Author: dave kennedy

JULY 27, 2017, SOLD 500 SHARES OF SVU @ USD$31.80 PER SHARE (2% OF PORTFOLIO) Today I sold all of my shares in SVU at around USD $31.80 per share, realizing a gain of 63% on the holding.  The firm is being purchased. ------------------------------------------------------------------------------- JUNE 5, 2018, BUY...

Portfolio Update - June 2018 The DVI portfolio was up .66% in June 2018, slightly beating the Dow 30 Industrials (+.62%), the S+P 500 (-.46%), the Nasdaq (-1.49%) while slightly under performing the TSX which was up about 1% for the month. $10,000 invested in June...

June 18, 2018 ADD: DUNDEE CORPORATION (TSX:DC.A) I visited Parq Vancouver late last week. I was always pretty curious how one could spend $900 million building 600 hundred rooms. Seems like a lot of dough, even for downtown Vancouver prices. After reading, with some alarm, that Dundee's...

BUY: CEMEX S.A.B. ADS (NYSE:CX) JUNE 13, 2018, BUY 1000 SHARES OF CX @ USD$6.13 (less than 1% of the portfolio) Cemex S.A.B. (NYSE:CX) is a leading global producer of cement products. Based in Mexico, revenues are global, derived from the U.S. (30%), Northern Europe (23%), the...