Late Cycle Investing

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Tag: stability

CGI and Constellation Software: My Core Tech Titans

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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 [...]

Chasing Yield: The Power of Dividends

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Chasing Yield: The Power of Dividends

Investors love dividends. It’s no secret. All you have to do is search “dividend investing” on Google to see just how many websites, bloggers and media moguls are championing this strategy - present company included.The truth is this: dividends count. But they aren’t everything. Time horizon and dividends matter.So do cycles in the stock market. [...]

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  • Waste Connections: The backbone of an infrastructure economy
  • Alimentation Couche-Tard: My core Consumer Defensive + Carrefour assessment
  • CGI and Constellation Software: My Core Tech Titans
  • Economic Stimulus: Post-Great Recession Media Analysis of Market Sentiment, Debt and Bubbles
  • 2020 Portfolio Review: Falling Through the Bottom

Sunday blog post. Monthly portfolio update. Annual review.

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