Recent Sell - Husky Energy
I sold Husky Energy (HSE) last week at $29.25. Held it since Jan/12 when I bought it for $ 24.45. With the dividend I earned better than a 15% annualized return, but thought it was time to move on....
View ArticleIdle hands are the devil's workshop (so I got busy...)
After having been relatively inactive from a trading perspective for the first six months of the year (three buys, two sells), I have made a few moves in the last couple weeks. As I reported a couple...
View ArticleInteresting Yield Behaviour...
I just updated my Portfolio tab to reflect my holdings as of July 1, 2013. Somewhat surprisingly, despite the downward price pressure on some of my stocks, my overall yield has not appreciably...
View ArticleSector Concentration Dilemna
One of the issues I run up against from time to time is sector concentration. I have a relatively balanced portfolio of approximately 30 stocks, most comprising 3% - 4% of my portfolio. One of the...
View ArticleHow Buying Digital Realty Trust allowed me to access “Tech” instead of "Teck”...
A few weeks back I blogged about possibly buying Teck, but was concerned somewhat about sector concentration (after recently buying Potash and BHP Billiton). After thinking about it a little more, I...
View ArticleWas going to sell Microsoft, but now....
Yesterday I had essentially decided to sell Microsoft and replace it with another US stock. I have written before that I was never totally sold on my Microsoft purchase last year, and Tech is one...
View ArticleThanks Canadian Banks, I Needed That…
In an earlier post I noted (in a high pitched whiny voice!) that I was less than thrilled with the dividend increase announced by some of the companies I hold. In particular Novartis announced an...
View ArticleAnnualized Rates of Return and Reggie Jackson...
Seems the only time I blog these days is when I am on vacation. Last month it was from Montreal, now I am winding up an enjoyable 6 day stay in Arizona with my wife. It’s been blue sky and sipping...
View ArticleRecent Purchase - DirectCash Payments Inc.
I had not planned on the making any purchases over the past week, but came across a couple of companies whose values I found enticing (a Canadian company I had been following, and a US company I had...
View ArticleRecent Purchase - Stanley Black & Decker
Last week I mentioned that I had made two recent purchases. One of these was a Canadian company I had been following for some time, Directcash Payments Inc. (DCI-T). I noted that it was somewhat more...
View ArticleDo You Tend to Notice the Companies You Own?
I have frequently read comments from people about how they try to buy companies whose products or services they tend to use a lot. For example, some people drink a lot of Coke, shop at Costco or bank...
View Article2013 Dividend Summary
Below is a summary of the dividend increases for the 34 stocks I held at the end of December 2013. Overall median increase of 6.64% is okay, although a little below the 7% increase I target. Some of...
View Article2013 Returns– Not bad for a Canadian, eh…
In a post last week I discussed my dividend increases in 2013, noting that the median average dividend increase for the companies I own was 6.63%. Overall my 2013 dividends were up 43% over 2012, but...
View ArticleRecent Purchase - Unilever
I initiated a position in Unilever (UL-N) last week at $39.55/share. UL had been on my watchlist for some time, but was never quite at a price where I felt like jumping in. The other thing that held...
View ArticleA watchlist without Coke or Philip Morris? Is he out of his mind??
I love the principles of dividend investing and one which I unashamedly promote. That being said, I get somewhat, well, bored, researching the same companies, and reading dozens (hundreds?) of...
View ArticleBought some more BHP
Added to my BHP Billiton (BBL-N) today at $59.33. I originally bought about a two-thirds position in March 2013. I normally buy full positions with an initial purchase, but because this is held in my...
View ArticleMy Portfolio Outlier...
For the most part I consider myself a relatively conservative dividend investor. Mostly I hold a lot of the typical stocks you will find in many dividend portfolios. In Canada this includes three...
View ArticleGoodbye International Flavors & Fragrances (Parting is Such Sweet Sorrow...)
I have been writing for some time now that I had two stocks I was looking to sell if the opportunity presented itself. One of these was International Flavors & Fragrances (IFF – N), and last week...
View ArticleDividend Increase - "A nice blip from BIP!"
Brookfield Infrastructure Partners LP (BIP.UN-T), which I own, raised its distribution 12% last week. This was the sixth increase in the past four years and most analysts expect BIP to increase...
View ArticleThomson Reuters - "Kick me once it's your fault, kick me twice it's mine..."
I am nearing the end of my patience with TRI. They just announced an increase in the dividend from $1.30 to $1.32, which is only 1.54%. Last year at this time I expressed concerns that TRI only...
View ArticleGE - I forgive you, come on home...
Last week I sold IFF, and a few days later used the proceeds to buy GE at $24.70. Picked up a little yield in the exchange, as GE was yielding 3.56%, whereas IFF was yielding 1.79% when I sold it. I...
View ArticleSelling Novartis for Target
On Friday I sold my remaining Novartis shares, and used the proceeds to buy Target. Novartis had been a great stock for me in terms of capital appreciation. I bought it at about $57 in early 2012,...
View ArticleYear over year dividend growth
I recently undertook to compare my year over year dividend growth. I started investing in dividend paying stocks exclusively at the end of 2011, and had fully transitioned my portfolio by the end of...
View ArticleSemi-recent purchase...
Markets have been grinding higher for a long time, so tough to find stocks that I am stoked about. That said, I did manage to make a few purchases in the last few weeks. One of these was Brookfield...
View ArticleEstimating Portfolio Dividend Growth
Well, back in the blogging saddle. Not a lot of motivation lately to post, have just been perusing the musings of others. That said, I am interested to know how/if people try to forecast future...
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