For an investment bolt-on, I like the undeniable trends. Climate change is likely the most pressing and challenging and important event of the century. No matter where you stand on climate change (politically or scientifically) there is no denying that countries and companies around the globe are creating more sources and levels of clean energy. […]
Checking in on the Canadian wide moat portfolio.
It’s a trade off. I hold a concentrated portfolio of Canadian stocks. What I give up in greater diversification, I gain in the business strength and potential for the companies that I own to not fail. They have wide moats or exist in an oligopoly situation. For the majority of the Canadian component of our […]
We’re buying U.S. stocks on the Sunday Reads.
The over-valuation of the U.S. stock market is one of the major investment themes (and truths) of the day. If history repeats, the U.S. stock market funds, and many U.S. stock portfolios will find it difficult to eke out any real return (that factors in inflation) over the next several years or decade. Another theme […]
A look at the Canadian stock market on Canada Day.
For the first half of 2021 the Canadian stock market outpaced markets in the developed world. Canadian stocks are up over 17%. Our stock market is well positioned for any inflationary environment or what they call the reflation trade. The TSX is one of the most economically sensitive global indices in the world. Inflation-sensitive (or […]
We’re at the earnings peak, on Sunday Reads.
The stock markets mostly don’t care about what have you done for me lately. It’s more about what are you going to do for me next year? The pandemic gave a wonderful example of how the stock markets are forward thinking. Now certainly in the pandemic, we noticed that the stock markets are ridiculous at […]
Building the $8 million dollar portfolio on the Sunday Reads.
On the Tawcan blog, Bob has interviewed a Canadian reader who built a massive portfolio. The reader invests in Canadian dividend stocks (surprise surprise) and has built an annual $360,000 income stream before taxes. And while the investor has likely done a few things that are ‘wrong’, or let’s say not optimal, there is no […]