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    A Classic Research Report

    Last week read two research reports on TCK (TCK.b Toronto). the stock made .14 per share cdn. compared to an estimated .10. The stock jumped briefly but then fell. Here is some points about a research report that applies to most stocks, we will use ones covereing tck as an example. TCK they...
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    Bam is a good fit for most portfolios

    BAM in the US, Bam.a on Toronto has managed since 2000 to return 23.5% annualized. BAM has many companies or subs, in real estate, infastructure. they also manage money for pension funds, and most of these spinoffs pay management fees to the parent company. have had a small position and have...
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    You don't have to be there and Gartman gold

    There are some sectors that get battered and you really do not have to be there until the carnage is over. Here are some of them. 1. Gold I only one gold stock YRI, a small amount but sold half of the position earlier this week. Should have sold all, since earnings were not great. However...
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    One double double $11.4 billion please

    Recently Burger King paid up for the biggest coffee shop in Canada, 11.4billion. when it happened heard on CNBC they talked about Burger King doing the deal, and how Wendys failed to bring to the US and it did not work out. that is basically BS and gives the impression that the wendys tim...
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    A review of basic investment advice

    In late April three people asked me what I would invest in if i started out, these people all worked in the same place. they were retail cdn. investors two were just starting to invest, or did not yet begin. 1. Buy a cdn. bank. the big 5 cdn. banks, the one you bank at is good enough but my...
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    the ten year bond market helps the bulls

    Here is a chart of the 10 govt. bond yields, they are very, very low, yes they are to low. however you could say that at the start of the year and most of these bonds have rallied and gone higher (yields drop even further). The US should be higher however currently probably can go lower still...
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    The Charitable - Industrial Complex

    Recently read and did a very short presentation on an article written by Peter Buffet (son of Warren Buffet and accomplished musician, you have heard something he wrote). The artitcle called The Charitable Industrial Complex ( New York Times, July 26, 2013) can easily be found on the internet...
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    Q1 trades

    Well did not post my predictions thread, did it for my shareclub, 2nd week of Jan. Was going to post it here but some things got in the way, was going to update them. Frozen water pipes, and some big storms, but that can happen, been a long winter. Soon people can complain about the heat...
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    the 3 stocks for 2014

    for my shareclub we pick 3 stocks, last year for 2013 picked picked dec 2012 XLF (financial etf) FB (facebook) and Canacord Financial (Toronto, was the only losing stock, hold a small amount of all three still) believe overall return was over 19%. be much better except for CF. talked about...
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    Books 2013

    Books 2013 Started this thread in 2011, in which plan to read a book a month, 12 year, and one book per month for my life. This year read more than before, most of them great books except for two, one had no direction, and the other was horrible. Most of the books I read are non fiction but...
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    Top Investment Podcasts

    As the Bull Market continues to move for the rest of the year, and probably more, time will tell, never a bad idea to check out some podcasts. checked these out under podcasts at the Itunes store. these can be run just download itunes player, have a mac so it is already installed. these...
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    the bull just keeps on rolling

    the bull just keep rolling, actually had only two small short positions, offset by puts, bought one back. here is what the indexes have been doing ytd. TSX CDN. 10.05% SP 500 23% Nasdaq 29% DJ 21% Russel 2000 30% the bull market probably will continue for the rest of the year, though a small...
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    Sochi 2014 olympics costs, and more costs

    Watched a very good documentary on the Sochi Olympics, well only watched half of this British documentary, saw it on the passionate eye. here are some facts got from that program and three recent articles. 1. There is so much corruption in the Russia games, that there is a term for how much a...
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    nfl week 3

    greetings last week only had one play a total that won. so record is sides 0-1-1 totals 2-0-1 two wins one loss detroit over 48 green bay 49.5 over and a side cowboys -3 not sure why the detroit total is so low, both teams can score and washington defense has been worse than bad. thanks...
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    sd

    sd over 51 both teams should score. record sides 0-1-1 total 1-0-1 thanks selkirk
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    NFL pick four 2013 picks

    in the 90s would pick four games a week, and a four team parlay. the best I did was 62%, but most of the years finished with 45-49%. so not great. will post four picks guesses per week, and will try to be above 50% at the end of the year. though will probably be around 45%. Browns -2 Bears...
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    update on Stocks in 2013 predictions thread

    Since we are in the 8th month of the year, thought would look at some of the stocks and if I still own them, and what I think of them now. XLF then $17.15 now $19.83 (pays 1.55% annual yield) 15.62% plus div have sold 75% of the position above $17. believe I can buy it it back cheaper, keep...
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    Recent trades, buying back some reits

    well bond yields have backed up, made a small presentation on bond yields, ie. bond madness and a weak later those bonds dropped in value. my timing is never that good for the most part. have sold more of my resource stocks, and have puts on my major holdings, saying that when there is a...
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    Bond Madness

    Bond Madness Bond Madness, well in this market we have money chasing investment, especially fixed income investments, looking for yield, and often these invesments are overpriced and make no sense. Like all bubbles this probably ends badly. Here are a few examples 10 Year Bonds of These...
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    recent trades or Reducing the resource pain

    Resource stocks have not done well this past month, well year, and most of last year, but especially the past month. so have done some recent trades, most of these have been done with options, or used options to hedge the positions. 1. CF TSX Canacord Financial stopped out at $7 cdn. it just...
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