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  Taking it slow and steady
TONY MARTIN  

Saturday, July 31, 2010

HEDLEY DIMOCKAge: 82Occupation: Semi-retired consultant and authorPortfolio: BCE, Fortis Inc., TransAlta Corp., TransCanada Corp., Manitoba Telecom Services, TD Bank, Bank of Nova Scotia, Royal Bank of Canada, Bank of Montreal, CIBC.
FULL STORY


A young investor's love of dividends
TONY MARTIN  

Saturday, June 26, 2010

Keith Lefebvre, 31Occupation: Product managerPortfolio: Toronto-Dominion Bank, Inter Pipeline Fund, Husky Energy, Bank of Nova Scotia, Sun Life Financial, IGM Financial, Saputo, Sysco, Procter and Gamble, General Electric, Reitmans, Walgreen, Yellow Pages Income Fund, Canadian Oil Sands Trust, Royal Bank of Canada, Johnson and Johnson, Canadian Pacific Railway, Leon's, Clorox, Telus, Fortis Inc., Diageo, Scotts Miracle-Gro, Manulife Financial, Bank of America.
FULL STORY


Get in early, and get personal
TONY MARTIN  

Saturday, June 12, 2010

Mike Volker, 61Occupation: Director of Simon Fraser University's industry liaison office.Portfolio: GreenAngel Energy (co-founder), Azure Dynamics, PNI Digital Media. Plutonic Power (co-founder), Electrovaya, Microsoft, Teekay Shipping, National Bank of Canada, PowerShares QQQ ETF.
FULL STORY


A believer in growth stocks
TONY MARTIN  

Saturday, May 22, 2010

George Karaphillis, 55Occupation: Director of the MBA in community economic development program at Cape Breton University.Portfolio: BCE Inc., CIBC, Encana Corp., Enbridge Inc., Onex Corp., Rogers Communications, Research In Motion, National Bank of Greece, Hellenic Telecom Organization SA.
FULL STORY


Interpreting the big picture
TONY MARTIN  

Saturday, April 17, 2010

Laszlo Erdosy, 52Profession: Professional engineerPortfolio: TD Bank, TransCanada, Fairfax Financial, Nokia, PetroChina, CN, RIM, and Suncor Energy. Funds: Claymore Precious Metals, Sentry Select, Mackenzie Universal Canadian Resource, Fidelity True North, and AGF Emerging Markets.
FULL STORY


Battening down in stormy seas
TONY MARTIN  

Saturday, March 20, 2010

Peter Premachuk, 53Occupation: Regional director for HandR Block franchise operations in CanadaPortfolio: Front Street Growth Fund, TD Real Return Bond Fund I Series, BMO Guardian Monthly High Income Fund II, Mackenzie Cundill CDN Security Fund Series C, Mackenzie Cundill Recovery Fund Series C, CIBC Monthly Income Fund, HandR Block
FULL STORY


Taking a page from top funds
TONY MARTIN  

Saturday, February 20, 2010

Brenda MacDonald, 55Occupation: Independent financial counsellorPortfolio : Russel Metals,, Brookfield Asset Management, Power Corp., Royal Bank, National Bank, Goldcorp, Toromont, TransCanada, Enbridge.No fan of mutual fundsMs. MacDonald doesn't like mutual funds, not just because of the hefty fees, but because she figures you can get the best of what they offer for free. ''You can go to the globefund website, look at the Top 10 holdings of all the big blue-chip funds, and then rather than pay fees, just buy the companies yourself.'' What's wrong with owning the funds themselves? The big funds often hold well over a hundred companies, and that inevitably includes many dogs, she reasons.
FULL STORY


Small portfolio keeps it simple
TONY MARTIN  

Saturday, February 06, 2010

Neel Roberts, 44Occupation: Accountant Portfolio: Currently in cash, but his watch list includes WestJet, Rogers Communications, Imperial Oil, Tim Hortons and possibly the new General Motors in 2011 when it has its IPO, ''but that's a long shot!'' he says.
FULL STORY


Knowledge is investor's key
TONY MARTIN  

Saturday, January 16, 2010

Ryan Morris, 25Occupation: Ex-CEO/founder of VideoNote; now managing partner with Meson Capital PartnersPortfolio: AerCap Holdings N.V., Aircastle Ltd., BofI Holding Inc., KVH Industries Inc., Jackson Hewitt Tax Service Inc.
FULL STORY


Investing with a DIY strategy
TONY MARTIN  

Saturday, January 09, 2010

Luc Nocent, 51Occupation: Owner of high-speed video software businessPortfolio: TD Bank, CIBC, Bank of Montreal, Bank of Nova Scotia, BCE, ATandT Inc., Wal-Mart Stores, TransCanada Pipelines, Pfizer
FULL STORY


Unearthing cold, hard facts
TONY MARTIN  

Saturday, December 12, 2009

John Sadowski, 75Occupation: Prospector and mine manager Portfolio: Cash Our investorWhen the cast, crew, and fans of the CBC TV show Adventures in Rainbow Country had a reunion in 2006, John Sadowski happily made the trek to Ontario's Whitefish Falls on the edge of Lake Huron. The series was about the adventures of a young boy growing up in the mining and bush country of Georgian Bay's Northern Shore, and Mr. Sadowski not only played a policeman, but was also the stunt bush pilot. It was a role custom-made for Mr. Sadowski, a long-time prospector who had learnt to fly so he could get out into the field quickly and easily.
FULL STORY


An eye for value and predictability
TONY MARTIN  

Saturday, November 28, 2009

Jim Chuong, 37Occupation: Pharmaceuticals salesPortfolio: Berkshire Hathaway, Fossil, Buckle,K-Swiss, American Eagle Outfitters, Columbia Sportswear.His strategyOver the last 12 months, the markets have been very good to Jim Chuong. Mr. Chuong's strategy has much in common with that taken by investment bankers. He likes to buy firms that have had predictable cash flow for the last 10 years. He also looks at revenues, operating profit, and net profit.
FULL STORY


Mining markets for profits
TONY MARTIN  

Saturday, November 14, 2009

Daniel Cluff, 51 Occupation: Engineering physicist Portfolio: Great Western Minerals Group Ltd., Canasia Industries Corp.Newcomer to the gameWhen he got involved in stock investing recently, Daniel Cluff says, ''it occurred to me that I know a bit about mining, so I decided to start looking at the lay of the land and see what I could figure out.'' He began by looking at established producers like Sherritt International Corp. and Quadra Mining Ltd., but now focuses on exploration plays.
FULL STORY


Braving a world of tech stocks
TONY MARTIN  

Saturday, October 24, 2009

Nick Waddell 39Occupation: Investor relations consultantTop Holdings: Serenic Corp., Bank of Montreal put options, Glentel Inc., Sierra Wireless Inc.Where he got his startNick Waddell, who majored in English and minored in economics at the University of Guelph, says the career bridge between the two is working in communications, which is how he got into the investor relations field. Despite living in Vancouver, though, he isn't interested in metal or mining stocks. Instead, he favours that once-famous but now shunned sector, technology, and has begun publishing an online magazine about tech stocks, DVC Smalltech Letter.
FULL STORY


Two rules guide retired consultant
TONY MARTIN  

Saturday, October 17, 2009

Sudhir Jain, 70Occupation: Retired oil industry consultant, fiction writerPortfolio: Income - TransAlta Corp., Killam Properties Inc., Superior Plus Corp., BCE Inc., Biovail Corp.; Speculative - Western Financial Group Inc., Bombardier Inc., Viterra Inc., Sherritt International, Xceed Mortgage; Trust Units - Boyd Group Income Fund, Extendicare REIT, Rogers Sugar Income Fund, Pizza Pizza Royalty Income Fund, New Flyer Industries Inc., Westshore Terminals Income Fund.
FULL STORY


Mining data on precious metals
TONY MARTIN  

Saturday, October 03, 2009

Bob Perry, 58Occupation: Retired Canada Post financial analystPortfolio: Silver Wheaton Corp., Minefinders Corp., Gold Wheaton Gold Corp., Franco-Nevada Corp., European Goldfields Ltd., Nevsun Resources Ltd., Silvercorp Metals Inc., Northgate Minerals Corp., Active Control Technology Inc.
FULL STORY


Zen investing to offset angst
TONY MARTIN  

Saturday, September 26, 2009

Daniel Austin, 36Occupation: AccountantPortfolio: (Including family holdings): Bell Aliant Income Fund, Horizons AlphaPro Gartman Fund, TD Mortgage Fund, TD Short Term Income, Telus Corp. It's in his nature
FULL STORY


Small caps that go big
TONY MARTIN  

Saturday, September 12, 2009

Keir Reynolds, 29Occupation: Investor relations consultantPortfolio: Ventana Gold Corp., Rock Energy Inc., Oroco Resource Corp., Rockgate Capital Corp., Wildcat Silver Corp., Medoro Resources Ltd., Resverlogix Corp., Andover Ventures Inc., West Timmins Mining Inc.
FULL STORY


A rock-solid strategy
TONY MARTIN  

Saturday, September 05, 2009

Brian HesterAge: 80 Occupation: Retired mininggeologistPortfolio: Agnico-Eagle Mines Ltd., Colossus Minerals Inc., Columbus Silver Corp., Goldcorp Inc., Hochschild Mining PLC, Northgate Minerals Corp., Royal Gold Inc., Silver Wheaton Corp., Temex Resources Corp., Underworld Resources Inc., Ur-Energy Inc., Vista Gold Corp.
FULL STORY


Geologist digs up miners' dirt
TONY MARTIN  

Saturday, August 22, 2009

Paul Kingston, 67Occupation: Retired economic geologistPortfolio: Enerplus Resources Fund, Penn West Energy Trust, ARC Energy Trust, Canadian Oil Sands Trust, Baytex Energy Trust, Goldcorp, Silver Wheaton,Franco-Nevada, Premier Gold Mines,Sabina Silver, Royal Gold, Kinross Gold,, Gold Wheaton, International Royalty
FULL STORY


Betting big on metals
TONY MARTIN  

Saturday, August 15, 2009

Lawrence Hunt, 60Occupation: PsychologistPortfolio: Goldcorp Inc., Yamana Gold Inc., Minefinders Corp. Ltd., Northgate Minerals Corp., Pan American Silver Corp., Franco-Nevada Corp., Rubicon Minerals Corp., Premier Gold Mines Ltd., Jaguar Mining Inc., ATAC Resources Ltd.
FULL STORY


Keep it simple, age with ease
TONY MARTIN  

Saturday, August 01, 2009

Mike LynchOccupation: Business adviserAge: 63Portfolio: Guaranteed variable annuity, Gammon Gold Inc., iShares MSCI BRIC ETFhis philosophyAs a founder of the Nova Scotia branch of the Canadian Association of Family Enterprises, small-business adviser Mike Lynch says he has learned ''the importance of a sense of urgency'' from his clients. ''Business owners are eternal optimists,'' adds the 63-year-old from his home in Antigonish, N.S., adding that they always think they can retire on what they'll sell their business for. ''But the best way to accumulate capital in the early stages is to buy high-quality equities that pay dividends.''
FULL STORY


The cautious professor
TONY MARTIN  

Saturday, July 18, 2009

Gary MacMillanOccupation: Retired Sheridan College business professorAge:66Investment personality: UltraconservativePortfolio makeup: Bank GICsA Non-Investing Business ProfessorLast October, when the economy and the markets hit the skids, Gary MacMillan felt both secure with his investments and somewhat reassured to have his forecast confirmed. But he's the first to admit that a crash was something that he'd been predicting for more than 10 years. ''Back then, the market had been going up and up, but I said, ''Wait a minute. With everyone putting money into mutual funds, it's bound to slow down.' I thought the bubble would burst, told my friends, but no one would listen, and then it happened.''
FULL STORY


Accountant's math adds up to safety
TONY MARTIN  

Saturday, July 04, 2009

Eileen ReppenhagenAge: 54Occupation: Certified General Accountant, writer, speakerPortfolio: Guaranteed investment certificates Investing approachA certified general accountant, Eileen Reppenhagen has a somewhat unusual approach to investing. And that approach doesn't come from a book or a broker, but from her Tsawwassen, B.C.-based accounting practice, which she has run for some 25 years.
FULL STORY


Ex-broker knows indexing's value
TONY MARTIN  

Saturday, June 27, 2009

Garth RustandAge: 55Occupation: Ex-adviser, now executive director of Investor-Aid Co-op Portfolio: iShares Canadian Universe Bond Index, iShares SandP/TSX 60 ETF, iShares SandP Global 100 ETF.
FULL STORY

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