It’s much more fun to check in on the U.S. stock portfolio, compared to our Canadian stocks that’s for sure. That’s where the action is. That’s where the portfolio growth driver lives. I created a U.S. stock portfolio in 2014/2015 and while this was not the goal, the portfolio has bested the S&P 500 by […]
Canadian banks step up to the plate on the Sunday Reads.
TD Bank, the bank of the Blue Jays, was fittingly hitting lead off this Canadian bank earnings season. The Blue Jays are off to one of their worst starts in a decade. TD beat estimates for earnings and revenues. Did TD hit it out of the park? The rest of the Canadian banks step up […]
Pipeline stocks and utilities are moving again on the Sunday Reads.
This defensive sector has seen better days, but thanks to increased demand, the prospect of rate cuts and the surprising benefit of AI (Artificial Intelligence), the utilities sector is on fire. In the U.S., utilities is the top performing sector in 2024. And we’ll include the Canadian pipelines as quasi utilities as they often include […]
Berkshire and Warren Buffett on the Sunday Reads.
Berkshire Hathaway is led by the greatest investor of all time – Warren Buffett. This weekend offered the Superbowl of investing events, the Berkshire Hathaway annual meeting. Shareholders (many multi, multi millionaires) and worshippers flock to Omaha, Nebraska to take in the musings of the Oracle of Omaha. It’s Woodstock for capitalists with Berkshire and […]
How much do you need to invest to become a millionaire?
There was a time when becoming a millionaire was a big deal. That meant that you were “rich”. These days, becoming a millionaire might be commonplace for an investor with modest or reasonable free cash flow to invest. Most of us should become “rich”. But of course, a million dollars ain’t what it used to […]
Hanging up on half of my Bell stock on the Sunday Reads.
Goodbye Bell. You can’t hurt me anymore. In my first major sell in about a decade I greatly trimmed by position in Bell (BCE). I am a buy and hold investor. I am more passive than a passive index. But when an investment thesis changes, I’ll make a change. The rules changed for Bell and […]