Is Brookfield Asset Management Inc. (BAM.A) still a hot Dividend Girl stock pick?

My non-registered portfolio closed today session at $122 286.80, my TFSA portfolio at $71 108.84, and my RRSP portfolio - stocks only - at $43 486.46‬. At +3.19%, JWEL is still for now on a gain of 3.19% inside my non-registered portfolio. To answer the question asks in this title, yes, I still believe that Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A) is a good investment. The past couple of weeks had been rough on the TSX, but no matter what, BAM.A had remained strong in its value. I plan to eventually invest in this one inside my TFSA portfolio.

In those volatile times, it's more important than ever to target only the best of the best. That means a stock that remains in good worth standing despite what the financial environment deal with. I hold many stocks in my real fantastic portfolio. No matter how good I am, it's not absolutely everything that I hold in my portfolio that you should hold. This is actually the kind of post that I publish from time to time. But this is the latest. Which stocks that I hold that you should hold too?

Just ask, and you'll received, only my best stock picks for my readers:

Bank of Nova Scotia (BNS)

Methanex Corporation (MX)
Fortis Inc. (FTS)
Pembina Pipeline Corporation (PPL)
Corby Distilleries Limited (CSW.A)
TMX Group Inc. (X)
TransCanada Corp (TRP)
Canadian National Railway Co (CNR)
Emera Inc. (EMA)
BCE Inc. (BCE)
Saputo Inc. (SAP)
Lassonde Inc. (LAS.A)
Loblaw Companies (L)
WSP Global Inc. (WSP)
Berkshire Hathaway Inc. (BRK.B)
General Mills Inc. (GIS)
CT Real Estate Investment Trust (CRT.UN)
Canadian National Railway Co (CNR)
Brookfield Infrastructure Partners L.P. (BIP.UN)
Brookfield Renewable Energy Partners L.P. (BEP.UN)
Andrew Peller Limited (ADW.A)
Toronto-Dominion Bank (TD)
Boyd Group Income Fund (BYD.UN)
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
Morneau Shepell Inc. (MSI)
Royal Bank of Canada (RY
Park Lawn Corporation (PLC)
Toromont Industries Ltd (TIH)
BCE Inc. (BCE)

Northview Apartment Real Estate Investment Trust (NVU.UN)
Calian Group Ltd. (CGY)
BMO Bank of Montreal (BMO)
Canadian Utilities Limited (CU)
WSP Global Inc. (WSP)
Granite Real Estate Investment Trust (GRT.UN)
Nutrien Ltd. (NTR)

TFI International Inc. (TFII) 

SIR Royalty Income Fund (SRV.UN) 

Telus Corp (T)
Royal Bank of Canada (RY)
Thomson Reuters Corporation (TRI)
Park Lawn Corporation (PLC)
Richards Packaging Income Fund (RPI.UN)
Toromont Industries Ltd (TIH)
CAE Inc. (CAE)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Quebecor Inc. (QBR.B)

 

I think that list is fair.

 

If you now want an example of a stock that you SHOULD NOT hold in your portfolio, well that's an easier exercise and won't request hours of search on Stockopedia. The TSX is full of bad shit stock. And one of them is Power Corporation (POW). Personally, the insurance sector is for me a big NO-NO. POW has everything against "him" or "her"???: it's in the insurance sector AND is a Quebec based company. Today, despite the fact that POW net earnings have decreased, the business decided to increase its dividend distribution. This is in my view a complete nonsense, the kind of nonsense that you can only experiment in Quebec province and for what they are best known for. I never understood why Susan Brunner was holding this one in her portfolio???!!!

 

My famous list of stocks that I hold and that you should be holding too, I know, I know, I have several Quebec businesses. But the trick is: stick to the best. You'll find some good Quebec stocks to invest in (PS, they are from my list):

CAE Inc. (CAE)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Quebecor Inc. (QBR.B)

Saputo Inc. (SAP)
Lassonde Inc. (LAS.A)

WSP Global Inc. (WSP) 

 

Currently, my best Quebecker stock is: GIB.A. $$$

Savaria Corporation (SIS) is not from my top notch list because of this stock is not strong enough in term of growth. however, for your info, I made several hundred on that one and SIS is a Derek Foster stocks. Is it still possible, in today market, to register some hot hot hot capital gain on the back of SIS? My answer: I don't think so. you should have invested in SIS when I did way back. But I won't suggest anyone to invest now in SIS. Bad idea.

You don't need to thank me, enjoy all of my best stocks list.

Stuff that you probably own and that I don't because I am smarter

May is a real hard month for TSX investors these days. I must admit, I didn't even check the closing today. I have no idea where the TSX is standing and I don't care. It's all disgusting. And it seems like it's all because of the trade war between the US and China. First, there's been the NAFTA war, and now is the turn of China - good luck with Trump, you'll need some. While dealing with some heavy difficulties, I taught that maybe the time had come to write a funny minimalist post of the type: "I have less and I am smarter than you are" kind of post. Do you understand the idea?

I will just name a few things that you probably have at home, and that I don't, just so that next Christmas, you'll know what to get me.

1) Microwave

Nope, I don't have a microwave. I don't really miss it either way. It's quite useless for me.

2) Flat iron

That's a girl thing, most of us have a flat iron, but I don't own one because my hairs are curly and I wouldn't like to burn those angel hair for absolutely nothing in the world.

3) Air conditioner

I don't have an air conditioner machine. Last summer, I taught at a point I was going to die dry up by the heat, but I survive. Bitch can survive anything.

4) Vacuum

My apartment being quite small, I just use the basics. I don't own a vacuum.

5) High heels

I don't own a single pair of high heels. I have way too sensible feet to wear high heels. 

6) Printer

I don't own a printer.

And it's about everything I can think for now.

Better days for Jamieson Wellness Inc. (JWEL)

The TSX may had closed under the 16 300 points and it haven't been fun to watch, but overall, my investments are not doing too bad. My non-registered portfolio closed Friday session at $122 115.46, my TFSA portfolio at $70,998.85, and my RRSP portfolio at $43,387.35. Lately, I had been corely watching my investment in Jamieson Wellness Inc. (JWEL). It went down for a little while and Is tarted getting anxious about it, but JWEL came back in the profit zone and is currently on a gain of 2.98% inside my non-registered portfolio. 

At first, I taught that my investment in SIR Royalty Income Fund (SRV.UN) was going to be a calm soldier stock - which is a stock that is never really in the profit or loses zone, it's quite a neutral stock that you keep in because the dividend yiel is just too juicy. But it seem like this little buddy is much more than just a calm soldier. So far in my TFSA portfolio, SIR Royalty Income Fund (SRV.UN) had gained a nice 4.50%. Best thing is, SRV.UN been in my portfolio only since March of this year.

Oh no! For 2019: Sell in May and go away?

"Sell in May and go away", that's what they say. And it seem like May 2019 was begun on the wrong foot. Actually, it should say "Sell in April, and stay out of the stock market in May". Anyhow, you got the point. So far for 2019, I was on top of my game, but everything collapse (it's actually not so dramatic, but I guess you understand the point), and is making me go under the net worth of $222 000. But it's ok. It's how it is with the stocks market. Donald Trump is not helping my case. He's a really hard leader when it come to negotiation. It's hard to get a in-between with him. I not exactly following the negotiations between the US and China, but this hard a real hard effect on the stock market. And it's quite sad to see how much we depend on the US. Brian Mulroney had created with Canada a country financially depended of the US, and instead of helping us, it's creating deep sorrow in our economy. Every single Quebeckers who had been our Prime Minister always created more problems than anything for our great country. We need a Prime Minister with the purest intentions, someone who will be strong and who'll give everything for Canada. Currently, the "purest" Canadian  leader who has those quality is Jagmeet Singh, but I would like to hear about him more.

While the TSX is down, I have enough in my plate to keep me busy and away from any sorrow that could hit me since my investment portfolios are going down. This is nothing new for me, I went through some much more hard times. This one is just a little reminder that the TSX can still go down from time to time. Don't ever forget that. Volatility is our best and worst friend. IT makes the stock market go higher, and sometimes, lower. Here is some stuff I am actually doing these days:

-Doing a little shopping. I bought: three tops, one pair of black jeans and Swarovski earrings. I got those ones.

-Working overtime.

-Drink water (it may seem strange, but I am not naturally tempt to drink water, I have to think about it. I am barely ever thirsty, which make me think I may had been a camel in my last life - but unfortunately, I often feel hungry :(

-Going to the gym.

-Thinking about post topics.

-Make my lunch, and bring coffee to work.

-Eat more vegetables.

-Put clothes, shoes, purses I don't wear/use on Kijiji to sell.

-Call Videotron customer service.

-Make random list of things to be done (I always have a to do list, for absolutely everything I need to do, even the smallest tasks)

-Declutter my little apartment.

-Cleaning my shit.

About all for now. :-)))