Scatter brained thoughts:
Debated buying calls on AOB and PNSN. Shares still falling and i haven't bought.... yet.
Since last post i have bought small amounts of DRX, PAP.a, VCM, CNJ, KSW-N, and added to PNSN and AKT.a. PNSN earnings going down and doesn't look good right now.
Should of sold ORS long time ago. I have that Canwest sinking feeling again.
Started a Canadian dividend watch list and today looked at Pizza trusts which might be added like PZA.un and BPF.un. Of course these are still trusts and not true dividend payers... yet.
Watched in amusment, interest and curiousity as COCO and other colleges get slammed due to some possible Federal loan changes. Same amusment was also used when watching SPB and
RBA has been added on to watchlist. Unsure of a good entry as of yet.
A quick check a few weeks back i had a 5% loss in my 'managed portfolio' vs indexes of S&P, TSX and DJIA all down about 1.5%. At time i was around 40% cash. Nothing really going right. Best gainer has been STMPs followed by NWF.un and ALC.
Biggest losers are ORS, AG.un and PNSN with the latter gaining steam in the wrong direction! All spec plays that should be treated as such and NOT given large amounts of portfolio %'s.
D
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