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
February 1, 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
100.01 $
1.65%
0.73
0.33
2.61%
8.00%
9.26%
16.00%
19%
Solid stud
EMA
Emera
47.33 $
4.42%
-0.21
0.81
5.70%
7.00%
9.19%
13.00%
12%
Reliable
ADW.A
Andrew Peller
10.94 $
1.49%
2.45
3.58
15.85%
6.00%
8.01%
10.00%
14%
A tad wavy
CU
Canadian Utilities
39.39 $
3.63%
0.22
0.43
3.41%
8.00%
9.87%
11.00%
10%
Slow but steady
CTC.A
Canadian Tire Corporation
166.65 $
1.56%
0.70
0.12
0.80%
6.50%
9.02%
10.00%
13%
Solid
Note: Click on grade for link to StockChart
US Watch List
as of
February 1, 2017
Key Dip Values
20 Yr Trend
Ticker
Company
Price
Yield
Beta
Dip Factor
Dip %
Low
Average
High
Capital
Grade
Comment
COST
Costco Wholesale
177.86 $
0.00%
0.59
0.05
0.48%
10.00%
13.37%
16.00%
15%
Very solid
ADP
Automatic Data…
103.97 $
2.19%
0.52
0.27
1.61%
6.00%
7.55%
13.00%
11%
Stud after 2003
CL
Colgate Palmoli…
71.80 $
2.23%
0.72
0.68
4.75%
7.00%
8.40%
10.00%
10%
Steady but slow
ABT
Abbott Labs
43.48 $
2.44%
1.57
0.86
5.15%
6.00%
8.73%
12.00%
8%
A bit too slow
ABBV
AbbVie Inc.
66.48 $
3.85%
1.45
0.22
2.41%
11.00%
15.74%
22.00%
10% 1
ABT spinoff
CVS
CVS Health Corp.
81.96 $
2.44%
0.63
2.61
23.16%
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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