Below is a summary of my thoughts on Q2 performance and holdings, peppered with sector and macro musings. YTD returns are on the Portfolio page. Waste Connections: Currently my largest holding, for good reason: the waste industry is the place to be right now. I wrote a piece on it a few months ago highlighting [...]
Enbridge: Critical Infrastructure in the Green Revolution
The green revolution is upon us. Enbridge is a critical energy infrastructure business known for transporting oil and natural gas. It also has a sizeable renewable segment. What you might not be aware of is how well that stacks up in the renewables space and how such companies are including non-renewable power in their total [...]
Sharesight: Tracking your Investment Portfolio — a visual walkthrough.
A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]
Stocks, Output, Employment, Debt: A look at 08/09 and current data
Damn, I missed the 20% upswing. Shame. Did you also participate in the 30-50% drop down?(scroll down for stock examples: Apple, Google, Waste Connections, Royal Bank, CIBC, Enbridge, Fortis, CN Rail)A bear market is known for one thing: volatility. It’s great for trades — if you can time it right.We WILL see a lot more [...]