Search found 1049 matches

by brad911
21 Jan 2022 19:06
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Frothy Equity Markets
Replies: 1395
Views: 155259

Re: Frothy Equity Markets

It’s the same. Shiller PE is right up there.
by brad911
08 Sep 2021 18:14
Forum: Financial Planning and Building Portfolios
Topic: Norbert's gambit - Can$ to US$ or vice versa
Replies: 1785
Views: 324538

Re: Norbert's gambit - Can$ to US$ or vice versa

Hey Crew. Its been about 8 years since I last did a NG.

I now own a US company, have an investment account with RBCDI and looking to convert USD to CDN

Best steps? Use a TD or RBC on US side and sell straight up on the CDN side is what I heard you can do with RBCDI?
Is there a better way? More efficient?
Bank rate today at RBC is $1.2347, RBDI is $1.26515, Spot Rate looks like $1.2690
by brad911
19 Mar 2021 14:38
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2021)
Replies: 148
Views: 59132

Re: What did you sell? What might you sell? (2021)

BRIAN5000 wrote: 14 Mar 2021 15:07 Is no one else trimming as the market soars to new highs?
Trimming? Yep.
Buying? Yep!!!

You only make money when you sell so when the fundamentals don't make any cents (get it? :lol: ) you have to lock in your gains and redeploy.
by brad911
27 Nov 2020 14:51
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2020)
Replies: 304
Views: 30111

Re: What did you sell? What might you sell? (2020)

Not a shock where the biggest segment of our 2020 gain came from. Sold 60% of my allocation to FTT today. Backed up the 🚚in March and now back above its January level. Marks the 3rd time this stock has been a great load up since 2008
by brad911
27 Nov 2020 14:45
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2020)
Replies: 1015
Views: 80759

Re: What did you Buy? What might you buy? (2020)

Hello Friends....I've been a little busy this year building a new company and there's this thing called "KOVID" I've heard about?

Not to minimize things, but I'm at 25% cash, 20.5% gain for the year, and looking for places to deploy.
I do need to update all my spreadsheets, but any screaming deals or things I should know about before diving into reports, data, and company updates?
by brad911
12 Mar 2020 21:32
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Buying the Crash / Getting in at the Bottom / Timing the Market
Replies: 191
Views: 8650

Re: Buying the Crash / Getting in at the Bottom / Timing the Market

No one really knows if its capitulation until a few days after, but that sure did look like it today. Tomorrow could be worse as everyone simply wants to be out and lock in remaining gains before more bad news hits over the weekend.
by brad911
12 Mar 2020 21:10
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2020)
Replies: 1015
Views: 80759

Re: What did you Buy? What might you buy? (2020)

I'll be very active in the market tomorrow on my individual positions, but holding off on the market ETF's until I see some stability.

I'm in the US with the fam, but will be adding to my banks, utilities, some consumer stocks and my favourites.
by brad911
10 Mar 2020 09:04
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Do Nothing (out of the ordinary) / Stay the Course
Replies: 288
Views: 16227

Re: Do Nothing (out of the ordinary) / Stay the Course

Oh I had a lovely day. Now that I'm working from home here was a summary of my day :D

- Worked (Emails, Client Calls, Coding, Demo with Doctor)
- Checked Market (yawned)
- Washed SUV (Foam Gun + 2 bucket method)
- Packed for Florida (March Break)
- Worked (Team Huddle & Prospecting)
- Checked my historical bank spreadsheet (yawned)
- Picked up kids off bus
- Made dinner
- Had a beer with my neighbour (stock jock) and admired his blood pressure
by brad911
09 Mar 2020 22:25
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Do Nothing (out of the ordinary) / Stay the Course
Replies: 288
Views: 16227

Re: Do Nothing (out of the ordinary) / Stay the Course

Popcorn is ready & I'm enjoying the show. Today was simply people selling their positions due to borrowed money.

A few things on my watchlist caught my attention. I read my diary from 2008 and it told me not to care yet.

At some point, companies will realize all of their bone-headed decisions and overreactions to the COVID-19 will become a self-fulfilling prophecy.
Q1 earnings won't even show the worst of it and that's when I'm expecting the market & investors will really react.
by brad911
15 Mar 2019 08:53
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Dividend and distribution hikes (2019)
Replies: 222
Views: 55760

Re: Dividend and distribution hikes (2019)

One of the best performing silent little gems on the TSX.
by brad911
12 Mar 2019 14:36
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2019)
Replies: 479
Views: 75202

Re: What did you Buy? What might you buy? (2019)

Added to my position in CPX.
Been a good little buy from just over $17 to here. Still good value given the growth profile. Purchased in RESP account.
by brad911
19 Jan 2019 10:05
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: A plunge? rout? market mayhem? really bad day (RBD)? or just Mr. Market operating normally?
Replies: 371
Views: 22076

Re: A plunge? rout? market mayhem? really bad day (RBD)? or just Mr. Market operating normally?

brad911 wrote: 06 Dec 2018 07:42 Wake me up when the sky is falling......
From now on I only care when there's capitulation....otherwise the strategy is the same, the approach doesn't waver and think like Buffett.
I only care for when I need to be greedy and that is when everyone else is fearful.
by brad911
07 Jan 2019 06:31
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Canadian Banks
Replies: 1889
Views: 233166

Re: Canadian Banks

thedude wrote: 04 Jan 2019 14:32 uGGGH sick of BNS under performance. Time for Porter to go. Don't they benchmark against the other banks??? The LatAm strategy is clearly not working.
Are you suggesting that they expand domestically in the USA and overpay (premium) for assets that are only regionally diversified? Compete on scale against RY or TD by competing on price? Become more aggressive and take on risk far greater than CM & BMO over the past 20 years?
by brad911
02 Jan 2019 21:50
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2019)
Replies: 479
Views: 75202

Re: What did you Buy? What might you buy? (2019)

Sensei wrote: 02 Jan 2019 19:18 ....There is lots not to like about this company, but the main reasons to buy (for me) are:

Summary of what I was thinking.
-Near 52-week low, so hoping for some capital appreciation
-I don't see that price as a company specific problem since all my other insurance holdings have experienced large price declines
-6.75% dividend
-the dividend is well covered at about 60% of EPS
- BV Growth
- Growth in ROE
by brad911
27 Dec 2018 13:38
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Bank of Nova Scotia (Symbol-BNS)
Replies: 173
Views: 29524

Re: Bank of Nova Scotia (Symbol-BNS)

:thumbsup:

Part of my move into an earlier rebalancing than usual.
by brad911
27 Dec 2018 10:19
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 748
Views: 72595

Re: What did you Buy? What might you buy? (2018)

JaydoubleU wrote:
...POW/PWF. I sold POW back in October thinking I'd never buy it again. Now I'm looking at the incredibly cheap prices and hearing that siren song...What to do today, what to do . . .
I sold PWF for tax loss and likely will go right back into it again. I just can't break my DDCF model to not show this stock is of decent value. I agree with the talking heads that I have no idea what the stimulus for value could be other than it returns decent BV growth and ROE. Maybe its simply interest rates rising or growth in Asia but to get steady growth with a P/E of ~9-10 is something that's not easy to find in this market.
by brad911
27 Dec 2018 09:50
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 748
Views: 72595

Re: What did you Buy? What might you buy? (2018)

Started my rebalancing a little early for some segments of the portfolio.

Topped up with adds to established positions in IPL & BNS in the collective RESP as their respective weightings have dropped vs. the rest of the stocks there. Timeline is 12-20 years for earliest withdrawal.
by brad911
06 Dec 2018 07:42
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: A plunge? rout? market mayhem? really bad day (RBD)? or just Mr. Market operating normally?
Replies: 371
Views: 22076

Re: A plunge? rout? market mayhem? really bad day (RBD)? or just Mr. Market operating normally?

Wake me up when the sky is falling......2000-2001 & 20008-2009 taught me to pay little attention to the noise and instead focus on when investors aren't fearful or worried, in denial or pessimistic but instead when they capitulate. That is where the real bargains appear. If you have a portfolio of high quality assets, the produce income, you're diversified against risk (all types) and have a long-term view nothing should really change. If you're selling out of a position at this point you weren't married to it which I would argue means you shouldn't have been in that investment or you didn't perceive the true risk. Even if this is a market adjustment, great....nothing goes straight to the sky. I liked Buffett yesterday (on CNBC?): He's ...
by brad911
30 Nov 2018 10:17
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2018)
Replies: 257
Views: 28311

Re: What did you sell? What might you sell? (2018)

Little housekeeping with trims to the portfolio to bring some leaders back into allocation:
WSP, GIB.A, CPX & CNR

Didn't have a ton to capture tax loss selling but did completely exit out of PWF. Other than the dividend the past few years its been a dead stick floating in stagnant water. Really surprised its not been able to get a catalyst for growth but I'll observe over the next 30 days and assess.
by brad911
22 Nov 2017 20:53
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Stock study techniques ... thanks Mike
Replies: 12
Views: 4855

Re: Stock study techniques ... thanks Mike

I probably learned the most from yielder & scomac early on. Gummy too (still use about 8 of his spreadsheets monthly)
by brad911
11 Nov 2017 13:49
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 725
Views: 101125

Re: What did you Buy? What might you buy? (2017)

And with reference to rising interest rates the yield has room to go up based on historical data. I'm at a full position with no intention on adding at these levels.
by brad911
02 Nov 2017 19:34
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Capital Power (CPX-T)
Replies: 34
Views: 3020

Re: Capital Power (CPX-T)

After 2008 no dividend is completely safe. That being said I continue to hold the company and like it long-term. Best move of 2016-2017 was overweighting this position back under $18