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Friday, October 27, 2017

My investment portfolio on date of October 27, 2017

Non registered Investments:
Cold cash: $2 168.42
  
Stocks and Units investment portfolio $CAN

Timminco (TIMNF): $0.26
Bank of Nova Scotia (BNS): $9 860.34
Blue Note Mining Inc. (BLNMF): $0.05
Methanex Corporation (MX): $6 593.03
Fortis Inc. (FTS): $5 561.34
Pembina Pipeline Corporation (PPL): $25 055.84
Just Energy Group Inc. (JE): $6 797.16
Enbridge Income Fund Holdings Inc. (ENF): $11 081.77
Corby Distilleries Limited (CSW.A): $2 819.40
Premium Brands Holdings Corporation (PBH): $49 146.51
iShares S&P/TSX Capped REIT Index (XRE): $2 499.42
New Flyer Industries Inc. (NFI): $5 824.44
TMX Group Inc. (X): $542.88
K-Bro Linen Inc. (KBL): $3 876
WesternOne Inc. (WEQ): $15.30
TransCanada Corp (TRP): $1 527.50
Canadian National Railway Co (CNR): $9 379.80
Enbridge Inc. (ENB): $1 380.40
Agrium Inc. (AGU): $6 330.06
Canadian Utilities Limited (CU): $1 623.72
Black Diamond Group Ltd (BDI): $46.75
Emera Inc. (EMA): $1 223
BCE Inc. (BCE): $1 310.10
Saputo Inc. (SAP): $1 899.20
Lassonde Inc. (LAS.A): $2 438
Loblaw Companies (L): $810.96
Savaria Corporation (SIS): $7 991.30
Canadian Imperial Bank Of Commerce (CM): $3 398.10
ATCO Ltd. (ACO.Y): $2 772
CAE Inc. (CAE): $3 388.50
Dollarama Inc. (DOL): $2 151.90
Home Capital Group Inc. (HCG): $2 742
Jamieson Wellness Inc. (JWEL): $1 893
Northland Power Inc. (NPI): $2 440
WSP Global Inc. (WSP): $2 860
Aecon Group Inc. (ARE): $1 956

TOTAL: $189 236.03

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B): $1 508.72
Coca-Cola Company (The) (KO): $1 566.38
Cash: $55.37

TOTAL: $3 944.71 CAN     

Tax-free savings account (TFSA):

EnerCare Inc. (ECI): $60.39
Dumont Nickel Inc. (DNI): $25.83
RioCan Real Estate Investment Trust (REI.UN): $865.90
AltaGas Ltd (ALA): $868.80
CT Real Estate Investment Trust (CRT.UN): $1 416
Canadian National Railway Co (CNR): $4168.80
Exchange Income Corporation (EIF): $33.45
Firm Capital Mortgage Investment Corporation (FC): $504.40
Brookfield Infrastructure Partners L.P. (BIP.UN): $3 666.91
Brookfield Renewable Energy Partners L.P. (BEP.UN): $1 316.10
Laurentian Bank of Canada (LB): $1 203.20
The North West Company Inc. (NWC): $1 575
Andrew Peller Limited (ADW.A): $2 099.50
Canadian Imperial Bank Of Commerce (CM): $9 627.95
Hydro One Limited (H): $2 266.44
Toronto-Dominion Bank (TD): $1 455.40
Boyd Group Income Fund (BYD.UN): $2 867.70
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): $2 416.40
Keg Royalties Income Fund (The) (KEG.UN): $1 407
Data Communications Mgmt (DCM): $8.82
Westshore Terminals Invest Corp (WTE):
Morneau Shepell Inc. (MSI): $1 908
Royal Bank of Canada (RY): $4 046.80
Morguard North American Residential Real Estate Investment Trust (MRG.UN): $2 341.50
Parkland Fuel Corp (PKI): $1 647.36
Park Lawn Corporation (PLC): $1 191
Toromont Industries Ltd (TIH): $2 245.20
National Bank of Canada (NA): $2 496.80  
BCE Inc. (BCE): $535.95
Northview Apartment Real Estate Investment Trust (NVU.UN): $3 550.50
Pure Industrial Real Estate Trust (AAR.UN): $1 344
Sienna Senior Living Inc. (SIA): $1 439.20
Boralex Inc. Class A Shares (BLX): $919.60
Cash: $61.98

TOTAL: $61 581.88

RSP investment portfolio:
Emera Incorporated (EMA): $12 914.88
EnCana Corporation (ECA): $1 558.44
Toronto-Dominion Bank (TD): $2 183.10
Telus Corp (T): $2 334
Alimentation Couche-Tard Inc. (ATD.B): $482.48
Royal Bank of Canada (RY): $2 023.40
Savaria Corporation (SIS): $3 171.40
Thomson Reuters Corporation (TRI): $2 412
Park Lawn Corporation (PLC): $3 970
Richards Packaging Income Fund (RPI.UN): $960.96
Toromont Industries Ltd (TIH): $392.91
CAE Inc. (CAE): $1 581.30
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A): $2 406.60
Boralex Inc. Class A Shares (BLX): $1 149.50
Cash: $84.54

Total: $37 625.51                                  

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund:
Total: $2 818.26                          

Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45

GIC National Bank: $1 320.27                          

Manulife Fidelity NorthStar GIF CAP B: $1 561.87
Manulife Simplicity Growth Portfolio: $1 350.80
Maritime Life CI Harbour Seg Fund: $1 234.88
Maritime Life Fidelity True North Seg Fund: 1 258.91
Manulife GIF MLIA B World Invest: $1 205.51
Total: $6 611.97

Other various: $1 451.71 + $2 681.71 + $5 797.95 = $9 931.37

TOTAL: $59 387.13

Social Capital at Desjardins Membership share: $35
Pending online income: $58.85
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
$316 412.02

Thursday, October 26, 2017

Welcome in my investment portfolio Boralex Inc. (BLX) and Aecon Group Inc. (ARE)!

I made the easy decision to sell off my stocks of Barrick Gold Corporation (ABX), and not only because of today loses, but it was a mix of things, poor dividend, no chances to catch up in capital gains. To resume quickly, I was going absolutely nowhere with ABX and at a point, business is business, so good-bye love. Adios. Done. Over. End of the story. BYE BYE.

Mines, and everything related to gold and silver, those kind of stocks are just really difficult to hold on to. You can take for another example Novo Resources Corp. (NVO). Just today, NVO lost 2.82%. In a dividend portfolio, while trying to hold on to some quality stocks, the whole mining sector is, in my opinion, to be avoided. Anyway, Novo Resources Corp. (NVO) doesn't pay any dividend and its being held on to by the devil itself, Eric Sprott who's retired, but still playing on the market because the old man is just very sick. No thanks, I don't want any NVO shares in my portfolio, but I do know what I want. 

And today, I wanted some Boralex Inc. (BLX) and.. watch out... also Aecon Group Inc. (ARE). I know, I never mention ARE on this blog before - and it's for a good reason: I just didn't know that ARE even existed, until today.

What I am so desperately in need of are reliable companies that make good money and pay a dividend. Easy say, but not easily done. I know how difficult it can be for small investors to be invested in stocks, and on how hard it can be to be confronted with choices. But among the way, decisions are getting easier and easier to make. The market stress remains, however, but in a different way, maybe more in somewhat relax way. The stock market is unpredictable and nothing should ever be taken for granted. I am looking quite fine and good with a TSX so closed now to the 16 000 points. I had been waiting for a really long time for the TSX to hit the magic number and it seems like its going to happen it could happen in 2017, in the same year that I reached 200k in net worth. And if it doesn't, it won't really matter. And it shouldn't really matter that you reach your money goals or not because, at the end of your life, you'll die no matter what. Money can't buy eternity. I am happy just way things are right now for my portfolio. I just now dealing with a personal problem of my own that I can't control. I just want some more stocks, I want my portfolio to grow more and I want more dividend sexy juice. I just want more and my search for new stocks could only get broken by the end of my life. Just don't tell no one, but I have addictions of my own. It seems I can't just stop investing and I don't see how I can eventually get that margin paid off. Sincerely, paying down my margin never been a priority, I am much more excited and very alive when I invest in a new stock. 

Today, I sell all of my ABX shares, and to replace it, I invested in Boralex Inc. (BLX) in both my TFSA and RRSP portfolio. I couldn't help but notice Aecon Group Inc. (ARE). ARE is soon going to be acquired by a China company, which had promised $20.37 per share for ARE. It was too exciting to miss, so I place a quiet little move inside my non-registered portfolio at $19.59 per share. My upcoming paycheck should help to partly cover that new investment, but not at all, unfortunately, since rent needs to be paid... Already November in a few days.

In results of all those all good moves, of course, my non-registered portfolio closed today session at $188 133, my TFSA at $61 481.49 and my RRSP (stocks only), at $37 512.96.

Now, let's go Boralex Inc. (BLX) and Aecon Group Inc. (ARE), show be what you got and be my latest proud.

Wednesday, October 25, 2017

Does time have come to say goodbye to Barrick Gold Corporation (ABX)?

Too bad, the TSX didn't gain any new points today, but I knew I wasn't going to deal with a 16 000 points by the end of the week, even if it was looking so... However today loss are not enormous, only -0.32%. A little volatility is part of the game. Sooner or later, the TSX will be hitting on the 16 000 points and on that special day, I will be happy, and probably that I will also be richer than ever before.

In the meantime, 16 000 point or not, my non-registered portfolio is shining a star at $185 791.65 and my TFSA is at $61 470.21. And I kind of get a nice gift of my own while going to the grocery store and being asked if I was a student... And without knowing, the cashier had just made my day. At 37 years old - like I am, is not that old, but its not that young either, its like a middle stage where you are just getting ahead to get older and are just about to lose my youth. I began investing in stock shortly before the 2008 stock crash and going through - among other - such painful experiences, it could be easy to think that your favorite Dividend Girl look double, tripple her age, but its not the case. I think the more painful your life is, the youngest you get to look while getting older. It could be.

I don't exactly understand the situation that Barrick Gold Corporation (ABX) is on right now. Everything is obviously not working as plan for this company. Add this to ABX poor dividend distribution... Everything is screaming in direction of a sell off. And it could be what I chose to do. And maybe reinvest in the so wanted Boralex Inc. (BLX) and following that, time may had come to look forward to pay down my margin.

But its obvious, you might had understand by now. I cannot make too long without investing and a life with no new sexy stocks is a crazy boring life.

Tuesday, October 24, 2017

My non-registered portfolio is NOW at its highest value ever: $186 179.67

Its was quite an exciting day today! It was very nice to watch the TSX hitting over the 15 900 points!!!!!

Monday, October 23, 2017

My non-registered portfolio closed today at its highest value EVER: $185 720.28

By closing at 15 855.76 points, the TSX had made me her favorite Queen by pushing me over the hedge to never been seen before profits. Its almost like I may get my pretty hands on a  $300 000. My non-registered portfolio closed at a great $185 720.28, which is its very highest value EVER! My TFSA portfolio closed at $61 384.75, and my RRSP (stocks only), at $37 347.93. So far, it looks to me like the TSX is definitively going to close at 16 000 points by the end of the year. As once said, you got to be an ambitious investor or now.

Having a TSX exceeding the 15 500 points is just super great. It makes things a lot easier, and it certainly makes it more fun to be invested in the market. I still have a hot crush on Boralex Inc. (BLX). I truly believe that BLX is going to be a great fit for my portfolio and I may place my move soon. I am working hard on myself not to invest again using my margin money. Because the baby is big and fat as ever before, $103 017.71... I truly believe that BLX is going to be a great fit for my portfolio. Following that investment, I will do my very best to stop investing for a little while and I will try to focus on paying down my debt, and leave a bit in my banking account. Many things ahead are also coming in a hurry: Christmas, next year TFSA contribution, and tax declaration... At a point, if I don't want to hold to the whole TSX in my portfolio, this got to stop somewhere, somehow.

It's hard to save money, very hard. I didn't get my hair coloration done for the past couple months - and that being just to save some money. But I am now a bit more happy with my choice since I read somewhere on Yahoo that hair coloration could be linked to breast cancer. I certainly don't want to say goodbye to my best assets. My natural color began to show up and it's not ugly. I also made the commitment not to purchase any new clothes, as I my two wardrobes are really full pack. I guess the most difficult part is to deal with the need of getting my hands on something new,  just like I love to invest in a new stock for my portfolio from times to times. Really recently, a nice scarf at the Chateau catches my eyes. Do I need it? No, I have a nice scarf of my daddy that I have and many others. At a point, it's the individual responsibility to stay strong and stand in front of any temptations. I can easily say no to a new scarf, but its a lot harder to say no to Boralex Inc. (BLX). Another BIG diamond on my naked body. Yes, thank you ;)

Tuesday, October 17, 2017

A new stock for my investment portfolio: Boralex Inc. (BLX)

A lot is going on right now for the TSX. First of all, the TSX closed today session at 15 816.90 points. I am not richer than yesterday because strangely, my non-registered closed lower today. Too bad because I was on road to become the Queen of the TSX.

Bombardier Inc. is desperately trying to push the sale of its CSeries by enrolling in a partnership with Airbus. I never really been impressed with Bombardier. By getting under the arms of Airbus, they had chosen the easiest solution. Under its CEO Alain Bellemare, Bombardier is not doing really well. In Alain Bellemare, I only see a man of an extreme freshness and extraordinary arrogance. The type of man you want to avoid at any cost.

With this so-called good deal, Bombardier is losing its most valuable asset, the CSeries, and now, Airbus will get all the rewards and profit. The worst part is, that jobs may not be secured and might not stay in Canada. And us, Canadian citizens, we have injected millions and millions of our tax money into what is now best know as a garbage company. Anyhow, I am done with Bombardier, its just such a ridiculous company and it doesn't worth the attention of any serious investors.

On the other hand, today was a bright day for Boralex Inc. (BLX). I didn't know that company before, but I knew them without knowing. I am from New Brunswick and I travel back and forth to Montreal-New Brunswick on and on and on. ;) And when I leave my dear New Brunswick town in direction of Quebec province, I can see these huge wind turbines right on top of a mountain. And when I see those turbines, it becomes clear, I am leaving New Brunswick to Montreal...

Anyhow, it happens that Boralex Inc. (BLX) had been around for quite sometimes. Boralex is right in a sector that I wanted to expand my portfolio in: renewable energy. It had been in the past a property of Cascades, another Quebec company, but they sold all their shares to reduce their debt. In result, the Caisse de dépôt et placement du Québec is now the majority shareholder. BLX pay a dividend, closed to 3%. One thing I really like about BLX is that only 6% of their business is done in the USA. 53% in Canada, and 41% in France. It's not like if BLX really relies on the US to realize its profit, and this is really a good thing. It plays in the favor of the company, and on mine.
There's quite a contrast between Bombardier Inc. and Boralex Inc. (BLX). Two Quebec companies, but only one of them worth considering for my investment portfolio.

Monday, October 16, 2017

My non-registered portfolio is now $185 707.85!!!

See, with a lot of pure money love, the TSX is finally learning to obey me. I say I wanted a 16 000 points by the end of the year and its exactly what's going to happen. At 15 802.7 points, the TSX is shining like a diamond. And in result, I am richer than ever before. My non-registered portfolio closed today session at $185 707.85, my TFSA at $61 015.23, and RRSP $37 000.48. My dividend income, excluding RRSP, is now at $8 497.94, or an equivalent of $708.17 per month.

Sunday, October 15, 2017

My non-registered portfolio is now at $185 154.18

I came back this week from a few vacation days in New Brunswick and while I was away, I kept watching the TSX, and it just kept going all the way up! Could the TSX closed the year 2017 at a 16 000 points? It could be the dream and if the TSX closed at 16 000 points, I will be richer than ever before. $206 352 is not that much money, but even at 37, I could never imagined having that amount, for me its a big chunk of sexy cash. I unfortunately had to come back to Montreal, but here are a few pictures of my home province, in the wood baby in the most nicest and beautiful place on earth (yeah!!!), and nothing else. Be proud New Brunswickers.













My non-registered portfolio closed this past Friday session at a very good $185 154.18 - its very highest value EVER. Fact that Premium Brands Holdings Corporation (PBH) is now trading at close $103 per share is certainly helping my caused - just so kicking ass the usual way. I got worried regarding CAE Inc. (CAE) for little while, but its now getting back on track. And my TFSA portfolio closed at $60 800.74 and RRSP, $36 928.25. Currently, if it wouldn't be of the capital lost that I experimented in Exchange Income Corporation (EIF) because of the shit of Marc Cohodes, I would be sitting on much more cash right now. 

In case you had missed the story, a couple months ago, an American citizen of the name of Marc Cohodes badly hurt the value of Exchange Income Corporation (EIF) on the TSX. Cohodes bad mouthed EIF title and he short-sell it, which in result affected the value of EIF. Of course, I got very scared, and I sell off that stock. I had been invested in Exchange Income Corporation (EIF) since February 2011 and it really broke my heart to sell EIF, but I was very scared to lose money. I was way too scared. So I sell, at profit, but still, it didn't feel right to me knowing that an American bastard had controlled over my life.

And now, even if its wrong, I am very happy that Marc Cohodes California home sweet home is burning down. May he burns among his chickens so I can never hear of him ever again.

Thursday, October 5, 2017

Julie Payette: the Governor General of Canada who shouldn't be

The TSX closed today session at a very great 15 776.30 points. October had begun on the right foot and it look like the TSX is on the road for even more great gains. My non-registered portfolio closed today session at $183 711.62, my TFSA portfolio $60 354.16 and my RRSP portfolio (stocks only), at $36 453.95.

I no longer hold my Veresen Inc. (VSN) shares inside my non-registered portfolio. It look like Veresen Inc. (VSN)-Pembina Pipeline Corporation (PPL) merger is finally happening! Pembina Pipeline Corporation (PPL) is among the first company I invested in when I started my portfolio and PPL is my baby, I am extremely proud to be invested in that company. Back in the days, PPL was a Derek Foster stock. Mergers and acquisitions are usually pretty exciting stuff, but the one happening here in Quebec right now between Jean Coutu and Metro is quite boring and it doesn't worth any attention - and its also the case with who's the newest Governor General of Canada.

The old guy who used to be the Governor General of Canada was an unknown boring old man, but this newest nomination won't get unnoticed. Julie Payette, Quebecker, scientist, ex astronaut, perfectly bilingual is Canada newest Governor General. Her only role is to represent the Queen, whose is far away living in the UK in one of her castle and don't give a damn, and her  daily biggest task is to drink her tea.

I find it a real shame that a woman of the quality of Julie Payette had accepted to waste her time by endorsing a fake monarchy role. Its a thing to be queen or king - because you have no choice to endorse the role - but its another thing to accept to be part of that bullshit. With all her knowledge, Julie Payette could changed the world by being a scientist, conduct some serious research, or even by being a super great university teacher. By being Governor General of Canada, Julie Payette had proved herself as being nothing more than a stupid Quebecker, with no real sense of intelligence what so ever. She can enjoy and do her job on her throne and I hope it will smell bad in the senate!!! Quebeckers like Julie Payette are proving themselves as being poor citizens over and over again. And it seriously making me laugh. During that fun time, far away from my native land, I am getting richer and richer and no, it doesn't smell bad around here!

I know this might be super hard right now for the very love Brian Gallant, but I was released today that the Energy East pipeline project won't ever happen. Its quite a very strange thing when you actually think it right: petrol is dirty made in Alberta, the plan was to build a pipeline that goes from Alberta to all the way down to Saint John New Brunswick.... But why? I know we desperately need jobs in New Brunswick, but it had to be done the right way because we are just too smart. The danger with that pipeline was that it could had pollute our water and our land. Our environment worth more than just a couple hundred jobs.

Tuesday, October 3, 2017

To be or not to be an ambitious dividend investor

Oh lala readers, check out on this! Looking quite great!

This is making me laugh, but in a good way of course, for many reasons. One reason because I don't analyze stock, and for that good reason, Susan Brunner should have come on the first spot. It's a thing to write pretty things about stock like a Barbie girl, and pick stocks mostly base on feeling and emotions like I do, but it's a completely other thing to be able to understand what it is all about. And there's just one Canadian blogger who does so. And it's not me, it's my Susan Brunner. Maybe one day I will get into it seriously, maybe not.
 
I often write on how good I am and when it come to me and to defend the stocks that I invest in, I am of an extreme freshness and enigmatic arrogance. You won't find better for those qualities just nowhere around the world. If I write so many good words about my own myself, it's because when you are an investor and you are alone and that you have 99.9% of your own money on the stock market, and you do it by yourself and you want to get a bit more than the 2% GIC that the bank proposed, you just have no choice, you need to believe in yourself first because if not, you won't last very long, especially when the stock market play its regular garbage that can drive you all the way down, and when it does, it's like getting a hard punch in your stomach. And if I always write on much much I am good, and that I am the world best investor and blablabli and blablabla, it's for a single good reason: it makes great post to read, and the fact is, you become what you think you are. All I wanted to start on was a $50 000 and now I am exceeding the 200k net worth and I just keep wanted more and there'll be just no end to it, unless I die. Los Angeles tragic events are just an example that it can really happen anytime, anywhere, even if I truly believe that it could take a lot to kill me. I saw the guns that the poor men killed people with, and it's really horrible. With guns like that, you can kill too many people. Many had been killed, but many others could have died.

In moments like those, you can only invest for yourself, but also in behalf of those who can't-do so, for so many reasons, and for those who had passed away.
 
I usually don't check on a stock that is no longer from my portfolio, for several reasons. One reason being, with a portfolio like this one, as you can imagine, I have already a lot to follow. Like a lot. It's not always  When I sell a stock, it's because: I am losing money on it and I am desperately trying to save the money left of the investment; the capital gain return is poor and the dividend income is poor. It's for that last reason that I sold out Open Text Corporation (OTEX) a while ago. Old stocks like OTEX are part of my past, not my future.

All this to say that today, I check on Novo Resources Corp. (NVO) and I quite shocked to see that it gain a lot today. But it's part of what this stock is about, it makes great gains, and the day after, it loses money like crazy. And that's something that is really hard for me to live with. I don't like to hold on to stocks that go up and down drastically.
 

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