Comments on: What’s on Your Shopping List? http://www.canadiancapitalist.com/whats-on-your-shopping-list/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: A Canadian's Trading Diary http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-60077 A Canadian's Trading Diary Sun, 05 Aug 2007 12:48:09 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-60077 Thanks for the two suggestions Mike... I'll definitely have a look at them Thanks for the two suggestions Mike… I’ll definitely have a look at them

]]> By: Mike http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59594 Mike Fri, 03 Aug 2007 01:57:32 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59594 ACTD, those are some good stocks. Thanks for sharing. Two income trusts you might want to check are: AET.UN WJX.UN ACTD, those are some good stocks. Thanks for sharing. Two income trusts you might want to check are:

AET.UN
WJX.UN

]]> By: rob http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59571 rob Thu, 02 Aug 2007 23:44:55 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59571 Russel Metals is a very cyclical stock as is Gerdau Ameristeel. Although RUS pays a nice dividend they have cut it in the past when they needed to. I will wait a year or two. and see what happens. Russel Metals is a very cyclical stock as is Gerdau Ameristeel.
Although RUS pays a nice dividend they have cut it in the past when they needed to. I will wait a year or two. and see what happens.

]]> By: Jim http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59390 Jim Thu, 02 Aug 2007 02:28:24 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59390 ESN.UN Essential Services. ESN.UN

Essential Services.

]]> By: A Canadian's Trading Diary http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59363 A Canadian's Trading Diary Wed, 01 Aug 2007 22:11:35 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59363 When the opportunity presents itself, Agriculture (Fertilizer) Plays: Hanfeng (HF-T) Migao (MGO-T) Mining Plays: Thompson Creek (TCM-T) HudBay (HBM-T) Telecom Plays: Rogers (RCI.B-T) Telus (T-T) Water ETF: CWW-T Banks: Bank of Nova Scotia (BNS-T) Royal Bank (RY-T) Bank of Montreal (BMO-T) Precious Metals: Silver Wheaton (SLW-T) Agnico-Eagle (AEM-T) Goldcorp (G-T) Income Trusts: Haven't had a chance yet to find something I really like though I'm open to suggestions and if everything starts to collapse completely, I might give HXD-T a try. When the opportunity presents itself,

Agriculture (Fertilizer) Plays:
Hanfeng (HF-T)
Migao (MGO-T)

Mining Plays:
Thompson Creek (TCM-T)
HudBay (HBM-T)

Telecom Plays:
Rogers (RCI.B-T)
Telus (T-T)

Water ETF:
CWW-T

Banks:
Bank of Nova Scotia (BNS-T)
Royal Bank (RY-T)
Bank of Montreal (BMO-T)

Precious Metals:
Silver Wheaton (SLW-T)
Agnico-Eagle (AEM-T)
Goldcorp (G-T)

Income Trusts:
Haven’t had a chance yet to find something I really like though I’m open to suggestions

and if everything starts to collapse completely, I might give HXD-T a try.

]]> By: moneygardener http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59362 moneygardener Wed, 01 Aug 2007 21:54:29 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59362 Update: Picked up some Yellow Pages today. Yielding 8.2%. Update:

Picked up some Yellow Pages today. Yielding 8.2%.

]]> By: FinancialJungle http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59349 FinancialJungle Wed, 01 Aug 2007 21:05:41 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59349 (... One more try.) - Also initiated a small position in TLM today - I'll trade this one. Yes, it's against my rule. I'm weak! If the market falls further, I'll go into leveraging (up to 15%), but only if they're really compelling. Regarding RioCan, most semi-passive investors seem to make this a default choice over the XRE to avoid the 0.55% MER. I wonder if there is a premium built in due to its size rather than its quality. Comments? Watch list? I know it's counter-intuitive, but I'd like to see some of my holdings fall in order to add more. e.g. banks, pipelines (TRP, ENB), IGM, GWO, SAP, NWT.un, PKI.un, YLO.un and etc. Stocks that I don't already have but would like to own are Reitmans and Thomson Corp. Still curious about Manulife. GWO's financial statements look better to me, and they have a sea of strong management behind the Power family. (… One more try.)

– Also initiated a small position in TLM today – I’ll trade this one. Yes, it’s against my rule. I’m weak!

If the market falls further, I’ll go into leveraging (up to 15%), but only if they’re really compelling.

Regarding RioCan, most semi-passive investors seem to make this a default choice over the XRE to avoid the 0.55% MER. I wonder if there is a premium built in due to its size rather than its quality. Comments?

Watch list? I know it’s counter-intuitive, but I’d like to see some of my holdings fall in order to add more. e.g. banks, pipelines (TRP, ENB), IGM, GWO, SAP, NWT.un, PKI.un, YLO.un and etc.

Stocks that I don’t already have but would like to own are Reitmans and Thomson Corp.

Still curious about Manulife. GWO’s financial statements look better to me, and they have a sea of strong management behind the Power family.

]]> By: FinancialJungle http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59348 FinancialJungle Wed, 01 Aug 2007 21:04:53 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59348 (... Weird. My post got cut off.) - Also initiated a small position in TLM today (… Weird. My post got cut off.)

– Also initiated a small position in TLM today

]]> By: FinancialJungle http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59345 FinancialJungle Wed, 01 Aug 2007 20:49:19 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59345 My cash position has completely vanished. This and last week: - Picked up a couple of full positions in InterPipeline (8.8% yield) and Boston Pizza Royalty Trust (9.5% yield). Both have histories of rising distributions, both will diversify my portfolio nicely. - Added a tiny bit on BNS. - Also initiated a small position in TLM today My cash position has completely vanished.

This and last week:
– Picked up a couple of full positions in InterPipeline (8.8% yield) and Boston Pizza Royalty Trust (9.5% yield). Both have histories of rising distributions, both will diversify my portfolio nicely.
– Added a tiny bit on BNS.
– Also initiated a small position in TLM today

]]> By: AnotherStockBlog http://www.canadiancapitalist.com/whats-on-your-shopping-list/#comment-59334 AnotherStockBlog Wed, 01 Aug 2007 18:31:51 +0000 http://www.canadiancapitalist.com/2007/07/31/whats-on-your-shopping-list#comment-59334 If my market timer turns positive soon, the following would be of interest: AAH BWR CWB GMP.UN MDI NWF.UN Z.UN TEO If my market timer turns positive soon, the following would be of interest:

AAH
BWR
CWB
GMP.UN
MDI
NWF.UN
Z.UN
TEO

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