Pyrogenesis is a big part of my portfolio right now and it got hit hard by the Corona panic just like pretty much everything else, going from the low 40 cents price range down to the low 20's. Economic panics are generally not friendly to startup companies selling capital equipment like Pyro as their customers … Continue reading Pyrogenesis update #3
This is a continuation of my previous post Review of Past Posts. I thought I would go through all the past posts I have made to see if my thinking on them has changed. Hammond Manufacturing AGM (TSE:HMM.A) Hammond Manufacturing is the first company that I went to go participate in their Annual General Meeting. I … Continue reading Review of Past Posts #2
I am always learning new things and having my opinion changed as I read more and discover. So I think it would be good to go over all my past posts and give an update if my opinion of any of them have changed. Morguard Corporation (TSE:MRC) In this post I talked about investing in … Continue reading Review of Past Posts
I recently wrote about the stock that I think is the trade of the decade: Pyrogenesis. This week Pyrogenesis' business partner released this news. After much delay and perceived uncertainty Drosrite International will finally get the down payment on it's Drosrite deal with Radian Oil & Gas . I expect that after this money is … Continue reading Pyrogenesis Update
I want to write a post updating how my thoughts may have changed on all the topics I have written about in my past blog posts. I am always learning and finding out new information so some of my opinions may have changed. First though I want to give context to my thoughts by describing … Continue reading My financial goals
After taking a year and a bit off, I am back! Life with a little one is quite an adventure and takes a lot out of you. With things settled down a bit and into a routine I want to get back to writing again. The stock I want to talk about today is not … Continue reading Pyro is on fire!
There is a common dialog spoken with value stocks that trade at a discount to net asset value (NAV) when someone it trying to make a retort as to why your idea of buying a stock at a discount to net asset value will not work. It typically goes something like this: It doesn't matter … Continue reading NAV discount math
Almost every mainstream personal finance article will contain the same advice: your first priority should be to build an emergency savings fund, then pay off debt then invest for your future in a RRSP/TSFA. I totally agree with the paying off debt and investing parts, but I always thought the idea of having an emergency … Continue reading It’s an Emergency!
Restaurant royalty companies are a unique corner of the Canadian investment space. Rather than investing in the actual business of making and selling food, the holder of the shares gets a percentage off the top line of the underlying restaurant business. That makes these investments preferable to regular stocks in my opinion provided you can … Continue reading Grabbing a slice of dividends (TSE:PZA)
I was an investor in Dundee Corp. preffered shares (TSE:DC.PR.B), but I have sold with about a 25% loss after factoring in dividends. Like most I was attracted to the large dividend yield on the preferred shares and comforted by the diverse set of assets owned by Dundee that backed those yields. What I did … Continue reading Done with Dundee