Category archives: Premium Portfolio Updates

Valuing MEG Energy, The Most Technologically Advanced Oil Sands Company

Last update on Feb. 13, 2016.

 Oil Pipe

Image credit: Leonid Eremeychuk / 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 also present and explain my valuation model for MEG Energy, a Canadian oil sands company.

 

Premium Portfolio News

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

 

Last Month

Last 12 Months

Since Apr 2013

Moderately Aggressive

-2.4%

-8.4%

+19.3%

Very Aggressive

-6.3%

-21.3%

-6 ...

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Valuation Model for Stillwater Mining Company

Last update on Aug. 15, 2015.

 

 

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 also present and explain my valuation model for a company that mines platinum and palladium.

 

Premium Portfolio News

The performance of MoneyGeek's premium portfolios for the month of July 2015 were as follows:

 July 2015Last 12 MonthsSince Apr 2013
Moderately Aggressive +0.7% +1.0% +27.8%
Very Aggressive -2.5% -15.4% +10.3%
Extremely Aggressive -7.6% -34.0% -11.4 ...

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General Motors: Not As Cheap As It Appears

Last update on April 20, 2015.

GM Headquarters

 

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.

 

Premium Portfolio News

In March, the premium portfolios had the following results:

  • Moderately Aggressive Portfolio: -4.6%
  • Very Aggressive: -7.4%
  • Extremely Aggressive: -11.2%

Because the premium portfolios consist of U.S. and Canadian stocks, it makes sense to compare the results against the S&P 500 and the TSX Composite, which are the most widely used U.S. and Canadian stock market benchmarks, respectively.

In March, the TSX Composite went down by ...

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LRE.TO Update

Last update on March 8, 2015.

If you've invested some of your money in Long Run Exploration (LRE) like I have, you will have undoubtedly noticed its continued poor performance over the last couple of months. LRE's shares have gone down even as another oil and gas stock in the premium portfolio - Bellatrix Exploration (BXE) - has soared.

In this article, I'll give an update on LRE - why it has done poorly, and why it continues to be the biggest component of the Premium Extremely Aggressive portfolio.

 

Why LRE Shares Are Down

There are three reasons why LRE's shares have done poorly ...

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PMT.TO Out, BXE.TO In

Last update on Feb. 10, 2015.

Gas flare

 

Disclosure: My wife's account already holds some BXE.TO. I don't currently hold any BXE.TO in any of my own accounts, but I plan to buy some in the next few days. I also currently hold PMT.TO shares, which I plan on selling in the next few days.

 

PMT.TO Out

Perpetual Energy (PMT.TO) is a Canadian oil and gas company that's been in the premium portfolios since the beginning in May 2013. Remarkably, despite the sharpest plunge in oil prices since the financial crisis, PMT.TO is trading at roughly the ...

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SCSS Out, TOT.TO In

Last update on Nov. 21, 2014.

 

SCSS Out

I first became aware of Select Comfort (SCSS) 5 years ago while investigating another bed maker named Tempur Pedic (TPX). TPX is a leading manufacturer of memory foam beds, which are premium priced beds.

Investigating TPX led me to believe that bed manufacturing was a great business. It had high margins, a stable industry outlook (i.e. the internet wasn't about to make it obsolete), and it wasn't capital intensive. I ended up making a decent amount on the company.

As I began investigating different companies to put into the premium portfolio this year, I ...

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CF Out, PNRA In

Last update on Aug. 8, 2014.

Panera Bread

 

Dear Premium Members,

Today, I've decided to remove CF Industries from the premium portfolios, and introduce Panera Bread in its stead.

 

CF Out

CF Industries has had a good run. Since June 2013 when I first introduced CF into the premium portfolios, CF outperformed the overall U.S. market by around 15%.

CF had came to my attention for a few reasons.

Firstly, it was a well run company. Compared to their peers, CF recorded consistently higher margins and a track record of deploying capital efficiently.

Secondly, it was cheap. Although the company had recorded enormous profits ...

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