Long-Term Investing

Position Updates

Going into the long weekend here in Canada, I want to summarize (mainly for myself) what’s going on with our stocks:

FCO.TO – Formation Capital
Long term hold

CML.V – Crowflight Minerals
Long term hold

BN.V – Blue Note Mining
Long term hold and trade to bring down ACB

SLW.TO – Silver Wheaton
50% long term hold, 50% trade in and out

PBX.V – PBX International
This one’s not going anywhere for a few years, will sell the remaining 50%

PWT.UN.TO – PennWest Trust
Have been in and out a few times. This time holding a small position for a longer term. 12% distribution is nice, 9% after taxes.

[[FSLR]] – First Solar
Still shorting. I don’t hate solar energy, though I do think this is just ugly and a waste of land. It’s just that I believe FSLR’s valuation is very much out of whack at the moment.

Solar panels in the field

Solar panels in Germany