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Thursday, September 8, 2016

Parkland Fuel Corporation (PKI): a stock that know how to treat a lady investor

My latest stock investment was made in Parkland Fuel Corporation (PKI) inside my TFSA and for a reason that only concern God and all of the Saints, PKI decided to treat me like queen and gained 3.72%. Just like that, in your face sexy investors! Of course, when the TSX is on good shape, I am on top the world. I just want to continue enjoying the current market state. Because once it will be going all the way down again, my life will be miserable - just like every single time the market go downs. I don't want to hear a word regarding Brexit, Euro.... Europe need to deal with their problems in a very quiet matter.

My TFSA closed the session at $53 017.95 and my non-registered at $140 709.27. Its pretty good. I might be at a net worth of 173k right now. It just seem to all smoothly going to hit the 180k very soon, just like magic. But for that, I need a TSX in positive territory. Can the TSX possibly hit on the 15 000 points anytime soon? When it will does, I will let you know.

I have for believes that no investment portfolio can be absolutely perfect because there's just too much involve. Its a human being with hopes and fears that press the buy and sell button. I made very good investments in the past couple months, PKI, SIS, PLC, BRK.B, ADW.A, BYD.UN, KEG.UN, MSI... You cannot find better stocks anywhere else. 

I am very glamorous, however I carry on some investments that turn out to be some heavy dead stones. Among the way, I made some mistakes. And one of those mistakes was to invest in EnCana Corporation (ECA) inside my TFSA and non-registered account. In my non-registered account, I ECA had been bought at $28.78, and inside my RRSP, $31.09. I lost a lot of money in those 2 investments and I had been thinking lately about selling my ECA stocks, in both my non-registered and TFSA.

But is it a good time to sell EnCana Corporation (ECA) now?

 

This is EnCana Corporation chart since inspection, coming from the Globe and Mail. Today, I wouldn't invest a single penny in a stock that show such a chaotic chart, but unfortunately, those purchases in ECA had been made several years ago. 

However, the past 6 months had been good for ECA:


See, for the past couple months, EnCana Corporation (ECA) stocks value had gone all the way up.

And its the same thing for the past 5 days:


I am seeing encouraging signs and for now, I decided to let ECA be.

However, things are a bit uglier when it come to Just Energy Group Inc. (JE):


I bought my JE shares at $13.24. Just Energy closed today session at $7.24. So I basically lost half of my money on one stock alone. Chart since inspection is just chaotic. But does JE show any encouraging signs of recovery like the once show by ECA? NO.

For the past 6 months, JE went all the way down:

 

And for the past 3 months too:

 

For the past month, maybe we have hit a new time low:

 

For the past 5 days, it seem like JE is very trying hard to go up:

 

If I sell JE, its $436 in annual dividend that will be lost. Its something to think about. Lesson learn: junk stock that pay a too juicy dividend is to be avoid. Its like junk food, to be avoid.

Wednesday, September 7, 2016

Savaria Corporation (SIS) is not a stock, its a GOLD mine


Sometimes, the cash hide inside the most boring business of all time. And Savaria Corporation (SIS) is one of the kind. Go check the Savaria Web site for a minute and you'll exactly understand what I mean. Who could possibly think that SIS is a nice fit for any investors desperately trying to make money on the market? 

Well, Savaria Corporation (SIS) is my little secret that I am willing to share - but maybe should I keep this one all for myself. After all, you are reading for free. I don't received any kind of rewards for this. So be happy and jump on the occasion.
 
Some might be tempt by high tech industries, but I, on the other side, LOVE those kind of little boring industrial stocks. And its not too late now to enjoy Savaria free cash. Those kind of stocks are strong and grow strong. Another example is EnerCare Inc. (ECI). That one is even more boring... water heaters... I mean... LOL!!!

Inside my RRSP, Savaria Corporation (SIS) grow of 25.60% and inside my non-registered portfolio, it grow of 21.79%. And today, my gold mine decided to just reward me more and make a sexy jump of 3.96%. Lets' go SIS, I am following you closely.

Elevator business is not that of all boring after all! It is very very interesting business to be involve in after all. Now you know.

Tuesday, September 6, 2016

Welcome in my TFSA portfolio Parkland Fuel Corporation (PKI)

The TSX is not that far away from the 15 000 points. My non-registered portfolio closed at a good
$140 470.62 and my TFSA at $53 291.37. Chances are that I may be at $250 000 value right now. I finally sell all of the JFT Strategies Fund (JFS.UN) units that I was holding to inside my TFSA. I sell, but instead of buying CGI Group Inc. Class A Subordinate Voting Shares (GIB.A) like plan, I change my mind and bought... tadam... Parkland Fuel Corporation (PKI). And the funniest thing is that I wrote yesterday that I didn't want to invest in anything related to oil anymore... lol

A reader post a comment about PKI a little while back and it just something that I kept in mind. I will eventually invest in CGI Group, but see, at this time, I just wanted to grow a bit my dividend income. And I am now so close of the 7k: $6 966.50. and it doesn't include any dividend earn inside my RRSP.

Agrium Inc. (AGU) merger with Potash Corporation of Saskatchewan Inc. (POT) may not happen anytime soon, but Enbridge Inc. (ENB) is not losing time. ENB announced today the acquisition of  Spectra Energy Corp. for 37 billion. This is an exciting news for investors who had been holding on to ENB for a long time. And just happen at a moment where I just didn't know what to think about oil anymore.

There's a lot of exciting news lately and if it continue like that, I will be celebrating a 200k net worth in no time.

Monday, September 5, 2016

WOW, look at the girl who has now a net worth of $172 576.76!

For this past Friday, my portfolio closed the session at $249 309.78. There wasn't missing much for a 250k! With $76 733.02 in debt, my net worth is now of $172 576.76. Like expected, the so wanted 170k had been reached. If the market play well, I could be very closed to a $200 000 net worth by the end of 2016. We'll have to wait and see. In the meantime, I am trying to minimize by spending to pay off my credit line as quickly as possible. 

Still $3 557.03 on the go. It is much harder for me to save money to pay debt rather than just saving for investing. Paying debt come with pain. That money become useless. Its very contrary to what I use to do. Anyway, I hope it will be paid off by the end of 2016. And after that, I would like to keep a 2k at the bank. And also eventually, I would like to reduce my margin usage down to the old $65 000 mark. And I also would like to invest $5 500 in my TFSA for 2017... And the list go on and on and on. I guess that in the between, I will be investing...

As you can see on my portfolio update, I still hold to JFT Strategies Fund (JFS.UN) in my TFSA, but that's only because I didn't have time to actually place the sell order. A future sell mean a future investment, especially if the sell occur in my TFSA. For the biggest part of the day yesterday, I went to all of the screens of Stockopedia, trying to find a stock that will pump up the value of my TFSA. Its unfortunate, but my investment in JFT Strategies Fund (JFS.UN)  is leaving me with a capital loss of $235. What I am looking for: an investment that pay dividend and that will also help me recover for that $235 loss and eventually will make me rich by GAINING capital. Gaining instead of loosing please. I am not against the fact of mutual or other kind of fund investing, but it have to pay off. Having to pay 1.5% in management fee for a money that doesn't create cash is insulting. Its annoying. Some people somewhere are making money on my back, and not only that, they cannot create capital gain! At a point, enough is enough.

A long weekend give me real time to do a real good stock screening on Stockopedia. Like a real good one. I finish the day all drain up because anxious, I really try not to miss on my next everything. Stockopedia screens are the best way to search for stocks when you have no idea what you are searching for. The TSX might have hundred of thousands of stocks registered. Its impossible to get through all of those stocks to figure out what to invest next. Screens like the one offer by Stockopedia help because it reduce the number of stocks you have to look into. Each screen have different criteria.

My stock screening on Stockopedia result with interesting findings. For this first rough round, I target stocks with high rocket chart. I confirm, I am now a good chart reader. Especially of those going all the way up:

TransForce Inc. (TFI)
Lucara Diamond Corp. (LUC)
Open Text Corporation (OTC)
CAE Inc. (CAE)
Innergex Renewable Energy Inc. (INE)
Boralex Inc. Class A Shares (BLX)
George Weston Limited (WN)
First National Financial Corporation (FN)
Intertape Polymer Group Inc. (ITP)
Morguard Corporation (MRC)
Altus Group Limited (AIF)
Canadian General Investments Limited (CGI)
Great Canadian Gaming Corporation (GC)
CGI Group Inc. Class A Subordinate Voting Shares (GIB.A)
Spin Master Corp. Subordinate Voting Shares (TOY)
Whistler Blackcomb Holdings Inc. (WB)
Parkland Fuel Corporation (PKI)
Franco-Nevada Corporation (FNV)
Pacific Insight Electronics Corp. (PIH)
Guardian Capital Group Limited (GCG)
Clairvest Group Inc. (CVG)
Richelieu Hardware Ltd. (RCH)
Choice Properties Real Estate Investment Trust (CHP.UN)
Medical Facilities Corporation (DR)
Pacific Insight Electronics Corp. (PIH)
CanWel Building Materials Group Ltd. (CWX)
Altus Group Limited (AIF)
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
Bank of Montreal (BMO)
Milestone Apartments Real Estate Investment Trust (MST.UN)
Allied Properties Real Estate Investment Trust (AP.UN)

I am already enough pack to my taste in the oil sector, and I prefer to avoid, but I have to say that Parkland Fuel Corporation (PKI) seem to be interesting. If I would had more money, I would be investing in this one. Back in May of this year, I showed an interest for Whistler Blackcomb Holdings Inc. (WB). I should had bought some WB stocks because now, the company is about to be acquired and a lot of money is going to be made. In other words, I miss a great opportunity. Too bad.

I had been holding on to Richards Packaging Income Fund (RPI.UN) in my RRSP portfolio, but ever since I bough the stocks, it went down, of less than $100, but I am thinking of making a switch, TransForce Inc. (TFI) could be a better match.

I don't want to get more involved in the banking or margin sector. With so many jobs lost in Canada, especially in Alberta, at some point, we'll feel the common pain. I don't like firm that specialize in the mortgage sector. In the other hand, I like REIT, but I am not looking forward to really add more REIT in my portfolio. I am looking for something different, despite not knowing exactly what I want to invest in... but now I know :-)

At this point, one stock really catch my interest doesn't pay any dividend. Its CGI Group Inc. Its in the IT business and their activities seem to be very diversify. Despite not paying any dividend, CGI Group Inc. is a really strong stock. This is the kind of investment I think that anyone can invest in to recover from capital loss. Its never fun to face capital loss. The only way to recover is to sell and reinvest the money to get back in the game. Its a circle that never end. I target a few stocks that could be good for those types of recovery: George Weston Limited (WN), Morguard Corporation (MRC), CGI Group Inc. Class A Subordinate Voting Shares (GIB.A) and Dollarama Inc. (DOL). Once the money is recover, 3 options: to sell and reinvest in a dividend paying stock, hold, or sell partly and reinvest in a dividend paying stock.
 

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