Author: dave kennedy

NOVEMBER 9, 2018, BUY 3000 SHARES OF LNR @ CAD$49.85 Today I bought 3000 shares of LNR on the TSX. Earnings came out yesterday and as expected, there was margin compression in the important auto parts business (over 50% of the overall business). However, revenues conitnue...

ADD: AIG WARRANTS (AIG.WT) NOVEMBER 9, 2018, (TRYING TO) BUY 3000 WARRANTS OF AIG @ USD$9.10 Today I (TRIED TO) purchase 3000 WARRANTS of AIG INSURANCE. AIG is one of the world's largest insurers. Over the past few years they have un-reserved against their policies and have...

November 9, 2018 ADD - PWF.TO - POWER FINANCIAL CORPORATION ($28.75 per share) I am buying more of PWF today.  Their largest holding, Great-West Life, came out with earning yesterday and the general theme is that we'll see $4.00 per share in earnings before seeing $2.75 again. ...

October 10, 2018 Added 8000 shares in THO at CAD$3.70 per share.  Like all gold miners, THO has been clobbered by rising interest rates, the rising US dollar and reduced profits.  In addition, THO has suffered the shutdown of one of their major mines in Guatamala. ...