Top Ten Portfolio Drops 1.2% This Past Week, But TSX Down 1.5%

Domtar Corporation Added To Portfolio Today

October 1, 2019 Bob Weir Market Insights, Top-Ten Portfolio

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.

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Source: eResearch Corp.

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.

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Source: eResearch Corp.

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About Bob Weir 329 Articles
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).

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