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Boudrias

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Everything posted by Boudrias

  1. I like Jamie Carrasco who is in this camp. To much debt, to much stimulus. Deflation followed by inflation. Any panic could start the "bar" rolling.
  2. Gold: FNV, AG, AEM, CEF: Been in most of these for over a year. Silver: FVI: Just bought this about 3 months and have 2X it. I simply wanted some silver to balance the gold positions. These positions are now +20% of portfolio. Up 41% to date. Who knows where the top will be? I can see this being a hold for another 2 years. People are preoccupied with Covid but government debt is the real issue. At some point they will not be able to fund their spending. I expect gold to hit $3000 and go higher. At some point I will add.
  3. Not a tough decision, Jake starts. We are all rooting for MacEwan but he has to have some string of NHL games to push a vet out. Virtanen was well on his way to a 50 point season. He dominated many shifts. MacEwan will likely get his chance at some point.
  4. I have a hard time believing this stuff. Virtanen was well on his way to a 50 point season. Getting 2PP time. Jake is the type of player Van has to have to be a serious CUP contender. The fact that he is a local kid is a bonus.
  5. There is a strong cadre of Americans on the Canucks. Maybe they can influence his decision.
  6. I can remember when 'store bought' seeds were excess citified waste of money. Many people dried their seeds for planting in the spring. That said I think my Dad always bought seed potato.
  7. I don't know how IRS deals with Canadian stocks. I have a buddy in Minny who owns are Canadian banks so I should ask.
  8. You are right. I think you can recover the USA 15% on your Canadian tax return. My concern about holding USA stocks personally whether in a cash account, TFSA or RRSP is that the dollar value can be lumped into a USA holdings total which can trigger estate taxes. I think the trigger point is $100K but not sure. So a winter home in Arizona, some time share and a USD brokerage account could add up quick.
  9. As a Canadian I don't buy yield in the USA as a prime reason for buying a company. For tax purposes I also don't hold USA stocks personally as I don't want to file a USA tax return or worry about estate taxes. My USA stocks are in a holding Co. Health-Tech-Industrial are my sectors. I missed APPL and was stopped out of 3/4 of my AMZN back in March. That hurt! My home run is MSFT with a ACB of $94. I have lost a lot on energy so l lean towards the pipes. Last oil Co is PXT down in Columbia. No debt.
  10. When I ran my numbers ALA came out ahead of EMA. ALA has gone thru some tough years after buying the utility in DC and W.Virgina. PR/Sales less than half of 5yr; PE 12.6; LTG 10.6% which was better than EMA. Both are major NG distributors but I like ALA's area more than Florida and the Caribbean. ALA has a little more exposure to energy. Shipping liquid propane out of Rupert. Still have some assets in northern BC gas. While EMA has a dividend growth rate of 5-6% it pays a much lower dividend than ALA. I keep my pipes and utilities for the CF more than anything else. I actually added to ENB the other day. Yields in excess of 6% have to draw attention at some point.
  11. I feel your pain. I sold BNS & BMO some time ago but will stick with RY, FTS & T. I find T intriguing as they move towards spinning off their Telus Health. What I have downgraded over the past 2 years is BCE. More tech in Telus.
  12. I sold EMA and bought ALA yesterday as my inching towards energy. I'll keep AMZN< MSFT and GOOGL for the growth. All 3 are well financed so downside, if any, should be of short duration.
  13. He ranks up there with all the other scientists on this board.
  14. Surprised to hear you say that. I thought Pence handled the Covid briefings pretty well. Carried his thoughts forward in a consistent manner. That is all I have ever heard him talk. Trump on the other hand seems to lose his line of thought and just starts to ad lib.
  15. I have said all along that JT is in way over his head. The debt to GDP number the LPC refer to does not, as you pointed out, include provincial debt, nor Crown Corps. The feds are sailing past $1 Trillion and I suspect the provinces will as well. How about we add in consumer debt as well. The spending going on is not all Covid related. No means tests are used either. Uber low interest rates suggest this debt is affordable but anyone who has been around for long knows well that inflation will be coming within a couple of years. Another aspect to GDP numbers that does not get discussed is the relative value of a $ of GDP versus other countries. The USA and Germany have more profit margin in a $ of their GDP than Canada does. They can afford more debt, we cannot.
  16. AOC has about as many credentials as JT. Both are in way over their heads. The kid out did his old man by $300 billion. Hey, what is a buck here and there?
  17. I don't know about Exxon but Shell is already into renewables in a big way. I actually owned some RDS but sold it when they cut their div. I worked for Shell for 25 years and the standing joke was they could drill down onto a pool of oil and still hit gas. Well natural gas is their big thing now.
  18. I am continuing my portfolio cleanup. Selling SDX Energy, will take the loss. Trades on the London exchange now so I dread the cost.
  19. I don't have a lot of confidence in any CCP announcements even tho it is likely in the interests of China to come out of C-19 with solid growth. Chinese dictatorship can over ride economic realities but their debt situation is a problem like every other world government. IMHO this debt is causing a re-evaluation of equity valuations. If recovery is threatened I suspect the USA could dive into negative interest rates. I doubt Trump will be any different than the DNC in embracing whatever can kick the can down the road.
  20. Epstein did not kill himself. Maxwell arrest and show trail will be the last episode of a successful cover up. The estate will pay off the victims. The Establishment perps will get away with their crimes.
  21. I don't think there are USA troops in Taiwan. No way I would think Taiwan would put all their hopes on their allies standing with them. CCP gets troops on the ground in Taiwan and it is all over. The USA won't be sending troops it would be too late. The Covid crisis should be an eye opener as each country took care of their own.
  22. No there isn't. I am assuming that with the threat that the CCP is too Taiwan that they would have accessed sources in either Pakistan or the Ukraine. Did the Norks develop their own weapons? Did Israel? Did Iran? Does Japan and South Korea have access to, at a minimum, tactical nukes? The world stood by as Hong Kong went under and I doubt the Taiwanese would expect better.
  23. They won't take Taiwan because Taiwan probably have nuclear weapons. If the Norks have weapons then Taiwan probably does.
  24. The USA CDC suggested that as many as 23 million Americans have had C-19. Many have such mild symptoms that they don't manifest at all. However asymptomatic victims do show lung inflammation. What a life.
  25. IMHO there was no way that 2 teams from the west would be hub cities. TO was a likely choice as eastern time zone broadcasts are critical to viewership numbers. TV CUP Playoffs more than at anytime in the past. Big chance of it being a bust as many fans won’t bother watching.
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