Search found 440 matches

by jay
15 Feb 2018 11:21
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: CREIT (Symbol - REF.UN)
Replies: 13
Views: 683

Re: CREIT (Symbol - REF.UN)

I sold mine this morning and was content to receive $52.25 per share. My ACB was $44 so I will likely have to find a loser to offset the gain with, which is not hard at all in this current environment.
by jay
15 Feb 2018 09:48
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2018)
Replies: 60
Views: 4442

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

Sold my entire holding in REF.UN after this news . Got $52.25 per share.
by jay
13 Feb 2018 13:27
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

Just added to EMA and BCE. Both yielding above 5%. I haven't seen the yield this high for quite some time and that usually has been a good entry point.
by jay
13 Feb 2018 09:58
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

what would be the reasoning behind that? I remember when utilities traded a single digit PEs. They were considered as defensive stocks. Today major utility stocks are trading in excess of 20 times earnings . It seems that in search of yield valuations have been driven into tech territory values. I ...
by jay
08 Feb 2018 13:10
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 302
Views: 33524

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

How individual holdings are doing is much less important than how the overall portfolio is doing. You are diversified, are you not? I am @Alta. Except that I am down more than the index due to my choice of equal weighting across financials/utils/pipelines/telcos/consumer sectors. Down almost 10% fr...
by jay
08 Feb 2018 10:50
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 302
Views: 33524

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

brad911 wrote:
07 Feb 2018 20:49
~6% decline in the TSX is now "rubble"?
At some point this week, half of my holdings were down 15% or more from their highs (ENB, SAP, FTS, RCI.B to name a few).
by jay
06 Feb 2018 16:16
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

My IPS says I can roll all dividends & interest back into portfolio and X amount a month ( X * 12 months = 8%), I'm already 2 X for February. Good thing I didn't get up early or would have had more BCE at $54 something ggggrrrrrr. Not really sure what this means, or whether you're happy or mad you ...
by jay
06 Feb 2018 12:37
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

Banks will have their day so I will be buying RY March OTM puts (likely the 76$ strike) just in case. Pretty good bet I think. Everything I’ve seen points to a good first quarter. I think the banks are way oversold. But I always say that. You do realize his bet is that RY may go down (a handful of ...
by jay
06 Feb 2018 10:48
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

Added to BCE and started a new position in ATD.B, BIP.UN, NTR and BAM.A in my cash account.
Banks will have their day so I will be buying RY March OTM puts (likely the 76$ strike) just in case.
by jay
02 Feb 2018 11:43
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

AltaRed wrote:
01 Feb 2018 22:13
You ask about BAM.A. I would want to see it in at least the $48 range to interest me.
At this rate it will be there in no time.
by jay
01 Feb 2018 14:37
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 151
Views: 9464

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

Added to ENB this morning. I had reduced my Enbridge position in December and the price seems to have dropped enough since then. Also added to TRP, SAP and EMA. Next on my list to top are BCE, RCI.B, TRI. All big cap Canadian dividend stocks I own/follow, except banks, in my cash dividend account ar...
by jay
29 Dec 2017 14:52
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 182
Views: 19442

Re: What did you sell? What might you sell? (2017)

AltaRed wrote:
29 Dec 2017 11:30
Is it not too soon to tell if that is your best trade for 2018? :wink:
You are right. I guess being in my TFSA I just didn't didn't care about the settlement date being in 2018 :). Happy new year @Alta
by jay
29 Dec 2017 10:29
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 182
Views: 19442

Re: What did you sell? What might you sell? (2017)

Sold half of my Gain Capital Holdings (NYSE:GCAP) at $12.7 this morning (from $8.35). What a crazy move. My best trade this year.
by jay
28 Dec 2017 11:07
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

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

Started a position in Gain Capital Holdings Inc, NYSE:GCAP, the online trading company behind forex.com and City Index. I am mainly interested in it as a way to ride the bitcoin wave and it happens to have decent fundamentals. Paid $8.05/share Added to GCAP at $8.5. Price finally moving. This is a ...
by jay
04 Dec 2017 16:52
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 302
Views: 33524

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

Anyone here rushing to sell ENB because the dividend story is cracking? No, but I won't be buying any more of their unsecured term notes (mine expires in a year or two) and will dump the one preferred I have when I see a bounce. ENB's prefs are yielding higher in the secondary market than their com...
by jay
04 Dec 2017 09:47
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 182
Views: 19442

Re: What did you sell? What might you sell? (2017)

Looking to exit my Cameco position (TSE:CCO), hopefully for breakeven at ~13/share. I started this position a little more than a year ago and averaged down a couple of times. It looked 'cheap' at the time :roll:. Lesson learnt and I think I will stay away from this sector - at least for a while. Me...
by jay
01 Dec 2017 09:51
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

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

Started a position in Gain Capital Holdings Inc, NYSE:GCAP, the online trading company behind forex.com and City Index. I am mainly interested in it as a way to ride the bitcoin wave and it happens to have decent fundamentals. Paid $8.05/share
by jay
30 Nov 2017 14:40
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

Started a new position in SmartCentres Real Estate Investment Trust (TSE:SRU.UN), replacing BEI.UN that I just sold yesterday. I initiated this position in my TFSA which is where I intend to keep my REITs going forward. Paid $28.95/share, yielding just above 6%. Wrong thread.... Thanks for fixing i...
by jay
30 Nov 2017 13:08
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

Started a new position in SmartCentres Real Estate Investment Trust (TSE:SRU.UN), replacing BEI.UN that I just sold yesterday. I initiated this position in my TFSA which is where I intend to keep my REITs going forward. Paid $28.95/share, yielding just above 6%.

Fixed: Administrator
by jay
30 Nov 2017 09:50
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 182
Views: 19442

Re: What did you sell? What might you sell? (2017)

Used the 8% pop this morning and sold half my position in ENB at $49.5. IMO, the offering (bad news) should offset the other good news (dividend raise, growth confirmation and debt reduction plans etc...), so me thinks this move is a nice gift. But then again I can be very wrong and hence the reason...
by jay
30 Nov 2017 09:05
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Enbridge (Symbol-ENB)..are we getting close to a buy???
Replies: 302
Views: 33524

Re: Enbridge (Symbol-ENB)..are we getting close to a buy???

Enbridge has just announced a 10% increase to its dividend (from the current 0.61$ to 0.671$...exactly 10%). As recently as end of September they guided to a range of 10-12% until at least 2020. Well now they have reduced this number to 10%... Furthermore, 1.5B$ of additional common are being added...
by jay
29 Nov 2017 14:26
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 182
Views: 19442

Re: What did you sell? What might you sell? (2017)

Just exited my position in Boardwalk REIT (TSE:BEI.UN) at $39.95 / share for a 6% loss excluding dividends. It has been on my cleanup list since they announced their distribution cut mid November.
by jay
29 Nov 2017 09:24
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Royal Bank (Symbol-RY)
Replies: 275
Views: 62391

Re: Royal Bank (Symbol-RY)

PAA Research is betting against banks: Short seller takes aim at RBC, CIBC . And in a worst-case scenario for the banks that PAA says could take three years to play out, a mix of factors including sagging home prices, tighter credit conditions and fallout from highly-leveraged consumers could force ...
by jay
28 Nov 2017 11:29
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

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

Started a position A&W Revenue Royalties Income Fund (TSE:AW.UN) this morning at $32.85. Been stalking it for a while and I always missed it by a few pennies each time it dropped to these levels. Although their growth seems to have stalled - at least for the time being - I am happy to own such a pre...
by jay
23 Nov 2017 10:13
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 532
Views: 53748

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

You have BIG ones, you surely do. Added: Lest you misunderstand me, you are definitely being speculative....but at the same time, there will be a bounce once the Arctic grips good portions of North America allowing you to walk away with some profits. Seems to be a pretty good bet. You are right; pu...