Decisions

I've bought 1500 shares of GM at around USD$35/shr. and the investment represents about 7% of the portfolio.  Add this holding to shares in Linamar (TSX:LNR) and about 10% of portfolio is in Auto Makers and Parts Suppliers. The auto companies have come under share-price pressure...

HOV is an interesting one. Although much maligned, I give management good marks for not-diluting shareholders and navigating a real debt/maturity squeeze during 2015-2016. Despite dramatically cutting back on land purchases, they have maintained a decent business with great leverage. Here's what I see here...

BUY Power Financial (TSX:PWF), $32.33 CDN I am buying more shares of Power Financial this week. I've owned PWF and it's parent, Power Corp (TSX:POW) several times over the years and it's never really disappointed. The folks that control and operate PWF are skilled operators...