Hourraa, Savaria Corporation (SIS) increased its dividend distribution

This is slowly getting better and we are getting where I used to be. My non-registered portfolio closed Friday session at $184 440.95, my TFSA portfolio at $64 366.52 and my RRSP portfolio (stocks only) $38 041.68. Back on December 2017, my non-registered value was $1841 21.21, TFSA at $64 162.01, RRSP (stocks only) $38 676.57. Trump finally decided not to press extra charges on our aluminum business that we bring to the US, we don't hear any more trouble in regard of the Euro and Greece, Trump is even thinking about meeting Kim Jong-un in May... Can the man who terrorize Canadians and Mexicans may possibly restore world peace with North Korea?

Peace and no Euro trouble are good positive things that bring stability into stocks markets worldwide, and such things are greatly needed. I am just at a point where I am going to boost my December 2017 very good portfolio results, and that being without too much trouble. The only stock that is problematic for me right now is Aphria Inc. (APH). This stock is super volatile, I was just in the hope of quick gains, but it didn't happen the way it should. However, recent good investments are making it easy to move forward. My good picks, like my recent investment in Canadian Real Estate Investment Trust (REF.UN) is making it easy to move on.

Savaria Corporation (SIS) closed this past Friday with a 5.09% gain, which is quite spectacular. And another good news is that SIS increased its annual dividend by 10 cents. With this recent increased and recent DRIPs inside my non-registered portfolio, my annual dividend income (excluding RRSP) is now at $8 433.63, which is an equivalent of $702.80 per month. 

I keep thinking about investing in Logistec Corp (LGT.B) for now.

My non-registered portfolio is now at $184 017.71

I am quite impress with myself because this year, I proceed with my tax declaration really early. Its not done and completed yet, but it will soon enough. Today had been good for me on the TSX, and this being despite Donal Trump being so hard on us. My non-registered portfolio closed the session at $184 017.71, my TFSA portfolio $63 760.70, and my RRSP portfolio (stocks only) $37 545.32. I am quite impress by those numbers. Once I will be on a $190 000 non-registered portfolio, I will be in heaven.

Currently, its quite difficult to understand what's going on with Donald Trump. Tariffs on steel and aluminum seem to be a big deal not only for us Canadians, but for Americans too. I would just like to know if the US has enough of aluminum and steel to cover their own needs. If the USA don't need our aluminum and steel, its just "normal" that it get taxes higher by Trump the beef. But I just hope for him that he really don't need any of our products. Its quite monstuous of Donald Trump to put pressure on the NAFTA negociations the way he's going right now. And its why I like Donald Trump soooo much. What a beast!!! What a monstruous leader!!! And he so doesn't care of what he might think of him!!! I really adore Donald Trump. However, I wouldn't like to be at the place of the poor Melania who doesn't seem to be at her place at all in the White House. Trump is too big and loud and just doesn't realize that he has a wife on his side.

Now I confirm, I am really happy that I sell my TFSA Bombardier Inc. (BBD.B) stocks. BBD.B announced the release of new stocks, but however, its not something that seem to excited the investors that much because BBD.B is under a down turn right now. Bombardier Inc. (BBD.B). Today could had been a black day on the market, but it wasn't too bad, depite the aluminum situation and stuff going on. Better get use to it, we'll probably going to deal with ups and downs until the NAFTA deal get sign in. 

I recently find out that I have a TFSA contribution room left of a bit more than $10 000. Its currently hard for me to do any new TFSA contribution for many reasons. The number one reason being that I hold a really too big margin, I am currently exceeding the $103 000 and because I have such a huge debt against my non-registered portfolio, its making extremely hard to do any contribution in kind over my TFSA account. Because of the current state of the market, I prefer to remain calm and not move anything belonging to my non-registered portfolio over my TFSA portfolio.

Of course, I could simply use some fresh new cash and have it transfered over my TFSA account, but because my margin is so fat right now, I prefer to put the cash to pay down and reduce the use of that superb margin.

While planning to do a TFSA contribution in kind, its really important that you take in consideration that every investment you moved from non-registered to TFSA will reduce the value of that same margin.  To stay safe, I always look to have at least a minimum left of $13 000 on my margin money that is not use. It's a small amount, and its actually not enough to be really safe, but so far, its how I had been handling my margin. And before leaving for a vacation, I always transferred money from my credit line over my margin. I usually add an extra $10 000 to my margin that way.

All this to say that its not an easy task to proceed with a contribution in kind while dealing with a margin account, but its not impossible. 

One tip: before proceeding to a contribution in kind, make sure you inject the amount of the loan value worth by the investment over the non-registered account. After what, you'll be able to proceed more safely to the TFSA contribution in kind.

I currently have close to $1 000 in cash inside my TFSA (following the sell of my BBD.B shares) - but I am not 100% sure what to invest in. I thinking about Logistec (LGT.B).

In the search of new stocks for my portfolio: Vitreous Glass Inc. (VCI) and Logistec (LGT.B)

Susan Brunner recently reviewed my really last investment: Canadian Real Estate Investment Trust (REF.UN). Her review is positive. REF.UN is in good posture in my non-registered portfolio. Despite the the current bad stock market environment, REF.UN registered a capital gain in my portfolio this past Friday. The sell of my Bombardier Inc. (BBD.B) stocks inside my TFSA portfolio left me with a small amount to invest. I am already exposed enough to REITs and financial stocks, so I am really trying to avoid anything related to banks, etc... And its a well-known fact that I already hold on to so many great stocks in my portfolio. However, I am always in the search of something new to invest.

But why so? For many reasons. The best of the TSX cannot simply be in what I already know. There's so many stocks on the TSX, I cannot simply know now all of the best stocks that hold the TSX. Also, there's always new businesses that are being created, and existing businesses merge to created a new one, like it was the case with Nutrien Inc. (NTR). I truly belive that my next everything is hidden somewhere in the mass. Its always interetsing to find a new stock to invest in.

Personally, I don't have any interest for stocks involved in insurance. Manuvie, and others: its a big no no for me. So far in my investment life, I never invested in an insurance stocks. Just have a look at the chart of Manuvie, all rocky and ugly.

Currenlty, I am looking for a stock that would be involved in the environment. I have checked on Waste Connections Inc (WCN) before. However, WCN is really expensive and pay really little in dividend. Among the way, I made an interesting finding using Stockopedia: Vitreous Glass Inc. (VCI). At this time, VCI doesn't pay any dividend and seem to be only doing business in Alberta. If VCI could extend their operations in other provinces and pay a dividend, Vitreous Glass Inc. (VCI) could be a good investment. 

Anoher interesting stock, that I find this time on Susan Brunner's blog: Logistec (LGT.B). 

The search continue, but so far, Logistec (LGT.B) seems to be a good pick.

Toronto-Dominion Bank (The) (TD) increased its dividend distribution

Another very great news on the TSX: TD bank decided to increase its dividend distribution and in result, my annual dividend income - excluding like always my RRSP distribution - is now at a fabulous $8 373.15which is really almost the equivalent of $700 per month.