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
November 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
102.96 $
1.60%
0.64
0.65
5.23%
8.00%
9.26%
16.00%
19%
Solid stud
EMA
Emera
48.14 $
4.69%
-0.18
0.36
2.49%
7.00%
9.19%
13.00%
12%
Reliable
ADW.A
Andrew Peller
12.65 $
1.42%
2.45
-0.28
-1.69%
6.00%
8.01%
10.00%
14%
A tad wavy
CU
Canadian Utilities
38.41 $
3.72%
0.19
1.80
9.50%
8.00%
9.87%
11.00%
10%
Slow but steady
TD
Toronto-Dominion Bank (The)
73.16 $
3.28%
0.80
0.08
0.58%
7.00%
8.66%
11.00%
14%
Rock solid
BCE
BCE Inc.
59.48 $
4.83%
0.08
0.93
5.59%
6.00%
8.20%
12.00%
12%
Great since 2009
FTS
Fortis Inc.
47.25 $
3.60%
-0.13
0.14
1.11%
8.00%
9.19%
11.00%
12%
Very steady
MRU
Metro Inc.
40.66 $
1.60%
0.04
3.29
14.24%
7.00%
9.04%
11.00%
16%
No worry stud
Note: Click on grade for link to StockChart
US Watch List
as of
November 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
162.69 $
1.23%
0.67
1.35
11.19%
10.00%
13.37%
16.00%
15%
Very solid
UTX
United Technologies Corp.
120.12 $
2.33%
1.03
0.58
3.74%
6.50%
8.07%
11.00%
12%
Very nice
ADP
Automatic Data…
115.40 $
1.98%
0.63
0.87
5.23%
6.00%
7.55%
13.00%
11%
Stud after 2003
CL
Colgate Palmoli…
70.56 $
2.27%
0.68
2.18
8.68%
7.00%
8.40%
10.00%
10%
Steady but slow
ABT
Abbott Labs
54.00 $
1.96%
1.65
0.79
4.74%
6.00%
8.73%
12.00%
8%
A bit too slow
ABBV
AbbVie Inc.
92.44 $
2.77%
1.44
0.54
5.92%
11.00%
15.74%
22.00%
10% 1
ABT spinoff
CVS
CVS Health Corp.
69.00 $
2.90%
0.55
2.25
18.72%
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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