Search found 4543 matches

by Taggart
14 Oct 2017 11:53
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 132
Views: 12737

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

I don't own ALA, but i do note they haven't increased their dividend in 2017, so that alone precludes me from even considering buying in until they do so. If they did increase this year, it would be a reason to actually sell them, not buy them. It would be stupid for them to bleed even more cash on...
by Taggart
14 Oct 2017 11:19
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you sell? What might you sell? (2017)
Replies: 132
Views: 12737

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

No plans to sell Sobeys a la Empire. At least they've increased their dividend again this year. The new management may be getting a handle on their troublesome purchase of Safeway. I don't go very often but was in Whole Foods the other day and if there's supposedly lower prices since Amazon bought t...
by Taggart
11 Oct 2017 18:32
Forum: Financial Planning and Building Portfolios
Topic: Tangerine one fund portfolio for busy uni student?
Replies: 7
Views: 222

Re: Tangerine one fund portfolio for busy uni student?

If this is for a TFSA, until you find out how risk averse the student is when it comes to investing, they may be better off in a balanced fund rather than an all equity one. As this PWL document says on page 5, Most investors - especially those without much experience - can't handle the volatility o...
by Taggart
11 Oct 2017 15:44
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

We're all different, but personally I don't spend anymore time on the portfolio of dividend growth stocks than I do on our indexed portfolios. I've been running it this way on automatic for many years now. No big deal.
by Taggart
10 Oct 2017 17:16
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

I remember that Walter Schloss and his son Edwin used to have around a 100 equities in their portfolio. Certainly didn't hurt their performance, at around 20% compounded over many years. I have near thirty in my own portfolio. I would probably have more if I could, but I'm limited as to the number o...
by Taggart
09 Oct 2017 19:04
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

Quite a number of British investment trusts have been around for well over a century. "Ten out of the 26 oldest investment trusts have consecutively increased their dividends for at least 30 years." Talk about investing for the long term: How 26 investment trusts have survived more than 100 years of...
by Taggart
08 Oct 2017 18:12
Forum: Financial Planning and Building Portfolios
Topic: Derek Foster
Replies: 191
Views: 15277

Re: Derek Foster

Derek did say on the last page of his book "Stop Working Here's How You Can", Although my case is exceptional , this strategy is exactly what I did to retire by 34. So he wasn't quite fibbing, he just inadvertently forgot or neglected to mention a few things in his first book. He certainly took risk...
by Taggart
07 Oct 2017 18:12
Forum: Financial Planning and Building Portfolios
Topic: Derek Foster
Replies: 191
Views: 15277

Re: Derek Foster

The people I've personally met or read about on the internet who have retired early (mid 30's to early 40's) from full time work, seem to be still doing something whether it's part time, contract or volunteer work. Used to be back in the mid-80's a half million USD and a financial tail wind would se...
by Taggart
07 Oct 2017 15:18
Forum: Financial Planning and Building Portfolios
Topic: Derek Foster
Replies: 191
Views: 15277

Re: Derek Foster

Thanks. I didn't know TDDI carried news items from the G&M. Got all excited there for a moment realizing I could get a free read on Norman Rothery's "A value strategy seeking the most succulent returns". Unfortunately, when I clicked on it all I got was a list of stocks. The TLDR: Picking low multi...
by Taggart
07 Oct 2017 15:14
Forum: Financial Planning and Building Portfolios
Topic: Derek Foster
Replies: 191
Views: 15277

Re: Derek Foster

... Thanks. I didn't know TDDI carried news items from the G&M. Got all excited there for a moment realizing I could get a free read on Norman Rothery's "A value strategy seeking the most succulent returns". Unfortunately, when I clicked on it all I got was a list of stocks. Do you have a library c...
by Taggart
07 Oct 2017 10:27
Forum: Financial Planning and Building Portfolios
Topic: Derek Foster
Replies: 191
Views: 15277

Re: Derek Foster

We may have laid this old horse to rest, but for anyone interested or those new to the topic, there's an update on Derek Foster in the Globe: "How investor Derek Foster, Canada’s ‘youngest retiree,' learned his own lesson." The article is behind a wall for online readers but I was able to read it o...
by Taggart
06 Oct 2017 12:44
Forum: Financial Planning and Building Portfolios
Topic: Investing styles
Replies: 228
Views: 18559

Re: Investing styles

All I know, is that SPIVA says in their year end 2016 report that only 8.89% of Canadian Equity funds beat the S&P Composite over ten years. You mean I'm a 10 percenter? Wow! Or at least my screen is. Maybe even a 5 percenter. Of course, past performance ... etc etc No Denis, I'm not taking a dig a...
by Taggart
06 Oct 2017 10:37
Forum: Financial Planning and Building Portfolios
Topic: Investing styles
Replies: 228
Views: 18559

Re: Investing styles

All I know, is that SPIVA says in their year end 2016 report that only 8.89% of Canadian Equity funds beat the S&P Composite over ten years. If the Canadian index comes in a close second to the winners in the stock perforamnce derby, then that's fine by me. Makes it easier for my wife managing the T...
by Taggart
06 Oct 2017 10:23
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

NormR wrote:
05 Oct 2017 20:50
Gee tough crowd around these parts.

Do I get to criticize the other portfolios. Tit for tat, and all that. :wink:
I've always been rooting for you from far away in the background. You just don't know it.

:)
by Taggart
05 Oct 2017 18:14
Forum: Financial Planning and Building Portfolios
Topic: Investing styles
Replies: 228
Views: 18559

Re: Investing styles

Some guy named O'Shaughnessy has done plenty of back tests. Our database and news feed fees exceed $1 million US alone. We have total access to all of the stocks with all of their data contained in the Compustat database which covers all North American companies. We have that data on an annual basis...
by Taggart
04 Oct 2017 18:33
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

Well, the trouble with this rolling stocks in and out is it would probably only work in a tax free or deferred portfolio. Once you start paying taxes like I would in the taxable, then I don't see much in the way of outperformance, versus just sitting on them. Agreed. All of my equity is in taxable ...
by Taggart
04 Oct 2017 18:00
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

Well, the trouble with this rolling stocks in and out is it would probably only work in a tax free or deferred portfolio. Once you start paying taxes like I would in the taxable, then I don't see much in the way of outperformance, versus just sitting on them.
by Taggart
04 Oct 2017 15:22
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Power of Dividend Growth 2011 (and beyond)
Replies: 729
Views: 51567

Re: Power of Dividend Growth 2011 (and beyond)

Well, at least you can say we don't all have the same stocks in a dividend growth portfolio. Unlike Heinzl, I'll accept lower initial yield down to around 1.5%.
by Taggart
01 Oct 2017 05:22
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Inter Pipeline Ltd (Symbol-IPL) (formerly IPL.UN)
Replies: 187
Views: 19995

Re: Inter Pipeline Ltd (Symbol-IPL) (formerly IPL.UN)

IPL has performed well in my portfolio this past month, so perhaps things are looking up.
by Taggart
29 Sep 2017 08:13
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Metro (Symbol-MRU)
Replies: 62
Views: 9943

Re: Metro (Symbol-MRU)

I think it's called Rexall Pharma Plus now. Before that it was Boots and before that it was Tamblyn Drugs.
by Taggart
10 Aug 2017 19:22
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 225
Views: 13346

Re: Clippings 2017

Here's a Globeinvestor article about a Canadian woman who has been retired since being laid off in 1999 with a portfolio of mostly dividend growth stocks.
by Taggart
10 Aug 2017 18:10
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 225
Views: 13346

Re: Clippings 2017

I don't know where the stock picking skills come in to invest in the 10 highest yielders or in other studies I've read, either from the top 15 or 20% of the DJIA, the S&P 500, the TSX 60 or the FTSE 100. Pretty mechanical.
by Taggart
10 Aug 2017 17:32
Forum: Financial News, Policy and Economics
Topic: Clippings 2017
Replies: 225
Views: 13346

Re: Clippings 2017

" Final Thoughts This article showed the impressive power of dividend growth stocks for long-term wealth creation." I found the article confusing. What's using Vanguard High Dividend Yield ETF in place of SPY got to do with dividend growth? Was that the best ETF example the author of the article cou...
by Taggart
06 Aug 2017 12:05
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2017)
Replies: 422
Views: 40598

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

I don't buy individual U.S. stocks so currency is not a factor for myself. However, I do know that Derek Foster will occasionally switch between mostly U.S. or else Canadian equities based on the currency exchange.