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Getting out what they’re paid for
Investing in a company is always risky (virtually at least). The management board of theses companies have insightful information they can leverage in buy/sell during the course of a year. But what...
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Volatility of prices : stable value
Warren Buffet once stated that value and price are not equal. He actually quoted Price is what you pay. Value is what you get. I always try to keep that in mind. It is harder when you get the price...
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FTP : Q1-2011 updates
for those of you linked to our RSS feed, you make want to consider revisiting the previous FTP post revisited with Q1-2011 results of FTP. Please consult it here. Oh! by the way, FTP does have over 5...
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Canadian value traps…
In value investing, the concept is to purchase shares of a company for less than the actual value of the company net assets without considering business growth or estimating future revenues. In these...
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Portfolio performance – 2012
My 2012 performance is now updated in “Portfolio performance”. I do think this year was rich in lessons learned with Gencor value trap and biggest lesson of all Fortress Paper overpromises. FTP falling...
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