I recently came across Simply Investing and realized that it was run by a blogger here in Ottawa, Canada. Not only that, we both work in the same industry and our offices are within a couple of kilometers from each other. Needless to say, we had to meet up for lunch and chat all things investing and blogging. This was my first time meeting another blogger in real life, and I have to admit that it was very refreshing and a fun lunch to chat about our common interests.
Kanwal, founder of Simply Investing, has been investing, blogging, and teaching for years now and he asked me to review his Simply Investing Monthly Report and offer it to my readers as a sweepstake. As a special, one Roadmap2Retire reader will get free subscription for 12 months (of value $240) and other Roadmap2Retire readers will get a 15% discount. What does the Simply Investing Report offer? Read on.
Simply Investing Report
Simply Investing Report is Kanwal’s way of presenting dividend growth companies that can be potential investment targets based on 12 Rules. These rules include qualitative aspects such as whether a company is recession-proof, has a competitive advantage in the sector etc as well some quantitative rules such as debt ratio, P/E ratios etc (see the full list of rules in the image below). Based on these rules, the US and Canadian companies are presented each month that are undervalued and overvalued. The universe of stocks selected comprise of 60 US dividend stocks and 50 Canadian dividend stocks. In addition, Top-Five picks are presented at the beginning of the report for US and Canadian markets. This provides a quick overview and a short thesis on why a particular stock made it to the list. It is also interesting to note that each report also contains overvalued stocks — which can provide some perspective on which companies to avoid. The data in Simply Investing Report is published in PDF form for easy reading, but for the DIY investor, an excel sheet is also provided, so that investors can sort data according various metrics presented.