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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.

1 comment:

Justin said...

Hey Dividend Girl,

I agree, the TSX is a great place to invest in, right now in the stock market. So many good names to choose from, and not so expensive like the S&P 500.

I was looking up on the stats on TFI International, it's a company with good value, and is ready to explode in growth within the next couple years. I might look at adding a position too. I used to own ENF and ENB but sold them both, got so sick of hearing the bad news in the oil sector, but ENF seems to have fair value and sweet dividend. And I'm looking at buying PBH since it had great value, and should be growing into future as well.

Looking to do some shuffling in my US portfolio by selling off Microsoft, Activision, and Costco, all of which have gotten quite expensive and adding General Mills, Fedex and Intel to reduce risk.

I also noticed you own shares in BCE, I own some too. And have been going back and forth in deciding whether to keep the stock. But I think I will end up keeping it. It's at such an attractive price, and it's dividend is quite good, and safe.

Anyway, that's my two cents.



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