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Canadian Dividend Investing Profile picture
Canadian Dividend Investing
@CDInewsletter
I invest in conservative, old-school companies that gush free cash flow and pay dividends. It's boring, but it works. Not investment advice.
Nov 12 • 10 tweets • 3 min read
Buffett's biographer Alice Schroeder did a Reddit AMA 12 years ago.

It's filled with Buffett wisdom that 99.9% of folks have never seen before. Here are some of the highlights: Image Schroeder believes the most important lesson Buffett taught her in their years together was concentration. Image
Aug 5 • 13 tweets • 4 min read
I thought the British stock market was cheap and filled with bargains.

But it's nothing compared to France. France is *ridiculously* cheap.

Here are 7 of the cheapest stocks I could find, names that are trading way below comparable names in different countries: 1. Carrefour $CA.PA

- Leading European and South American grocer
- 14,000 stores around the world
- Strong work in private label
- Rapidly expanding discount arm
- Repurchased 20% of shares outstanding since 2020
- Trades at 8x fwd. earnings
- 7%+ dividend yield Image
Sep 2, 2024 • 10 tweets • 3 min read
Alice Schroeder did an AMA on Reddit a few years after she wrote Buffett's biography. It's filled with really good stuff, stuff we don't usually see.

Let me share a few of these lessons: Image First, how she changed how she managed her time after seeing what Buffett does Image
Dec 5, 2023 • 10 tweets • 2 min read
I keep hearing there's no such thing as safe high yield stocks (high yield defined as anything with a 5%+ yield).

I couldn't disagree more. There are a bunch in Canada, and even more in other markets.

Thought I'd put a few together in a 🧵to give y'all some ideas.

Here goes: 1. Capital Power $CPX.to

One of my favourites. It's growing nicely by buying cheap natural gas power generation assets. Good assets. Dirt-cheap valuation.

Yield: 6.5%
Payout ratio: 32%
May 3, 2023 • 15 tweets • 3 min read
Alright kids, it's time for the Nelson 2023 Grocery AMA. Anything you've ever wanted to know about the grocery biz, I'm here to answer.

I worked 13+ years in the biz before retiring. Worked up to eventually running the grocery division of a Canadian regional supermarket.

AMA Going to start it off with a few questions submitted ahead of time in the DMs.
Jun 13, 2021 • 9 tweets • 2 min read
If you're looking for investments trading far underneath replacement value in today's market, check out American Hotel Properties REIT $HOT.UN, $HOT.U. A short thread why: As of today, the company has an enterprise value of approximately $1.25B ($300M market cap, $950M in debt). It owns 8,801 guest rooms across the U.S., located primarily in secondary markets (think cities like Houston, Baltimore, Minneapolis, etc.)
Apr 19, 2021 • 8 tweets • 2 min read
Learned this week about the Mittelstand, a unique group of German companies (and, to a lesser degree, British, who, ahem, borrowed the term), small-to-medium sized companies with unique attributes that can really apply to investing. Time for a thread... These companies are very successful and well positioned to survive economic turbulence. They have revenues in the 50M Euro range and a maximum 500 employees. They're characterized by a common set of values and management practices, including: