Watch List


This is an overview of our current list of potential acquisitions.
We use it to buy new stocks or to add to our existing DIY Portfolio positions.

This Watch List will be update here every 12 weeks or so.

We try to limit our Watch List to about a dozen candidates to reduce time spend managing our assets.

To help us identify when to actually pull the trigger, we use our Dip Factor Tool.

We also keep a Monitor List to adequately follow our entire portfolio holdings.











Canadian Watch List













as of
August 3, 2017






Key Dip Values

20-Yr Trend
Ticker
Company
Price
Yield
Beta

Dip Factor
Dip %
Low
Average
High

Capital
Grade
Comment
CNR
Canadian National Railway
100.19 $
1.65%
0.63

0.97
7.78%
8.00%
9.26%
16.00%

19%
Solid stud
EMA
Emera
46.80 $
4.47%
-0.17

0.77
5.42%
7.00%
9.19%
13.00%

12%
Reliable
ADW.A
Andrew Peller
10.98 $
1.64%
2.91

3.55
15.54%
6.00%
8.01%
10.00%

14%
A tad wavy
CU
Canadian Utilities
39.83 $
3.59%
0.19

0.77
6.15%
8.00%
9.87%
11.00%

10%
Slow but steady
CTC.A
Canadian Tire Corporation
141.81 $
1.83%
0.90

3.75
17.51%
6.50%
9.02%
10.00%

13%
Solid
TD
Toronto-Dominion Bank (The)
64.02 $
3.75%
0.75

2.67
10.22%
7.00%
8.66%
11.00%

14%
Rock solid
ENB
Enbridge Inc.
52.47 $
4.65%
0.67

2.15
11.35%
8.00%
10.72%
15.00%

17%
Almost perfect












Note: Click on grade for link to StockChart
US Watch List













as of
August 3, 2017






Key Dip Values

20 Yr Trend
Ticker
Company
Price
Yield
Beta

Dip Factor
Dip %
Low
Average
High

Capital
Grade
Comment
COST
Costco Wholesale
157.91 $
1.27%
0.67

2.16
13.80%
10.00%
13.37%
16.00%

15%
Very solid
ADP
Automatic Data…
111.77 $
2.04%
0.62

2.12
8.21%
6.00%
7.55%
13.00%

11%
Stud after 2003
CL
Colgate Palmoli…
71.60 $
2.23%
0.68

1.24
7.34%
7.00%
8.40%
10.00%

10%
Steady but slow
ABT
Abbott Labs
49.16 $
2.16%
1.60

0.64
3.85%
6.00%
8.73%
12.00%

8%
A bit too slow
ABBV
AbbVie Inc.
70.99 $
3.61%
1.38

0.49
5.40%
11.00%
15.74%
22.00%

10% 1
ABT spinoff
CVS
CVS Health Corp.
78.60 $
2.54%
0.62

2.38
20.33%
12.00%
15.62%
28.00%

12%
A bit volatile












Note: Click on grade for link to StockChart












1: ABT historical data used for ABBV before 2003

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