Social Icons

Thursday, August 9, 2018

Welcome in my TFSA portfolio Granite Real Estate Investment Trust (GRT.UN)

Sometimes, by belove TSX only need a few cheerful encouragements coming from its real favorite investor - and that being me - to move forward and break down all expectations. And that being a big I don't care attitude to Saudi Arabia and their Muslims, and in response, my TSX did what it does best. That's right, the world best index gains  100 points today. Will tomorrow be another successful day? I don't know, not that I don't care, but I cherish good days on the TSX like if it would be the last good one. 

Currently, I am not on top of what I can possibly have with my portfolio. It's frustrating to see PBH trading under the old top $122 per share. It was crazy. For a little while, I had almost to buy back the house I grew up in New Brunswick. I wouldn't buy it, but events like that make you think. Like do I really earn the presence of my fabulous PBH inside my non-registered portfolio to Jean-François Tardif? That man obsesses me because he cannot do anything good now with the fund that he manages.

Today, Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A) kind of remind me of my what happen to my PBH - going from $122 per share to $100. Fortunately, I do not hold any Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A) inside my portfolio. Today alone, CTC.A lost $14.32, 7.85%. Such events hurt hard, especially when you had been holding the stock for a long time in your portfolio. At a point, you get use to be at a certain value. And when that value go down, its not fun game. The advantage of being an investor, rather than being a short-seller like Marc Cohodes, its that you creat value overtime, on the back of strong assets. The realization and the excellence of the stocks you hold transcend in yours, because you hold all those really good stocks in your portfolio. Since I had been holding PBH for a really long time on my portfolio, fact that the stock lost a couple dollars per share is not hurting that much. I bought PBH at around $19 per share... a long time ago. But of course, I prefer PBH to be on the $122 value. Patience is sometimes needed.

Currently, my non-registered portfolio closed the day at $181 972.62, TFSA at $79 355.69, and RRSP $39 582.09 (stocks only). My non-registered portfolio has all it take to go on the 190k without further help. But like sais before, sometimes, patience is needed.

This latest investment I made today in Granite Real Estate Investment Trust (GRT.UN) wasn't a major one in term of money invested, but its a great investment. In result, my dividend income (excluding RRSP), is of annual $8 644.73.

Wednesday, August 8, 2018

Saudi Arabia taking back their dirty money off the TSX. No to Saudi Arabia

Each new day brings something different on the stock market, bad, good news, ups and downs. Yesterday wasn't especially a good day. But we learn why today: one investment firm from Saudi Arabia had massively sold its Canadian assets. Justin Trudeau is such a weak leader that he had come out to say that Saudi Arabia had made improvement in term of human rights... Can anyone name me those improvements? Women of Saudi Arabia can now drive a car. Should we get so easily impress? Saudi Arabia is a living hell for women. Justin Trudeau is a pitty and a shame for Canadians. I never hate a Canadian leader as much as Justin Trudeau. And I not a fan of Brian Mulroney. All of those Quebeckers are extremely incompetant. Never ever put your trust and confidence in a Quebecker. Justin Trudeau and Brian Mulroney are no exceptions to the rule. Jean-François Tardif and his badly manage JFT Strategies Fund (JFS.UN) is another example of bad Quebec leadership. How many do you need to understand my point? Just let me know.

In face of our newest ennemies, we need to remain strong. Its quite a wrong move of Brian Mulroney to openly give his opinion on NAFTA. The USA are watching our every moves. And Brian Mulroney is not doing any good by publicly declaring that we should banish demand management. Now more than ever, its time to protect our economy. Its not time to be weak and do everything that is asking Donald Trump. Brian Mulroney is only an old man and he should stay away from the political scene.

Pesonaly, I am in favor of a pure market place, even if the stock market is no heaven. I don't want Muslim dirty unpure Saudi Arabia money over my TSX. A fuck up country like Saudi Arabia should not be involved with Bay Street, and I personally don't care if the TSX has to down because of it, so we can earn back our party and legendary elegance. If there's one place on earth you want to be, that's in Canada, and the TSX being the most valuable and stable market, it's easy to invest and make money here in Canada. I didn't have much when I started this blogs 11 years ago and now I have much more than I ever imagined. $232 609.15 is not exactly of a really rich net worth, but you'll be surprised of how many people in Canada has much less than that in net worth, all for different kind of reasons. And there are also, of course, many people who have much much more. 

All those immigrants entering illegally in Canada ar looking to have what we have. They want a happy life, they want to benefit from our health care, they want our jobs, they want to benefit from our wellness. The TSX is for the self-glorification of Canadians, not for Muslims coming from Saudi Arabia. Its a shame to be Muslim, and its a shame that Saudi Arabia even exists as a country. I am against the presence of Muslims in Canada, I am againts Saudi Arabia and I am against the presnec of illegal immigrants in Canada.

That I hold $230 000, $200 000, or $250 000 in net worth, it doesn't really change anything for me. Even if I had a $300 000 in net worth, my life would be the same. Currently, my non-registered portfolio is at $181 283.51, down of $1 920.76 compared to August 3rd. However, good news in the dark, my TFSA portfolio is up to $79 027.62 (+$202.50), and my RRSP portfolio (stocks only), at $39 518.30 (+$163.04). Even my USA stocks portfolio is up to $3 201.91 USD (+$4.24, yeah!). Go go go!

There's always some good stuff going on any way on the TSX. And its way more than I can handle. I currently have $580.90 cash inside my TFSA portfolio, but guess what, I have problem to find my next investment. Whenever I have a $500+, I like to see it invested in a stock or another. Money that  is not invest is a waste of time AND money.

GRT.UN could be a good fit. I need: a dividend payer and a good TSX player.

Sunday, August 5, 2018

Luxury of the luxurious cars: hello convertible Rolls-Royce

It was another hot day in Montreal, but I decided to go downtown anyway. I saw a car that left me breathless: a convertible Rolls-Royce. I didn't know that such a car existed. I knew and saw before Rolls-Royce, but not a convertible one, and it's quite spectacular. There were 3 kids in the back, a man was driving, with a Mexican look, and there was a blond woman with him on the front. And not only that, the license plate was coming from... Texas. Can you imagine doing the trip Texas-Montreal? It's quite a long road trip, even on a convertible Rolls-Royce. That Texan Amercian family is crazy AND rich. Personally, I wouldn't like to go on a long trip like that. And I wouldn't take a luxurious car to such long road. It takes an awesome American asshole to pollute all the way up from Texas to Montreal, it's a real shame. Hello morons!

A couple of my stocks had registered some interesting gains lately: Methanex Corporation (MX), Parkland Fuel Corp (PKI) and, finally!!!, Nutrien Ltd. (NTR), I was under the impression that my net worth was now in the $235 000 value, but I was wrong. I am currently on a $232 609.15 net worth. I am usually pretty good at guessing my numbers, but not this time. It's just that my birthday is coming in a hurry and I was really hoping to at least make it to the 240k. Its still possible, since my birthday is only on August 27, still 22 days to go, and anything can happen.

This heavy heat wave makes it difficult on everything. It's difficult to just do the normal things. I really have to push myself just to do the basics. However, I took care of the daily everything today and to reward myself I went to see the latest Tom Cruise Mission Impossible at the IMAX. I was quite spectacular, but I was feeling hot even inside the theater and I find the seat quite uncomfortable for the price. I won't go to the movies again for a little while, that's for sure.  

I made a nice discovery on Stockopedia:
Unisync Corp. (UNI) 

I already knew these stocks, but I also have an interest:
TFI International Inc. (TFII) 
Agellan Commercial Real Estate Investment Trust (ACR.UN)
Mainstreet Equity Corp. (MEQ)

Currently, I have a crush on Unisync Corp. (UNI). I like this kind of very well-managed business in a so boring kind of field, just like my world famous SIS (elevator business my goshhhhhh). This is what I like and that I target. UNI shares are still quite cheap. But the company doesn't pay any dividend distribution at this time. So thank you, Stockopedia once again for the good services provided. In not too long, I will have my own convertible Rolls-Royce :-)

Other than that, I would really like to buy a new purse but I am kind of broke at this time. I need to save it all to invest.

Saturday, August 4, 2018

My debt situation on date of August 3th, 2018

Margin account: $100 141.73 @ 5%
Annual interest: $5 007.09


*For a complete update regarding my debt, click on the label "Debt situation" located at the right column of this blog.
 

Thank you

Thank you for visiting!
 
Blogger Templates