Search found 2497 matches

by deaddog
17 Oct 2017 11:47
Forum: Under the Mattress: Protecting Your Money
Topic: Telephone scams
Replies: 37
Views: 2341

Re: Telephone scams

Sure. But I often don’t check those very often either. Usually just blank. Vast majority of outside communication now texts or email. Do use my phone for outgoing calls of course, but other than family, mostly to bank, insurance, or other businesses. Don’t have any land lines as these seemed mostly...
by deaddog
16 Oct 2017 17:21
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 422
Views: 40677

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

I am looking at PKI Parkland Fuels.....missed out on this a few years ago when it was in the 22/23 dollar range and it has now come off its' highs of over $30. Good dividend over 4%...does anyone have a comment on this, they have made a few aquisitions and these should start to pay off, it seems to...
by deaddog
16 Oct 2017 16:34
Forum: Under the Mattress: Protecting Your Money
Topic: Telephone scams
Replies: 37
Views: 2341

Re: Telephone scams

AltaRed wrote:
16 Oct 2017 16:15
That is indeed what I do with 8xx numbers and other phone numbers that I don't know.
Likewise. I even explain it on my message so that people realize that I might be home and don't answer for a reason.
by deaddog
16 Oct 2017 12:37
Forum: Under the Mattress: Protecting Your Money
Topic: Telephone scams
Replies: 37
Views: 2341

Re: Telephone scams

[ And speaking of 8xx numbers, I do remember one time only where a legitimate company (with whom I did business with) trying to get hold of me via a 8xx number. After apparently weeks of trying, they sent me a letter on the matter. I responded to them verbally with a.... Why would you expect a cust...
by deaddog
12 Oct 2017 15:40
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 422
Views: 40677

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

My understanding is that a quarter position equals 25% of your portfolio. Not certain whether it relates only to one's stock/etf holdings - or your entire investment portfolio. Cheers. :lol: It is commonly used as percentage of a holding. But it is somewhat meaningless without context. Crockd, I mi...
by deaddog
10 Oct 2017 12:24
Forum: Financial Planning and Building Portfolios
Topic: How far are you from retirement?
Replies: 28
Views: 1107

Re: How far are you from retirement?

It would have been delayed further, except for one of the founders of this forum, Yielder, who wrote an extraordinary post in 2007 predicting a severe downtown and announced he had sold his whole portfolio of stocks. This really got my attention and, although I kept my shares, I moved all my rrsp f...
by deaddog
04 Oct 2017 19:54
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

How does this compare to your sell strategy now? On Oct 2 the 10 day crossed the 30 day at $34.07 on a 5 day yahoo chart was that the sell signal? I had a trailing stop alert set that emailed me at 9:41 this morning. Alert Name: CWB - Stop Alert Description: Canadian Western Bank (CWB:TSX) Price Cr...
by deaddog
01 Oct 2017 12:37
Forum: Financial Planning and Building Portfolios
Topic: Strategy and Performance Tracking
Replies: 22
Views: 1100

Re: Strategy and Performance Tracking

Speaking of strategy tracking, the Globe's "Strategy Lab" project concluded a week or so ago after 5 years. Strategy Lab set out to look at how four classic investing styles - value, growth, dividend and indexing strategies - would work in real time. Each of our expert investors started with $50,00...
by deaddog
28 Sep 2017 11:21
Forum: Financial Planning and Building Portfolios
Topic: Investing styles
Replies: 228
Views: 18560

Re: Investing styles

deaddog, provided you like the company and fundamentals etc..., how do you (technically) time your entry? for example, do you favour stocks that had been in a downtrend and then showing signs of reversal, like as soon as weekly/monthly closing price jumps above 200SMA? Jay; I prefer stocks in an up...
by deaddog
27 Sep 2017 22:09
Forum: Financial Planning and Building Portfolios
Topic: Investing styles
Replies: 228
Views: 18560

Re: Investing styles

I think many investing styles overlap and some or all of the below is what I use in my portfolio maybe that's why I'm confused most of the time :? I rarely if ever use - buy high sell higher - momentum investing Maybe you should. I find it very rewarding. Possibly someone who has access to the Glob...
by deaddog
25 Sep 2017 23:47
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 422
Views: 40677

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

With a tight stop in case you are wrong. :D
by deaddog
25 Sep 2017 20:04
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 422
Views: 40677

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

I would agree except Technical Analysis would indicate support at just over $18, so there may be resistance in computer trading to anything much below $18. 3Q results in early Nov may also support that price level. Time will tell. Where does it go if it breaks support? Traders will get stopped out ...
by deaddog
25 Sep 2017 19:42
Forum: Taxing Situations
Topic: Tax savings?
Replies: 1
Views: 251

Re: Tax savings?

Hello, I'm new to trading but would like to know how can I avoid getting taxed (or getting taxed heavy) on profits made through forex? Thanks, ES First worry about the profits; The only people I know that make money in Forex are the guys selling "How to trade forex courses. TFSA is probably the mos...
by deaddog
24 Sep 2017 16:07
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 225
Views: 13348

Re: Advisors

“The investor should not be his own sole consultant unless he has training and experience sufficient to qualify him to advise others professionally. In most cases he should at least supplement his own judgement by conference with others.” Graham and Dodd Security Analysis p.259 The problem is most ...
by deaddog
23 Sep 2017 15:11
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Jason Donville
Replies: 18
Views: 786

Re: Jason Donville

Didn't realise that we are anywhere near the "hate" zone. Nor would I consider that long term is the ideal approach for a concentrated fund with less than 15 small to midcap stocks. Maybe his strategy has changed, but I was always somewhat concerned that his holdings lacked sufficient diversificati...
by deaddog
23 Sep 2017 11:56
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Jason Donville
Replies: 18
Views: 786

Re: Jason Donville

Thegipper wrote:
22 Sep 2017 21:01
Four of his major concentrated positions were Home Capital, Valeant , Concordia and CRH Medical.
I'm impressed that he managed to lose only 1.66% of his portfolio in 2016, with those stocks being his major positions. He must have done well elsewhere.
by deaddog
22 Sep 2017 15:01
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

I have a small trading portion of my portfolio which I have tried to automate with rules based on 52 w highs and lows and my best guess dart throwing (which is poor). Making a little bit of money but stocks are running away upward after my sells. Currently I have CWB on the chopping block as a sell...
by deaddog
21 Sep 2017 22:38
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

hboy43 wrote:
21 Sep 2017 11:40
Usually sell some when over 25% above target weighting.

hboy43
What is your target weighting or does that depend on the specific stock?
by deaddog
19 Sep 2017 16:52
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

Oh sure, it took 6 or 8 years, but the additions to OSB back in 2009 to 2011 time frame at under $10, when my initial buy was ~$100 circa 2004 or 2005, so a "loser", looks OK today sitting at $46, and I still have 82% of the number of shares I held at the end of 2011. Portfolio weighting year end 2...
by deaddog
18 Sep 2017 11:02
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

I've previously posted that our investment policy statement recommends an individual stock position should be reviewed when it hits 5% of the portfolio. More often than not, a review of my valuation of the company indicates that trimming the position back to under 5% is the best course of action to...
by deaddog
16 Sep 2017 01:07
Forum: Financial Planning and Building Portfolios
Topic: Harvesting of capital gains
Replies: 9
Views: 458

Re: Harvesting of capital gains

My 2 cents worth. If you are worried about a correction and wish to preserve your capital, set a value that you don't want to go below. If the market takes your portfolio down to that value then sell out, pay your cap gains tax and start looking for new opportunities. As long as your portfolio conti...
by deaddog
15 Sep 2017 10:06
Forum: Financial Planning and Building Portfolios
Topic: Maximum single position size
Replies: 60
Views: 2588

Re: Maximum single position size

I hold 29 positions, no funds, no ETFs.

Top 10 holdings make up 50%

Top 2 holdings Make up 25% (There has been no reason to sell these stocks)

Capital preservation is #1 priority.

I control risk by trading in and out of the market.
by deaddog
04 Sep 2017 11:34
Forum: Retirement, Pensions and Peace of Mind
Topic: Income taxes pushing me towards retirement
Replies: 56
Views: 1865

Re: Income taxes pushing me towards retirement

AltaRed wrote:
04 Sep 2017 11:12
YCFS
Had to look it up.
:rofl:
But so true!!!
by deaddog
04 Sep 2017 10:51
Forum: Retirement, Pensions and Peace of Mind
Topic: Income taxes pushing me towards retirement
Replies: 56
Views: 1865

Re: Income taxes pushing me towards retirement

I have no trouble with taxing lottery winnings and don't understand why we don't. Aren't they the very definition of unearned income ? IIRC, the argument against taxing lottery winnings is that the tickets are purchased with after tax dollars. Course that argument falls apart when the government ta...
by deaddog
03 Sep 2017 11:13
Forum: Retirement, Pensions and Peace of Mind
Topic: Income taxes pushing me towards retirement
Replies: 56
Views: 1865

Re: Income taxes pushing me towards retirement

I came to the exact same conclusion as you did early 2017. I happen to have a decent non-registered nest egg, on top of maxed out TFSA and RRSP. The non-reg portfolio started attracting a lot of taxes, which put me year after year in increasingly uncomfortable tax brackets, once topped up with my s...