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

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

In the Canadian corporate sphere there are many companies or groups of companies controlled by rich families sometimes going back several generations.  In this article I am going to look at the family of companies primarily owned and controlled by the Jackman family of Toronto.  The family controls four publicly traded companies: E-L Financial Corporation … Continue reading The Jackman Family Empire

I am doing my first review of a company suggested to me by a follower of my blog.  The company is Rocky Mountain Dealerships (TSE:RME).  Rocky Mountains owns stores selling farming equipment in the Canadian Prairies.  They aim to grow through consolidating small family owned dealerships and gain economies of scale.  Evaluating this business through … Continue reading Request: Rocky Mountain Dealerships Inc.

Let's say you have some money that you want to save for a year or two before spending it on a big purchase, such as a house.  You want to keep the money safe and since you have a year or maybe more so you would like to make some small gain in the money … Continue reading Preferred Savings