Investing

What did you buy? What might you buy??

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  • Oct 22nd, 2018 11:24 am
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Deal Guru
Jun 26, 2011
11278 posts
1648 upvotes
Markham
Another nice dip in Atd.b this morning. Still a bit high for my liking so I am just watching it.
Deal Addict
Dec 3, 2014
1228 posts
279 upvotes
Ontario
nikels21 wrote:
Mar 15th, 2017 10:10 am
Thoughts on Target? Huuuge physcal presence in the states...just worried that they cant establish themselves online as they are late to the ball game
I don't like bricks and mortar retailers, particularly of the box variety. They are also too late to online and will not do well there vs. Amazon.
Deal Addict
May 18, 2015
1245 posts
330 upvotes
Ottawa,Ont
llpresident wrote:
Mar 15th, 2017 12:21 pm
I don't like bricks and mortar retailers, particularly of the box variety. They are also too late to online and will not do well there vs. Amazon.
I am assuming Wal-mart is the exception? They are #2 in US online sales and extremely competitive if not the leader in some areas overseas
Deal Addict
Dec 3, 2014
1228 posts
279 upvotes
Ontario
nikels21 wrote:
Mar 15th, 2017 12:40 pm
I am assuming Wal-mart is the exception? They are #2 in US online sales and extremely competitive if not the leader in some areas overseas
I don't like Walmart either. I haven't researched Walmart in a while but from what I recall their online sales are declining on a percentage basis. Walmart will always rank highly on revenue due to sheer size and brand recognition. Growth is what you need to drive the share price.

Why not just buy Amazon?
Deal Addict
Jun 27, 2007
3891 posts
832 upvotes
nikels21 wrote:
Mar 15th, 2017 12:40 pm
I am assuming Wal-mart is the exception? They are #2 in US online sales and extremely competitive if not the leader in some areas overseas
I have DG, DLTR and TGT. Latter is a value play... I would consider WMT at 60 too. AMZN is to rich, great momo play, though.
After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: it never was my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight!
Deal Addict
Jun 27, 2007
3891 posts
832 upvotes
huuuge move in Bonds.
shorting ZB and UB futures, small initial positions. I think they go higher to squeeze all shorts. As Gundlach said, expecting 2.2 on 10Y notes.

oh, yes. Taking profits in ES @2380..2384..2385. Shorting TF @1380. Have YM on offer at 20935
After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: it never was my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight!
Deal Addict
Mar 14, 2007
2600 posts
126 upvotes
Toronto
just picked up on some jnug along with some weed...will be holding these for the long run
Deal Guru
Jun 26, 2011
11278 posts
1648 upvotes
Markham
willyxjai wrote:
Mar 16th, 2017 10:01 pm
just picked up on some jnug along with some weed...will be holding these for the long run
If you hold JNUG for the long run...you are in for some pain.
Deal Addict
Jun 3, 2009
4364 posts
635 upvotes
Montreal
willyxjai wrote:
Mar 16th, 2017 10:01 pm
just picked up on some jnug along with some weed...will be holding these for the long run
RolandCouch wrote:
Mar 16th, 2017 10:11 pm
If you hold JNUG for the long run...you are in for some pain.
Willy could do some reading on the prospectus for any leveraged product...
Last edited by cn_habs on Mar 16th, 2017 10:49 pm, edited 1 time in total.
Deal Guru
Jun 26, 2011
11278 posts
1648 upvotes
Markham
cn_habs wrote:
Mar 16th, 2017 10:49 pm
Willy could do some reading the prospectus for any leveraged product...
Indeed.

As a matter of fact...my post should say that holding JNUG at all could bring you some pain, but holding it for the long run will make it a certainty.
Deal Addict
User avatar
Aug 4, 2014
1450 posts
483 upvotes
Toronto, ON
Anybody follows/holds/plans to buy CGI Group Inc. (GIB.A-T)? Out a few technology stocks I'm watching, it seems the most attractive now - yet has been a laggard over a year. Wonder if it'll have some catalyst to catch up?
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Member
Nov 4, 2012
281 posts
22 upvotes
Burnaby
freilona wrote:
Mar 17th, 2017 10:17 am
Anybody follows/holds/plans to buy CGI Group Inc. (GIB.A-T)? Out a few technology stocks I'm watching, it seems the most attractive now - yet has been a laggard over a year. Wonder if it'll have some catalyst to catch up?
I'm not an expert but do you think it's a little overpriced because their P/E is 17.79?
But I like how they have businesses around the globe.
Deal Addict
User avatar
Aug 4, 2014
1450 posts
483 upvotes
Toronto, ON
craigslist123 wrote:
Mar 17th, 2017 12:52 pm
I'm not an expert but do you think it's a little overpriced because their P/E is 17.79?
But I like how they have businesses around the globe.
Other tech companies' PE is even higher (except for Open Text which I don't like for other reasons) Now that we have a non-reg account, I'm debating between selling some of the stocks which we currently own in registered accounts and replacing them with HXT in it - or keep buying individual stocks (preferably low/non-dividend payers)

When I analyzed what we already have against the index (my husband has ZCN in his TFSA), I realized it's not that bad - and somewhat similar to Rob Carrick's Two-Minute Portfolio. Not intentionally, but now that we're "almost there", maybe it makes more sense to buy stocks from the 2 sectors that we're missing, keep Financials and Energy underweight - and call it a day? :)

(I sold all remaining US individual stocks except for AT&T earlier this year, and will be indexing US and International Equities for sure. It's only Canadian Equities that make me doubt.. :))
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Member
Nov 4, 2012
281 posts
22 upvotes
Burnaby
Lets give a round of applause to BCE. They closed the deal with MTS.

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