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Tuesday, March 15, 2022

My Fortis Inc. (FTS) and WSP Global Inc. (WSP) among Christine Poole's Top Picks at BNN

It hasn't been a good day for the TSX, but at least it hasn't been disastrous. With those 21,187.84 points, my non-registered portfolio closed at $143,901.11, my US portfolio at $4,802.93, my RRSP portfolio - stocks only like always - at $65,505.20, and my TFSA portfolio at $127,965.20.

Today at BNN, Christine Poole's Top Picks included my beautiful Fortis Inc. (FTS) and WSP Global Inc. (WSP). I have been holding on to both FTS and WSP for several years now. Inside my non-registered portfolio, Fortis Inc. (FTS) is on a +104.38% gain and WSP Global Inc. (WSP) is even performing better, running the show with a +224.11%. Christine Poole knows her stuff, but it's not by listening quietly to BNN that I invested in the best stocks of my portfolio. There's a bit of a lack of originality there. Once you hold on to the best stocks one investor can possibly have, the next step is to explore a bit more, just to see if I had been missing on anything. It's not BNN that can push you over the edge, but Stockopedia definitively can! To explore stocks the way I do, please use my referral link to benefit a 2-week FREE trial.

Just to add quickly to my post of yesterday, the fact that Global Dividend Growers Income Fund (GDG.UN) feature among JFT Strategies Fund Class A Units (JFS.UN) inside Stockopedia's "Trading below Cash Screen" is a huge factor that certainly plays in favor of Global Dividend Growers Income Fund (GDG.UN). I am not saying no to GDG.UN, but I just prefer to keep my options open for now. 

And talking about JFT Strategies Fund Class A Units (JFS.UN), I was listening again to what I believe is the very last interview that gave Jean-François Tarif at The Morning show on BNN. I feel that what he said during that interview still applies today. Tardif named a couple of stocks that - back at the time - didn't really speak to me. Those stocks are:

Freehold Royalties Ltd. (FRU), Topaz Energy Corp. (TPZ), PrairieSky Royalty Ltd. (PSK), Celestica Inc. Subordinate Voting Shares (CLS), and Parkland Corporation (PKI).

I am not a stranger to Parkland Corporation (PKI). I used to be invested in PKI. I sell for whatever reasons, I don't remember exactly why, but you'll probably find that reason searching PKI on my blog. Among that list, I only have interest in one stock: Topaz Energy Corp. (TPZ). 

Topaz Energy Corp. (TPZ) is interesting, but it's not being backed up by a huge history. I don't see anything prior to 2021. 

For now, I am just looking.

Funny fact, inside my non-registered portfolio, Intertape Polymer Group Inc. (ITP) grow by +0.53%. :)

1 comment:

Unknown said...

Excellent blog; keep up the good work!

 

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