eResearch | Domtar Corporation was added to the Portfolio today, September 30 and just in time to take advantage of the stock going ex-dividend on October 1. Also, the stock was up 0.8% today so, all-round, a strategic addition to the Portfolio.
Canada Goose has done quite well since our last Portfolio update, up almost $10 a share. AltaGas has also recovered in the interim. Kinaxis has proven to be a profitable addition, rising $6.61 or 8.3% since purchase a few weeks back. NFI continues to struggle, while Parex Resources has flat-lined. Fairfax Financial Holdings is being held back by the poor performance at Blackberry. Vermilion Energy has recovered a bit but still remains far below cost.
You can read our entire report here: TopTen_093019