Blog name change

The old named, Old-School Canadian Value Stocks, was too similar to other blog names. What we're really after are mispriced equities - if there weren't any, indexing would be optimal.

Q1 2019 update - boredom rules

Aside from a tiny speculative position in Itafos (IFOS), I made my first purchase of 2019 today. And it was just a bond hedge.

I watch about 50 companies but haven't seen anything worth buying since December.

I am short puts in several companies - Canfor, Linamar and Stars Group. At this time I think they'll all expire worthless.

Covered calls on BCE and Emera look like they will be exercised, which will provide more capital I don't really need at the moment.

One solid argument in favour of indexing is that you don't spend much time on the sidelines.