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Mail Bag – Market Timing, Frozen

As soon as a reader joins The Stock Analysis Mailing List one of the perks is being able to send me a note about what you’re struggling with (investing) and I will either reply directly or write a post about that topic for the reader. Here is the struggle a recent member emailed me, Hi [...]

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Building Your Investment Toolbox

Jae Jun, a long-time blog colleague of mine, wrote a great article in July I’ve been reading titled, The Warren Buffett Stock Strategy. I’ll let readers venture over for a read of their own but Jae expanded on the concept of a circle of competence in reference to the successes of Warren Buffett. As I’ve [...]

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Finding Dividend All-Stars

Who hasn’t heard or read the statement, past performance is no guarantee of future gains? Securities regulators make investment professionals disclose this information (verbally or written) to ensure that individuals understand that there are no guarantees when investing. They hope this will prevent investors from chasing performance in funds or with brokers with a period [...]

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Allocation of Capital is one of my core focuses for my portfolio and any portfolio I advise on. For all the credit that Warren Buffett and Charlie Munger receive for their investing success you will rarely hear credit given for their most important skill and accomplishment.  In order to achieve success an investor needs to [...]

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Be Consistent Yet Never Comfortable

A big thanks goes out to Larry MacDonald for the opportunity to update my Me And My Money article from back in 2009 with an updated version found in the Globe&Mail this week; This investor blends Warren Buffett’s approach with dividend investing If you've never found this blog before and you're an investor you'll find [...]

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That’s why you’re here right? You started a search on Google, found your way to this blog (and others), you’ve read a few of the articles (but there are so many!) Yep. You’re officially overwhelmed. Not sure where to start or where to begin. You may have been with a professional advisor for years, dabbled [...]

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Suncor Energy – Safe Blue Chip or Hazardous Entry?

Earlier this morning I was sitting down updating my spreadsheets and watchlists (something I do roughly 2 to 3 times per month) and I came across an article on The Motley Fool (www.fool.ca).  At first I laughed a little at the article, but as I got closer to the end I became quite concerned at [...]

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Investing 2015: Oil Strategy & Tips

Talk about some serious Volatility.... I've been away from the blog again the past few months.  I've been spending most of that time with new and existing investing clients, and also considering a change in my career path while looking for some new opportunities. This had led me to pay a little more attention to the macroeconomic [...]

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Selling Stocks

With respect to capital gains you never make money until you sell out of a position. You might be up 15%, 50% or 200% but the gains aren’t real until you hit the sell button and crystallize the money you've made into real tangible gains When to properly sell your investments is the first lesson [...]

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Introducing My Investing Assistant; Dividends

I’m a busy person. I have my family, my career, personal interests that take up a few hours here and there. Then I have to eat, sleep, shower, shave, exercise, travel to and from places. There are times I wish I had a personal assistant to help complete certain tasks so I can continue to [...]

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