Mispriced Markets Portfolio

Portfolio Snapshot - January 2019
These are the stocks I held in my portfolio as of January 1, 2019.

Any changes I have made since this date won’t be reflected in the list below. I generally post snapshots of my portfolio twice a year, once in January and again in June, although may post more frequent updates as time permits. For a description of each of my holdings, please see my latest portfolio review, below. You can also visit the blog section of this site to find out if I've been looking at any new stocks more recently.

Visit the blog to get the latest scoop on the mispriced markets portfolio.

A record of previous portfolio holdings over the years.

February 2019 - Portfolio Update
I have lost faith in a meaningful recovery in the western Canadian oil and gas sector. I have sold my Macro Enterprises and Essential Energy Services and  with the money from these sales, have placed my bets on the current market rally losing steam by the end of the year.(read more...)

January 2019 - Portfolio Review
In the final 2 months of the year I sold Atlas Engineered Products, pared back on my Essential Energy Services and Geodrill holdings and added Gluskin Sheff to the mix. 2018 was a year full of surprises. I take a look back at the tumultuous year just ended and look ahead at what might be in store for investors in 2019.(read more...)

October 2018 - Portfolio Review
I sold my stakes in Viemed and Difference Capital  but retain my other holdings. With the recent market turmoil, I take a look at my portfolio from a defensive standpoint and consider where we are in the market cycle... (read more...)

June 2018 - Portfolio Review
Viemed, Questor and Magna were the bright spots in what was a fairly uneventful start to the year. With the market undecided as to which direction it wants to go, I maintain my hedge but use up most of my remaining cash to add 4 new holdings to the portfolio.. (read more...)

January 2018 - Portfolio Review
Oil stocks, auto parts, overheated markets and opportunity. A look back at 2017 and a look forward into 2018. (read more...)

Following is a list of the stocks I held in my portfolio on Jan 1, 2019.  Click on the name of any of the highlighted companies in the list to see an in-depth analysis. These reports reflect my thinking at the time of purchase or recommendation.  For a more up-to-date analysis and a description of each of the companies in my portfolio, see my latest Portfolio Review.

Click on the icon guide that follows for an explanation of the descriptive icons.

The Mispriced Markets Portfolio

Assure Holdings - IOM

Health care

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Retailing - heavy agricultural equipment

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Essential Energy Services - ESN (Sold)

Oil and gas services

Turnaround iconAsset play iconHot and spicy icon

Geodrill - GEO

Mining services

Emerging markets iconAsset play iconHot and spicy icon

Financial Services

Yield hog iconAverage icon

Financial services

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Auto parts

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Macro Enterprises - MCR (Sold)

Oil and gas services

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Magna International - MG

Auto parts

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Melcor Developments - MRD

Property development

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PHX Energy Services - PHX

Oil and gas services

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Questor Technology - QST

Oil and gas services

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Rocky Mountain Dealerships - RME

Retailing - heavy agricultural equipment

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Westjet - WJA

Airline

Turnaround iconWhale icon

315 strike expiring 12/20/2019

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  • Ticker symbols above are for stocks on the  TSX or TSX Venture exchanges unless noted differently.

 

Performance

5 Year Portfolio Performance

5 Year Performance

My portfolio has beaten the market by 10.5% annually over the past 5 years.

Russell 2000 TR Index: + 4.4% per annum
Mispriced Markets: + 14.9% per annum

click here for the full 20+ year track record.

Mispriced Markets In Your Inbox

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