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
November 1, 2019
Key Dip Values
20-Yr Trend
Ticker
Company
Price
Yield
Beta
Dip Factor
Dip %
Low
Average
High
Overall
Capital
Grade
Comment
CNR
Canadian National Railway
120.25 $
1.83%
0.65
0.75
6.03%
8.00%
9.26%
16.00%
9.5
17%
Solid stud
T
TELUS Corporation
46.57 $
4.80%
0.64
1.76
9.08%
7.50%
9.57%
11.50%
8.9
9%
Better since 2009
ATD.B
Alimentation Couche Tard
39.61 $
0.63%
-0.67
1.43
10.38%
9.00%
12.24%
16.00%
8.3
22%
Solid
FTS
Fortis Inc.
54.27 $
3.49%
0.16
0.59
4.69%
8.00%
9.19%
11.00%
8.6
12%
Very steady
MRU
Metro Inc.
55.42 $
1.44%
0.17
0.87
6.12%
7.00%
9.04%
11.00%
9.6
17%
No worry stud
CP
Canadian Pacific Railway
306.78 $
1.11%
1.29
0.52
5.23%
10.00%
10.82%
16.00%
8.6
18%
Almost a stud
EMA
Emera
54.43 $
4.49%
0.13
1.26
7.57%
7.00%
9.19%
13.00%
8.6
12%
Reliable
TD
Toronto-Dominion Bank
75.34 $
3.94%
0.67
0.48
3.36%
7.00%
8.66%
11.00%
8.5
12%
Rock solid
RY
Royal Bank of Canada
106.65 $
3.95%
0.99
0.21
1.48%
7.00%
8.26%
10.00%
8.3
12%
Good choice
CTC.A
Canadian Tire Corporation
141.78 $
2.92%
0.79
3.53
15.30%
6.50%
9.02%
10.00%
8.1
12%
Solid
CU
Canadian Utilities
38.69 $
4.40%
0.35
0.38
3.03%
8.00%
9.87%
11.00%
8.0
10%
Slow but steady
Note: Click on grade for link to StockChart
US Watch List
as of
November 1, 2019
Key Dip Values
20 Yr Trend
Ticker
Company
Price
Yield
Beta
Dip Factor
Dip %
Low
Average
High
Overall
Capital
Grade
Comment
V
Visa
180.93 $
0.67%
0.86
0.33
3.27%
10.00%
11.71%
15.00%
9.8
30%
Strong
ADP
Automatic Data Processing
162.98 $
1.95%
0.55
1.39
6.60%
6.00%
7.55%
13.00%
8.4
10%
Stud after 2003
TRV
Travelers
130.72 $
2.50%
1.27
3.57
15.71%
6.00%
8.33%
10.00%
8.1
10%
Steady growth
MA
Mastercard
279.05 $
0.48%
1.00
0.62
4.98%
8.00%
10.78%
14.00%
7.8
39%
Dominant
COST
Costco Wholesale
296.09 $
0.88%
0.72
0.37
3.66%
10.00%
13.37%
16.00%
8.8
13%
Very solid
PG
Procter & Gamble
123.87 $
2.40%
0.39
0.25
1.51%
6.00%
8.96%
11.00%
7.6
8%
Stable but slow
AAPL
Apple
255.82 $
1.24%
1.14
0.00
0.04%
9.00%
12.05%
15.00%
8.6
30%
One of the best
JNJ
Johnson & Johnson
131.20 $
2.86%
0.60
3.19
11.94%
6.50%
8.24%
10.00%
8.0
9%
Steady as can be
UTX
United Technologies Corp.
146.68 $
2.05%
1.06
0.01
0.05%
6.50%
8.07%
11.00%
7.9
11%
Very nice
CL
Colgate Palmolive
66.81 $
2.51%
0.65
3.26
12.56%
7.00%
8.40%
10.00%
7.8
7%
Steady
MMM
3M Co.
170.09 $
3.42%
1.00
4.05
22.60%
6.00%
7.40%
11.00%
8.6
10%
Reliable
MCD
McDonald's Corp.
193.94 $
2.54%
0.65
3.26
12.61%
7.00%
7.85%
10.00%
8.4
11%
Solid after 2003
Note: Click on grade for link to StockChart

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