Wednesday, April 30, 2014

Some Good Stocks from my Portfolio

Today I just want to share some good stocks that I have in my portfolio. Under the Heading of Yr., I am showing the year I first purchased the stock. Under the Heading of Held, I show how many years I have held these shares. Under the Heading of M. Share, I show what portion of my portfolio these shares hold. Under the Heading of T. Ret., I am showing the total return per year I have received to March 31, 2014.

Name Sym Yr Held M Share T. Ret
Toronto Dominion Bank TD 2000 14 7% 14.84%
Bank of Montreal BMO 1983 31 6% 16.01%
Royal Bank RY 1995 19 6% 18.50%
Transcanada Corp TRP 2000 14 5% 11.99%
Power Financial Corp PWF 2001 13 5% 8.53%
Canadian National Railway CNR 2005 9 5% 18.25%
Pembina Pipelines Corp PPL 2001 13 5% 19.54%
AltaGas Ltd ALA 2009 5 4% 31.81%
RIOCAN REIT REI.UN 2000 14 4% 15.00%
Fortis Inc FTS 1987 27 4% 12.84%
Canadian Tire A CTC.A 2000 14 3% 13.61%
Enbridge Inc ENB 2005 9 3% 19.28%
Metro Inc MRU 2001 13 3% 13.92%
Sun Life Financial SLF 2000 14 3% 6.13%
Saputo Inc SAP 2006 8 3% 18.04%
SNC-Lavalin SNC 1998 16 3% 26.61%
Toromont Industries Ltd. TIH 2007 7 2% 8.57%
Manulife Financial Corp MFC 2005 9 2% -0.26%
Davis & Henderson Corp DH 2009 5 2% 26.77%
Leon's Furniture LNF 2006 8 2% 8.39%
Computer Modelling Group Ltd CMG 2008 6 2% 40.20%
Canadian Real Estate REF.UN 2006 8 2% 11.95%
Richelieu Hardware Ltd RCH 2007 7 1% 20.67%
Emera Inc EMA 2005 9 1% 11.82%
Canadian Natural Resources CNQ 2012 2 1% 25.99%

I have a number of Life Insurance stocks that are really the worst performing ones. I feel that this will not last and they will again be great stocks. Power Financial has a respectable performance. It is also more than just Life Insurance.

One of my most recent purchases is Canadian Natural Resources. I have liked this stock for a long time, but whenever I looked at it I thought the price was too high. It has recently been very cheap so I have bought it. I hope it continues to cheap for a while longer so I can buy more.

On my other blog I am today writing about Pembina Pipelines Corp. (TSX-PPL, NYSE-PBA) ...continue...

This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.

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  1. Thank you for sharing the information. Glad that I am holding most of the stocks you have. I am a big fan of dividend growth investing. Hope to retire early with the income from the dividends.

  2. These are some good stocks. I have some life insurers, too. I think they will do better when interest rates rise, but that may not be for several YEARS yet.