Since November 30, 2016, two stocks have been taken private. They are Canam Group Inc. (TSX-CAM) and Lumenpulse Inc (TSX-LMP). Both stocks produced a profit for the portfolio when taken private.
Without the above two stocks, the portfolio would have been worth $721,543.35 at November 30, 2016 and today be worth $689,537.02 which a drop of 1.89% per year. If we include the above stocks in November 30, 2016 portfolio, it would have been worth $811,605.75 at that time. If we add in the sale prices for these stocks as current cash, the portfolio would be worth $802,652.72 today for a loss of just 0.46% per year.
The above does not take into consideration the dividends paid on these stocks. As far as I can see, the yield on the portfolio on 6 April 2018 was 2.57% per year. If this yield continued, then the portfolio would currently be in positive territory. That is the current total return would be 0.68% with 2.57% from dividends and loss of $1.89%.
Below are the stocks still left in this portfolio.
|Laurentian Bank of Canada||LB|
|Canadian National Railway Co||CNR|
|Mediagrif Interactive Technologies Inc.||MDF|
|Uni Select Inc.||UNS|
|CGI Group Inc.||GIB.A|
|Fiera Capital Corp||FSZ|
|Industrial Alliance Insurance and Financial Services Inc.||IAG|
|SNC-Lavalin Group Inc.||SNC|
Here is the link to the August 8, 2017 article in the gazette which talks about the valuation for July 2016. Here is the link to the December 12, 2016 article which talks about the November 30, 2016 valuation. Here is the link to the December 12, 2016 article which calls the end to this portfolio.
On my other blog I wrote yesterday about SNC-Lavalin Group Inc (TSX-SNC, OTC-SNCAF) ... learn more. Next, I will write about Fortis Inc. (TSX-FTS, OTC-FRTSF) ... learn more on Friday, April 26, 2019 around 5 pm.
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