3 Recent Buys – CSU, JNJ, BIP

BuySell

A quick update on three recent purchases in my portfolio. One of these three purchases is a new company in my portfolio. This is a company that I have been obsessively reading about for months now and finally decided that I need to own a piece of it. As a growth-focused company, this may not appear cheap for value investors, but the company has a proven track record of amazing capital allocation, diligent screening process for its growth through acquisitions, a legendary leader, cornering various niche markets…and the list goes on.

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2 Recent Buys – JNJ, CWO

BuySell

A quick update on two purchases in our portfolios. It is getting harder and harder to find good value plays as the market seems be pushing the boundaries on the valuation front. With a lot of stocks trading close to 52-week highs, pickings have been pretty slim. However, due to an oversized cash position, I decided to pay up and put some capital to work.

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3 Recent Buys – BAM, BCE, EVI

BuySell

A quick update on three purchases in our portfolios. It is getting harder and harder to find good value plays as the market seems be pushing the boundaries on the valuation front. With a lot of stocks trading close to 52-week highs, pickings have been pretty slim. However, due to an oversized cash position, I decided to pay up and put some capital to work.

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2 Recent Buys – BIP, TD

BuySell

A quick update on a couple of purchases in our portfolios. It is getting harder and harder to find good value plays as the market seems be pushing the boundaries on the valuation front. With a lot of stocks trading close to 52-week highs, pickings have been pretty slim. However, due to an oversized cash position, I decided to pay up on a couple of strong companies and add to my existing positions.

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