Archives 2016

Using Metro's Example To Measure Operational Quality Using Financial Ratios

Last update on Dec. 19, 2016.

Image Credit: Caftor / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for Metro Inc., a Canadian grocery chain.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of November 2016 were as follows:

 

Nov 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

+5.7%

+23.3%

+45.4%

Very Aggressive

+5.8%

+22.0%

+18.7%

Extremely Aggressive

+5.8 ...

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My TFSA Update November 2016 - Why U.S. Producers Won't Keep Oil Prices Down

Last update on Dec. 12, 2016.

Image Credit: Filip Fuxa / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll also talk about why I believe the oil traders and pundits are wrong about their “bearish” predictions of the oil market.

 

November Results: Up 6.0%

At the end of November, I had $60,779 in my TFSA account, which is up by 6.0% since the end of ...

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Why Stocks Didn't Crash When Trump Got Elected

Last update on Dec. 5, 2016.

Image Credit: Christine Ruddy / Shutterstock.com

At the beginning of every month, I brief members on how MoneyGeek's regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll explain why the stock market didn’t tank despite Trump’s victory and give my outlook on the stock market.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of November 2016 were as follows:

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+5.1%

+14.5%

+71.7%

Balanced

+4.3%

+13 ...

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I Bought A House, And This Is How Much It Will Really Cost

Last update on Nov. 28, 2016.

Image Credit: kurhan / Shutterstock.com

 

Recently, I made the worst financial decision in my life. I bought a house.

I say this half tongue in cheek. Half, because I didn’t buy the house for investment reasons. Half, because owning the house will cost me.

In this article, I decided to share some financial details surrounding the purchase of my house and give my thoughts on those details.

Let’s start with the price I paid for the house. I don’t want to share exact details, but the price is in the region of $350,000. In London ...

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First Solar - Short Term Challenges and Long Term Prospects

Last update on Nov. 21, 2016.

Image Credit: Wang An Qi / Shutterstock.com

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for First Solar, a solar panel and systems company.

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of October 2016 were as follows:

 

 

Oct 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

-1.0%

+15.8%

+37.6%

Very Aggressive

-1.4%

+13.9%

+12.2 ...

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My TFSA Update October 2016 - How Trump's Victory Affects My View On Stocks

Last update on Nov. 14, 2016.

Image Credit: Andrew Cline / Shutterstock.com

 

In this series, I (Jin Choi) talk about my goal of reaching $1 million in my TFSA account by 2033. If you want to know what a TFSA is, I recommend you read my free book. In this post, I’ll share my thoughts about the results of the U.S. presidential election and what effect it may have on my stock selection.

 

October Results: Down 4.3%

At the end of October, I had $55,832 in my TFSA account, which is down by 4.3% since the end ...

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Why The U.S. Will Probably See Higher Inflation, Regardless Of Who Wins The Election

Last update on Nov. 7, 2016.

Image Credit: g0d4ather / Shutterstock.com

At the beginning of every month, I brief members on how MoneyGeek's regular portfolios have performed and comment on the state of the financial markets. In this update, I’ll make the case that inflation will rise regardless of who wins the election.

 

Performance of Regular Portfolios

The performance of MoneyGeek's regular portfolios for the month of October 2016 were as follows:

 

 

Last Month

Last 12 Months

Since Apr 2013

Slightly Aggressive

+2.5%

+10.2%

+63.3%

Balanced

+2.3%

+9.7%

+53.1%

Slightly Conservative

+2 ...

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HBG And The Rise Of Human Managed ETFs In Canada

Last update on Oct. 31, 2016.

Image Credit: Rawpixel.com / Shutterstock.com

 

As I was perusing the list of ETFs listed in Canada, I noticed that there was a new ETF provider called Hamilton Capital (to learn what ETFs are, please read my free book). Hamilton Capital currently has only one ETF on offer, called the Hamilton Capital Global Bank ETF (Ticker: HBG). Note that I will refer to the ETF by its ticker ‘HBG’ going forward.

The ETF invests in about 50 bank stocks across the globe, both in developed and developing countries. But that’s not what piqued my interest in ...

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Why MoneyGeek's Portfolios Don't Include Emerging Market Stocks

Last update on Oct. 24, 2016.

Image Credit: GrAl / Shutterstock.com

 

Late last month, a member asked me what I thought about Gordon Pape’s TFSA portfolio. In my answer, I mentioned several points of disagreement I had with Mr. Pape’s approach. One of them concerned the decision to invest in emerging market companies. Emerging markets refer to those countries that have growing, but not yet high standards of living. Prominent examples include China, India, Russia and Brazil.

Mr. Pape’s portfolio appears to contain a significant amount of emerging market stocks through the presence of two ETFs - EEM, and FM. MoneyGeek’s portfolios, on ...

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Valuation Model for Evertz Technologies

Last update on Oct. 16, 2016.

Image Credit: antb / Shutterstock.com

 

On the third Monday of each month, I’ll comment on the performance of the premium portfolios and provide some additional analysis related to individual stocks. In this article, I will present and explain my valuation model for Evertz Technologies.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of September 2016 were as follows:

 

Sep 2016

Last 12 Months

Since Apr 2013

Moderately Aggressive

-1.0%

+22.4%

+38.9%

Very Aggressive

-0.2%

+23.3%

+13.8%

Extremely Aggressive

+0.4%

+27.1%

-11 ...

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