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Sunday, March 11, 2012

My investment portfolio review

Over the years, I have accumulated new investments after new investments, whenever I could. Among the way, I certainly made some mistakes, but I also invested in some very good high quality stocks. I wanted to post a review of my very good, so-so and not recommended stocks. You could be tempted to think that everything I hold is extra good, but it’s not exactly the case.

So there you go, here’s the ranking (they are not post in term of preference, just in term of good investments, so-so ones and the I-don’t-recommend):

The very good investments that I would recommend to anyone

K-Bro Linen Inc. (KBL)
Westshore Terminals Invest Corp (WTE.UN)
WesternOne Equity Income Fund (WEQ.UN)
Atlantic Power Corp (ATP)
First Majestic Silver Corp (FR)
TransCanada Corp (TRP)
Canadian National Railway Co (CNR)
Firm Capital Mortgage Investment Corporation (FC)
Sprott Strategic Fixed Income Fund (SFI.UN)
Enbridge Inc. (ENB)
Agrium Inc. (AGU)
Canadian Utilities Limited (CU)
Veresen Inc. (VSN)
Bank of Nova Scotia (BNS)
Methanex Corporation (MX)
Fortis Inc. (FTS)
Pembina Pipeline Corporation (PPL)
Just Energy Group Inc. (JE)
Pengrowth Energy Corporation (PGF)
Enbridge Income Fund Holdings Inc. (ENF)
Corby Distilleries Limited (CDL.A)
Davis + Henderson Corporation (DH)
Premium Brands Holdings Corporation (PBH)
EnerCare Inc. (ECI)
Dumont Nickel Inc. (DNI)
iShares S&P/TSX Capped REIT Index (XRE)
Horizons Gold Yield Fund (HGY.UN)
Canfor Pulp Products Inc. (CFX)
Exchange Income Corporation (EIF)
Student Transportation (STB)
TMX Group Inc. (X)
Claymore Gold Bullion ETF (CGL)
Emera Incorporated (EMA)

The so-so investments

Sprott Inc. (SII)
RBC Canadian Dividend Fund
RBC U.S. Mid-Cap Equity Fund C$
RBC Global Resources Fund
RBC O'Shaughnessy All-Canadian Equity Fund
RBC Global Precious Metals Fund
CIBC Dividend Growth Fund
CIBC Emerging Markets Index Fund
CIBC Monthly Income Fund
Sprott Canadian Equity Fund
Sprott Physical Silver Trust ET (PSLV)
Sprott Physical Silver Trust UTS (PHS.U)
Energy and Base Metals Term Savings (Indexed term savings)
Natural Resources Term Savings (Indexed term savings)
GIC National Bank

The investments I hold that don’t worth to be hold

Data Group Inc. (DGI)
RBC O'Shaughnessy International Equity Fund
Timminco (TIM)
Blue Note Mining (BNT)
Hanwei Energy Services (HE)
EnCana Corporation (ECA)
New Flyer Industries Inc. (NFI)
Rogers Sugar Inc. (RSI)
Colabor Group Inc. (GCL)
Maritime Life International Equity Fund (Templeton)
Manulife Simplicity Growth Portfolio
Maritime Life CI Harbour Seg Fund
Maritime Life Fidelity True North Seg Fund
Manulife GIF MLIA B World Invest
Kinross Gold Corp (K)


Anonymous said...

I think Encana would be a long term good investment if a investor buys around $20. The price of Natural gas is SO LOW right now that it is hurting this company big time.

Good post by the way.

Sunny said...


I put EnCana under the so-so investments because I bought the stocks at something close to 30$ a little while ago...

And just to make things worst, I hold some stocks of ECA in my RRSP and non-registered portfolio. Definitively a so-so stock lol..

The only reason why I still hold ECA its in the hope that it will gain in value later on. Maybe.

Liquid Independence said...

Thanks for putting all this together D-Girl. It shows that very good investments tend to be blue chip companies, and the bad investments are mostly smaller cap stocks.

Sunny said...

Thanks Liquid. I would like to be able to say that all of my picks are good performers, but its kind of not the case. It needed to be more explicit and now it is.

Ruth said...

Sunny, you left out BCE...a very strong stock. you were right about just energy, it is making it's comeback and for Pengrowth, it has to be taken has been a loser for over a year. way down from what it was last year. Roger's Sugar isn't all that bad as it stays stable for dividend hold and what about Bell Aliant for the fantastic dividend hold?

Sunny said...

Hi Ruth,

I don't like BCE. Not at all. Its headquarter is located in Montreal. I don't like the acquisition history of this company. There's way better place to invest my money.

I don't like Rogers Sugar, it's not a strong stock.

PGF been down for a year? Good thing, it allow investors to invest at an affordable price stock. Their dividend is reliable. We cannot say the same thing about RSI.

JE is up just like I said it will. Of course. It will be a shame to sell now. You need to read about Rebecca MacDonald to understand that JE cannot fall as long she'll be involve in the company.

I stick to my believe Ruth, that's what had worked best for me.

I rock the stock market, you didn't know?

Anonymous said...

Sunny: OK we finally have an indication that you don’t think the seg funds aren’t worth it & some of the other funds aren’t worth it either. Why aren’t you liquidating these? The other thing is that as I’ve said before, the asset allocation is all over the map. How can you state that a GIC is a poor/poorer performer? Compared to what, another GIC from another company? Compared to a TBILL or a Money Market fund? Compared to an equity market or equity index performance? Indexed linked GIC’s are totally another beast, neither index nor GIC. So New Flyer is now become a dog since last Aug. when you stated: “New Flyer Industries Inc. (NFI) knows how to share the love. In September, I will be earning more than 100$ from NFI in dividend income. That’s going to be quite something. I am wishing for the same big amount on a quarterly basis. I am far of getting it all when it comes to the newest very fabulous fantastic New Flyer Industries Inc. (NFI).” So a negative EPS of 6.42 and a whopping 12.6 %yield, a re-org, rumors of a sale & a stagnant price has taken its toll. Cheers!! Anona-peasandcarrots

Sunny said...

NFI had been on the high lately, but it's not a stock I would recommend. I hold it because I had it for a while. NFI could gain even more.

At least, you are reading my blog. Great job.

DVDguy said...

Data Group Inc... don't count them out yet.. real nice 5day chart on good news.. still paying the monthly $$ and that should continue!

Sunny said...

DGI is not recording sustainable grow. Like NFI and RSI, also Colabor, DGI is a trouble stocks. I am holding for now, but as soon as the stock hit in grow, I will be partly selling DGI. Its driving me sick.


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