AIG Revisited

It’s time to revisit our investment in American International Group (AIG) – a turnaround candidate for the company that became famous for its role in the 2008 financial crisis; re-focused itself on its core business, and has proved to be a great investment; but still has a lot of work to do. At A Glance: Symbol: US-AIG…

Portfolio Year In Review – 2014

  Another new year brings another review of last year’s portfolio – I’ve been particularly delayed as I’m gathering more data points and looking at performance a little more closely this year.   Similar to last year’s disclaimers, here are the ones for this year: No tax / margin / interest / commission costs incorporated in the…

Calculating Portfolio Returns

  Late last year, my broker (TD Direct Investing) finally introduced online performance tracking – something that was sorely lacking. After all, investors should know what their portfolio performance has been.  If you can’t measure how well your portfolio is performing, how do you know whether or not you are investing wisely.  Are you investments doing…

Dividend Portfolio Update (2-Feb-15)

  Well, it’s been awhile since my last post, but I thought I’d get everyone up to speed with the dividend portfolio (which is usually the easiest to write about – except for this entry).  So, since we last wrote about the portfolio almost 4 months ago, I’ve been buying and selling companies within the dividend…

Is Intuitive Back On Track? (ISRG)

We wrote about our investment in the struggling robotic surgery equipment manufacturer in October of last year as a result of some fortunate luck in a buy-out from another medical equipment manufacturer.  With 2014 Q2 results out last week, I’ve been debating about whether or not to add more to our position. At a Glance:…