It has been a while.
Lots happened with me.
First of all, my new hosting company sucked. My website crashed 3 times last 3-5 months for god knows how long.
Penetrator asked me whether I stopped writing in my blog several months ago and guess what it was crashed for several days!
Then it crashed again 3 weeks ago then 3 days ago.
What the hell!
This crash never happened with Godaddy for last 5 years or so.
Last year, I migrated the whole thing to Namesilo thinking what would be different?
Hosting and domain businesses are basically commodity business. Cheaper the better!
3 crashes. That’s what I get for being cheap here.
Hope you guys did not forget me!
Would I change it back to Godaddy?
No… not because it is more expensive but I don’t want to go through migration process again.
Migration is a quite traumatic process, just as bad as moving.
Now I have developed obsession that I check whether my site is running daily…
Thank you Namesilo for making my life just as miserable as your stock price!
Secondly, I knocked off my wife sometime ago and my baby was born about 2 months ago.
Luckily it is a baby girl. I would have neglected if it was a boy.
Have you as a father developed strong emotional connections with your baby boy?
I don’t think I can be as attached to a boy than to a girl. My brain wasn’t prepared for a boy so I am seriously thanking god.
I always say, things are hectic with me but it is more hectic now.
I have finally built the rhythm but having a baby is no joke but worth it! She is very cute. At least to me!
Thirdly, when there is a good news, there is a bad news.
Well to me it is a terrible news.
My dog passed.
I was walking my dog then out of nowhere a tiny but very aggressive dog on a extendable dog leash rushed at my dog.
The owner (she) was looking at her fucking cellphone when that happened. Who the fuck does that? An aggressive dog on a extendable leash and looking at the fucking cell phone?
I thought nothing happened as my dog avoided the tiny dog and moved quickly to my the other side. After came home and spending time with her and noticed her a drop of blood several hours later.
Infection spread quickly to her heart then she died.
A life gone because of the fucking irresponsible woman.
I am sure the dog and the owner live nearby but my wife and I wanted to let Sandy go in peace so we did not do any further actions other than sending our prayers to her.
Sandy- If you are reading this, I am sorry and we really love you! You were a good girl! See you in heaven!
Covid sucks but there is a good side.
I get to spend my 24/7 with my beautiful wife and cute baby . Nowhere to go anyway.
Hope everyone is feeling safe and all.
I randomly got across my old posts today and figured write something about them.
I bought CIBC, Home capital, Canadian Western bank and Ensign.
Hahaha what a random list of stocks.
CIBC was $91
Home capital was $40-$42
Canadian western bank was $27-28
Ensign was $9 or so
I believe only things that I cared about at the time was dividends. Hahahaha
CIBC is $109 now so not bad but certainly not great.
Home capital is $29. So terrible investment
Canadian Western bank is $29 now so again terrible investment
Ensign is $0.70… Yes $0.70.. Hahahahhaha
This Flashback is fun isn’t it?
I was a dumbest investor and I hope no one read my post seriously at the time.
This was posted in Jan 2016
Haha, I bought a gold stock called Orvana Mineral $0.11 and a REIT, Dream office at $17.
I remember selling Orvana at $0.30 or so and Dream office at $22?
I really was a value investor then.
Orvana is currently at $0.25 and Dream office is at $21 so not that great long term investment. I guess Dream was okay as it ran up till $30 something and with all that juicy dividend.
Does not matter, they are not compounders.
Let’s jump to 2017?
This was posted in Jan 2, 2017.
And below is what I had back then before selling all of them off for a newer portfolio.
Look how messy this portfolio is. Again, no clue what I was doing back then.
What a loser accountant I was. What’s the point of having an accounting designation? Hahaha
Bunch of random high yielding dividend stocks with a disgusting Canadian ETF.
Pizza Pizza? Sir Royalty income fund? Canadian natural resources? REIT, REIT, REIT?
I won’t be surprised if some of them are already bankrupt or at the verge of bankruptcy.
Just going through them makes me dizzy. What the heck was I thinking? Hahahaha
Thanks god, I sold them all and moved on right before 2017.
With the proceeds, below is what I bought in the end of 2016- 2017.
Let’s take a look. Shall we?
XTC is $8 now. $10 back then. Hahaha
HWD is $24. Not bad but not too great.
XEF? What the heck is this?
Linamar? It is now $60. Gone nowhere for last 4 years.
Couchetard? It is $86 after accounting for stock split. $60 back then. Not bad but not great. Up 42%. Including dividend probably 50-60%?
Lassonde? Hahahah my loser stock right here. Embarrassingly, I still have it.. The multiple compressed very much. Still growing a bit. Someday it will get back up and I will recoup my original investment. Hahaha
CGI? $93. $60 back then. So up 50% or so.
Stella Jones? $43 back then. $43 now….
Dollar Tree? $79 back then $95 now? laughable.
Gilead science? What a random stock to own. $85 then $60 now…
Union Pacific? $92 then. $200 now. That’s what I am talking about. Little over 15% CAGR.
The rest of them are pretty bad companies.
With the companies below, it would be a miracle to achieve 15% CAGR which is one of my investing goals.
Luckily, I only own 2 companies from below listing… Thanks god, at least I have improved a bit.
I don’t know what I exactly owned in 2018 based on going through my 2018 posts.
Looks like I owned
Random CRH for dirt cheap valuation for a while
Still owned the loser Lassonde and Spin Master
I still own many of above top quality stocks as my anchor stocks. Those are basically my sleep well compounder bros stocks.
I think I had fun going through my old posts. Looked like I have improved a bit as I go.
I will never forget my first stock purchase (other than VTI index funds) though.
It was Penn West Exploration. I sold out after losing probably 50-60%?
It changed its name to Obsidian Energy.
It did probably 1/10 stock split some time. Don’t know and don’t care but guess what. $34 is what I would have paid then, now it is $0.45. That’s stunning 99% stock price drop.
Haha it managed to go up by 2.27% today!
The best accountant in Toronto. Yes. that’s me!