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 updated 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 portfolio holdings.

Canadian Watch List
as of
May 1, 2019
Key Dip Values
20-Yr Trend
Ticker
Company
Price
Yield
Beta
Dip Factor
Dip %
Low
Average
High
Overall Grade
Capital
Grade
Comment
CNR
Canadian National Railway
123.78 $
1.53%
0.65
0.35
2.83%
8.00%
9.26%
16.00%
9.5
17%
Solid stud
T
TELUS Corporation
49.19 $
4.34%
0.64
-0.01
-0.08%
7.50%
9.57%
11.50%
8.9
9%
Better since 2009
ATD.B
Alimentation Couche Tard
64.00 $
0.54%
-0.67
0.65
5.83%
9.00%
12.24%
16.00%
8.3
25%
Solid
CU
Canadian Utilities
36.95 $
4.34%
0.35
0.19
1.49%
8.00%
9.87%
11.00%
8.0
9%
Slow but steady
FTS
Fortis Inc.
49.29 $
3.53%
0.16
0.29
2.34%
8.00%
9.19%
11.00%
8.6
12%
Very steady
SU
Suncor Energy Inc.
41.74 $
3.40%
1.38
1.57
12.48%
11.00%
13.60%
20.00%
8.3
16%
Cyclical
MRU
Metro Inc.
48.67 $
1.53%
0.17
0.63
4.38%
7.00%
9.04%
11.00%
9.6
16%
No worry stud
CP
Canadian Pacific Railway
300.24 $
0.87%
1.29
0.19
1.92%
10.00%
10.82%
16.00%
8.6
18%
Almost a stud
EMA
Emera
50.16 $
4.63%
0.13
0.25
1.74%
7.00%
9.19%
13.00%
8.6
12%
Reliable
CTC.A
Canadian Tire Corporation
149.43 $
2.63%
0.79
3.88
18.76%
6.50%
9.02%
10.00%
8.1
13%
Solid
TD
Toronto-Dominion Bank
76.21 $
3.60%
0.67
0.69
4.80%
7.00%
8.66%
11.00%
8.5
12%
Rock solid
RY
Royal Bank of Canada
106.45 $
3.67%
0.99
0.19
1.35%
7.00%
8.26%
10.00%
8.3
12%
Good choice
Note: Click on grade for link to StockChart
US Watch List
as of
May 1, 2019
Key Dip Values
20 Yr Trend
Ticker
Company
Price
Yield
Beta
Dip Factor
Dip %
Low
Average
High
Overall Grade
Capital
Grade
Comment
V
Visa
162.79 $
0.56%
0.88
0.18
1.78%
10.00%
11.71%
15.00%
9.8
28%
Strong
ADP
Automatic Data…
157.48 $
1.80%
0.55
0.81
4.85%
6.00%
7.55%
13.00%
8.4
10%
Stud after 2003
TRV
Travelers
143.08 $
2.14%
1.27
0.13
0.76%
6.00%
8.33%
10.00%
8.1
10%
Steady growth
MA
Mastercard
248.75 $
0.46%
1.03
0.42
3.37%
8.00%
10.78%
14.00%
7.8
38%
Dominant
COST
Costco Wholesale
241.01 $
0.93%
0.72
0.31
3.09%
10.00%
13.37%
16.00%
8.8
12%
Very solid
PG
Procter & Gamble
104.93 $
2.72%
0.39
0.35
2.12%
6.00%
8.96%
11.00%
7.6
7%
Stable but slow
AAPL
Apple
210.52 $
1.46%
1.14
1.27
9.83%
9.00%
12.05%
15.00%
8.6
29%
One of the best
MMM
3M Co.
186.07 $
2.91%
1.00
3.39
15.33%
6.00%
7.40%
11.00%
8.6
11%
Reliable
JNJ
Johnson & Johnson
141.95 $
2.55%
0.60
0.73
4.73%
6.50%
8.24%
10.00%
8.0
9%
Steady as can be
UTX
United Technologies Corp.
141.58 $
2.01%
1.06
0.30
1.95%
6.50%
8.07%
11.00%
7.9
10%
Very nice
CL
Colgate Palmolive
71.29 $
2.32%
0.65
2.06
8.50%
7.00%
8.40%
10.00%
7.8
8%
Steady
MCD
McDonald's Corp.
194.19 $
2.20%
0.65
0.42
2.91%
7.00%
7.85%
10.00%
8.4
11%
Solid after 2003
Note: Click on grade for link to StockChart

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