Author: dave kennedy

JUNE 5, 2018, BUY 500 SHARES OF SVU @ USD$19.09 (1% of the portfolio) Today I purchased 500 shares of Supervalu Inc.  Supervalu is a grocery wholesaler, supplying major grocery chains such as IGA.  My investment in SVU continues my interest in the battered retail sector. ...

The DVI Portfolio was up another 3% during the month of May, driven by good performance in my investments in retail and insurance.  During the month of May I realized profits in one of our retail decisions, which is up over 100% over the past...

  GOLD! GOLD! GOLD!!! I'm really not much of a gold bug, but, wow, the gold miners seem cheap. Some of them are selling for about 35% of replacement value (ie, the cost you would incur if you were to build an identical facility and related...

February 2, 2018 Today I sold off 600 shares of GM (NYSE:GM) at USD$41.78/shr. for Canadian proceeds of $30,721, earning a small return of CAD$2,239.  I still like GM as an investment, and I retain 900 shares or about CAD$45,000 or 5% of the portfolio.  I...

FEBRUARY 2, 2018 Today I sold out of Growmax (TSX-V:GRO) at CAD$0.12 per share.  The loss on this is CAD$4,769.98 or 0.5% of the portfolio.  I am just freeing up cash ahead of a new purchase.  I still believe there is good opportunity in the shares...