Pot stocks: a golden opportunity or a save ticket for failure?

Its hard to move forward without any NAFTA deal, but things could be worst. In the meantime, I am glad that Machine Gun Kelly came along with his Rape Devil song, because it's so so good. And under that tattooed skin, there's something really appealing about that Machine Gun Kelly, something that might have to do with his Scandinave look maybe.

That song alone is way better than most songs Eminem release, maybe at the exception of Last Kings. Eminem is like Xavier Dolan and his The Death and Life of John F. Donovan: in different ways and for different reasons, both men lost themselves in their comfort and their talent is all rare, lazy and confuses now. Just like for 50 cents, Dr Dre, Snoop Dogg, when was the last time they actually release something as refreshing as Machine Gun Kelly?

What's the link anyway between pot stock and Machine Gun Kelly? POT.

lol

My non-registered portfolio closed today session at $181 286.03, my TFSA portfolio at $80 103.07, my RRSP portfolio at $40 462.99, and my US portfolio at $3 321.99. My margin usage is down to $98 430.56, but the best thing is, I finally found my next investment! Yeah! It took me sometime because I am really looking forward to invest in a diamond that will make me shine like crazy. And it's not a pot stock.

If you are in to get on some real stress on the back of dope stock, you can always go with my Aphria Inc. (APH), but otherwise, my ready for a wild ride, and no dividend at all, since I don't no any pot stock who are actually paying a dividend. Knowing that, it's quite surprising that Horizons Marijuana Life Sciences Index ETF (HMMJ) is paying a dividend yield close to 4%. That I don't understand. Pot stocks are too volatile and unpredictable to represent a really important part of a portfolio. Take a quick little drip just like if you'll be smoking it, but not much more, or you'll get burn and you'll get stuck with some loser pot stocks. There's nothing more frustrating than getting stuck with a stock that only makes you lose money. And the problem with pot stock is that it can happen whenever.

Pot stocks might seem really appealing right now and tempting, but it's much more important to create value for the long run. I have other things to do than worrying for my stocks all day long.

So want to know the name of my next investment coming from this list?

Its TFI International Inc. (TFII).

And my second choice:

Cargojet Inc. (CJT)

Third choice:

Domtar Corporation (UFS)

I decided to ignore for now any REIT stocks or any stocks involved directly in finance. I also avoid stocks who pay their dividend in US dollars since I will be investing in my non-registered portfolio. I think TFII is MY GOLDEN OPPORTUNITY so got to catch it FAST. NOW.

And you can always invest also in CJT and UFS if you have a lot of $$$.

Investors, this is your lucky day. How does it feel to get in the really best investment picks and all for FREE down to your throat?

Two of my top performers of the moment: Aphria Inc. (APH) and Savaria Corporation (SIS)

Yesterday was real too hot in Montreal and it destroyed all my efforts to live on as little as possible. I felt the urge for beers and some ice cream of course. I am such a bad bad girl, but the beer was good and the ice cream was quite yummy just in case you are wondering. I didn't sleep well at all. And in result, instead of buying one coffee only - like I suppose too, I bought 2. Hot heat is such a budget killer, it's not even funny. But the really hot days are now behind us and I couldn't be more happier. I hated this summer.  

We don't have any NAFTA deal yet, but my RRSP portfolio (stocks only) is now at its highest value ever: $40 698.47. My TFSA portfolio is exceeding the 80k, I am now at $80 110.777. Since the TSX close under the 16 500 points, its just really normal that my non-registered portfolio closed behind, at $180 942.40, since most my money is being invested in my non-registered portfolio.

For now two days in a row, Savaria Corporation (SIS) had closed the session on its highest value ever, and in result, SIS had generated a lot of $$$ for my portfolio. I was bright enough to add SIS in my 3 stocks portfolio: non-registered, TFSA AND RRSP portfolios... WOW WOW WOW. 

I had wait for this moment for a really long time, but my APH stocks are finally seriously gaining some values. It look like the single pot stock that I own, Aphria Inc. (APH) might be after all the best of the pot stocks. Just like Savaria Corporation (SIS), APH is now exceeding the $20 value per stock.

Stockopedia to the rescue: brand new investment ideas you won't be able to resist for September

The month of September is not starting on the right foot, but it was kind of expecting. Donald Trump might have taught for a second that Canada was going to sign whatever deal in a hurry because we are scared of being kick out of the NAFTA and of his stupid too short deadline, but it's not quite happening like planned isn't? The US traitors made a huge mistake by choosing to negotiate at first with a third world country where salaries are low, criminality on the rise... And what about the border problems between US and Mexico? That doesn't exist anymore? And what about the wall? Did Donald Trump forget about it? 

 

We are not like Mexico a poor miserable country and we deserve much more respect. Canada creates richness for its citizen, with the best stock market of the wold; it's not the case for Mexicans. This misconduct of the US toward us lead directly to some more serious problems for the US in the long run because more and more Canadians will buy less and less products coming from the US. I had personally done so for the past couple weeks and its easier than you may think to buy Canadian. Currently, I am in search to find out if any anti-virus software is made in Canada, as I am currently using Norton on my computer. Remember: what you buy, in your everyday life just like on the stock market define who you are as an individual. Just got to decide if you want to be an asshole or a decent person.

I am scared about the dairy concessions we'll have to make in order to get on the NAFTA deal. I am not willing to drink any milk coming from the USA, that would be poison to my soul. It's up to each country to feed up their people from the hard work of their home farmers. If US farmers have financial difficulties, its because there're unsolved problems somewhere that hadn't been resolved. With millions and millions of mouth that need to be feed, and with a population that is much more important than Canada, it's quite strange that US farmers are experiencing difficulties. That's certainly not the fault of Canada. We shouldn't be taking advantage of. Fair trade, or no trade at all. I would like to know much the NAFTA negotiations had cost us so far. It might be several million, which is a shame, and it may drive us to no deal at all. And the next thing that could happen is a big points drop off for the TSX. I am ready for whatever will happen.

Currently, my portfolio is taking the hit, but quite gracefully. In your face Donald Trump. My non-registered portfolio closed this past Friday session at $180 280.45, my TFSA portfolio is just under the 80k, at $79 745.96, and my RRSP portfolio (stocks only) is exceeding the 40k, at $40 175.75. I really wanted to place a new investment before my 38th birthday, but I was on a too short notice and got squeeze in by my vacation week. Also, NAFTA insecurities are making hard on the market. It's not fun to invest under these conditions.

Long weekends are always nice and this one is no exemption. It's always a good time for one of my favorite fun stuff: check out for new investments on Stockopedia. I often post about new investment ideas, but lately, this list is getting better, with a mix of stocks that I wrote about before and new ones as well...

Want to take a look? There you go:

Domtar Corporation (UFS)
Waste Connections Inc. (WCN)
Cymbria Corporation (CYB)
Clairvest Group Inc. (CVG)
Cargojet Inc. (CJT)
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
Agellan Commercial Real Estate Investment Trust (ACR.UN)
Mainstreet Equity Corp. (MEQ)
Brookfield Business Partners L.P. (BBU.UN)
TFI International Inc. (TFII)
Algonquin Power & Utilities Corp. (AQN)
InterRent Real Estate Investment Trust (IIP.UN)
Automotive Properties Real Estate Investment Trust (APR.UN)
Summit Industrial Income REIT (SMU.UN)
Enghouse Systems Limited (ENGH)
Allied Properties Real Estate Investment Trust (AP.UN)
Canadian Pacific Railway Limited (CP)
Wall Financial Corporation (WFC)
MTY Food Group Inc. (MTY)
Open Text Corporation (OTEX)
goeasy Ltd. (GSY)
Ritchie Bros. Auctioneers Incorporated (RBA)
Stelco Holdings Inc. (STLC)
Neo Performance Materials Inc. (NEO)
Killam Apartment Real Estate Investment Trust (KMP.UN)
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
Colliers International Group Inc. Subordinate Voting Shares (CIGI)
Mitel Networks Corporation (MNW)
FirstService Corporation Subordinate Voting Shares (FSV)

I underline in yellow my favorites for now.

What am I looking for? It's quite simple and it's always the same thing. A chart going all the way up and with not too much disturbances of the mark of volatility, mostly dividend payer stock - but if I have a perfect chart like the one of Cymbria Corporation (CYB), I am ready to sacrifice the dividend income part. I am also looking for stocks that exceed their value of before 2008 stock crash.

This is a first fish catch. I have to go through all of those stocks and pick the one that will be my next investment. I will try to avoid any new REIT or anything in finance.

Deal or no NAFTA deal on the way

I cannot access to my broker account, but I just hope that my TFSA portfolio is still exceeding the 80k value. I can however give you my new annual dividend income (excluding RRSP) is now at a good $8 687.01

My first week as a 38 years old is about to be quite an important one, as a NAFTA deal might be on its way... Donald Trump need to come forward with a deal to impress American electors and show it off, and Canadians are in need of a NAFTA deal because we had now been waiting for a really long time.

 

In my case, and I hope you are all doing the same, I am extra careful at buying exclusively products that been manufactured or are being sell by a Canadian business. And its quite easy to buy product made in Canada, from toilet paper, soap, makeup, etc. Its now a necessity to buy Canadian. If we don't buy products made or own by a Canadian company, who will buy them? We should be the first buyers on top of the list. I will never buy milk made in the US. And I promise not to ever again buy any alcohol made in the USA, or to buy anything cultural coming from the USA. I also promise not to ever buy any makeup products made or coming from a US brand. Never ever again. This last one is a big commitment coming from me, but I am ready, as Donald Trump push it too hard and had been to mean to the good Canadians. Marcelle is a Canadian brand and I already use many of their products and I really like them. I also like Lise Watier eyeliner and palettes. And fact is, I already own many makeup products - no need to buy anything new for a little while...

For multiple reasons, this summer had been quite an expensive one. The one main reason being that this summer had been very hot, with many weeks of extreme weather. I had been living in Montreal for more than 10 years now and I never had suffered this much from heat waves. Usually, extreme weather last one, two-three days max in a row. But this summer was totally different. It make it difficult to fix any meal and to just do normal things. I sometimes bought 2-3 coffees just to stay awake. I also had two weeks vacation + one stay in Montreal Bonaventure Hotel. I had enjoyed myself, drank, eat out, did everything. I just came back this past Sunday from my last vacation. My next one will be in October, right on time for the hunting season, yes Sir.

During my last vacation week, I made another commitment to myself and that being to spend less. I mentally prepare quietly during that week and when I came back on Monday, I was in business. I was READY. It might sound like its nothing, but cutting living expenses the way I do it require a good spirit. And when I say cutting living expenses, its REALLY pushing it to the possible lowest, BUT while still keeping the essential on. This is what I am currently on:

-I can buy one coffee per day on weekdays, but not more than one.

-I bought the grocery I need for one week. Afterward, I can't buy any more food. And I cannot buy any alcohol (but I still have a bottle of Cuban Legendario left, thank God!). And I cannot eat out (!!!). 

-I cannot spend money other than on the real basic essentials.

-I cannot buy anymore makeup or hair products... (this is hard!). And I cannot buy clothes (this is medium hard).

-I cannot buy anything new for my apartment (and I had been looking at the new Ikea catalogue...) 

Its difficult, but its needed in my case and this is how I use to save money in my old days. I expect to save $1 600 per month this way, and this amount doesn't even include my dividend income, so why not. Its now my third day on this financial diet and so far, I had respected the plan and I am all proud of myself.

Your determination is the only took that will help save money among the way. I decided to give it this push for several reasons: to increase the amount of money save (I would like to permanently have a 5k in my saving account, at least), to maybe finally move and live in a bigger apartment, to place new investments and - maybe - lower the usage of my margin account.

Its my birthday!

Its finally THE day that we had all been waiting for. I had turned 38 and the world will never be the same. On this beautiful day, my non-registered portfolio closed today session at $181 960.77, my TFSA portfolio at $80 262.60 and my RRSP portfolio at $39 958.05. For the first time ever, my TFSA portfolio now exceed the 80k value. For my RRSP portfolio, stocks only, I am almost at 40k. Currently, my net worth is around $233 528. But just watch out when PBH will reach the $150 per share, its doing to be nice and sweet and we'll find out if I can handle that much love

Me and my margin account

I purchased a brand new purse from Amazon and it arrived today. It look exactly as the picture so if it happen by any chance that you see a hot chick in Montreal holding on tight to that purse, it might be your lucky day, and I could be the Dividend Girl. Or maybe not. But please, try to control yourself at least and don't start screaming at me because I hate you as much as you hate me. There's just no way to know for sure. I like those kind of big purses and I had problem to find any in Montreal at a good price. I like the Lole purse, but they are super expensive and I don't practice yoga.

I received some new PPL shares - resulting from the DRIP, and in result my dividend income is at $8 665.85. My RRSP dividend income is currently at $1 221.78, for a big total of $9 887.63. And knowing this amount exceed the interest of my margin, and because I declare my interest rate, my margin situation don't really bother me but at this point of my journey - this poor girl just don't know what to invest in anymore. Not that my portfolio is complete and close, but at the time being, its currently my situation. And only God knows that yes, I had tried really hard to find new stocks to invest in. And I had find some. But when came time to invest, I didn't place my move. I am just willing to let things as they are right now. And in result, my money is just going to decrease the usage of my margin. With tomorrow paycheque, its $2 186 that I will have to decrease my margin (I already put previously a $850). This will reduce my margin account to $98 035.74. Still high, but under the 100k at least.

I understand the concern of this reader and I am certainly not here to promote investing using a margin account, but its just the way it had been to me. I had been on a margin for many years now, I know what I have to do in order to keep it safe. No situation is totally safe but me and my margin, its a perfect match. It take a bitch to handle another one.

My dividend income is of $9 887.63.

Interest on my margin: $4 902.885 - and I deduct it on my tax declaration.

I don't feel any disconfort, if it not that I don't have the vibes to invest in something right now, but at least I have a brand new purse now - birthday gift to the bitch from the bitch. Remember the date: August 27. Just 11 days to go sexy count down.

No new investment on National Acadian Day

Today was National Acadian Day, but for Acadian investors, today wasn't especially a great day on the TSX so I quietly stay in my rabbit hole and I didn't place any new investments. Believe it or not, I just put some money to pay down my margin account!!! For a reason or another, suddenly today, as the TSX was going near under the 16k mark, no investment seem to worth it. And I felt confused. This is supposed to be my special time, but things are not exactly working super great. I guess, for now, paying down my margin will just do the thing.

New investment ideas on the go

I am going away on vacation - yes again - soon, so don't worry if you don't hear from me for a couple days in a row. Only 13 days left before my birthday. And I am desperately searching over some stocks to invest. I am sometimes slow, but good news: I had found some! This could be a really bad timing to invest in stocks right now. You have to be sure of yourself. Personally, it's just a matter of birthday and I just want to be on the $9 000 in dividend income (excluding like always the ones I earn inside my RRSP). Some I stocks recently announced an increase of their dividend distribution: Sienna Senior Living Inc. (SIA), Jamieson Wellness Inc. (JWEL), and CAE Inc. (CAE). I also earned extra dividend with the DRIP on Bank of Nova Scotia (BNS), Enbridge Income Fund Holdings Inc. (ENF), Pembina Pipeline Corporation (PPL) and Premium Brands Holdings Corporation (PBH).

With my current plan, my dividend income will reach near the annual $9 000.

Derek Foster recently announced that he made a new investment in Chartwell Retirement Residences (CSH.UN), but personally, I am not amazed by this stock. It's not an investment on which you can expect really awesome capital gain. I want dividend, yes, but I also want to hit on some value with each and single stocks I hold. But I don't feel it when it comes to CSH.UN. It's a big no-no for me. However, I was considering investing in that one until this evening. I already another senior care stocks, Sienna Senior Living Inc. (SIA), and it haven't performed extraordinary well so I am passing on CSH.UN.

I am looking forward to invest in:

Summit Industrial Income REIT (SMU.UN) - found recently on Stockopedia.

Rogers Communications Inc. Class B Non-voting Shares (RCI.B) - this one was on my stock watch list for a little while.

Brookfield Infrastructure Partners L.P. (BIP.UN) - I already have this one inside my TFSA and its performing well. With the recent news of ECI acquisition, I really not against having BIP.UN in my non-registered portfolio.

Premium Brands Holdings Corporation (PBH) is the hot stock of the TSX

Its been quite a shocking and sad couple last days for New Brunswickers. Despite the heavy among of hunters, who all have many guns in their home, I don't recall any violence or incidence what so ever in my hometown. And its quite a miracle nothing happens so far. I don't quite understand what happened in Fredericton, but one thing for sure, the man killed those two police officers so the victims wouldn't be able to survive and so no one could help save their lives. He didn't want anyone to intervene and save them. He wanted them dead. I think it was a love affair that turns wrong, a passionate crime, but that's just my impressions. Those two police officers who lost their life look like very good people and its a shame.

Life goes on and that means for me that I am - again - in search of a new investment. I guess that I can say that my latest investment in Granite Real Estate Investment Trust (GRT.UN) was quite good. I forgot to mention that I found GRT.UN on Stockopedia. Currently, my annual dividend income is at $8 650.26 - I just got a new BNS share coming from a DRIP. August is a good month since I am expecting two other paycheques and that is leaving me with a good 4k to invest. And guess what, I have no idea on what to do with that money.

As you might know, I am turning 38 at the end of the month. I don't need any Botox injections at this time, but while having money that has no purposes, I was thinking about getting filler for my lips - not to get the x rated overlook, but just a little more bumps into those lips. Its kind of weird, but 20 years ago, I was celebrating my 18 birthday??!!! Getting older is weird. I sincerely thank God for my young genetic, and no need for butt filler or breast enhancement. I have a very sweet, angelic innofensive look and filler lips could help to kill it all. Everyone needs a little enhancement. Getting fillers, however, is not cheap and it could cost something like 4k. I need to put in the active contribution of my readers. Just give me everything you got, no question to be asked and thank you. All I can say, I have enough of the summer, and I truly don't care about getting those fillers so you can keep your money, at least for now.

Party is on for the love of my life that make me look hot Premium Brands Holdings Corporation (PBH). Things are looking bright. PBH gains 4.18% today. Recent results are good and I can easily expect more gain for PBH tomorrow. The overall situation is quite good at this time, but it could be even better. The TSX is just not where it should be and Donald Trump is driving the world crazy. Currently, he's getting on my nerves as much as Marc Cohodes does.

Right now, Summit Industrial Income REIT (SMU.UN) catch my interest. I like the industrial sector and industrial REIT is quite interesting. I may invest in SMU.UN, but there won't be any lip fillers.

Welcome in my TFSA portfolio Granite Real Estate Investment Trust (GRT.UN)

Sometimes, by belove TSX only need a few cheerful encouragements coming from its real favorite investor - and that being me - to move forward and break down all expectations. And that being a big I don't care attitude to Saudi Arabia and their Muslims, and in response, my TSX did what it does best. That's right, the world best index gains  100 points today. Will tomorrow be another successful day? I don't know, not that I don't care, but I cherish good days on the TSX like if it would be the last good one. 

Currently, I am not on top of what I can possibly have with my portfolio. It's frustrating to see PBH trading under the old top $122 per share. It was crazy. For a little while, I had almost to buy back the house I grew up in New Brunswick. I wouldn't buy it, but events like that make you think. Like do I really earn the presence of my fabulous PBH inside my non-registered portfolio to Jean-François Tardif? That man obsesses me because he cannot do anything good now with the fund that he manages.

Today, Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A) kind of remind me of my what happen to my PBH - going from $122 per share to $100. Fortunately, I do not hold any Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A) inside my portfolio. Today alone, CTC.A lost $14.32, 7.85%. Such events hurt hard, especially when you had been holding the stock for a long time in your portfolio. At a point, you get use to be at a certain value. And when that value go down, its not fun game. The advantage of being an investor, rather than being a short-seller like Marc Cohodes, its that you creat value overtime, on the back of strong assets. The realization and the excellence of the stocks you hold transcend in yours, because you hold all those really good stocks in your portfolio. Since I had been holding PBH for a really long time on my portfolio, fact that the stock lost a couple dollars per share is not hurting that much. I bought PBH at around $19 per share... a long time ago. But of course, I prefer PBH to be on the $122 value. Patience is sometimes needed.

Currently, my non-registered portfolio closed the day at $181 972.62, TFSA at $79 355.69, and RRSP $39 582.09 (stocks only). My non-registered portfolio has all it take to go on the 190k without further help. But like sais before, sometimes, patience is needed.

This latest investment I made today in Granite Real Estate Investment Trust (GRT.UN) wasn't a major one in term of money invested, but its a great investment. In result, my dividend income (excluding RRSP), is of annual $8 644.73.