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Thursday, May 31, 2018

Welcome in my TFSA portfolio WSP Global Inc. (WSP)!

The delisting of Pure Industrial Real Estate Trust (AAR.UN) left me with a little sum in cash to invest back somewhere in the TSX. I decided to invest in WSP Global Inc. (WSP). In result, my RRSP portfolio closed today session at $75 497.72. My non-registered portfolio closed today session at $182 971.72, and my RRSP portfolio - stocks only - closed at $38 204.24. I am quite please with those numbers. I am also really please with this new investment, I truly believe that WSP is a strong safe bet. under the current circumstances.

Donald Trump is doing everything that is on his power to put stress over the NAFTA negotiations and Justin Trudeau is acting childish like a little boy again. Trump is a very hard and difficult man to deal with. Now that Trump decided to punish us with new tariffs on steel and aluminum imports, now more than ever is time to open the dialogue. Justin Trudeau had a meeting planned with Trump, but he had decided to cancel it following Trump announcement. Its seem to me like the USA are really not in needs of our importation in term of steel and aluminum. Justin Trudeau should read this article. Later or sooner, Trump will need get smoother, but for now, this is a tactic to make us close quickly a NAFTA deal that could be hurtful for us on the long run. Rather than opening the dialogue back to back, Trudeau simply turn down Donald Trump and try to reacted like a man by taxing the US for an amount of $16.6 billion. See, this is what happen when a Quebecker endorsed the role of Prime Minister. Bad decisions are being made. Quebeckers are well known for their lack of senses and intelligence, and we have a another proof of that residing in the person of Justin Trudeau. His mother is suffering from mental illness and Trudeau has the same bad genes. We are going to suffer and its the fault of all those dummies who had voted for the Liberal Party. 

Trudeau made this announcement too quickly. Trump is a monster, an aggressive man and he certainly won't get himself beat down by little Canadians. Its time to act simply, gently and kiss his ass. First, Trudeau should had gone to that meeting, discuss with Trump, and if no solution was find, well than, and only way AFTER apply that $16.6 billion as a good lesson to our US "friends". 

Currently, I am not impress with Justin Trudeau. We had all of our chances with China. The arrangement between Aecon Group Inc. and CCCI won't proceed because Justin Trudeau rejects it. We are in great need of trade partnerships - China could had been of a great help. Now, thanks to Justin Trudeau, we can't rely on the US or on China. With who are we going to trade now? 

Anyhow, this is scary, but react calmly. The TSX is a wild bitch and seem to like chaotic situations. She loves drama, it makes her feel alive. From my side, I invested in WSP - a Quebec stock!!! - today and I don't care about anything else, or almost.

Wednesday, May 30, 2018

Pure Industrial Real Estate Trust (AAR.UN) no longer trades on the TSX

As you learned in the previous post, I will be turning 38 years old in 3 months. So time is passing by and I need to act fast. However, no worries, while getting ready to pay for my groceries today, I was asked - once again, because it had happened before - if I was a student. I should have answered yes. I would have received a discount, but I will next time. Looking young need to serve at something after all. I think I could have been the mother of the cashier actually... I get extra excited whenever I am being asked if I am a student, it's my turn on.

Yesterday was a really difficult day on the TSX. It's quite scary to see the TSX going on so easily under the magical mark of 16 000 points. If you want a proof that anything related to bad Euro news is bad for the stock market, well, you had received the proof of that yesterday. Italy had been dealing with problems for decades now. It's not an escape from the Euro zone that will resolve anything, just like its not the upcoming elections in Quebec province that will resolve anything. It take willingness and discipline to resolve problems. One thing is missing out from Quebeckers to be successful: the smartness of a New Brunswicker mind - and that being of course all the power of my intelligence. Some like me are really practical and aren't affraid of absolutely anything. The brighness resides in the fact that I am smart enough to spot the perfect good stock, even if they are Quebec ones.

On another note, one great stock of mine had been delisted from the TSX: Pure Industrial Real Estate Trust (AAR.UN). Pure Industrial had been acquired by Blackstone Property Partners and Ivanhoé Cambridge. In result, AAR.UN got delisted. Sad thing and it's leaving me with the dirty task to find a new stock to invest in inside my TFSA. Since WSP is performing so well inside my portfolio. NA and BMO had announced a dividend increased. However, bank stocks can be quite sensible to any Euro bad news, so I won't invest again in a bank stock for now - I am that really smart.

I have a crush on WSP Global Inc. (WSP). I am simply taking advantage of my pure money love.

And during that time, I am trying to figure out the destiny of my margin account since its being said that the Bank of Canada will increase rate this summer...

Nothing is easy in this word but I can still kick ass with my precious WSP shares.

Sunday, May 27, 2018

In the search for a new killer stock

I am having a bit a trouble with my non-registered portfolio. It closed this past Frday session at $182 006.15. My fabulous PBH closed at $116 per share - which hurt inside my portfolio value. My TFSA portfolio closed at 75 788.40, and my RRSP (stocks only as always) $37 908.89. PBH is making it quite difficult to hit on the oh so wanted $230 000 net worth. It hard to believe that time is passing by so fast - we almost the end of May, and June will be coming in a hurry and in case you didn't notice, I will be turning 38 in 3 months. It would be nice to have at leats a 230k by that time. 

Currently, my obssession is to find another great stock as great as my WSP one. Can I possibly do that?

Thursday, May 24, 2018

Bernard Madoff misery explain in The Wizard of Lies

I registered to CraveTV a few days ago and I just finished watching The Wizard of Lies with Robert De Niro and Michelle Pfeiffer. The movie is about the Bernard Madoff story. I knew the big lines about the affair, I knew that one of his sons had committed suicide and that his wife was still living, but I didn't know much other than that. I have never been interested in learning more about this sad story. It shocked me every time whenever a financial fraud is being committed. And there'S so many of them! I am under the impression that The Wizard of Lies is being really close to the real events. De Niro is as always really great and I actually didn't even recognize Michelle Pfeiffer, absolutely amazing in the role of Madoff wife.

Did you know that the Royal Bank of Canada (RY) had lost $40.4 million Bernard L. Madoff Investment Securities? From quick searches, it seems to be the only Canadian institution being directly involved with Madoff but there could be more. Maybe some didn't get disclosed. Anyhow, in the case of RY, it seems like the millions lost a couple years ago didn't affect their affairs that much. RY recently announced - once again - really good financial results and beat up market expectations with a 9% profit.

Did being said, it's with those types of scandalous affairs that you get to learn to manage your own money by your own needs. Not that it's actually that easy to be a self-made investor, but when you can make it on your own, it's rewarding. However, from the moment you place your really first investment in the stock market, your life never remains the same. Because it's not enough to be working full-time, on top of that, you need to take care of the everyday market shit. But a girl needs to do what she needs to do. Some days are harder than others, and some days are easier. My stocks always remain in my mind and little that I knew back then when I made my first investments about 10 years ago that investment and the whole stock market deal would have become a big part of my life. Because the stock market is now an easy place to be. There are always millions of insecurities and currently, North Korea is one, NAFTA is another one, and so on. The financial world never stops turning around, for the better or the worst.

Knowing how many problems we are having to close an interesting NAFTA deal, I am really concern about Justin Trudeau turning his back on Chinese over the Aecon deal. Trudeau is doing a big mistake. If Trudeau would be smart enough, he would have accepted Aecon deal. We are in deep need of new financial partners and China could do the thing. But Justin Trudeau is too childish and irresponsible to understand the extreme necessity of new financial partnerships. It's an emergency. We cannot rely on the USA anymore.

This being said: never trust anyone when it comes to your money, neither a financial firm, or the government. No place is safe because dummies reside in both places. However, I know the perfect source of information that is always fair and in which you can trust. You can follow the link right here and dinner will be serve. Always.

Wednesday, May 23, 2018

The must have Canadian dividend stock of the moment: WSP Global Inc. (WSP)

I should have posted a portfolio update this past weekend, but I didn't take the time. I was in certainly the $226 000 net value+. I could have easily reached the 230k net worth, only if my belove Premium Brands Holdings Corporation (PBH) would have stayed on the $120 value per share. As my portfolio gain in value, it's getting easier and easier to mark points and in result, my net worth naturally increase in value, with really little efforts coming from my part. Everything is simple and easy when that good old TSX decided its time to be super fresh and snob.

Today wasn't a too bad day, my non-registered portfolio closed the session at $182 856.98, my glorious TFSA portfolio closed at $75 654.24, and the RRSP (stocks only) closed at $37 708.31.

As much as I love in deep my Premium Brand Holdings Corporation (PBH) shares for the simple and good reason that I got super rich just my holding this baby in my portfolio. But these days, I am just wondering if PBH love me as much in return. Its really hard to see my favorite baby going lower than the $120 per share. However, a little correction is not bad as it seem. It mean that the stock is alive and trading on the TSX. 

I do hold many stocks in my portfolio and I understand it can be seem as confusing at first. However I don't have any major problems to follow any of them. Some of them had been in my portfolio since the early beginning 10 years ago. I have my old time favorite: like BNS, CSW.A, MX, NFI, SAP, FTS, PPL, ENF, KBL, TRP - those are all super great Canadian stocks to hold inside a portfolio. But among the way, I add up multiple other stocks inside my portfolio and it pay off.

Among the recent new comers that been $$$ in the most recent years,I made some nice discovery on a site that is barely known in Canada: Stockopedia

Learn more about Stockopedia and all the good in can bring to your portfolio AND your net worth:

 

It seem like I am the only single blogger in Canada using and knowing Stockopedia and its a shame. Its in Stockopedia screens that I found stocks that I couldn't imagine myself without now: Park Lawn Corporation (PLC), Richards Packaging Income Fund (RPI.UN), CAE Inc. (CAE), CGI Group Inc. Class A Subordinate Voting Shares (GIB.A), Northland Power Inc. (NPI) and WSP Global Inc. (WSP).

In June of this year, WSP will be celebrating its first birthday in my portfolio. Within a year, WSP Global Inc. (WSP) registered a capital gain of 29.42% inside my non-registered portfolio - and that doesn't even include its dividend distribution.

I am aware that I already hold many stocks in my portfolio, but I believe that I can still make other great discoveries on Stockopedia that will pay off on the long run and of course, I will always be here and sharing with my favorite readers in case its happen you had problem to figure out which stocks are among the best you can possibly get out there. To make smart decisions, you need to be able to recognize and feel - which I now considered myself an expert at - and not necessarely understand. But my shame is to do it for free, without getting nothing in return other than knowing that I am the simply best. Aphria Inc. (APH) is actually just there in my portfolio to show off some humility, but I believe it can hit its old $24 value - its just a matter of time. I cannot make bad investment choices, I am just too smart for that. End of the discussion.

So let's go WSP Global Inc. (WSP) make your mommy proud and beat my expectations. Go go go!

Wednesday, May 16, 2018

My TFSA contribution is now complete for 2018

Each and every new day on the stock market is a new day full of hope and a new day is always a new hope to beat up my previous very good results on the TSX. My BMO stocks are already been transferred over my TFSA. That's why my non-registered closed lower today, at $186 774.65. I decided that today was a good day to finalize my TFSA contribution for 2018. I had still left a 3k available in contribution room, but not anymore. I proceed today with a contribution in kind using Canadian Utilities Limited (CU) and Choice Properties Real Estate Investment Trust (CHP.UN), both should be in my TFSA soon.

Following what, I just have a few hundred as contribution room left, but I am done with my TFSA portfolio, at least for this year. Job did!

Tuesday, May 15, 2018

My net worth is now close to the $230 000 value

Recently, many of my stocks had increased their dividend distribution: Lassonde Inc. (LAS.A), Canadian Apartment Properties Real Estate Investment Trust (CAR.UN), Loblaw Companies (L), Pembina Pipeline Corporation (PPL), TMX Group Inc. (X) and Boralex Inc. Class A Shares (BLX). Today, it was the turn of Hydro One Limited (H) to increase its dividend distribution. With all of those increases, my annual dividend income (excluding RRSP, like always), is now at a good $8 571.73. This is getting quite interesting because I am getting closer to the 12k in annual dividend - which for me will be the breaking point in term of dividend income, just like the 300k net worth is my must-have of the moment.

While exceeding the 16 000 points, my TSX is making me really happy. I currently estimate my net worth to be very very close to the $230 000 value. A day like today was perfect. However, I got scared when my love stock Premium Brands Holdings Corporation (PBH) suddenly went down from $120 to $110 per share for no obvious reasons. Investors can be so big suckers. Selling PBH? Such a bad move. Don't be a dumb ass like the Quebecker Jean-François Tardif of JFT Strategies Fund (JFS.UN) or you won't have what it take to recognize a good investment from a bad one and you'll have to deal with no positive returns. I love bitching about Tardif because while I am on top, JFS.UN is giving absolutely nothing back in term of value to their investors. Actually, Tardif has the same intelligence of any Quebeckers, and that being: NONE.

Ahah! Poor poor baby! BANG! In your pretty face, now all destroyed. Wish me the same, wish me bad returns, and just watch it going exactly in the opposite direction. Because no one have any control over me and I am just too good at this investment game. I can't be better. And I won't even try.

Other than PBH, Nutrien Ltd. (NTR) made interesting gains, even Aphria Inc. (APH) registered some gains and I am quite sure that APH is going to hit on its old $20 value sooner or later. With all of that good stuff, my non-registered portfolio decided to close today session at $189 024.98. Since I still had over 5k in TFSA contribution, I decided to take my BMO Bank of Montreal (BMO): shares inside my non-registered portfolio and have them transferred over my TFSA. I now only have left a contribution room of $3 385. We are slowly getting there. Without my BMO shares, my TFSA portfolio closed the session at $70 482, which its highest value ever registered.

I am currently having a hard crush on:
LGT.B or A
CYB
CIGI

Monday, May 14, 2018

With Spring comes new friends

Check out my new furry friend that wake me up early in the morning these days... that's him... Little bird, but loud little voice... But so cute! Adorable little happy angel making sure that mommy wake up early in the morning! I like to open my back door and listen to the little birds playing around.



I was sicked for the past couple days, but please don't tell my old folks in New Brunswick because I didn't tell them, so they won't worry for nothing. I was sicked for a good 48 hours. Its started with heavy feaver, which make me checked if the heat of my apartment was on.. I mean I never have fever in my adult life, I just didn't knew what I had. I am never sick, so what was going on? But after, I start having muscle pain and I was feeling weak, I couldn't beat the feeling. I went to bed early, wake up, eat (but I shoudln't!!!!), went back to bed, and...... when I wake up... it was insane.... I will avoid all graphic details, but I visit my toilet many many times during the night, almost every hour and when there was nothing left inside of me to expell... I started shaking, I was really really cold. I never felt that bad before. However, 48 hours later, all good, pretty is back to normal. And no more shit is inside of me! I am clean from inside and out.

!!!

In French, its name the gastro. Well, I got the gastro for the first time of my life. And its the first time in a really long time that got so badly sick.

I didn't suffer for nothing. I lost 7 pounds in the process within 48 hours... WOW. 
But I felt really weaked following that. I could barely clean up the mess, but I did. I have too!
And to reward myself I wnt to a shopping trip at Simons (new bath rug was needed, do I have to explain why???)

Anyhow, all this being said, if you get the gastro, you'll feel like you are about to die, but you'll survive.

During that time of in deep suffering, my TSX was performing quite well. This is God trying to make up to me. I am not suppose to get sick. Its hard to take. Its an insult to my ego.

Wednesday, May 9, 2018

Welcome in my non-registered portfolio Choice Properties Real Estate Investment Trust (CHP.UN)!

It was an amazing day in Montreal, very warm temperature and for the very first time of the year, I went on the Mont-Royal, and it was quite nice. It changes from the daily gym routine.






 









With a TSX now being so close of the 16 000 points, I am now a bit more confident, I may have after all my chance to hit on a $300 000 by the end of the year after all! I got really excited today as I saw the TSX closing on 15 910.81 points. And oh surprise, my net worth is about $225 310 right now. It will be a good fight for the next couple months but I am pretty sure I can easily make it to the $250 000 without too many problems.

One of my most recent investment, Canadian Real Estate Investment Trust (REF.UN) is no longer trading on the TSX. To compensate, I received a mix of cash and some Choice Properties Real Estate Investment Trust (CHP.UN) brand new stocks. This is quite nice because now, the usage of my margin is reduced to $98 023.48. But unfortunately, during the process, my dividend income had been reduced of $19.20. Nothing significant. The best thing I am getting out of this Choice Properties Real Estate Investment Trust (CHP.UN) is a nice reduction of my margin, which I am looking forward to decreasing.

Good news regarding Quebecor Inc. - yesterday, they announced a 100% increase of their dividend.

Monday, May 7, 2018

My net worth is now of $222 850.15

I made a couple of fun discoveries this weekend only by updating my portfolio. I updated it because I knew that with a pretty TSX exceeding the 15 700 points, I knew it too much, I was going to be on top of my game, and so was I. I had reached my highest value ever back in December 2017. So far for 2018, I haven't been able to exceed that value. But with this past Friday good results, I finally exceed my highest value ever of December 2017, which was a net worth of $221 989.65. This past Friday, my net worth reached $222 850.15. And now I am probably higher than that because my non-registered portfolio closed today session at $187 722.09. My TFSA and RRSP portfolios also closed on a higher value also today.

For the first time in a really long time, my margin account usage is lower than $100 000. My margin account is now at $99 629.08. I am now finally experiencing a capital gain with Parkland Fuel Corp (PKI) - which didn't happen in quite sometime. While celebrating all those good things going on, my belove New Brunswick province is suffering from the consequences of a heavy spring flood. It was unfortunately predictable, we had a lot of snow this winter and when I came visiting for Easter, there was still a lot of snow. I am praying for the water to stop raising.

My very latest investment, Calian Group Ltd. (CGY) gained 1.19% inside my TFSA portfolio.



 

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