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Q2 2021 Portfolio – Update and Reflection

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Q2 2021 Portfolio – Update and Reflection

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 [...]

CGI and Constellation Software: My Core Tech Titans

Featuredby Late Cycle Investing1 Comment on CGI and Constellation Software: My Core Tech Titans
CGI and Constellation Software: My Core Tech Titans

There is plenty to choose from in the land of tech, although the field is sparse in Canada. CGI trades on the NYSE (ticker: GIB and GIB.A on TSX), but Constellation Software (ticker: CSU) is a standalone Canadian play. These are core, forever holds in my portfolio and you should consider them too. First, a [...]

The Energy Crisis in Canada — Graphed

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The Energy Crisis in Canada — Graphed

What's to say that hasn't been said already. This week alone, Exxon Mobil and Royal Dutch Shell cut dividends. Most Canadian EPs have too. Will this be enough to save them? RBC predictions on GDP growth in Canada look less severe than Europe, but still moderate. Of course it's too early to tell what the [...]

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  • Sangoma Technologies: A look through the Alta Fox framework
  • Q2 2021 Portfolio – Update and Reflection
  • CGI Inc. revisited: Global Tech Compounder for a Digital Age
  • Enbridge: Critical Infrastructure in the Green Revolution
  • Waste Connections: The backbone of an infrastructure economy

Sunday blog post. Monthly portfolio update. Annual review.

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