Stock of the Month Recap

Good Day Everyone,

As promised, today’s post is a recap of all my previous stock of the month picks. It’ll include the total return since my writing about it and a brief update on how I feel about the company.

1)  Extendicare (EXE)

Date of Mention- September 1, 2016

Price at Mention – $8.48

Dividend Income Since Mention – $0.32

Current Price – $10.33

Total Return – 25.6%

Do I Own It? No

Note – Despite the sizable gain, I still like Extendicare, I believe the demand for healthcare facilities will only grow as the population in Canada ages

 

2)  FedEx (FDX)

Date of Mention- October 1, 2016

Price at Mention – $175.07

Dividend Income Since Mention – $0.80

Current Price – $190.68

Total Return – 9.4%

Do I Own It? No

Note – Since I wrote this post, more and more brick and mortar retail businesses have closed shop (Danier leather and BCBG Max Azria just to name a few) I believe the boom of online retail is not even close to being over and FedEx will continue to be a beneficiary of that trend

 

3)  KP Tissue (KPT)

Date of Mention- November 1, 2016

Price at Mention – $14.09

Dividend Income Since Mention – $0.36

Current Price – $15.60

Total Return – 13.3%

Do I Own It? No

Note – A little known tissue paper company generating solid returnss in 6 months. If I owned this, I’d feel comfortable holding this. Good dividend, not a tonne of volatility which is what many investors are looking for.

 

4)  Boardwalk REIT (BEI.UN)

Date of Mention- December 1, 2016

Price at Mention – $44.60

Dividend Income Since Mention – $0.94

Current Price – $45.30

Total Return – 3.7%

Do I Own It? No

Note – I like rental living space in Canada. Cost of ownership is out of reach for more and more people  which should force more and more people to go with the renting option.

 

5)  TD Bank (TD)

Date of Mention- January 6, 2017

Price at Mention – $67.65

Dividend Income Since Mention – $1.15

Current Price – $63.41

Total Return – -4.6%

Do I Own It? No

Note – Right after I wrote this post, TD employees came out with some negative press regarding gouging customers which drove down the share price. I’m not too concerned though as TD raised the dividend recently and I still believe that Canadian banking should be a core holding in most portfolios. If you are a short term investor, the constant fear about real estate and the Home Capital could pose headline risk.

 

6) Algonquin Power & Utilities (AQN)

Date of Mention- February 1, 2017

Price at Mention – $11.31

Dividend Income Since Mention – $0.15

Current Price – $13.19

Total Return – 18%

Do I Own It? No

Note – Despite utilities being considered a relatively stable industry, Algonquin has made sizable gains since I wrote about it. If the markets take a dive in the near future, utilities “should” be less sensitive to that.

 

7) Chesswood Group (CHW)

Date of Mention- March 7, 2017

Price at Mention – $13.15

Dividend Income Since Mention – $0.14

Current Price – $13.34

Total Return – 2.5%

Do I Own It? No

Note – Modest gain since I wrote about it in March. This one is probably one of the more risky companies on this list with all the bad publicity in the news about alternative finance companies. If I owned this, I wouldn’t mind holdiing onto it, but have a stop loss target.

 

8) Telus (T)

Date of Mention- April 12, 2017

Price at Mention – $44.40

Dividend Income Since Mention – $0.00

Current Price – $45.56

Total Return – 2.6%

Do I Own It? – Yes

Note – Similar to Algonquin, I like Telus because it is less economically sensitive than other industries. I personally believe we are due for a sizable pull back in the markets so I like more defensive industries right now.

 

Bottom Line: I will keep updating this every couple months and add any new picks that I have on here. Some of these were reader inspired and if you have a stock you want me to look at, please feel free to contact me. I hope you’ve enjoyed this series so far, and I will talk to you guys next week!

Have a Great Day

Twitter: @Options2Riches

Email: options2riches@gmail.com

Facebook Group: https://www.facebook.com/groups/Options2Riches/

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