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Tuesday, October 1, 2019

Good day for Nutrien Ltd. (NTR) investors

I don't own this stock, but I often read about it on Susan Brunner stock: Dorel Industries Inc. Today, Dorel announced the suspension of their dividend, and of course, it automatically caused a big drop in Dorel stock value. I have never been interested in Dorel Industries Inc. because it chart always been rocky, but now, that stock is almost dead. It's sad for the current stockholders of Dorel, but I am not one of them.

I have however other problems of my own. Recently, Nutrien Ltd. (NTR) had been on my radar. Recently, I notice that NTR value had decreased and it really tickled my nerves. I didn't proceed with any move regarding NTR, and it's actually a good thing that I didn't. Sometimes, laziness pays off. Yesterday, NTR announced the acquisition of Ruralco Holdings Limited (Ruralco), a business based in Australia. Who knows, maybe this is what Nutrien Ltd. (NTR) really needed in order to perform better, and maybe reach the same performance as the late Agrium that I miss oh soooo much! 

The TSX went all down today. I am not surprised. It was fun to be in the 16 700 points, but it didn't feel natural. I am now just really happy did I actually post an update of my portfolio back on September 20. That way, I have something good to look at on days like today, when the TSX slides down.

Wednesday, September 25, 2019

Welcome in my TFSA portfolio Metro Inc. (MRU)!

I made my move today! I had sold all of my RioCan Real Estate Investment Trust (REI.UN) shares. I used that money, and the cash I already had in my TFSA portfolio to invest in  Metro Inc. (MRU). MRU appears in the pages of the latest Les Affaires. Also, MRU was in my latest list of stocks found on Stockopedia. It took me a couple of days, but I think that investing in Metro Inc. (MRU) was a good choice for me. The list of stock that I hold inside my TFSA is now much longer than my non-registered portfolio.

The TSX closed behing the 16 800 points, but no dramatic changes had happen, at least not yet. My non-registered portfolio closed today session at: $118,440.76, my TFSA portfolio at $80,482.35, and my RRSP portfolio at $46,718.01. While checking over the numbers, a couple of things catch my attention:

-My investment made in Kinder Morgan Canada Limited (KML) is on a little gain. It seems like we are not hearing back from PPL regarding this acquisition. Would it be better for me to sell my KML shares to finally pay down my margin account?
-I had invested today in Metro Inc. (MRU), but I already had a few shares of a competitor in my non-registered portfolio: Loblaw Companies (L). However, I do not regret my move to MRU. This new investment adds diversity in my portfolio - it would have been too easy to invest in just new REIT stocks. And MRU is cheaper than L. MRU overall chart is: PERFECTION. I was desperately in need in my portfolio. MRU has a good StockRank on Stockopedia.


-Currently, one of my favorite stocks of all time, New Flyer Industries Inc. (NFI), seems to be on a trouble dance, despite announcing an amazing deal in the UK not too long ago. Also, good news keep coming in, like this one and this one, and even this one. I am still on a +130% gains with NFI inside my non-registered portfolio, but it keeps going down in value...
-Inside my TFSA portfolio, Canadian Imperial Bank Of Commerce (CM) is on a gain of 0.28% (despite the little gain, it's still a celebration because CM had been down in my portfolio for quite some time).
-Again inside my TFSA, I am on a gain of 0.85% on TFII - I am thinking about selling this one, but I don't know for sure. I would like to have stocks on steady gain - that's why I had sell REI.UN, and that's why I may sell TFII.
-You will never know how much I miss my late Agrium stocks. With Agrium, I was experiencing over the top capital gain. But ever since Agrium had converted into Nutrien Ltd. (NTR), I had a miserable experience. Currently, NTR is on a slim 4.41% gains. I am secretly thinking about selling this one. I am tired of stocks who are driving me nowhere.

Tuesday, September 24, 2019

Surprise: I have a new investment for my very awesome portfolio!

This past weekend, following the extraordinary results at the closing for the TSX, I had no choice, I had to publish an update of my investment portfolio because I knew the numbers were about to make be look good, like a Queen of the Queens. And I was totally right. On the date of this past Friday, my net worth was of $231 531.13. I could beat up my highest net worth value ever ($232 609.15, which was on the date of August 3, 2018). The TSX closed today under the magic 16 800 points. Personally, I am happy whenever the TSX is exceeding the 16 600 points.

I just don't understand the moves of the Democrats in the US, pushing forward for the destitution of Donald Trump, especially since they are so close of another election cycle. I remember reading that the Democrats leader wasn't in favor of moving forward with a request for the destitution of Trump - and that wasn't too long ago. So I don't understand why now the Democrates are moving forward. It could be that they are afraid that Trump is going to be reelected. All that drama is going to cost a lot of money to the US.

I had been moved by Greta Thunberg message. I already recycle. I live alone and I full one big blue transparent bag per 2 weeks. I began to check on stuff I could improve, to reduce my waste. First of all, it's really unfortunate, but being a woman create more waste than being men. I guess I don't have to explain why. On that matter, knowing that I create waste because of that special female condition, I am trying to cut on another type of waste. Among my daily waste: make-up remover cotton pads. That purchased was easily made. Make-up remover pads can be expensive. I use between one to 2 of them every day. I bough a bungle of 8 reusable ones, which will help me to save money on the long run. Another waste is when I buy coffees.. I plan to buy this Collapsible Pocket Cup, in pink of course

I admit it, it took me some time, but I had set my mind on a new investment idea: Metro Inc. I know, I am surprise as well, but Metro is a reliable stock, a super perfect match for my portfolio.

Friday, September 20, 2019

My investment portfolio on date of September 20, 2019

Cold cash: $2,001.55‬

Stocks and Units investment portfolio $CAN
Bank of Nova Scotia (BNS): $11,735.75
Methanex Corporation (MX): $4,952.24‬
Fortis Inc.
(FTS): $7,025.76‬
Pembina Pipeline Corporation (PPL): $31,971.60‬
Corby Distilleries Limited (CSW.A): $2,355.03
iShares S&P/TSX Capped REIT Index (XRE): $3,083.85‬
New Flyer Industries Inc. (NFI): $3,263.40‬
TMX Group Inc. (X): $927.76
K-Bro Linen Inc. (KBL): $3,741‬
TransCanada Corp (TRP): $1,715.25
Canadian National Railway Co (CNR): $10,701‬
Enbridge Inc. (ENB): $15,714.85‬
Emera Inc. (EMA): $1,442.5‬0
BCE Inc. (BCE): $1,411.74
Saputo Inc. (SAP): $1,626.40‬
Loblaw Companies (L): $898.56‬
Savaria Corporation (SIS): $6,203.60
WSP Global Inc. (WSP): $3,900.5‬0
Aphria Inc. (APH): $1,630‬
George Weston Limited (WN): $112.01
Kinder Morgan Canada Limited restricted voting shares (KML): $4,482

TOTAL: $118,894.80

Stocks and Units investment portfolio $US:
Berkshire Hathaway Inc. (BRK.B): ‬$1,664.96
General Mills Inc. (GIS): $1,738.56‬
Cash: $0

TOTAL: $3,403.52‬ USD: $4,512.05‬ CAN

Tax-free savings account (TFSA):
Dumont Nickel Inc. (DNI): $12.92
RioCan Real Estate Investment Trust (REI.UN): $929.95‬
CT Real Estate Investment Trust (CRT.UN): $1,450
Canadian National Railway Co (CNR): $4,756
Exchange Income Corporation (EIF): $39.45
Brookfield Infrastructure Partners L.P. (BIP.UN): $4,241.10‬
Brookfield Renewable Energy Partners L.P. (BEP.UN): ‬$1,494.60
Andrew Peller Limited (ADW.A): $‭2,388.50‬
Toronto-Dominion Bank (TD): $1,531.60
Boyd Group Income Fund (BYD.UN): $5,431.20
Canadian Apartment Properties Real Estate Investment Trust (CAR.UN): $3,822.70‬
Data Communications Mgmt (DCM): $5.88
Morneau Shepell Inc. (MSI): $2,859.30‬
Royal Bank of Canada (RY): $4,318.40
Park Lawn Corporation (PLC): $1,570.80
Toromont Industries Ltd (TIH): $2,561.20
BCE Inc. (BCE): ‬$577.53‬
Northview Apartment Real Estate Investment Trust (NVU.UN): $4,410
Sienna Senior Living Inc. (SIA): $1,547.20‬
Boralex Inc. Class A Shares (BLX): $901.20
Richelieu Hardware Ltd. (RCH): $1,179.44
Savaria Corporation (SIS): $835.10
Northland Power Inc. (NPI): $2,502‬
Calian Group Ltd. (CGY): $2,561.88
BMO Bank of Montreal (BMO): $1,951.60‬
Canadian Utilities Limited (CU): $1,634.64‬
WSP Global Inc. (WSP): $1,950.25‬
Granite Real Estate Investment Trust (GRT.UN): $639‬
Cargojet Inc. (CJT): $2,887.82
Nutrien Ltd. (NTR): $3,423.50
TFI International Inc. (TFII): $3,206.40‬
Canadian Imperial Bank Of Commerce (CM): $3,333.30
SIR Royalty Income Fund (SRV.UN): $1,123.20
ATCO Ltd. (ACO.Y): $2,880‬ 
Aecon Group Inc. (ARE): $1,884‬  
Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A): $2,726.50
Cash: $1,345.47

TOTAL: $80,913.63

RSP investment portfolio: 
Emera Incorporated (EMA): $16,617.60
EnCana Corporation (ECA): $705.24
Toronto-Dominion Bank (TD): ‬‬$2,297.40
Telus Corp (T): $2,453.50
Royal Bank of Canada (RY): $2,159.20‬
Savaria Corporation (SIS): ‬‬$2,409.86‬
Thomson Reuters Corporation (TRI): $3,193.20
Park Lawn Corporation (PLC): $5,236‬
Richards Packaging Income Fund (RPI.UN): $1,320.99
Toromont Industries Ltd (TIH): ‬$448.21‬
CAE Inc. (CAE): $2,337.30‬
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A): $3,613.05‬
Boralex Inc. Class A Shares (BLX): $1,126.50
Quebecor Inc. (QBR.B): $784.25
Logistec Corporation Class B Subordinate Voting Shares (LGT.B): $266
Brookfield Renewable Partners L.P. (BEP.UN): $946.58
Leon's Furniture Limited (LNF): ‬$539.58‬
Cash: $49.61

Total: $46,504.07     

CIBC Dividend Growth Fund + CIBC Emerging Markets Index Fund + CIBC Monthly Income Fund:
$2,982.99‬

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: ‬$1,724.37
Manulife Simplicity Growth Portfolio: $1,419.04
Maritime Life CI Harbour Seg Fund: $1,302.09
Maritime Life Fidelity True North Seg Fund: $1,191.65
Manulife GIF MLIA B World Invest: $1,244.39‬
Total: $6,881.54‬

Other various: $14,524.11

TOTAL: $73,315.32

Social Capital at Desjardins Membership share: $35
Savings + Stocks, units, mutual funds + Tax-free Savings account + RRSP:
279,672.35‬
On date of September 20, 2019
 

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