May 2017 Update

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Grampa Time

Grampa with Cassie

I got to visit Cassie’s grade three class to present my books and discuss my writing.

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May Results

Not a great month for Canadian investors, but the US market continued moving up.  The TSX dropped one and a half percent for a flat YTD at just under a half a percent.  The US markets were up (one third of a percent for the DJIA and over one percent for the S&P) for a solid YTD gain of 6 to 8 %.

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April 2017 Update

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An Inside Look at Mackenzie King

investment photo2

The Historical Society of Alberta, as part of the Canada 150 celebration, just published my uncle’s manuscript about his seven years working with Prime Minister Mackenzie King.  All the work I put into making this happen has been worth it.  It is already in the hands of several political figures who are excited to read it.  Preston Manning was the first outside the family to receive a copy.

 

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April Results

A pretty average month overall.  The Canadian market was up marginally, but the US was up one percent.  My Canadian portfolio continues to outperform the TSX with over a 1% gain, but my US stocks have been lagging with a slight loss this month.  See the table below for specific stocks that have been under performing.   The Canadian dollar dropped against the US dollar which helped my portfolio. On a year-to-date basis, results are not spectacular, but are still OK.  Trend lines would indicate this could be an “average” year, and the having an average year is not all that bad.

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March 2017 Update

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Arizona

Gramma

Celebrating Gramma’s 94th Birthday

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March Results

A mediocre month at best.  By mid-month the recent bull market looked intact, but as turmoil mounted in the US political system, the markets gave up all of the March gains.  Both Canadian and US markets were basically flat for the month (up 1% in Canada, down 1% in the US).   On a YTD basis the year still looks OK at almost 2% in Canada and 5% in the US.

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February 2017 update

 

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Back to Arizona

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February Results

US markets posted impressive gains in February posting YTD  gains in the 5 per cent range.  The Canadian market showed a small gain, after setting records earlier in the month before pulling back.  My US portfolio almost kept pace with a better than 4% gain, while my Canadian portfolio beat the TSX considerably with over 1% in growth. Continue reading

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January 2017 Update

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Escaping Winter

Writing in the sun

Blogging from Arizona

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January Results

In spite of some big slippage in the last week of January, it was quite a respectable month on the markets.  The TSX and Dow are up over half a percent and the S&P was up three times that. Continue reading

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December 2016 Investing Update

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Christmas in California.

Bakersfield

Time with the grandsons.

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December Results

A great way to end the year.  TSX up almost 1.5%,  Dow up over 3% and the S&P almost 2%, capping off a good year with over 17%, 13% and almost 10% respectively.  Quite refreshing after a dismal 2015 (December 2015 Report) and a scary start to 2016 (January 2016 update). Don’t expect 2017 to produce a repeat.  Just as there is seldom two consecutive bad years, there are seldom two consecutive stellar years.

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November 2016 Investing Update

One Month To Go

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Finally – some time at home

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With Grandson at Hockey

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November Results

What a ride November was.  The ending was good, but there were some tense moments.  The Dow gained over 5% for November, bringing it to 9.75% for the year.  Good showing after three consecutive losing months.  The S&P gained 3.42% for a YTD gain of 7.58%, putting it slightly above its previous high of 6.34% in July – again following three consecutive losing months.

The TSX rose as well, by a very respectable 2% for the month bringing its YTD gain to almost 16%.  This is turning into the best year in a long time for the Canadian market.

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