I have a spreadsheet which I used to keep track of such things as key information, key ratios and dividend increases. I also use it each month to see if stocks are cheap or expensive using dividend yield. When I update my spreadsheet on each stock each year, I update this spreadsheet too. I also update it each month for the dividend yields and stock prices.
I have loaded the index section of this spreadsheet with some key information and ratios here. I also have also loaded the section on dividend increases here. You can use your mouse to highlight a line on these sheets to track across one stock.
On my other blog I wrote yesterday about Ensign Energy Services (TSX-ESI, OTC-ESVIF)...learn more. Tomorrow, I will write about Hammond Power Solutions Inc. (TSX-HPS, OTC- HMDPF)... learn more on Wednesday, June 1, 2016 date around 5 pm.
If you want a copy just email me. 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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Tuesday, May 31, 2016
Thursday, May 26, 2016
Sectors I Invest In 2
When I did the blog on Me and CDZ , I thought that the next thing was to look at is sectors the CDZ invests in compared to what I invest in.
This first table shows the sectors by TSX, Me and CDZ and is sorted by my investment sectors, largest to the smallest. As with the TSX, I comparatively have a lot more stocks in Utilities, Consumer Staples stocks and a lot less in Energy and Materials stocks than the CDZ.
This second table is the same as the one above except it is sorted for the CDZ Exchange Trading Fund (ETF). You can see in this table that the CDZ has a lot more Industrials like I do. However, it also has more in Consumer Discretionary stocks that either I or the TSX has.
On my other blog I wrote yesterday about Reitmans (Canada) Ltd. (TSX-RET.A, OTC-RTMAF)... learn more. Tomorrow, I will write about a new stock I am covering called Goeasy Ltd (TSX-GSY, OTC-EHMEF)... learn more on Friday, May 27, 2016 date around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
This first table shows the sectors by TSX, Me and CDZ and is sorted by my investment sectors, largest to the smallest. As with the TSX, I comparatively have a lot more stocks in Utilities, Consumer Staples stocks and a lot less in Energy and Materials stocks than the CDZ.
| Sector | TSX | me 2016 | CDZ |
|---|---|---|---|
| Financials | 37.48% | 34.05% | 29.45% |
| Utilities | 2.35% | 18.59% | 6.24% |
| Industrials | 8.31% | 17.90% | 16.49% |
| Consumer Staples | 4.32% | 9.82% | 2.25% |
| Consumer Discretionary | 6.45% | 6.21% | 14.62% |
| Cash, Near-Cash | 5.43% | 0.44% | |
| Energy | 19.89% | 4.15% | 19.51% |
| Information Technology | 2.94% | 1.90% | 1.71% |
| Telecommunication Services | 5.37% | 1.80% | 4.23% |
| Materials | 11.76% | 0.16% | 5.06% |
| Health Care | 1.12% | 0.00% | 0.00% |
| Total | 99.99% | 100.01% | 100.00% |
This second table is the same as the one above except it is sorted for the CDZ Exchange Trading Fund (ETF). You can see in this table that the CDZ has a lot more Industrials like I do. However, it also has more in Consumer Discretionary stocks that either I or the TSX has.
| Sector | TSX | me 2016 | CDZ |
|---|---|---|---|
| Financials | 37.48% | 34.05% | 29.45% |
| Energy | 19.89% | 4.15% | 19.51% |
| Industrials | 8.31% | 17.90% | 16.49% |
| Consumer Discretionary | 6.45% | 6.21% | 14.62% |
| Utilities | 2.35% | 18.59% | 6.24% |
| Materials | 11.76% | 0.16% | 5.06% |
| Telecommunication Services | 5.37% | 1.80% | 4.23% |
| Consumer Staples | 4.32% | 9.82% | 2.25% |
| Information Technology | 2.94% | 1.90% | 1.71% |
| Cash, Near-Cash | 5.43% | 0.44% | |
| Health Care | 1.12% | 0.00% | 0.00% |
| Total | 99.99% | 100.01% | 100.00% |
On my other blog I wrote yesterday about Reitmans (Canada) Ltd. (TSX-RET.A, OTC-RTMAF)... learn more. Tomorrow, I will write about a new stock I am covering called Goeasy Ltd (TSX-GSY, OTC-EHMEF)... learn more on Friday, May 27, 2016 date around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Tuesday, May 24, 2016
Sponsor Native Families
Anything I have read about the sponsorship of refuges by Canadians has been very positive. Ones sponsored by people rather than the government does a lot better. They integrate better. They generally get jobs to support themselves much quicker. There have been a lot of positive things reported about this idea.
Perhaps they would be a good way to help our Native families. There are lots of horror stories about how poorly our native families are doing in Canada. We seem to be spending a lot of money on natives. According to what I have read there are billions and billions spent. It seems rather stupid to me that we can do this and still have native families growing up in poverty. Also native children are growing up uneducated.
The current government is talking about spending more money to help natives in Canada. They said that they were talking to experts. Why are they not talking to native people? We seem to have a whole industry set up to help natives. However all these people employed seem to non-natives. How stupid is this?
So we are spending all this money on natives that is not going to native? It does not matter if Indian treaties were fair or in good faith or not. The fact is that the natives are doing very poorly and we are doing very well. We need to make a new deal with the Indians. We need treaties with the Indians that we can both live with.
On my other blog I today I am writing about McCoy Global Inc. (TSX-MCB, OTC-MCCRF) learn more.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Perhaps they would be a good way to help our Native families. There are lots of horror stories about how poorly our native families are doing in Canada. We seem to be spending a lot of money on natives. According to what I have read there are billions and billions spent. It seems rather stupid to me that we can do this and still have native families growing up in poverty. Also native children are growing up uneducated.
The current government is talking about spending more money to help natives in Canada. They said that they were talking to experts. Why are they not talking to native people? We seem to have a whole industry set up to help natives. However all these people employed seem to non-natives. How stupid is this?
So we are spending all this money on natives that is not going to native? It does not matter if Indian treaties were fair or in good faith or not. The fact is that the natives are doing very poorly and we are doing very well. We need to make a new deal with the Indians. We need treaties with the Indians that we can both live with.
On my other blog I today I am writing about McCoy Global Inc. (TSX-MCB, OTC-MCCRF) learn more.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Thursday, May 19, 2016
Dividend Yield Testing
Kanwal Sarai on his site called simple investing explains about checking a stock price using dividend yield. This is one test I use and he gives a very complete explanation of this method. He uses the Yahoo site to get current and 5 year average dividend yields.
If you understand this concept, this will bore you. However, if you do not, this is a very clear explanation of the process.
On my other blog I wrote yesterday about Automodular Corp. (TSX-AM.H, OTC-AMZKF) learn more. Tomorrow, I will write about Husky Energy Inc. (TSX-HSE, OTC-HUSKF)... learn more on Friday, May 20, 2016 date around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
If you understand this concept, this will bore you. However, if you do not, this is a very clear explanation of the process.
On my other blog I wrote yesterday about Automodular Corp. (TSX-AM.H, OTC-AMZKF) learn more. Tomorrow, I will write about Husky Energy Inc. (TSX-HSE, OTC-HUSKF)... learn more on Friday, May 20, 2016 date around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Tuesday, May 17, 2016
Me and CDZ
CDZ is an ETF (Exchange Traded Fund) that uses the stocks from the TSX's Dividend Aristocrats Index. There stocks are dividend growth stocks. This is a Blackrock fund and you can find information about it here.
Since my portfolio is mostly dividend growth stocks, I thought a comparison with this EFT might be a better comparison than the one I did with the TSX. See my comparison with the TSX in the article I wrote last month called Recovery from Bears.
In the following table, I am comparing the how well I recovered from the last bear against the CDZ ETF. I only compared my portfolio to CDZ for the last bear market as this EFT was not around for the 2000 bear market. When there was a recovery in February 2011, I was up by 15.69% and the CDZ was still down by 1.11%. At the end of the period, I was up by 54.17% and the CDZ was up by 20.47%.
In this second table, I am comparing the CDZ against the TSX. As you can see under the Year to Beginning of Table (Y to Beg.), the CDZ did better than the TSX. When this was a recovery, the TSX was still down by 3.93% and the CDZ was only down by 1.11%. At the end of the period, the TSX was only down by 0.75%, but the CDZ was up by 20.47%.
I have obviously have done better investing in actual companies. I think that the next thing to look at is sectors the CDZ invests in compared to what I invest in.
On my other blog I wrote yesterday about Ag Growth International (TSX-AFN, OTC- AGGZF) learn more. Tomorrow, I will write about Automodular Corp. (TSX-AM.H, OTC- AMZKF)... learn more on Wednesday, May 18, 2016 date around 5 pm.
Also, on my book blog I have put a review of the book Thinner This year by Crowley and Sacheck learn more...
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Since my portfolio is mostly dividend growth stocks, I thought a comparison with this EFT might be a better comparison than the one I did with the TSX. See my comparison with the TSX in the article I wrote last month called Recovery from Bears.
In the following table, I am comparing the how well I recovered from the last bear against the CDZ ETF. I only compared my portfolio to CDZ for the last bear market as this EFT was not around for the 2000 bear market. When there was a recovery in February 2011, I was up by 15.69% and the CDZ was still down by 1.11%. At the end of the period, I was up by 54.17% and the CDZ was up by 20.47%.
| Date | Time YoY | Y to Beg | YoY | Y to Beg. | CDZ | YoY | Y to Beg. |
|---|---|---|---|---|---|---|---|
| 30-May-08 | $21.59 | ||||||
| 27-Feb-09 | 0.75 | 0.75 | -27.63% | -27.63% | $12.16 | -43.68% | -43.68% |
| 31-Aug-10 | 1.51 | 2.25 | 40.28% | 1.52% | $18.89 | 55.35% | -12.51% |
| 28-Feb-11 | 0.50 | 2.75 | 13.96% | 15.69% | $21.35 | 13.02% | -1.11% |
| 31-May-12 | 1.25 | 4.00 | -0.91% | 14.64% | $21.55 | 0.94% | -0.19% |
| 30-May-14 | 3.25 | 6.00 | 34.48% | 54.17% | $26.01 | 20.70% | 20.47% |
In this second table, I am comparing the CDZ against the TSX. As you can see under the Year to Beginning of Table (Y to Beg.), the CDZ did better than the TSX. When this was a recovery, the TSX was still down by 3.93% and the CDZ was only down by 1.11%. At the end of the period, the TSX was only down by 0.75%, but the CDZ was up by 20.47%.
| Date | Time YoY | Y to Beg | TSX | YoY | Y to Beg. | CDZ | YoY | Y to Beg. |
|---|---|---|---|---|---|---|---|---|
| 30-May-08 | 14,715 | $21.59 | ||||||
| 27-Feb-09 | 0.75 | 0.75 | 8,845 | -39.89% | -39.89% | $12.16 | -43.68% | -43.68% |
| 31-Aug-10 | 1.51 | 2.25 | 11,914 | 34.70% | -19.03% | $18.89 | 55.35% | -12.51% |
| 28-Feb-11 | 0.50 | 2.75 | 14,137 | 18.66% | -3.93% | $21.35 | 13.02% | -1.11% |
| 31-May-12 | 1.25 | 4.00 | 11,513 | -18.56% | -21.76% | $21.55 | 0.94% | -0.19% |
| 30-May-14 | 3.25 | 6.00 | 14,604 | 26.85% | -0.75% | $26.01 | 20.70% | 20.47% |
I have obviously have done better investing in actual companies. I think that the next thing to look at is sectors the CDZ invests in compared to what I invest in.
On my other blog I wrote yesterday about Ag Growth International (TSX-AFN, OTC- AGGZF) learn more. Tomorrow, I will write about Automodular Corp. (TSX-AM.H, OTC- AMZKF)... learn more on Wednesday, May 18, 2016 date around 5 pm.
Also, on my book blog I have put a review of the book Thinner This year by Crowley and Sacheck learn more...
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Thursday, May 12, 2016
Sectors I Invest In
Near the end of last month, I talked about my recovery from the last two bear markets . I compared my recovery with the TSX recovery and did better. The reason maybe because of the sector allocations of my portfolio with that of the TSX
So, I should talk about is the composition of my portfolio. As you can see in the following tables, my sector allocations are very different from the TSX. I have lots of utilities and Industrials compared to the TSX which has a lot more Energy and Materials.
I used my current investment sectors because I am using the current ones for TSX. I would image these would change because at different times different sectors would do better or worse, so the investment in different sectors would change.
The first table is sorted from largest to smallest using TSX's sectors.
This second table is sorted from largest to smallest using my investment sectors.
On my other blog I wrote yesterday about WSP Global Inc. (TSX-WSP, OTC- WSPOF)... learn more. Tomorrow, I will write about Progressive Waste Solutions Ltd. (TSX-BIN, NYSE-BIN)... learn more on Friday, May 13, 2016 around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
So, I should talk about is the composition of my portfolio. As you can see in the following tables, my sector allocations are very different from the TSX. I have lots of utilities and Industrials compared to the TSX which has a lot more Energy and Materials.
I used my current investment sectors because I am using the current ones for TSX. I would image these would change because at different times different sectors would do better or worse, so the investment in different sectors would change.
The first table is sorted from largest to smallest using TSX's sectors.
| Sector | TSX | me 2016 |
|---|---|---|
| Financials | 37.48% | 34.05% |
| Energy | 19.89% | 4.15% |
| Materials | 11.76% | 0.16% |
| Industrials | 8.31% | 17.90% |
| Consumer Discretionary | 6.45% | 6.21% |
| Telecommunication Services | 5.37% | 1.80% |
| Consumer Staples | 4.32% | 9.82% |
| Information Technology | 2.94% | 1.90% |
| Utilities | 2.35% | 18.59% |
| Health Care | 1.12% | 0.00% |
| Cash, Near-Cash | 5.43% | |
| Total | 99.99% | 100.01% |
This second table is sorted from largest to smallest using my investment sectors.
| Sector | TSX | me 2016 |
|---|---|---|
| Financials | 37.48% | 34.05% |
| Utilities | 2.35% | 18.59% |
| Industrials | 8.31% | 17.90% |
| Consumer Staples | 4.32% | 9.82% |
| Consumer Discretionary | 6.45% | 6.21% |
| Cash, Near-Cash | 5.43% | |
| Energy | 19.89% | 4.15% |
| Information Technology | 2.94% | 1.90% |
| Telecommunication Services | 5.37% | 1.80% |
| Materials | 11.76% | 0.16% |
| Health Care | 1.12% | 0.00% |
| Total | 99.99% | 100.01% |
On my other blog I wrote yesterday about WSP Global Inc. (TSX-WSP, OTC- WSPOF)... learn more. Tomorrow, I will write about Progressive Waste Solutions Ltd. (TSX-BIN, NYSE-BIN)... learn more on Friday, May 13, 2016 around 5 pm.
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Tuesday, May 10, 2016
Update Notes
When I review stock price and dividends each month, I also take the opportunity to look at a bit closer at some of the stocks I cover. These some of the stocks I looked at more closely.
Automodular Corp.
My stock Automodular Corp. (TSX-AM.H, OTC-AMZKF) has again started to buy up stocks on the open market as they feel that the market price is too low. Twitter. You have to wonder if this is the best use of the company's money. They purchased shares at $2.53 and $2.65.
DH Corporation
DH Corporation (TSX-DH, OTC-DHIFF) plunged recently because it missed the quarterly EPS estimates. It was rather overdone and it popped up some 5% on Friday.
Progressive Waste Solutions
Progressive Waste Solutions (TSX-BIN, NYSE-BIN) has merged with Waste Connections, Inc. (NYSE: WCN) and BIN shareholders will own some 30% of the new company. In connection with this merger the dividends received by BIN shareholders will be less. The notice to merge is here. The merger is expected to which is expected to close in the second quarter of 2016.
Atlantic Power Corp.
Atlantic Power Corp. (TSX-ATP, NYSE-AT) has deleted their dividend as part of their changes to overall capital allocation strategy. They announced this with the release of their year-end 2015 results here. They announced changes to their Capital Allocation Strategy in February of this year.
Canadian Pacific Railway
Canadian Pacific Railway(TSX-CP, NYSE-CP) has says they are renewing their commitment to return cash to shareholders in a disciplined manner that affirms our confidence in the long-term plan for CP. See the News Release.
On my other blog I wrote yesterday about MacDonald, Dettwiler & Associates (TSX-MDA, OTC-MDDWF)... learn more. Tomorrow, I will write about WSP Global Inc. (TSX-WSP, OTC- WSPOF)... learn more on Wednesday, May 11, 2016 date around 5 pm.
Also, on my book blog I have put a review of the book The 100 Year Old Man by Jonas Jonasson learn more...
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
Automodular Corp.
My stock Automodular Corp. (TSX-AM.H, OTC-AMZKF) has again started to buy up stocks on the open market as they feel that the market price is too low. Twitter. You have to wonder if this is the best use of the company's money. They purchased shares at $2.53 and $2.65.
DH Corporation
DH Corporation (TSX-DH, OTC-DHIFF) plunged recently because it missed the quarterly EPS estimates. It was rather overdone and it popped up some 5% on Friday.
Progressive Waste Solutions
Progressive Waste Solutions (TSX-BIN, NYSE-BIN) has merged with Waste Connections, Inc. (NYSE: WCN) and BIN shareholders will own some 30% of the new company. In connection with this merger the dividends received by BIN shareholders will be less. The notice to merge is here. The merger is expected to which is expected to close in the second quarter of 2016.
Atlantic Power Corp.
Atlantic Power Corp. (TSX-ATP, NYSE-AT) has deleted their dividend as part of their changes to overall capital allocation strategy. They announced this with the release of their year-end 2015 results here. They announced changes to their Capital Allocation Strategy in February of this year.
Canadian Pacific Railway
Canadian Pacific Railway(TSX-CP, NYSE-CP) has says they are renewing their commitment to return cash to shareholders in a disciplined manner that affirms our confidence in the long-term plan for CP. See the News Release.
On my other blog I wrote yesterday about MacDonald, Dettwiler & Associates (TSX-MDA, OTC-MDDWF)... learn more. Tomorrow, I will write about WSP Global Inc. (TSX-WSP, OTC- WSPOF)... learn more on Wednesday, May 11, 2016 date around 5 pm.
Also, on my book blog I have put a review of the book The 100 Year Old Man by Jonas Jonasson learn more...
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.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk . The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter.
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