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Boudrias

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Everything posted by Boudrias

  1. It is no joke. Sept 2019 Trudeau brought in a 5 year plan of subsidy, tax credit and wage subsidy for 'selected' media. Jerry Dias sits on the committee that decides who gets money. CBC has ran a number of articles on it.
  2. I like to think of myself as a fundamental invester so I have a 8 1/2" x 11" sheet which identifies numeric records. I review these sheets for each stock quarterly. What I am looking for are companies that generate F/CF, Total return of + 10%, Div Yield + 3% or strong growth, Debt/Equity below the sector norm, Buy signals using P/S, PE, PEG, the old Ben Graham formula of PE x PB, ROE divided by P/B to ensure it is +, EPS growth. I use Morningstar, Qtrade, StockCalc, and Refinitiv Reports. to research companies. I do invest by sectors. I use Canadian dividend stocks to generate CF. I have targeted 25% as USD holdings. USD is focussed on Health and Technology and choice Industrials. CDN is primarily Utilities, Pipelines and Banks. My biggest weakness is selling. With experience I am getting more bottom line and don't fall in love with stocks the way I use to. Tax management is a weakness as well.
  3. Trudeau controls the press so he won’t be challenged. Parliament has been shutdown until further notice. Now racism is being used to shut up all forms of questioning. Sadly most Canadians don’t see a problem. Coming out of 2009 it was trumpeted that infrastructure projects would rebuild the country. Eleven years later and how many projects do you see. Hundreds of thousands of jobs?
  4. It looks like Justin is doing bad dope. Looking kinda scraggly on his 2 hour morning show.
  5. Owned Royal for years. P/B should recover to 1.8 so I would add. BNS I sold months ago as I decided to lighten on Banks. If I was to move back in BNS and BMO would be my choices. I also tract SLF for a financial opportunity.
  6. I remember a story about Larionov visiting Grand Forks because of the Russian heritage. This was when playing for the Canucks. Eased his home sickness. Maybe other fans have better details. Great player who left the team after coaching abandoned him.
  7. I like the idea of due diligence but that process is often bobby trapped with 'nuanced' info based on the provider. Like you I am mostly a long term holder. I will overweight a sector if it is favorable, like gold right now. As a fundamental investor I crunch numbers from 3 or 4 sources. But who am I kidding I am not an accountant and I rarely go into the financial statements of the companies I buy or sell. That being the case then why not simply buy sector ETF's and allocate according to trend? I use ETF's to overweight a sector but are not my core holds. I hold company stocks that are leaders in their sectors. Have owned some for decades. What I mismanage is dealing with the capital gains they build up.
  8. With the Norks hard at work on their nuke program I cannot see Taiwan not doing the same. Pakistan was selling stuff and so were the Ukrainians. They don't have to go public they just have to let the CCP know.
  9. They will be abandoned just like Czechoslovakia was.
  10. I would think that Taiwan has a nuclear deterrent by now. Might not admit publicly but then neither does Israel.
  11. Totally agree. People have to commit to political involvement or politicians will take advantage. We developed a constituency org under Reform. Leading to the 2nd election it became clear we would win the riding even tho we only polled 6% in the first effort. The candidate selection process was a eye opener. We had candidates coming forward who had no involvement in the Reform Party, weren't even members for any period of time. What they saw was a very developed org they thought they could have with promises and some fast talk. The great thing was our membership was involved and informed. Didn't fall for it and the eventual nominee was a 2 year, involved, member. He went on to win the riding and sat for around 18 years. What is going on the USA is an attempted insurrection IMHO. At some point Americans will have to decide what they stand for. Rioting, looting, attacks on the state or the rule of law. Do Americans value their republic and the values it is based on or not. These thinly veiled attacks on the Trump admin are trying to scare and influence opinion. The November election is 5 months away and Trump can be defeated then without destroying the country. Obviously that is not good enough for those organizing this insurrection.
  12. Canucks won! Canucks won! They beat the Laffers in OT. Greg Adams tip. Great kid from Nelson. Onto NYC for the CUP finals. This is the year they bring the CUP to BC. Bure and Linden!
  13. My buddy lives in Titusville and he estimates there were close to 500,000 people in town for the launch.
  14. I was surprised when I read that the CCP had to remove the garrison troops from Tiananmen Square in 1989 because they would not obey orders to move in and quell the uprising. Some soldiers were joining the protesters. The Chinese army has a bond with the people that sometimes challenges their control by the CCP. The CCP brought troops in from down south, garrisoned them out of town, indoctrinated them about the traitors they would deal with and then sent them into the Square. Officially they killed several hundred but there are stories that over 10,000 were killed. Only the CCP really knows just like only they know how many died from Covid.
  15. Flashback to '94. Sportsnet is carrying the series versus the Laffers. I have Game #4 in the can to watch tonight. Canucks up 3-1. Don't tell me how it plays out! The advantage to getting older is forgetting things. As mentioned previously, the game has changed so much. I'm yelling for penalties and nothing happens. Bure is a beaut and Linden is so steady. The Van d-core is better than I remember. Pretty solid.
  16. Stats are saying the infection rate is increasing as economies ramp up. Certainly the risk of exposure goes up. We have to remember that the testing volumes are also ramping up as well. Increased testing will give us a better idea of the extent as previously unidentified cases are found. To me it is about isolating the high risk area and increased testing to confirm. Not knowing when a vaccine will arrive, if it does, means we have to learn how to live with Covid.
  17. A unified boycott of China trade would hurt their economy in a big way. One has to wonder if the CCP has calculated the fallout? Do they think their internal market is big enough now to withstand a boycott? Do they think that trade partners are too addicted to their business to forego civilized rights and sovereignty? Australia is getting the same treatment as Canada and their trade with China is a larger % of their GDP than ours. Does the Chinese middle class rebel against the CCP as HK has?
  18. You guys are driving me crazy. I could not resist so bought into PTQ-X at 1.24. With Covid their business is up 24% YOY. Either more M&A or they get taken out.
  19. Yes, but are they dying from it? Would be good to know what the mortality rate is in that group. With isolation tiering back this is a group which will run the risk of being most exposed.
  20. Totally agree. I add India to your list. I have written the CPC off. Harper was doing a job with the EU deal, TPI and free trade deals with Korea I believe. The idea that Canada could have successive elections where the critical talking point were Trudeau’s looks or whether conservatives were Nazis or not is mind boggling. Topics of national significance never make the podium. It is to our long term detriment as these are national security issues.
  21. Our relationship with the USA has provided Canada with a very nice living. That doesn’t mean we can ignore the risk of complacency which is what has happened for decades. The Americans are our natural allies but Canada has to have a concrete plan for the road to follow and then defend that plan. The Chinese have shown us what can happen and the Americans did as well during NAFTA talks. It is our responsibility to defend our interests and some times that means biting the bullet and walking away from deals.
  22. IMO a country of close to 40 million should have a economic plan that could identify national imperatives and be willing to defend them. As you suggest having the ability to manufacture critical goods is essential. Whether it is China or the USA, Canada has to be able to defend our interests. The push to China was an effort to diversify trade from the dominant customer, the USA. As I have said many times this is a national security issue.
  23. I hear ya. I run a Coach Potato portfolio as one of my bench marks to measure my real portfolio against. When markets are good I beat it quite nicely but I am still down 0.5% since the 'big drop'. I like doing the research on stocks but a Couch Potato approach is simple and not time consuming. I actually switched my wife's TFSA to VBAL with a touch of ZZZD (20%). That held up really well during the down turn. I have a lot of capital gain in my account so the feds changing the capital gain tax will really nail me. I am taking profits in anticipation of that happening. It is either that or leave it for the kids to deal with.
  24. Currently selling 3.5 million boe/day to the USA. Line 3 upgrade still going. Venezula has to get refined product from Iran now as their production has cratered. IMHO the Americans will want AB oil whether Biden is POTUS or not. The #1 Canadian need is crude access to the West coast. Sell to world markets when the USA wants to screw us on price.
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