Canadian Dividend Investing (@CDInewsletter) unfollowed @OceanRoadCap on Sep 20, 2024

I've found a good rule of thumb is whenever a company announces a "transformational" acquisition my default reaction is to be especially cautious. These things are *really* hard to execute -- even for companies with a history of making deals.

$TD.to within 1% of a 52-week high on news that CEO Bharat Masrani will retire. Not bad for a bank most everyone gave up on just a couple of months ago. Kudos to @BullishBearz, @BubleQe, and others who had good things to say when the short-term looked so bleak. https://t.co/vjILo3mChp

Rate cuts are like bible verses. You can use them to mean anything. Optimistic view - Oh baby! That 50 bps cut is sure gonna stimulate the economy!!! Bullish! Pessimistic view - Just how bad is the economy that they had to cut 50 bps?!?!?!?!? Bearish!

RT @netcapgirl: i know we’re all excited about rate cuts but there are some startups whose only source of income is the interest from their…

bips bips bips bips bips bipsbipsbipsbips

Discount to fair value, according to Morningstar: $KHC: 38% $NTR.to: 34% $T.to: 30% $RCI.b: 29% $BDX: 25% $DOO.to: 24% $BCE.to: 22% $CPB: 17% $DEO: 17% $BMO.to: 10% There aren't as many undervalued Canadian stocks as previous months, so I threw in a few U.S. ones.

Every dollar invested in boring specialty grocer North West Company 20 years ago is now worth $17.50 (assuming reinvested dividends) Don't let anyone tell you boring dividend stocks can't produce exciting long-term returns. $NWC.to https://t.co/5eODZ1Y4xO

The people who get mad about lack of deep stock analysis in a tweet always crack me up. It's 280 characters and maybe a picture. What did you expect, War and Peace?