My answer: I don't think so. you should have invested in SIS when I did way back. But I won't suggest anyone to invest now in SIS. Bad idea.

You don't need to thank me, enjoy all of my best stocks list.

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