wisowis

It happens in Canada...those that come to mind are Sandpiper with Artis REIT, George Armoyan with Slate Office REIT, Rai Sahi with a whole bunch of them over the years.

Merry Christmas everyone!

I enjoy playing 3-5 minute blitz (anything longer and I regret my mistakes too much!). I also enjoy watching certain chess content, personal favourite is GM Daniel Naroditsky...both educational and entertaining. (Check him out on youtube!)

NBLY.TO and a bit of PLC.TO

Interesting idea, but how do you get 17%? As of Friday, JNJ shares closed at $173.85, KVUE closed at $23.72. Indicative ratio (as of Friday) was 7.9334x (per https://www.envisionreports.com/jnjseparation/2023/JNJSeparationaug11/index.html?voting=true). That gives me an 8.2% return, unless I am missing something?

Bought a bit more Dream

DHR

Ticker Name Weighting (%) RPP Pension-ETFs 12.6 TSE:VUN Vanguard US Total Market Index ETF 12.4 NYSE:BRK.B Berkshire Hathaway Inc Class B 12.2 TSE:CSU Constellation Software Inc. 8.3 TSE:PSA Purpose High Interest Savings ETF 7.8 TSE:HSAV Horizons Cash Maximizer ETF 6.9 TSE:BN Brookfield Corp 3.5 TSE:DRM DREAM Unlimited Corp 3.3 TSE:XEF iShares Core MSCI EAFE IMI Index ETF 2.9 TSE:GFL GFL Environmental Inc 2.2 TSE:FFH Fairfax Financial Holdings Ltd Sub Voting 2.1 TSE:ELF E-L Financial Corp Ltd 2.1 TSE:HSUV.U Horizons USD Cash Maximizer ETF 1.9 TSE:ATD Alimentation Couche-Tard Inc 1.9 TSE:ZRE BMO Equal Weight REITs Index ETF 1.7 TSE:XIC iShares Core S&P/TSX Capped Composite Index ETF 1.6 TSE:SJ Stella-Jones Inc 1.5 CVE:QIS Quorum Information Technologies Inc 1.4 TSE:WCN Waste Connections Inc 1.3 TSE:SU Suncor Energy Inc 1.2 NYSE:BERY Berry Global Group Inc 1.2 TSE:XEC iShares Core MSCI Emerging Markets IMI Index ETF 1.1 TSE:TD Toronto-Dominion Bank 1 GOOG Alphabet Inc Class C 1 TSE:GIB.A CGI Inc 0.9 TSE:BAM BROOKFIELD ASSET MANAGEMENT LTD 0.9 Cash Cash 0.8 TSE:HCG Home Capital Group Inc 0.8 TPB Turning Point Brands Inc 0.7 TSE:TCN Tricon Residential Inc 0.6 META Meta Platforms Inc 0.6 TSE:ZEO BMO EQUAL WEIGHT OIL & GAS INDEX ETF 0.5 TSE:PIPE Pipestone Energy Corp 0.5 BABA Alibaba Group Holding Ltd - ADR 0.2 CVE:LMN Lumine Group Inc 0.1 CVE:RX Biosyent Inc 0.1

Reacher was great, also binged it this weekend.

Several people mentioning they bought on Monday to tender... But doesn't it take the trade 2 days to settle, then an additional 2-3 business days for the broker's deadline to perform the corporate action? At least that's how I thought it works in Canada...

Added to TPB and SJ.TO

TPB

Just to follow-up on my previous post about the Artis prefs, the option to convert to an open-end trust was approved at the latest shareholder meeting. And in the Q1 earnings call, Samir brings up the redemption of the prefs:

I think Warren let it slip before Charlie:

Here is gfp's ghost post:

I saw this interesting thread on twitter that the Artis preferreds will likely need to be redeemed because of their (desired) switch from a closed-end to an open-end trust:

Picked up some Fortis

Added to CHTR and WCN

Below is from the last conference call in October. If FFH has short exposure after saying this...

Bought more BRK and BERY

Bought some ATD.B

https://www.businesswire.com/news/home/20201201005424/en/AWS-and-BlackBerry-Join-Forces-to-Accelerate-Innovation-with-New-Intelligent-Vehicle-Data-Platform AWS and BlackBerry Join Forces to Accelerate Innovation with New Intelligent Vehicle Data Platform

Added to QIS.V In the past week: Added to NVU.UN, CSU.TO Initiated BYD.TO, DRM.TO

Warren Buffett’s Berkshire Hathaway buys stakes in Japan’s five leading trading companies https://www.cnbc.com/2020/08/30/warren-buffetts-berkshire-hathaway-buys-stakes-in-japans-five-leading-trading-companies.html The official news release: https://www.berkshirehathaway.com/news/aug3020.pdf

Sold OPT.TO (Figured all the shenanigans would lead to a pop sooner rather than later. For more info on the story, I found this post: https://chaptertwelvecapital.com/post/optiva-the-perils-of-a-controlling-shareholder/ ).