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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 more then 70% this year contributed to

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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 situation, if a company temporarily is losing

Posted in BLZ, FLC, Tips & Tricks, TSE, VII

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 and

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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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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 are they paid for?  What are the options/shares

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