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Sunday, April 7, 2019

My investment portfolio on date of April 5, 2019

Cold cash: $695.89

Stocks and Units investment portfolio $CAN
Bank of Nova Scotia (BNS): $11 043.75
Methanex Corporation (MX): $8 202.92
Fortis Inc.
(FTS): $6 176.44
Pembina Pipeline Corporation (PPL): $31 613.40
Corby Distilleries Limited (CSW.A): $2 495.60
iShares S&P/TSX Capped REIT Index (XRE): $2 921.38
New Flyer Industries Inc. (NFI): $3 683.11
TMX Group Inc. (X): $690.96
K-Bro Linen Inc. (KBL): $3 750
WesternOne Inc. (WEQ): $21
TransCanada Corp (TRP): $1 534
Canadian National Railway Co (CNR): $10 849.50
Enbridge Inc. (ENB): $16 104.40
Emera Inc. (EMA): $1 261.25
BCE Inc. (BCE): $1 313.84
Saputo Inc. (SAP): $1 826.40
Lassonde Inc. (LAS.A): $1 700
Loblaw Companies (L): $798
Savaria Corporation (SIS): $6 974.98
ATCO Ltd. (ACO.Y): $2 793.60
Jamieson Wellness Inc. (JWEL): $1 897
WSP Global Inc. (WSP): $3 651.50
Aecon Group Inc. (ARE): $1 791
Aphria Inc. (APH): $2 686
George Weston Limited (WN): $97.45

TOTAL: $125 877.48

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B): $1 642.24
General Mills Inc. (GIS): $1 627.84
Cash: $13.33

TOTAL: $3 283.41 US: $4 379.08 CAN

Tax-free savings account (TFSA):
Dumont Nickel Inc. (DNI): $12.92
RioCan Real Estate Investment Trust (REI.UN): $915.25
CT Real Estate Investment Trust (CRT.UN): $1 437
Canadian National Railway Co (CNR): $4 822
Exchange Income Corporation (EIF): $34.39
Brookfield Infrastructure Partners L.P. (BIP.UN): $3 725.20
Brookfield Renewable Energy Partners L.P. (BEP.UN): $1 261.50
Andrew Peller Limited (ADW.A): $2 225.30
Hydro One Limited (H): $2 192.40
Toronto-Dominion Bank (TD): $1 497.80
Boyd Group Income Fund (BYD.UN): $4 440
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): $3 475.50
Data Communications Mgmt (DCM): $7.62
Morneau Shepell Inc. (MSI): $2 475
Royal Bank of Canada (RY): $4 135.20
Park Lawn Corporation (PLC): $1 537.20
Toromont Industries Ltd (TIH): $2 776.80
BCE Inc. (BCE): $537.48
Northview Apartment Real Estate Investment Trust (NVU.UN): $4 287
Sienna Senior Living Inc. (SIA): $1 508.80
Boralex Inc. Class A Shares (BLX): $764
Richelieu Hardware Ltd. (RCH): $1 018.90
Savaria Corporation (SIS): $949.90
Northland Power Inc. (NPI): $2 335
Calian Group Ltd. (CGY): $2 471.60
BMO Bank of Montreal (BMO): $2 043.60
Canadian Utilities Limited (CU): $1 564.08
WSP Global Inc. (WSP): $1 825.75
Granite Real Estate Investment Trust (GRT.UN): $635.40
Cargojet Inc. (CJT): $2 329.57
Nutrien Ltd. (NTR): $3 615
TFI International Inc. (TFII): $3 341.60 
Canadian Imperial Bank Of Commerce (CM): $3 282
SIR Royalty Income Fund (SRV.UN): $1 296.80 
Cash: $163.58

TOTAL: $70 941.14

RSP investment portfolio: 
Emera Incorporated (EMA): $14 226.90
EnCana Corporation (ECA): $1 033.56
Toronto-Dominion Bank (TD): $2 246.70
Telus Corp (T): $2 477
Royal Bank of Canada (RY): $2 067.60
Savaria Corporation (SIS): $2 741.14
Thomson Reuters Corporation (TRI): $2 817.36
Park Lawn Corporation (PLC): $5 124
Richards Packaging Income Fund (RPI.UN): $1 265.55
Toromont Industries Ltd (TIH): $485.94
CAE Inc. (CAE): $2 100.70
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A): $3 227.35
Boralex Inc. Class A Shares (BLX): $955
Quebecor Inc. (QBR.B): $811.25
Logistec Corporation Class B Subordinate Voting Shares (LGT.B): $305.62
Brookfield Renewable Partners L.P. (BEP.UN): $798.95
Cash: $233.20

Total: $42 917.82         

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund: $2 945.21

Energy and Base Metals Term Savings (Indexed term savings): $577.30
Natural Resources Term Savings (Indexed term savings): $502.45

GIC National Bank: $1 342.86              

Manulife Fidelity NorthStar GIF CAP B: $1 247.76
Manulife Simplicity Growth Portfolio: $1 406.27
Maritime Life CI Harbour Seg Fund: $1 229.18
Maritime Life Fidelity True North Seg Fund: $1 642.80
Manulife GIF MLIA B World Invest: $1 258.42
Total: $6 784.43

Other various: $12 951.55

TOTAL: $68 021.62

Social Capital at Desjardins Membership share: $35
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
On date of April 5, 2019
$269 950.21

Monday, April 1, 2019

My non-registered portfolio closed today session at $125 610.02

This is not an April fool post! For real today, my non-registered portfolio closed today session at $125 610.02. Fact that the TSX closed over the 16 200 points is helping. Bank of Canada won't increase the interest rate. It's the right move, knowing that what investors are obsessed about right now is the upcoming recession, what may come we just don't know when. Some we are facing some rough time with China, that they won't buy our canola oil... this is going to hurt many Canadians, especially if China can buy their canola oil from another country. I guess there are many producers of canola oil worldwide, this cannot be just a Canadian thing. With the upcoming elections, I am seeing more negative than positive things going on. Too often, the TSX often has an opposite feeling, like for today, where she decided to pop it up over the 16 200 points. I am not going to complain.

Currently, it's now official, my investment in Pembina Pipeline Corporation (PPL) is now exceeding the $31 000 value. Following some announcements, SIS and PLC had closed the day on a trading halt. SIS had been on a rough path, it's that it had hit the $20 per stock value, but now the stock is trading lower. However, I am on a really good capital gain on this one. Who knows for sure, maybe SIS will open on a positive note tomorrow morning. As for Park Lawn Corporation (PLC), PLC had been sitting my portfolio since now 2016. Time is flying by too quickly! People die and need a funeral, and other related services. For that reason, and since baby boomers are not getting younger, business is "booming" for PLC. Services in that sector can be quite expensive. I am very proud of having PLC in my portfolio, it's among those stocks who are shining like a diamond to simply make me look good. Being able to find this stock on Stockopedia had been a blessing. It's the reason why I just keep searching for stocks on Stockopedia because you never know what I may be able to find next. Its a search that will simply never end: the search for my really next best investment. But this game is just getting harder and harder knowing all of the good stocks that I hold: ENB, CNR, PPL, PLC, TIH and many many other.

Sunday, March 31, 2019

Don't listen to what Nigel D’Souza of Veritas Investment Research has to say

I am surprisedd, by this, but my non-registered portfolio closed this past Friday session at $124 525.99, my TFSA portfolio at $70 170.81 and my RRSP portfolio - stocks only - $43 275.60. I think this is the highest value ever registered for my RRSP stocks portfolio! I am surprised overall by those good results because the TSX didn't close on a positive note. Its why I am surprised to see my non-registered portfolio closed to the 125k. I am usually on that spot only when the TSX is in good spirit. But no problem, I am taking those great results. I however have a few bad things going on.

It looks to me that my bank stocks are on a lower note in my portfolios. Got to thank a little loser who's making people panicking and selling those precious bank stocks just because Nigel D’Souza is saying so. And the worst thing is that the organization he's working for,  Veritas Investment Research, is based... in Toronto. So we are not even talking here about a complete US idiot like Marc Cohodes, who had publicly bashing a Canadian jewel, Exchange Income Corporation (EIF), and making it fall. We are talking here about a Canadian citizen working for a Canadian business who is beating up our banks! 

Fact is, no one - including me - can always be on top of their game. Market fluctuation happens, Canadians hold a lot of debt, and we are currently waiting for the next recession to happen in this country. Back turns is naturals and normals. But we shouldn't push it. Nigel D’Souza decided to be on the same side as Marc Cohodes: an enemy to the good wealth of this country. Currently, things are not top-notch, why does media are actually paying attention to what Nigel D’Souza has to say. Even Amber Kanwar of BNN The Open talked about this on national television. Amber Kanwar decided to pay attention to Nigel D’Souza - I guess she has her script to read - but I am smarter anyway.

Sure, this is not the perfect time to buy Canadian stocks. There's a lot of insecurities going on. Even in my 3 portfolios, I see that bank stocks are down. But hey, Canadian banks are great dividend stocks and they pay well, and their dividend is secure AND increase over time. Dealing with a bad turn is not exactly a bad thing either. It's the perfect time to buy stocks who are usually really expensive. Your asset will temporarily suffer, but the inner self doesn't change no matter what. And this means that, if the vlaue of your bank stocks may go down at some point, it doesn't change this: Canadian stocks are a great stock to hold inside a portfolio. Stocks bank are like anything else, you can have some in your portfolio, but don't concentrate all of your assets in them.

Currently, you could see Nigel D'Souza as a traitor to the Canadian nation, nothing less, just like Marc Cohodes had been with Exchange Income Corporation (EIF). A manipulator and a cheater. And a poor man.

In life, you need to be smart enough to target the good people from the bad. If you don't have that ability, you'll end up listening and wasting your time with the wrong people, and you'll end taking really wrong decisions, like selling now your bank stock, while their value is down.

This being said, I have my eyes on JWEL, which is only now at a gain of 0.56% in my non-registered portfolio. Funny thing being that SIA is on a gain of something like 4% in my portfolio while I had been thinking of selling it to pay down my 2018 taxes, which I didn't pay yet. I have my Easter vacation coming up so I can quietly escape from it all, at least for a few days.

Thursday, March 28, 2019

What you should really do with your 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package

Do as you wish with the following advice, but I am simply telling you what I personally do with that paper piece of shit! Of first of all, you need to know that this 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package is being sent from directly from a tax heaven paradise: Bermuda! 

And here is the complete address:
Brookfield Infrastructure Partners L.P.
73 Front Street, 5th Floor
Hamilton, HM 12, Bermuda

And here it what it's looking like. It's not looking like there's a 5th floor to any of the building that is closed by. And I cannot see the 73 Front Steet. At 73 Front Street in Hamilton, Bermuda, we don't have anything related to Brookfield Infrastructure Partners L.P., but we have a nice bike store, Winners Edge Bike Shop. And on the other side of the street, you can see a super huge cruise ship. It's part of the reason why I am not taking that 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package seriously.

Secondly, I am a Canadian, not a US citizen, fuck US. I won't provide any information on myself to the US, that's for sure.

Third, this 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package had been send through the regular mail. I didn't sign something to received this letter. Nothing proof that I had received it or not so guess what, I had decided that I didn't receive it (I know, I am a really bad girl). Sorry, I didn't know. I never received the 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package. I never heard or read anywhere about that 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package. I know f off about it! ;-) Lie, lie, lie.

Fourth, on the first page in bold, I have the following:
Non U.S. resident unitholders may not require the U.S. Tax Package.

Ok, well, you know what? I am not a U.S resident (thank God!), and I decided that I do not require the U.S. Tax Package. It's all I have to say about the 2018 Brookfield Infrastructure Partners L.P. ("BIP") U.S. Tax Package.
 

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