I made my move today! I had sold all of my RioCan Real Estate Investment Trust (REI.UN) shares. I used that money, and the cash I already had in my TFSA portfolio to invest in Metro Inc. (MRU). MRU appears in the pages of the latest Les Affaires. Also, MRU was in my latest list of stocks found on Stockopedia. It took me a couple of days, but I think that investing in Metro Inc. (MRU) was a good choice for me. The list of stock that I hold inside my TFSA is now much longer than my non-registered portfolio.
The TSX closed behing the 16 800 points, but no dramatic changes had happen, at least not yet. My non-registered portfolio closed today session at: $118,440.76, my TFSA portfolio at $80,482.35, and my RRSP portfolio at $46,718.01. While checking over the numbers, a couple of things catch my attention:
-My investment made in Kinder Morgan Canada Limited (KML) is on a little gain. It seems like we are not hearing back from PPL regarding this acquisition. Would it be better for me to sell my KML shares to finally pay down my margin account?
-I had invested today in Metro Inc. (MRU), but I already had a few shares of a competitor in my non-registered portfolio: Loblaw Companies (L). However, I do not regret my move to MRU. This new investment adds diversity in my portfolio - it would have been too easy to invest in just new REIT stocks. And MRU is cheaper than L. MRU overall chart is: PERFECTION. I was desperately in need in my portfolio. MRU has a good StockRank on Stockopedia.
-Currently, one of my favorite stocks of all time, New Flyer Industries Inc. (NFI), seems to be on a trouble dance, despite announcing an amazing deal in the UK not too long ago. Also, good news keep coming in, like this one and this one, and even this one. I am still on a +130% gains with NFI inside my non-registered portfolio, but it keeps going down in value...
-Inside my TFSA portfolio, Canadian Imperial Bank Of Commerce (CM) is on a gain of 0.28% (despite the little gain, it's still a celebration because CM had been down in my portfolio for quite some time).
-Again inside my TFSA, I am on a gain of 0.85% on TFII - I am thinking about selling this one, but I don't know for sure. I would like to have stocks on steady gain - that's why I had sell REI.UN, and that's why I may sell TFII.
-You will never know how much I miss my late Agrium stocks. With Agrium, I was experiencing over the top capital gain. But ever since Agrium had converted into Nutrien Ltd. (NTR), I had a miserable experience. Currently, NTR is on a slim 4.41% gains. I am secretly thinking about selling this one. I am tired of stocks who are driving me nowhere.