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Thursday, October 18, 2018

And now: Sylogist Ltd (SYZ)

Premium Brands Holdings Corporation (PBH) is making interesting gain. PBH is getting closer and closer to the $100 share value. I am doing a bit of browsing on Stockopedia, and I found a few interesting things:

-InterRent Real Estate Investment (IIP.UN) - this one could be a nice replacement for Firm Capital Mortgage Investment Corporation (FC) that I recently sell inside my TFSA portfolio
-Mainstreet Equity (MEQ) - I mention this stock before and even with the recent "crisis" MEQ is going on strong
-Sylogist Ltd (SYZ) - this is quite a mysterious company in intellectual property. There's absolutely no info regarding the board or the management of this company in their Web site, which is really strange.

One thing for sure, James D. Wilson, the CEO of Sylogist Ltd (SYZ) is a discreet man - too discreet for my taste. I like to know who I am dealing with when I invest my money and if I cannot find a pic somewhere of that James D. Wilson - who actually may be the CEO of SYZ, I am not even sure!

SYZ has a nice chart, is decent in term of StockRank in Stockopedia and pay a decent dividend.

The only matter being: who's on board, and who's the CEO???

If those infos aren't explicit like they should be, its a problem.

Wednesday, October 17, 2018

Cargojet Inc. (CJT) is the perfect stock for the perfect Dividend Girl

The TSX didn't continue in its glory gains of yesterday, but my numbers are about the same as yesterday. It feel great to have my non-registered in the 175k. I will be up and running in no time, so I am drinking my glass of Martini in the hope of future gains. I actually bought my first bottle of Martini last weekend and I kind of like it. A like alcohol once in a while, but I am not into drugs or weed, even if today mark its first day of legacy in Canada.

I am really glad that I invested in Cargojet Inc. (CJT) inside my TFSA account because 2.73%. And just in case you are really curious, on how I find this killer stock, its not a secret, I wrote it before, I find CJT using Stockopedia screens. And sincerely, I wish that CJT take the place of my late Exchange Income Corporation (EIF) inside my TFSA portfolio. I felt the pressure to sell off EIF following Marc Cohodes evil games. And I never felt so devastated. Even today, EIF is not were it used to be. Just like Donald Trump, I suspect Marc Cohodes to have a tiny little penis. Very little and very delicate, useless as the man that he is.

Personally, I don't find that Stormy Daniels has a horseface. I actually find her quite pretty, but I wouldn't like to be in her shoes. Trump should look at his wife face, Melania has a real strange face, but Stormy has a perfect face. Would you like to see my face? Well, you won't ever see if, but in exchange of your fidelity, I give you everything, except me.

And sometimes, you don't even need a penis to be a good stock picker. You just need Stockopedia.

:-)

Tuesday, October 16, 2018

With Fortis Inc. (FTS), I get what I need: DIVIDEND $$$

Nice little jump for the TSX today. But one question remain: how long will it take for the TSX to go back to its old 16 500 points?

My non-registered portfolio closed today session at $175 168.29. My investment in TFI International Inc. (TFII) gain 1.79%, which confirm my good taste when it comes to stocks. I only fall for the really best. My TFSA portfolio closed today session at $77 358.86. Inside my TFSA portfolio, my investment in Cargojet Inc. (CJT) gains 1.39%. Let's go my girl. Its not anything soon that I am going to fail on the stock market. I am not ready to pay off my margin debt yet and its not anytime soon that I am going to stop investing in stock. Especially now, it feel like the real game is only beginning. I want my $300 000 net worth. My RRSP portfolio closed today session at $38 360.13. 

To make the story short, if you are looking for investments that will perform well on the long run and pay back in dividend, feel free to invest in my TFII and CJT, but don't go with mutual funds, and certainly don't go with an investment that is manage by a Quebecker, the JFT Strategies Fund (JFS.UN) of Jean-François Tardif is an example of a bad investment manage by a so call professional who's only an investment fee sucker. You basically pay for a name that no longer has any notoriety. Jean-François Tardif has prove that he's nothing more than an incompetent Quebecker, and in Quebec, they are many like him, to fresh, arrogant, an incapable of getting good returns for their investors. You should definitively avoid any investment manage under a Quebecker. As for Quebec stocks, some worth it, but there again, don't invest too much in the same Quebec company and keep track safely. I own really good Quebec stocks, like TFII, SIS, LAS.A, but I manage and I manage and I manage. This mean that I keep track. I actually do something that Jean-François Tardif doesn't know how to do anymore: manage money for its profit. But don't ask too much for Quebeckers, its a province of losers.

I had been holding to Fortis Inc. (FTS) for a long time now inside my non-registered portfolio. When it come to investment, I take my duty seriously, I am all in to make money, and I try to hold to the best. And Fortis Inc. (FTS) is one of those investments, a must have. FTS always been a good loyal investment, its one of my rock, and that it probably won't change in the years to come. Best of all, FTS increase its dividend distribution on a regular basis. And today. Fortis Inc. announced a 5.9% increased of its dividend. 

With my recent portfolio changes, my annual dividend income (excluding RRSP) is now at $8 640.17. Not too bad. I don't really focus on my dividend income. Its much more important to hold to really good stocks that will fight and perform on the long run, rather than purchasing whatever stock that offer a too juicy dividend.

And for that reason, I find myself really really bright. I have sell my investment CHP.UN at profit and it was about time. Sell when you can, pray and eat breakfast.

And best of luck, because you'll need some.

Monday, October 15, 2018

The TSX is desperately trying to make some gains, at least for now

The stock market is a rough place to be, but it look like we had reached the lowest point in this crisis - at least I wish - and the TSX is desperately trying to gain some points. My non-registered portfolio closed today session at $172 388.33, my TFSA portfolio at $76 499.81, and my RRSP portfolio, stocks only, at $37 902.39, which is not too bad overall. Weed stocks are gaining in notoriety and it has good effect on my APH stocks. My non-registered portfolio may be on the 172k, but it have everything to be on the 190k mark.

Sunday, October 14, 2018

Welcome in my investment portfolios TFI International Inc. (TFII) and Cargojet Inc. (CJT)!

I did a few investments move this past Friday. As you know, I was getting ready to sell all of my NTR shares, but I changed my mind. Instead, I partly sell my NTR investment, I actually sold half of my shares. I decided to keep some NTR shares in because its involvement in the potash business, and no matter what I like or not NTR, it brings a nice diversification inside my portfolio. I am satisfied with this move. Following my sell of a few NTR shares, I decided to move forward with a new investment. I decided to invest in TFI International Inc. (TFII) inside my non-registered portfolio. I had TFII in my radar for a little while now and I am pleased with this new investment. 

One day, I know I will pay off my margin, but right now, there's just too much I want to do with mu TSX baby. Its like junkie who had to deal with its drug addiction. He promised that tomorrow, he won't consume, but guess what... I am exactly in the same boat, at the exception that I hope that my addiction will conduct to a healthier financial situation. My addiction is my stocks and the TSX is the place of all of my obsessions. Because it seems that it hold to everything that I want. I want the best Canadian businesses to be alive in well in my investment portfolio, and served my personal interests.

I proceed with some changes inside my TFSA portfolio as well. I decided to sell my investments in Choice Properties Real Estate Investment Trust (CHP.UN) and Firm Capital Mortgage Investment Corporation (FC). Those two were not gaining much in capital gains. I now preferred to invest in quality stocks and I don't mind if they pay less in term of dividend. Following the sell of CHP.UN and FC, I decided to invest in another stock that was in my radar: Cargojet Inc. (CJT).

For now, I still hold to all of my oil stocks: Enbridge Income Fund Holdings Inc. (ENF), Enbridge Inc. (ENB), Parkland Fuel Corp (PKI) and Pembina Pipeline Corporation (PPL). This past Friday, Parkland Fuel Corp (PKI) closed the session at $45.96, its highest value for the past 52 weeks.

Another interesting stock that reach its 52 weeks high is: MTY Food Group Inc. (MTY). Derek Foster hold to Restaurant Brands International Inc. (QSR) in his portfolio, but personnaly, I prefer MTY. Could MTY be part of my portfolio one day? The answer is: YES!

It makes me happy to invest in new stocks. With my new investments, I had helped the TSX to gain 97.16 points this past Friday. Go go go! The TSX is need of a lot of love and encouragement right now. I am willing to provide all that to her.

Thursday, October 11, 2018

Getting ready to say goodbye to Nutrien Ltd. (NTR)

Another really difficult day for the TSX, as well as for the American markets. My non-registered portfolio close the day at $171 345.34, my TFSA portfolio at $76 123.63, and my RRSP portfolio, stocks only, at $37 643.49. Its a tough situation, but hard times are always the best time to have a good hard look at yourself.... In my case, I am sitting my pretty assets on a big fat margin of over $98 000. That's borrowed money that I don't own. And owning a big fat margin is quite dangerous these days. Fact is, we could be in for more difficult days to come. 

In the old days, I just adore my Agrium stocks, I made a great deal of money when Nutrien Ltd. (NTR) was Agrium. I am currently on a little capital gain on NTR and I find that this is just the really perfect time to sell NTR and pay down my margin. I am also looking forward to sell a few other stocks of my non-registered portfolio: Saputo Inc. (SAP), and BCE Inc. (BCE). This will help to reduce my margin and I really have no problem with selling those 3 stocks.

Now, selling stocks inside a TFSA portfolio is quite nice because while doing so, you won't pay tax on the capital gain. Inside my TFSA, I have a few stocks which are in good position, with a capital gain: BMO, CHP.UN, FC, NA, NWC and CM. I don't really care about those stocks and I am thinking about selling them inside my TFSA, and after transferred the cash to my margin, to pay it off. 

All together, the sell of those assets will hep to bring down my margin to $75 000, which is more better. I could even push it harder. In my investment life, I had invested in oil only because Derek Foster, in his early days, was holding to PPL, and ENF, and ENB. I am not that a fan of oil and I find it quite horrible for me to be an oil investor. Like if I would be a piece of shit or something even worst. The only problem is that I had recorded so far a lot of $$$ in term of capital gain on those stocks. So if I sell them, I will pay taxes on the capital gain, because I hold PPL, ENF and ENB in my non-registered portfolio.

I am still thinking, but its certainly clear for me that I am going to sell NTR tomorrow, and SAP, and BCE.

Wednesday, October 10, 2018

While waiting for the marijuana legalization, the TSX is not getting high

I hope you all had an Happy Thanksgiving investors! I spent mine in the beautiful New Brunswick and I had a nice time, look for yourself.







 Magic mushrooms ;-)



 Dinner is ready!



I saw a moose for the second time of my life. It was a female, as you can see, who quietly cross the road. When I saw her, I quickly got out of my dad truck and run to her, with my camera... And for a few seconds, the bitch look at me, I look at her, and it was like all the power of the woods was enveloping me. And trust me, I will need all the power available at my disposal to face the next coming days. It was a magical moment. Just look at me for a few seconds and left. On the other side of the road, a car was coming... But the moose was gone.

These days, the TSX is not exactly in good shape, and so is the NASDAQ. It's quite hard to be under the 16 000 points, and it's much harder when the TSX trade in the 15 500 points... The markets are facing some major sell-off because of some stupid, nervous investors. Please, don't be like them. This situation is disappointing, but it's not hopeless. And I am really proud to say that once again, this down market is not affecting me. My non-registered portfolio is trading at $173 847.89 (it's usually at 180k), my TFSA portfolio closed today session at $76 961.93 (it's usually at 80k), and my RRSP portfolio (stocks only), at $38 055.59 (it's usually at 40k). Yes, I am facing a major drop off, but it's not an excuse to panic, and there's always a bright side. For example, currently, Parkland Fuel Corp (PKI) is on an extraordinary gain. PKI gains today 5%, while the TSX as losing 2.12%. APH also made nice gain today.

Its always hard to invest when the market is down, but with time, the disturbance that comes with a down market is less and less (trust me), and deep inside, you'll find the courage to invest. Why? Because this is the time to make your money out of the stocks market. This is a good time to buy quality stocks at a cheap price. I built a big piece of my "fortune" by investing in stocks after the 2008 market crash and this is your opportunity to do exactly the same thing. BUT - invest using real cash, no margin. Don't know what to invest in? I am going to help you, just like usual. Right now, I am your best friend. Check out at the list of my really best stocks:

Canadian National Railway Co (CNR)
Bank of Nova Scotia (BNS)
Methanex Corporation (MX)
Fortis Inc. (FTS)
Corby Distilleries Limited (CDL.A)
Premium Brands Holdings Corporation (PBH)
EnerCare Inc. (ECI)
TMX Group Inc. (X)
Savaria Corporation (SIS)

Emera Incorporated (EMA)
BCE Inc. (BCE)
Saputo Inc. (SAP)
CT Real Estate Investment Trust (CRT.UN)
Morneau Shepell Inc. (MSI)
Royal Bank of Canada (RY)
Andrew Peller Limited (ADW.A)
Canadian Imperial Bank Of Commerce (CM)
Toronto-Dominion Bank (TD)
Boyd Group Income Fund (BYD.UN)
Lassonde Inc. (LAS.A)
Park Lawn Corporation (PLC) 
Northview Apartment Real Estate Investment Trust (NVU.UN)
Morneau Shepell Inc. (MSI)
Toromont Industries Ltd (TIH)
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)  
Berkshire Hathaway Inc. (BRK.B)
Canadian Real Estate Investment Trust (REF.UN)
WSP Global Inc. (WSP)
Jamieson Wellness Inc. (JWEL)
New Flyer Industries Inc. (NFI)
Parkland Fuel Corp (PKI)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)

How to use this list? If you already hold to some bank stocks, go with something else, like PLC, or SIS. I also like TIH. I hold on to many great stocks in my portfolio, but this is a quick list to help you out. During those hard times, you can certainly count on the New Brunswicker that I am, but don't count on Jean-François Tardif and his JFT Strategies Fund (JFS.UN) to help you out, both the man and the fund are absolutely going nowhere.

While facing a down market, yes, your portfolio go down, but its part of the game. You need to be able to take that shit down and don't let the TSX get into to you and scare you. It's time to be strong like a warrior. And its also time to admire all the health built over the years. Personally, my PBH investment is still at +347%, my PPL, at +102%, etc... Because I started investing years ago, I am still in a good spot with my portfolio, but I am certainly not on top of my game right now.

While facing a big drop in your portfolio because of the TSX, you need to remain courageous. If you have some saving, invest in quality stocks. I have about 2k available, and your little favorite will do so, I just have to think about what I am going to invest in. And of course, I will let you know because right now, I am the best thing you got and you know it. I am like the little angel that is on earth to protect you and I just love you so much that you'll never know.

And this being said, it's important to keep busy during in a down market. Here are a few things that I do to keep busy that may help you as well:
-Check out your stuff, see what you don't use and put it on sell on Kijiji
-Clean your place
-Clean your closet, sell or give away the clothes you don't wear anymore
-Do your laundry
-Start a blog (so you can always try to beat me at my own game -we'll see what you can do)
-Cook a banana bread
-Go to the gym
-Listen to The Sopranos (I have a secret love crush on James Gandolfini, too bad he passed away a few years ago)
-Make a list of things you have to do
-Start thinking of your shopping for Christmas!
-If you have a smartphone, download Yahoo Finance and enter the stocks you own in your portfolio so you can give it a check while you are at a coffee shop

And I don't have any more ideas, for now, you get the picture. Just keep busy, and breathe. Now, I am really your best friend.

Tuesday, October 2, 2018

I now have a LG K4 cell phone and its about all for the big news

Life gets boring when the TSX herself is extremely overwhelming BORINGGGG.

I finally got a new cell phone, I bought an LG K4 at $120 and a memory card for it. It's quite easy to use. I guess I taught it was more complicated. That phone is basically like a little computer, but at a good price. I am with Chatr Mobile, which is a company own by Rogers. Chatr offers great plans and great phones at a good price. No need to spend several hundred on an iPhone. I don't own an iPhone, but I own an iPod which is practical when I am at the gym. iPhones are for idiots. Money is too precious to be spending whatever, whenever.

A new NAFTA deal with a new name had been reached, however, the TSX is not on high gains right now. The new agreement will need to be accepted by the Congress, but it's a simple formality. So why the TSX is not reacting positively? Personally, I think that the sweet baby is simply traumatized by months are hard negotiations and is simply in need of pure money love, and of a lot of care and attention before gaining points. With this going on, my non-registered portfolio closed today session at a low $179 746.83, my TFSA portfolio at $79 196.38, and my RRSP portfolio, stocks only, at 
$39 564.21.

Currently, the only fun thing going on is that I have $398.90 in cash inside of my TFSA, that amount is coming from dividend distribution. I am going to place a new investment move once that amount reaches $500. Currently Pollard Banknote Limited (PBL) is receiving media attention and it might not be a bad thing. But I am not that move by PBL. NEXT please. I can find better than PBL. But that's the best the Globe and Mail can do for you.

Sunday, September 30, 2018

Welcome in my non-registered portfolio Goodfood Market Corp. (FOOD)

I was talking to my mom this evening when I dropped my cell phone and it seem like I broke it, I wasn't able to call her back. I am wishing she's not worrying too much, but I had warned her before . I could had runned to a payphone, but I didn't bother. This is actually not a bad thing as I wanted to buy a more modern cell phone for a little while now. I just had a little Nokia phone, which had a bad camera and no wireless or Internet access what so ever. I am just hoping that its not too difficult to call on a press screen kind of phone. From now on I will call her on speaker phone, that way I won't drop my cell while doing some stuff around in my apartment.

It look like a NAFTA deal had been signed and its quite a release. All this drama surrounding the NAFTA had put a lot of stress on the TSX and with this new deal, I hope that the TSX will gain some interesting points. 

The sell of my RNX shares gave me a nice profit, but all that money had almost been spend as I bought a pair of ecco boots, some clothes and I am also soon going for a few days in New Brunswick so I will have to buy my bus tickets, and not to forget, a new cell phone... 

My experience with RNX gave me the taste for a little bit of trading, which I like to call hit and run kind of sexy move. I bough some shares of Goodfood Market Corp. (FOOD) in the hope to sell soon, probably not for a big profit like RNX, but still, I thing there's place for a nice profit on this one, and maybe it will happen tomorrow, is the TSX gains, let say, 100, or why not 200 points.

I am all in for a 200 points gain tomorrow. Go go go TSX, you can do it. Just do it!

Tuesday, September 25, 2018

Thank you for the free cash Royal Nickel Corporation (RNX)

For now at least, Brian Gallant remain Prime Minister of New Brunswick. So this morning, I went to work as if it was an ordinary day. And of course, I have my eyes stuck on RNX at the market opening. I was unhappy to see it slide all the way down and at a point, that was it, I needed to follow the flow, and I sold all of my Royal Nickel Corporation (RNX) shares and made closed to 1k in profit in the process, which make me happy. This extra cash is more than welcome especially knowing that I am going away for a few days in New Brunswick.

 

Thank you

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